PandaDoc

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
PandaDoc	Score 9.0 out of 10	N/A	PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.	$35 per month per seat

Pricing

PandaDoc

Editions & Modules

Starter: $35
per month per seat
Business: $65
per month per seat
Enterprise: Contact Sales

Offerings

Pricing Offerings
PandaDoc
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes

Entry-level Setup Fee

Optional

Additional Details

PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.

More Pricing Information

Community Pulse
	PandaDoc
Considered Both Products	PandaDoc Verified User C-Level Executive Chose PandaDoc I find it easier to automate and create templates in PandaDoc. Specifically the templates. Also, connecting through API is easier (our IT team says so, I'm not qualified to evaluate that). Pricing is also something important, when we acquired PandaDoc it was cheaper so we were … Incentivized Helpful? Samuel Robinson Director of Partnerships Chose PandaDoc PandaDoc is a less clunky user experience, not only on the signature process and review, but also on the document creation process. Incentivized Helpful? Verified User C-Level Executive Chose PandaDoc PandaDoc is easier to use and creates more professional documents than the other platforms we've evaluated. It also has very handy features such as reminder emails, suggestions, templates that we found were more robust than other platforms. The pricing was also competitive and … Incentivized Helpful? Phil Goldberg Attorney Chose PandaDoc PandaDoc is equal to DocuSign in every significant way except for its level of adoption; however, the pricing of PandaDoc is so much better that it's clearly the best choice for our firm. Incentivized Helpful? Verified User Employee Chose PandaDoc ease of use and simplicity for the customer experience Incentivized Helpful? Thad Eldredge Owner Chose PandaDoc I have just always used PandaDoc and really don't remember the other systems any longer. Incentivized Helpful? Verified User Analyst Chose PandaDoc PandaDoc has a simple, integrated eSignature component, which is our primary reason for using it over its competitors. Incentivized Helpful? Verified User Employee Chose PandaDoc We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our … Incentivized Helpful? Jason Frazell Founder Chose PandaDoc I found PandaDoc's ease of use to be the superior solution to all of the other software I tried. Incentivized Helpful? Verified User Employee Chose PandaDoc While great, HubSpot Sales Hub creates agreements and collectible payments but is not as UX/UI friendly as PandaDoc. Incentivized Helpful? Verified User Director Chose PandaDoc PandaDoc and DocuSign are very similar in functionality and design, but I prefer to use PandaDoc's interface. It is so easy to use and I prefer PandaDoc's interface and UI. It feels a little cleaner and a little more professional to me when compared with DocuSign's interface … Incentivized Helpful? Verified User Administrator Chose PandaDoc much better. The pricing structures worked a lot better than the other companies because we are a small clinic Incentivized Helpful? Steve Foster Vice President and CFO Chose PandaDoc PandaDoc provided similar features and functionality at a better price, but the "tipping point" was integrated e-signatures. Incentivized Helpful? Verified User Employee Chose PandaDoc To be able to block certain fields within templates and contracts, so that the commercial team can negotiate the rest and adapt them but cannot change those purely legal clauses that should not be negotiated or changed without the approval of the legal department. I also find … Incentivized Helpful? Chris Lee Managing Director Chose PandaDoc It was easier to set up and use than both of those products. Incentivized Helpful? Verified User Executive Chose PandaDoc We briefly used Proposify, and it had some nice options for creating more ascetically pleasing proposals and contracts. However, it was far more time-consuming, and any gain in asceticism did not outweigh the significant loss in efficiency, simplicity, and reliability of using … Incentivized Helpful? Jasen Herr General Manager Chose PandaDoc There is no comparison. PandaDoc is far superior to any others I've seen. That's why I moved my company over when I saw the were using DocuSign Incentivized Helpful? Daryl Smith Head of Growth - Real Estate Chose PandaDoc Conga was difficult to build template contracts and not as simple to set up templates, etc., for our sales contracts as Pandadoc has been (simple drag-and-drop in Pandadoc). The automation and integration between our Salesforce and Conga accounts were not working correctly, so … Incentivized Helpful? AM Ashley Mareko Partner and Director Chose PandaDoc We chose PandaDoc for its ease of use and tools that allow a professional feel. The convenience for our clients to review and sign agreements also helped us make the decision to go with PandaDoc. Incentivized Helpful? Daniel Bussius CEO (Chief Executive Officer) Chose PandaDoc PandaDoc is 1,000% better, hands down. Incentivized Helpful? Karina Alvarez Administrative Manager Chose PandaDoc We looked at DocuSign before PandaDocs, and while they are a well-known and good product, we felt their basic content was lacking compared to PandaDoc. We felt we got more bang for our buck, and the navigation seemed better. Plus, we get a dedicated rep with PandaDoc. Incentivized Helpful? Eric Jessen National HR Director Chose PandaDoc Better Incentivized Helpful? Verified User Manager Chose PandaDoc All very similar offerings. PandaDoc is one of the few that provided an approval workflow that we required. Incentivized Helpful? Verified User Project Manager Chose PandaDoc We still use Quickbooks for invoicing but are looking into other products that integrate with PD better than Quickbooks. That way we can quote and invoice from PD. Incentivized Helpful? GM Godson Michel President Chose PandaDoc I've used DocuSign as a recipient but not as a proposal-sending platform. Incentivized Helpful?

