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Take the work out of your document workflow

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business. PandaDoc integrates with your CRM, saves your team time, and provides transparency into your sales performance.
PandaDoc
2011
United States
  • Accounting
  • Education-management
  • Financial-services
  • Hospital-health-care
  • Nonprofit-organization-management
5 Industries
  • English
1 Language
Industries
  • Accounting
  • Education-management
  • Financial-services
  • Hospital-health-care
  • Nonprofit-organization-management
Licensing & Deployment
Support
  • Email
  • 24x7 Support
Knowledge Base
  • Help Guides
  • Video
  • Blog

Media

PandaDoc
PandaDoc
PandaDoc
PandaDoc

PandaDoc Core Features

Focus of Document Management Feature
  • Collaboration Tools
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Document Sharing
  • Document Storage
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Version Control
Focus of Quoting Feature
  • Automated Quoting
  • Contact Management
  • Customizable Branding
  • Discount Management
  • E-Signatures
  • Multi-Currency
  • Product Configurator
  • Quote Creation
  • Quote Tracking
  • Templates
Focus of Proposal Management Feature
  • Audit Trail
  • Collaboration
  • Contact Management
  • Document Management
  • Electronic Signature
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
Focus of Document Generation Feature
  • Collaboration
  • Digital Signature
  • Document Management
  • Document Security
  • Easy Integration
  • Interaction Tracking
  • Multiple Output Formats
  • Process/Workflow automation
Focus of Business Plan Feature
  • Business Plan Templates
  • Canvas Modeling
  • Collaboration
  • Dashboard
  • Financial Templates
  • Social Sharing
  • Text Editor
Focus of RFP Feature
  • Collaboration
  • Files Management
  • Process Flowchart
  • Reporting & Analytics
  • Requirement Management
  • Task Management
Focus of Forms Automation Feature
  • Collaboration Tools
  • Electronic Signatures
  • Forms Automation
  • Forms Builder & Design
  • Mobile Forms
  • Offline Forms
  • Reporting & Analytics
  • Task Management
  • Workflow Management

PandaDoc Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • Yes
Payment Frequency
  • Monthly Payment
  • Annual Subscription
  • Quote Based
Vendor pricing page Get Free Trial
Plans & Packages
Starter
$19 Per Month
Features
  • Unlimited document uploads and e‑Signatures
  • Rich media drag and drop document editor
  • Real‑time tracking and notifications
Business
$49 Per Month
Features
  • This plan includes all the features from Starter plan
  • Custom quotes and sales agreements
  • Custom branding and content library
  • Deal rooms

PandaDoc Reviews

3
Total Reviews
5.0/5
Overall Rating
0
Recent Reviews

What Users Say

Great tool for creating, sending, signing and organzing your documents
🏃 Brent W Peterson
🏃 Brent W Peterson
Great Solution for Document Management Needs
Machell Enke
Machell Enke
Easy and Customizable Platform
Danielle Martin
Danielle Martin

PandaDoc Reviews

5.0 3 Reviews
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  • Most Recent
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  • Rating: low to high
Write a Review
🏃 Brent W Peterson

Great tool for creating, sending, signing and organzing your documents

We have been using PandaDocs for a number of years and found it an invaluable tool to create our quotes, reports and contracts for our clients. It has helped us to keep everything in one place and the templates are especially useful for quickly creating documents even from our CRM.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Machell Enke

Great Solution for Document Management Needs

Have been using PandaDoc 3+ years for all our contract and proposal management needs. The integration with Salesforce and E-Signature functionality streamlined our sales to services process and drives data integrity. Love the UI and customer support is awesome.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Danielle Martin

Easy and Customizable Platform

PandaDoc has worked great for our office. It is easy for our staff to use and the customization of templates and documents in the platform makes for a smooth process.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

PandaDoc Integration

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