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 pro...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

673 Reviews of PandaDoc

Average User Ratings

Overall

4.47 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(404)

404

4 stars

(206)

206

3 stars

(48)

48

2 stars

(9)

9

1 stars

(7)

7

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 673 results

May 2018

Heather from WithumSmith+Brown

Company Size: 501-1,000 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2018

All-around great proposal software and automation tool.

Pros

PandaDoc has allowed us to streamline our proposal process tremendously. Because of the content library, template functions and ease of use, we've been able to double the number of proposals we put out in the same timeframe before implementation. The analytics reporting feature has assisted in increasing our win rates. We can hone in on the areas of our proposals that resonate with our prospects, allowing the follow-up meetings to be more focused - discussing targeted, relevant themes, services and needs. PandaDoc's development team is very open to feedback and ideas on how to improve the platform. It's refreshing to work with a company that takes your input and one-off special requests to not only deliver on those requests for you but roll out these changes across the board for all of their users. Having a say in the process of polishing and tweaking a product to work best for us is a value-added benefit. The various plug-ins for other software, such as CRM systems, is useful for collaboration between departments. The ability to customize the CSS to fit our brand is essential. We can customize templates with designs that fulfill each of our needs. Having multiple workspaces under one account is extremely helpful keeping documents separated for different departments and projects.

Cons

There are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future. From time to time we will run into small formatting issues due to a glitch in the coding. More often than not, they are isolated to one document. For a couple of issues we ran into, the development team was able to provide a timely fix, and the issues have been non-recurring. In the past few years that we've been using the platform, we have only had three instances where the software was down, two of those instances were for less than an hour. Even with the downtime, we have never missed a deadline to deliver a proposal, even in an industry where RFPs are common.

October 2019

William from Teledata ICT

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

October 2019

Efficiency

Sales, is, about efficiency. Having control of the little elements and details that quickly tend to be out of your control. PandaDoc makes things easier. The obvious is it allows you to create documents with easy templates and modules to follow. What I like most are the features that come after. When you send a document it lets you know when it is opened, how long its opened and which part of the document the receiver pays most attention to. That is an invaluable bit of information when entering negotiations. It also ensures accountability by recording every transition the document has undergone from creation, editing to approvals

Pros

The tracking and Audit trail features The activity log of the receiver's actions. Allowing clients to sign electronically. Adding an in-person sign feature for assistance by sales rep

Cons

Nothing at the moment. Yet to find something I hate about PandaDoc. Still using, will revert when I find one.

February 2020

Emmarose from Shower Door Experts

Company Size: 2-10 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

February 2020

Panda Doc

Panda doc has made our business run much smoother. We use it for sales agreements and can be signed off on in less than 5 minutes. Additionally, it saves so much paper.

Pros

Panda Doc expedites the process for signing off on our custom products. It also integrates with Stripe and makes processing deposits extremely easy. I use Panda Doc every day and love it.

Cons

There are very few things i dislike about Panda Doc. The only one that currently comes to mind is that, when selecting items that are optional, the block has to be clicked on to be activated and then the options can be selected. This sometimes leads to clients being confused or missing options they wanted.

October 2019

Lena from Ajeva Financing

Company Size: 11-50 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2019

PRO Panda Doc

We will continue to use PandaDoc for our contract clients because it is easy and efficient for us and allows us to spend minimal time creating a contract, which allows us to focus on increasing sales.

Pros

For my job, I have to write multiple contracts for our clients daily. While our product/service doesn't change, each clients' contract can vary on a case to case basis. MY favorite part about PandaDoc is that you can choose specific words or phrases that can be modified per case, while keeping the body of the contract the same. It makes sending contracts efficient and my patients receive their contracts in a timely manner to speed up business.

Cons

It does take the documents (depending on the size) a while to load sometimes. So I wish that was a bit quicker, but once it has loaded you can navigate through it with no problems.

August 2019

Matthew from Green Light Booking

Company Size: 2-10 employees

Industry: Entertainment

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

August 2019

Could Be Great With A Few Tweaks

I am able to send the quantity I need without any additional payments to PandaDoc.

Pros

The annual price is better than other competitors by a long shot. Can also send unlimited documents which is what we need since I send a lot of contracts.

Cons

1. The mobile cell phone signing feature is called"In Person Signing" which is not really very clear to the people I send documents to 2. Using an iOS device the mobile signature feature is flawed, many kinks that need to be worked out. Currently it is confusing to people how to actually sign from a cell phone. I put in a fixit request more than a month ago, they are supposedly working on it, but there has not been a fix as of today. 3. The input fields take longer to put in the document and assign to signers than competitors.