Best Alternatives
	PandaDoc
Small Businesses	Foxit eSign Score 9.7 out of 10
Medium-sized Companies	MSB Docs Score 9.4 out of 10
Enterprises	DocuSign Score 8.4 out of 10
All Alternatives	View all alternatives

User Ratings
	PandaDoc
Likelihood to Recommend	9.1 (322 ratings)
Likelihood to Renew	9.1 (18 ratings)
Usability	8.3 (23 ratings)
Availability	9.1 (4 ratings)
Performance	9.6 (21 ratings)
Support Rating	6.1 (23 ratings)
Implementation Rating	6.3 (4 ratings)
Configurability	2.8 (3 ratings)
Ease of integration	9.0 (20 ratings)
Product Scalability	8.6 (4 ratings)
Vendor post-sale	9.7 (20 ratings)
Vendor pre-sale	6.7 (4 ratings)

User Testimonials
	PandaDoc
Likelihood to Recommend	PandaDoc As a small business, the polished, professional look of every PandaDoc document never fails to impress our clients. It's seamless and easy to collect e-signatures, a huge plus, as many e-signature software services provide only that feature for a cost, without the other features PandaDoc has. I am disappointed that the pricing tiers recently changed, so now you get less value for the price. PandaDoc has been great for sending proposals to our clients which include the terms of agreement and the price we quote them, with space at the end for them to sign upon approval. This signals to us that they've accepted and we proceed by sending them an invoice (through another software). Ideally, PandaDoc would automatically follow up or simultaneously send an invoice as well - but this is a Business Plan feature now. But love that we can track when prospects open our documents. We used to pay $35/month for the Essentials Plan, which no longer exists and has become the Starter Plan, which no longer includes unlimited templates or pricing tables - those are Business Plan features. So that downgrade in value was disappointing as it's not a cheap service for a small business, and I'm considering moving to their free plan. Incentivized Verified User Anonymous Read full review
Pros	PandaDoc Allows clients to remotely execute documents. Tracks the progress of document execution. Emails clients to remind them to sign documents so we don't have to follow up. Emails us when documents have been fully executed. Provides an easy-to use interface to place signatures, dates, and other information on our forms. Incentivized Phil Goldberg Attorney Read full review
Cons	PandaDoc The automatic snapping of added fields in templates could be toggleable to more easily place fields where they need to be When fields are duplicated, the generated Field IDs can get long (e.g. Text_1, Text_1_1, Text_1_1_1, etc) Loading screens are sometimes long Incentivized Verified User Anonymous Read full review
Likelihood to Renew	PandaDoc The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new Incentivized Verified User Anonymous Read full review
Usability	PandaDoc Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete. Incentivized CT Carl Thaisen Founder Read full review
Reliability and Availability	PandaDoc We haven't had any real issues regarding downtime as of yet. Incentivized Verified User Anonymous Read full review
Performance	PandaDoc The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out. Incentivized Verified User Anonymous Read full review
Support Rating	PandaDoc Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract. Incentivized MV Melissa Veinotte Registered Storage Designer Read full review
Implementation Rating	PandaDoc Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor. Incentivized LS Linda Stefani Operations Director Read full review
Alternatives Considered	PandaDoc We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time. Incentivized Verified User Anonymous Read full review
Scalability	PandaDoc It's scalable Incentivized Verified User Anonymous Read full review
Return on Investment	PandaDoc Our business has received a positive impact by saving time on creating, editing, and sending documents/quotes to clients. We also have had greater employee efficiency due to a faster and more seamless proposal and document management process. We have received a higher close rate as well considering the user is able to e-sign the document, pay, and complete the quote seamlessly. Incentivized Verified User Anonymous Read full review
ScreenShots	PandaDoc Screenshots