PandaDoc is a comprehensive document automation software designed to streamline business processes. It simplifies the creation, delivery, and e-signature process of sales documents, enhancing efficiency and productivity. PandaDoc integrates with various CRM systems, allowing seamless data transfer and reducing manual work. It also provides real-time tracking features, enabling users to monitor document status and gain insights into customer behavior. With its user-friendly interface and customizable templates, PandaDoc empowers businesses to focus more on their core operations rather than paperwork.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is PandaDoc?
  • 04How PandaDoc compare to similar software?
  • 05Who is PandaDoc best for according to our reviewers?
  • 06PandaDoc Reviews

What is PandaDoc?

PandaDoc is an all-in-one platform designed to streamline digital signature processes. It allows businesses to easily manage the creation, modification, and signing of corporate documents. The platform offers contract templates, approval workflows, document storage, and the ability to obtain legally binding signatures with just a few clicks. PandaDoc also integrates with various third-party applications such as Slack, Google Workspace, Microsoft Teams, and HubSpot. Over 50,000 companies including Autodesk, Rakuten, SGS, and TomTom use PandaDoc to simplify their electronic signature workflows. There's also a discount offer available for quick start-ups with PandaDoc.

Pros from reviewers

  • Excellent customer support: Despite some issues with the Customer Success Team, the general customer support at PandaDoc is rated highly for their efforts to assist

  • Comprehensive online document management: PandaDoc provides a comprehensive solution for online document management needs, including secure data storage, digital signature capabilities, and template options

  • User-friendly: PandaDoc is extremely user-friendly, allowing users to easily upload, duplicate, and send documents in no more than 3 minutes

  • Cost-effective: PandaDoc offers a free tier for smaller companies to fulfill their e-signing needs, making it a more affordable option compared to its competitors

  • Convenient and efficient: PandaDoc allows users to effortlessly incorporate upsells, handle contract renewals, and offers a consistent format for all outgoing paperwork, making the creation process simple and efficient.

Cons from reviewers

  • Inability to resize images within a frame: Once an image is imported into PandaDoc, it cannot be resized within its frame. This can be inconvenient for users who need to adjust the size of their images after they've been imported

  • Deletion of content without notice: PandaDoc has been reported to delete user content without any prior notice. This can cause significant disruption, especially if the content is crucial for the user's business operations

  • Confidentiality issues: There have been concerns raised about the confidentiality of documents shared through PandaDoc, with instances of third parties receiving confidential documents without being granted access. This can be a serious issue for users who rely on PandaDoc for secure document sharing.

  • Slow and glitchy reporting feature: Despite being easily readable and accessible, PandaDoc's reporting feature has been reported to be slow, often freezing, and regularly failing to deliver the results asked for

  • Unresponsive Customer Success Team: Despite the excellent customer support, the Customer Success Team who handle more complex issues have been reported as unresponsive and unhelpful, which can be frustrating when dealing with more complicated problems

Main features

Starting Price

$35

/ user / month

Free Plan

No

Automate

Streamline

Safe and secure

Track

Collaborate

When comparing Proposify and PandaDoc, it's essential to understand the differences between these two leading proposal management platforms to make an informed decision for your business needs.


Proposify offers a sleek and intuitive interface, designed to simplify the proposal creation process. With a focus on customizable templates, collaboration tools, and streamlined workflows, Proposify is well-suited for sales and marketing teams seeking to create professional proposals efficiently. Its user-friendly approach makes it particularly appealing for smaller teams and businesses looking for a straightforward solution.


On the other hand, PandaDoc provides a comprehensive suite of document automation tools, extending beyond proposal management to include features such as e-signatures, document analytics, and workflow automation. This broader scope makes PandaDoc suitable for businesses looking to streamline their entire document creation and management process. While PandaDoc may have a...

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PandaDoc

Eliminate paperwork by digitizing your documents with e-signatures

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Proposify

Seal the deal smarter, faster with Proposify.

PandaDoc and DocuSign are both reputable players in the world of electronic signatures and document management, but they cater to different user needs and have distinct differences.


One of the primary distinctions between PandaDoc and DocuSign lies in their target audiences and the scope of their offerings. PandaDoc is tailored to businesses and professionals seeking a comprehensive document automation and e-signature solution. It excels in simplifying document workflows, from creation to signature collection, and provides extensive customization options. PandaDoc is particularly well-suited for organizations that prioritize efficiency and automation in their document processes.


On the other hand, DocuSign is a versatile platform designed to meet the document management needs of a wide range of industries and businesses, from small enterprises to large corporations. DocuSign's strength lies in its extensive digital transaction management capabilities, which include not only...

logo pandadoc

PandaDoc

Eliminate paperwork by digitizing your documents with e-signatures

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DocuSign

The world's #1 eSignature solution

DocSend and PandaDoc are prominent tools in the realm of document management and digital transaction management, each offering unique features that cater to specific business needs. Understanding the distinctions between them is crucial for businesses deciding which tool best fits their requirements.


