PandaDoc

By PandaDoc

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What is PandaDoc?

PandaDoc is a leading Document Automation Software-as-a-Service (SaaS) platform that streamlines the entire document lifecycle for businesses. It is a powerful tool used to create, send, track, and eSign proposals, quotes, contracts, and other critical business documents. By leveraging customizable templates, drag-and-drop editing, and extensive integrations, PandaDoc eliminates manual, repetitive tasks, allowing teams to generate professional, legally binding documents faster and with greater accuracy.

Pricing of PandaDoc

Starter

USD 19.00

Seat cost per month

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Unlimited document uploads and e‑Signatures
Rich media drag and drop document editor
Real‑time tracking and notifications
24/7 email and chat support

Business

USD 49.00

Seat cost per month

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Custom quotes and sales agreements
CRM integrations*
Custom branding and content library
Deal rooms
Approval workflows
Web forms
Bulk send

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Key Features of PandaDoc

Key Features:

Audit Trail
Document Storage
Task Management
Third Party Integrations
Customizable Reports
Document Management
Activity Dashboard
Alerts/Notifications
Collaboration Tools
Version Control
Document Creation
Template Library
Electronic Signatures
Document Analytics
Content Library
Custom Branding
Approval Workflows
Payment Processing
CRM Integrations
Mobile Access
Role Based Permissions
Custom Fields
Notifications
Api Access
Document Tracking

Key Specification

Other Categories:	Document Management Software Workflow Management Software Sales Tracking Software Contract Management Software Document Management Software For Mac Electronic Signature Software Document Creation Software Online Form Builder Software Proposal Software Sales Enablement Software Document Workflow Software Quotation Management Software Document Control Software
Deployment:	Cloud Hosted,Hybrid,On Premise,Any
Customer Support:	Phone,Email,Live Chat
Languages Support:	English, French, Portuguese

Who uses PandaDoc

StartUps

SMEs

Agencies

Enterprises

Company Details

Company Name:	PandaDoc
Headquarter:	San Francisco United States
Social Media:	Facebook Twitter LinkedIn

PandaDoc Description

Who Uses PandaDoc?

PandaDoc is an essential tool for any professional team that deals with high volumes of client-facing documentation:

Sales Teams & RevOps: Utilizing it to quickly generate personalized sales proposals and quotes, manage deal rooms, and shorten the sales cycle.
Legal & Finance Departments: Relying on the platform for creating compliant contracts, securing legally binding eSignatures, and automating approval workflows.
Marketing & Agencies: Ensuring every document is perfectly on-brand and leveraging analytics to track recipient engagement and optimize content.
Small to Enterprise Businesses: Any organization seeking to eliminate paper, reduce administrative errors, and implement efficient document workflow automation.

Why Choose PandaDoc?

Choose PandaDoc because it’s a one-stop-shop that combines eSignature capability with robust document generation and workflow automation. Many competitors offer one or the other; PandaDoc provides all three. It dramatically cuts down the time spent on document creation (up to 50% decrease) and uses real-time tracking to give sales teams crucial insights into prospect engagement. With the option for a PandaDoc free eSign plan and powerful CRM integrations (like Salesforce and HubSpot), it’s the most efficient solution for improving close rates and ensuring compliance.

What are the Benefits of PandaDoc?

Implementing PandaDoc delivers significant speed, accuracy, and insight:

Accelerated Close Rates: Customers see up to an 87% increase in completed documents per month and a higher overall close rate due to rapid eSignatures and follow-up analytics.
Reduced Errors & Increased Compliance: Automated data population from CRMs and standardized, pre-approved content blocks ensure document accuracy and maintain legal consistency.
Real-Time Engagement Tracking: Detailed analytics track when a document is opened, viewed, and for how long, allowing teams to follow up at the perfect moment.
Seamless Integration: Connects with dozens of essential business tools, including CRMs, cloud storage, and payment processors, eliminating manual data entry via the PandaDoc API.
Professional & Interactive Documents: The rich media drag-and-drop editor allows you to embed videos and use interactive pricing tables and product catalogs to impress recipients.

What are the Features of PandaDoc?

PandaDoc offers a rich suite of features for comprehensive document lifecycle management:

Legally-Binding eSignatures: Secure and compliant electronic signature functionality available across all devices, with detailed audit trails and certificates.
Document Workflow Automation: Sets up automated routing, approvals, reminders, and follow-ups based on predefined rules, streamlining complex review processes.
Content Library & Templates: Centralized repository for reusable, branded content blocks and a vast library of pre-built templates (proposals, contracts, quotes).
CPQ (Configure, Price, Quote): Advanced sales tools to generate accurate, customized quotes with dynamic pricing tables integrated with your product catalog (Enterprise Plan).
Integrations & API Access: Seamless, two-way sync with major CRMs and full developer access via the PandaDoc API for custom automation and document generation at scale.
Mobile Accessibility: The dedicated PandaDoc app (iOS/Android) allows users to create, edit, send, and eSign documents securely from anywhere.

How to Use PandaDoc?

PandaDoc is intuitive and designed to replace manual processes quickly:

Create/Upload: Start a document using a pre-built template or upload your existing PDF/Word file. Use the drag-and-drop editor to customize the layout and content.
Auto-Populate: Integrate with your CRM to automatically pull contact, deal, and pricing data, populating fields instantly.
Send for eSign: Route the document through internal approval workflows, then send it to the client with designated eSignature fields and a secure signing order.
Track & Follow Up: Use the pandadoc login to access the dashboard and monitor real-time analytics. Get notifications when the recipient opens the document to time your follow-up perfectly.

How to Get Demo of PandaDoc?

You can test the functionality of PandaDoc right away:

PandaDoc Free Plan: Sign up for the PandaDoc Free eSign plan to get unlimited legally-binding eSignatures and unlimited document uploads—an excellent, no-cost way to try the core functionality.
14-Day Free Trial: Paid plans (Starter, Business) offer a 14-day free trial with no credit card required to fully demo advanced features like analytics, unlimited documents, and team collaboration.
Personalized Demo: For organizations interested in the Enterprise features (CPQ, full automation, PandaDoc AI), you can request a personalized demo where an expert solves your specific use case in real-time.