PandaDoc is Document automation platform for HR to create, send, and eSign employment documents.. It is a Legal & Compliance solution designed for 11-50, 51-200, 201-1000 companies.

What integrations does PandaDoc support?

PandaDoc integrates with BambooHR, Workday, Salesforce, HubSpot, Slack, and 2 other tools.

Who should use PandaDoc?

PandaDoc is best for Sales teams needing proposal and quote automation, Organizations requiring e-signature capabilities, Companies using major CRM platforms, Businesses wanting real-time document collaboration, Teams needing document tracking and analytics. It's particularly well-suited for companies in All Industries.

What is the PandaDoc user rating?

PandaDoc has an average rating of 4.7 out of 5 based on 3221 user reviews.

PandaDoc is Document automation platform for HR to create, send, and eSign employment documents.. It is a Legal & Compliance solution designed for 11-50, 51-200, 201-1000 companies.

What integrations does PandaDoc support?

PandaDoc integrates with BambooHR, Workday, Salesforce, HubSpot, Slack, and 2 other tools.

Who should use PandaDoc?

PandaDoc is best for Sales teams needing proposal and quote automation, Organizations requiring e-signature capabilities, Companies using major CRM platforms, Businesses wanting real-time document collaboration, Teams needing document tracking and analytics. It's particularly well-suited for companies in All Industries.

What is the PandaDoc user rating?

PandaDoc has an average rating of 4.7 out of 5 based on 3221 user reviews.

PandaDoc

Legal & Compliance

Document automation platform for HR to create, send, and eSign employment documents.

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Overview

PandaDoc is a cloud-based document management solution streamlining creation, approval, tracking, and electronic signing of business documents. The platform offers drag-and-drop editing, pre-built templates, Configure Price Quote (CPQ) capabilities, real-time collaboration features, tracking and analytics, and native two-way sync with major CRMs like Salesforce, HubSpot, and Pipedrive.

Pros & Cons

Pros

✓User-friendly drag-and-drop document editor
✓Highly efficient e-signature capabilities
✓CPQ feature generates error-free personalized quotes
✓Real-time collaboration with comments and task assignments
✓14-day free trial with premium features
✓Strong CRM integrations (Salesforce, HubSpot, Pipedrive)

Cons

✗UI not always intuitive with extended learning curve
✗Limited customization options vs. some competitors
✗Pricing higher than some alternatives
✗Inconsistent customer support response times
✗Emails occasionally go to customer spam folders

Who Should Use This?

Best For

→Sales teams needing proposal and quote automation
→Organizations requiring e-signature capabilities
→Companies using major CRM platforms
→Businesses wanting real-time document collaboration
→Teams needing document tracking and analytics

Not Ideal For

→Organizations on very tight budgets
→Companies requiring extensive UI customization
→Businesses with simple document signing needs only
→Teams wanting fastest possible learning curve
→Organizations needing guaranteed fast support

Key Features

Document Templates

E-signatures

Workflow Automation

Analytics

CRM Integration

Mobile App

Implementation

Implementation includes setup of document templates, workflow configuration, and CRM integration. Platform offers centralized document storage and security certifications (E-SIGN, UETA, SOC 2) for compliance.

💰 Detailed Pricing Information

Learn about pricing tiers, discounts, and cost optimization strategies...

Detailed Pricing

Free eSign Plan (5 docs/month). Essentials: $35/seat/month ($19/seat annually). Business: $65/seat/month ($49/seat annually). Enterprise: Custom pricing. 14-day free trial available.

💡 Pro Tip: Contact multiple vendors and negotiate based on your company size and commitment length for better rates.

User Reviews & Ratings

4.7

Based on 3,221 reviews

Real users rate PandaDoc highly for its features, ease of use, and customer support. Read detailed feedback below.

What Users Love

"Incredibly easy to use enhancing productivity with seamless document creation and management"

"Simplicity makes document handling easy even for the least tech-savvy clients - excellent UX"

"User-friendly E-Signature feature enhances efficiency with real-time signing and secure contracts"

"Strong integrations with CRMs like Salesforce and HubSpot streamline workflow"

"CPQ feature generates error-free personalized quotes saving significant time"

"14-day free trial with premium features allows thorough evaluation before commitment"

Points to Consider

"Too costly with unexpected fees and unstable functionality frustrates users"

"Limited features especially insufficient templates and costly add-ons restrict usage"

"Limited customization options frustrating - wish for more formatting flexibility"

"Signature issues challenging especially with personal signature visibility and mobile experience"

"UI not always intuitive with extended learning curve for advanced features"

"Inconsistent customer support response times - emails occasionally go to spam folders"

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Quick Info

Pricing

Paid

Free eSign Plan (5 docs/month). Essentials: $35/seat/month ($19/seat annually). Business: $65/seat/month ($49/seat annually). Enterprise: Custom pricing. 14-day free trial available.

Company Size

11-5051-200201-1000

Industries

All Industries

Integrations

BambooHRWorkdaySalesforceHubSpotSlackGoogle WorkspaceMicrosoft 365