PandaDoc Software

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About PandaDoc

PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. PandaDoc allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The built-in e-signature feature allows signers to approve and sign the documents from anywhere anytime. PandaDoc analytics provides real-time statistics regarding who has viewed the proposal, ho...

PandaDoc Pricing

Free plan Essentials: $19/user/month Business: $49/user/month Enterprise: contact PandaDoc sales team. View our pricing here: https://www.pandadoc.com/pricing/

Starting price: 

$19.00 per month

Free trial: 

Available

Free version: 

Available

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PandaDoc Signature options

PandaDoc User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4

Customer support

4.5

Functionality

4

Showing 1 - 5 of 815 reviews

Andrew

Company size: 11 - 50 employees

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

May 2021

PandaDoc the Perfect Fit

User Profile

Jesus

Verified reviewer

Company size: 1 employee

Industry: Marketing and Advertising

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Functionality

out of 5

October 2020

Jumping From RightSignature to PandaDocs

We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back. We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign. If you're a small business getting started and need free e-Signing, PandaDoc is a winner.

Pros

They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".

Cons

I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.

Reasons for choosing PandaDoc

PandaDoc had a free tier.

Reasons for switching to PandaDoc

RightSignature was too expensive for API access.

Luke

Company size: 1 employee

Industry: Media Production

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 2022

Best Contract and Signature Software

Pandadoc has allowed us to automate our entire proposal process, saving hours per work

Pros

The best thing about PandaDoc is connecting it to Zapier and automatically creating customized proposals without lifting a finger. Tracking when recipients view documents, and how long they spend viewing each page are great metrics to have for sales.

Cons

There are a few things I would like to be available with automation through Zapier, although they are possible with API.

Reasons for switching to PandaDoc

I didn't like the formatting or functionality of Qwilr

Elaine

Company size: 51-200 employees

Industry: Individual & Family Services

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
2

Ease-of-use

out of 5
3

Value for money

out of 5
4

Customer support

out of 5
3

Functionality

out of 5

March 2021

Does the job but improvements needed

Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.

Pros

Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.

Cons

No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.

Reasons for choosing PandaDoc

It was experimental to try a slightly less expensive product at a promotional price for our nonprofit agency needs.

User Profile

YoYo

Verified reviewer

Company size: 2-10 employees

Industry: Marketing and Advertising

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
3

Ease-of-use

out of 5
3

Value for money

out of 5
2

Customer support

out of 5
3

Functionality

out of 5

March 2022

PandadDoc

Digital e-signatures for the company. For proposals, authorization forms, interviews, etc.

Pros

Main advantage over Docusign is that it's free tier and also it's way easier for salespeople to use with it's interchanging block and templates. Makes it easier to send proposals and doc if you have more than one package. Easier to use than docusign which is a plus.

Cons

A lot of times when sending via email, it'll get lost in spam. And the worse part about it is, they know about this and they still put the sending from your own @company domain only at the highest pricing plan (Enterprise).

Reasons for switching to PandaDoc

Try out the product that a lot of people were using and recommending.

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