72 reviews
WH Score

PandaDoc Overview

What is PandaDoc?

PandaDoc, a comprehensive document management software, offers many features to streamline business document processes. In addition to its user-friendly interface, robust tracking capabilities, and eSign functionality, PandaDoc offers several other noteworthy features contributing to its effectiveness as a document automation software. One such feature is the ability to collaborate on documents in real time. Multiple users can work on the same document simultaneously, making it easy to gather input and edit collaboratively. Comments and discussions can be added directly within the document, ensuring seamless communication among team members.

PandaDoc also provides advanced document customization options. Users can add interactive elements such as pricing tables, checkboxes, and dropdown menus to create dynamic and engaging documents. These features are especially valuable for creating sales proposals, quotes, and contracts requiring client or prospect input and selection.

Another notable feature of PandaDoc is its document approval workflow. Users can define custom approval processes, assign specific roles and responsibilities, and set up automated reminders to ensure that documents progress smoothly through the approval chain. This feature helps businesses maintain accountability, reduce delays, and ensure internal processes and regulations compliance.

PandaDoc also includes powerful analytics and reporting capabilities. Users can generate reports on document activity, track metrics such as conversion rates and response times, and gain insights into the effectiveness of their documents and sales processes. These analytics enable businesses to identify areas for improvement, optimize their document strategies, and make data-driven decisions.

Company:PandaDoc Inc.

PandaDoc Recent Reviews

Reviewed on 17 August 2023

Comprehensive Features and Reliability

Overall, our experience with this software has been great, and we've successfully signed many clients through their platform.

  • The features offered by this software are fantastic
  • The templates, form creation, automatic saving, and multiple-party automatic signing have been incredibly helpful.
  • HubSpot workflows integration .

Reviewed on 17 August 2023

Easy to use & Efficient

The traditional practice of printing and signing documents in ink seems obsolete, and having electronic documents without electronic signatures is counterproductive

  • The signature options are quite appealing and effectively fulfill their purpose.
  • The user experience could be improved as there are too many windows, and the placement of the "finish document" button isn't intuitive.

PandaDoc Pricing

Free eSign
per user / per month
PandaDoc Pricing Details

PandaDoc Key Features

Signature Management
  • Digital Signatures
  • In-Person Signatures
  • Signer Delegation
  • Signing Order
Signature Types
  • Hand-Drawn Signatures
  • Typed Signatures
  • Image Signatures
File Management
  • Document Display
  • Document Locking
  • Files Repository
  • File Sharing
  • Notarization
  • Digital Forms
  • Contract Lifecycle Management
PandaDoc Features Details

PandaDoc Media


PandaDoc Wheelhouse Score

What is this?

The Average Wheelhouse score for the Digital Signature category is 9.1

PandaDoc Scores

  • Ease of Use
  • Meets Requirements
  • Learning Curve
  • Setup & Support
  • Quality of Support
  • Ease of Admin

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