The primary difference lies in their core functionalities and target audience. DocSend focuses heavily on document security and tracking, making it ideal for businesses that need to control access to sensitive information and monitor engagement in real-time. It allows users to track who views their documents, when, and for how long, providing granular insights into document interactions. This feature is particularly useful for sales teams and startups that rely on investor pitch decks or sensitive financial documents.


On the other hand, PandaDoc is designed to streamline document workflows more comprehensively. It emphasizes document creation, automation, and e-signature capabilities....

logo pandadoc

PandaDoc

Eliminate paperwork by digitizing your documents with e-signatures

logo docsend

DocSend

Share and manage documents easily and securely.

90% off your annual DocSend plan on DocSend

Save up to $1,620

Get DocSend deal

Who is PandaDoc best for according to our reviewers?

  • Contract and Proposal Senders: PandaDoc is user-friendly and cost-effective for individuals or businesses regularly sending contracts and proposals. It offers identical features to its competitors but at a more affordable price

  • Remote Teams: PandaDoc's online storage feature allows teams working from different locations to work more effectively. It offers secure data storage and digital signature capabilities

  • Small Businesses: PandaDoc is a cost-effective solution for small businesses, especially those just starting out. It offers a free tier that fulfills e-signing needs without compromising on major software functionalities

  • Document Managers: PandaDoc is a comprehensive solution for online document management. It allows for easy customization of templates, assignment of signature roles, and input of custom variables. It also facilitates contract renewals and upsells

  • Confidentiality-Conscious Users: Despite some concerns, PandaDoc is generally used by individuals or businesses that prioritize confidentiality. It offers secure data storage and digital signature capabilities. However, users should be aware of potential issues and ensure they fully understand the platform's confidentiality settings.

  • PandaDoc Reviews

    4.5

    PandaDoc rating

    4.5

    Ease of use

    4.7

    Customer service

    4.3

    Value for money

    4.1

    Likelihood to recommend

    4.5

    Features

    29 PandaDoc Reviews

    4.5 (29 reviews)
    Leave a review
    • Kayla W

      PandaDoc's Audit Trail: A Crucial Compliance Tool for Legal Consultants

      As a legal consultant, I appreciate PandaDoc's audit trail feature. It provides a clear record of who has viewed or signed a document, which is crucial for compliance purposes

      October 21, 2024

    • Brenda S

      Quick Solution for Document Completion with PandaDoc

      My company recently introduced me to PandaDoc software, but I had already been learning about its features through YouTube videos. I absolutely love it! My clients also find it easy to use and feel confident with the program. It's a quick and efficient way to complete documents.

      October 15, 2024

    • Christopher Johnson

      Maintaining Brand Consistency with PandaDoc: A Marketing Executive's Perspective

      As a marketing executive, I love how PandaDoc allows us to maintain brand consistency across all documents. The customization options are fantastic

      October 6, 2024

    • Sara F

      PandaDoc: Ensuring Secure Document Protection for Financial Advisors

      As a financial advisor, I value PandaDoc's security features. Knowing that sensitive documents are protected gives me peace of mind

      September 29, 2024

    • Oriana M

      My Personal Take on PandaDoc

      I find Pandadoc extremely useful for obtaining approvals from my Board of Directors and other departments, as it is faster, easier, and everything is stored in soft copy. However, I haven't explored its other functions yet. It would be beneficial if there was a brief informational flyer to help understand how to use it more easily.

      September 21, 2024

    • Noah Jones

      Effortless Online Document Management with PandaDoc

      PandaDoc is a comprehensive solution for our online document management needs and we greatly benefit from it. However, I can't say that PandaDoc is the most cost-effective solution in the market.

      September 14, 2024

    • Ginevra M

      PandaDoc: Streamlining Operations and Saving the Environment

      As an operations manager, I've noticed a significant reduction in paper waste since we started using PandaDoc. It's not only efficient but also environmentally friendly

      September 7, 2024

    • Stephen S

      Customer Service Solves Your Problems Swiftly with PandaDoc

      The customer service quickly resolves my issues and I find the program itself very user-friendly and convenient to use.

      September 2, 2024

    • Kayla B

      Former User Experience with PandaDoc

      I found PandaDoc's reporting to be easily readable and accessible. However, contrary to my expectations of it being user-friendly, I didn't enjoy using it. It was slow, often froze, and regularly failed to deliver the results I asked for.

      August 26, 2024

    • Laura N

      PandaDoc's Seamless Integration for Business Owners

      As a business owner, I'm impressed with PandaDoc's integration capabilities. It seamlessly syncs with our CRM system, making it easier to manage customer relationships and transactions

      August 19, 2024

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