What is PandaDoc?
PandaDoc is document automation software for preparing sales proposals, contracts and quotes from templates and sending them for electronic signature. It offers pricing tables, a product catalog, approval workflows and document view analytics. It integrates with CRMs to speed up the proposal process. It is used by sales and legal teams from small businesses to enterprises, and a free e-signature plan is available.
Key facts
- Starting price
- $19 / user/month
- Pricing model
- Freemium
- Active users
- —
- Customers
- 50K
- Vendor employees
- 800
- Launched
- —
- Deployment
- Cloud (SaaS)
- Platforms
- Web, iOS, Android
Source note: The '50,000+ customers' claim on the company's website
Strengths & considerations
Strengths
- Proposals, contracts and e-signatures in one tool
- Template library and content reuse
- Document analytics show recipient engagement
- Free plan available
Considerations
- CRM integrations and CPQ need higher plans
- Editor can be finicky with complex layouts
- Costs grow with seats
Editorial summary based on public information; not a user review.
Features
✓Workflow automation· Automation
✓AI features· Automation
✓GDPR compliance· Compliance
✓SOC 2· Compliance
✓HIPAA· Compliance
✓Template library· Customization
✓E-signature· Documents
✓Online payments· Finance
✓API access· Integrations
✓Webhooks· Integrations
✓Integrations marketplace· Integrations
✓Zapier integration· Integrations
✓Mobile app· Platform
✓Dashboards· Reporting
✓Quotes & proposals· Sales
✓Single sign-on (SSO)· Security
✓Two-factor authentication· Security
✓Role-based access· Security
✓Audit log· Security
User reviews
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