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What Is PandaDoc?

PandaDoc is an all-in-one tool to create, edit, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking documents. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live human support. Our average user creates a document in under 4 min and reports a 20% increase in closed rates. Join 50,000 businesses that automate document workflows, speed up the pipeline, and win more deals!

Who Uses PandaDoc?

PandaDoc serves organizations ranging from mid-size to enterprises. We help sales, marketing, CS, and HR teams better manage proposals, quotes, and contracts.

PandaDoc Software - Custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.
PandaDoc Software - Document analytics displays what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.
PandaDoc Software - Legally binding eSignatures
PandaDoc Software - For forecasting, drill down to the deal level with proposals, to pick which deals to include (or exclude).
PandaDoc Software - Automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.

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Reviews of PandaDoc

Average score

Overall
4.5
Ease of Use
4.4
Customer Service
4.3
Features
4.3
Value for Money
4.3

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Rakesk
Rakesk
Data Entry Specialist in US
Verified LinkedIn User
Marketing & Advertising, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Functional Authentication and very Secure Platform.

5.0 2 months ago New

Comments: Helpful and easy file sharing and the access control and also the report production using the system is easy and great SSL Security options.

Pros:

Data easy management through its secure environment is amazing and effective document management Package. Creating valuable and real time data analytics and easy collaboration through the product is impressive.

Cons:

No dislike for the documentation solution and on the first implementation it was very easy operation.

Jamie
Head of Growth in UK
Computer Software, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

The best for multi-signature contracts

5.0 last month New

Comments: Overall PandaDoc saves us several hours a week creating detailed contracts; it integrates with our entire sales tech stack and I can’t recommend it enough.

Pros:

Panda doc is super easy to set up and customise. The template creation process is also simple and they have lots of ready-to-use templates too. It makes getting signatures from multiple stakeholders easy and the integrations we’ve set up mean we can very quickly generate contracts from our Deals in Pipedrive

Cons:

I’ve not seen anything I don’t like or any limitations of PandaDoc compared to other digital signature/document management tools I’ve used.

PandaDoc Response

2 weeks ago

Thank you for your feedback and support of PandaDoc!

Elaine
Director of Information Technology in US
Individual & Family Services, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Does the job but improvements needed

2.0 3 years ago

Comments: 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.

Lucien
VP of GTM in UK
Information Technology & Services, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

PandaDoc is a visually appealing and powerful tool enabling sales teams

5.0 last month New

Comments: PandaDoc was a fantastic addition to our tech stack after a pretty poor experience with Docusign. It is a must have tool for dynamic sales teams that want to make their contracts far more powerful and visually appealing to customers.

Pros:

PandaDoc enables you to create visually appealing beautiful contracts that make a huge difference when it comes to signing. Previously, we used Docusign and the contracts were incredibly boring and now compelling. With Panda, we have beautiful images that enhance the experience and increase the close rate. The integration with Hubspot is fantastic and the workflow automation is powerful. The ability to create templates has saved countless hours and can easily be adapted without needing prior training.

Cons:

The challenge with PandaDocs is the limitations not having a native integration with Hubspot. Ideally, you want to have a contract tool built by the CRM but in this case, it relies on an API which does have certain limitations.

PandaDoc Response

2 weeks ago

Thank you for your feedback and support of PandaDoc!

Jorge
Jorge
HR Manager in US
Verified LinkedIn User
Hospital & Health Care, 51–200 Employees
Used the Software for: Free Trial
Reviewer Source

Document E-Signatures and Automation

4.0 7 months ago

Pros:

The ease of setting up template forms for multiple use was great

Cons:

It can improve in logic conditional format to set up each form better for the user to complete only necessary fields when another question was answered a specific way.