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PandaDoc

5.0 (3 Reviews)|Write a Review|Unclaimed profile
United States HQFounded 2011

Deployment

Web-basediPhone/iPadAndroidWindowsMac

Best for

SmallMediumLarge

Overview

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business. PandaDoc integrates with your CRM, saves your team time, and provides transparency into your sales performance.

At a glance

Software information

Industries served, licensing and the support PandaDoc provides.

Industries

  • Accounting
  • Education-management
  • Financial-services
  • Hospital-health-care
  • Nonprofit-organization-management

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Quote Based
  • Free version

Support

  • Email
  • 24x7 Support

Training

  • Help Guides
  • Video Guides
  • Case Studies

Knowledge Base

  • Help Guides
  • Video
  • Blog
Languages (1)
English

Review analytics

What customers report

5.0
Based on 3 verified reviews

What users say

Review Analytics of PandaDoc

Every review is verified through Goodfirms before it's published.

5.03 Verified Reviews
Review Summary
Summarized from 3 verified reviews · Updated September 2026
PandaDoc is praised for its user-friendly interface and customizable templates that streamline document creation and management. Users appreciate its e-signature functionality, Salesforce integration, and ability to centralize documents in one place. The platform is noted for supporting contracts, proposals, quotes, and reports efficiently, with responsive customer support enhancing the experience.
✦ AI-generated summary. May not reflect every review.
Detailed Reviews of PandaDoc
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What reviewers mention most

🏃 Brent W PetersonVerified Review
Posted on Dec 29, 2021

“Great tool for creating, sending, signing and organzing your documents”

Overall rating5.0
We have been using PandaDocs for a number of years and found it an invaluable tool to create our quotes, reports and contracts for our clients. It has helped us to keep everything in one place and the templates are especially useful for quickly creating documents even from our CRM.
Machell EnkeVerified Review
Posted on Dec 14, 2021

“Great Solution for Document Management Needs”

Overall rating5.0
Have been using PandaDoc 3+ years for all our contract and proposal management needs. The integration with Salesforce and E-Signature functionality streamlined our sales to services process and drives data integrity. Love the UI and customer support is awesome.
Danielle MartinVerified Review
Posted on Dec 13, 2021

“Easy and Customizable Platform”

Overall rating5.0
PandaDoc has worked great for our office. It is easy for our staff to use and the customization of templates and documents in the platform makes for a smooth process.

Capabilities

PandaDoc features

The full feature set, grouped by module.

Document Management Software

  • Collaboration Tools
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Document Sharing
  • Document Storage
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Version Control

Quoting Software

  • Automated Quoting
  • Contact Management
  • Customizable Branding
  • Discount Management
  • E-Signatures
  • Multi-Currency
  • Product Configurator
  • Quote Creation
  • Quote Tracking
  • Templates

Proposal Management Software

  • Audit Trail
  • Collaboration
  • Contact Management
  • Document Management
  • Electronic Signature
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management

Document Generation Software

  • Collaboration
  • Digital Signature
  • Document Management
  • Document Security
  • Easy Integration
  • Interaction Tracking
  • Multiple Output Formats
  • Process/Workflow automation

Business Plan Software

  • Business Plan Templates
  • Canvas Modeling
  • Collaboration
  • Dashboard
  • Financial Templates
  • Social Sharing
  • Text Editor

RFP Software

  • Collaboration
  • Files Management
  • Process Flowchart
  • Reporting & Analytics
  • Requirement Management
  • Task Management

Forms Automation Software

  • Collaboration Tools
  • Electronic Signatures
  • Forms Automation
  • Forms Builder & Design
  • Mobile Forms
  • Offline Forms
  • Reporting & Analytics
  • Task Management
  • Workflow Management

Plans

PandaDoc pricing

Price Type
Month
Free Version
Yes
Payment Frequency
Monthly Payment, Annual Subscription, Quote Based
Preferred Currency
USD ($)
Get Free TrialVendor pricing page
Starter$19 / month
  • Unlimited document uploads and e‑Signatures
  • Rich media drag and drop document editor
  • Real‑time tracking and notifications
Business$49 / month
  • Custom quotes and sales agreements
  • Custom branding and content library
  • Deal rooms

Works with

Integrations

PandaDoc connects with the tools your team already uses.

Salesforce CRMPipedriveActiveCampaignmonday.comZapierZoomGoogle WorkspaceSlack

Media

Screenshots & video

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