15 years helping South African businesses
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What Is PandaDoc?

PandaDoc is an all-in-one tool to create, edit, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking proposals, quotes, and contracts. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live support. Our average user creates a document in under 4 min and sees a 20% increase in closed rates. Join 50,000 businesses that automate document workflows, speed up the pipeline, and win more deals!

Who Uses PandaDoc?

PandaDoc serves organizations ranging from mid-size to enterprises. We help sales, marketing, CS, and HR teams better manage proposals, quotes, and contracts.

PandaDoc Software - Custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.
PandaDoc Software - Document analytics displays what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.
PandaDoc Software - Legally binding eSignatures
PandaDoc Software - For forecasting, drill down to the deal level with proposals, to pick which deals to include (or exclude).
PandaDoc Software - Automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.

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Reviews of PandaDoc

Average score

Overall
4,5
Ease of Use
4,4
Customer Service
4,3
Features
4,3
Value for Money
4,2

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1 000
  • >1 001
Yasith
Yasith
CEO in Sri Lanka
Verified LinkedIn User
Computer Software, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Best online platform for certified documents

5,0 2 months ago

Comments: I've liked using Pandadoc. It's really easy to use and easy for others as well. The templates and the user experience is what stands out for me

Pros:

The default templates were really helpful to get started with certain documents The UI UX is really good Sharing with others is easy as well

Cons:

I feel they could offer better pricing They are also not utilizing AI much where they could have made a good impact because most documents can be generated with few inputs.

Atour
Analyst in US
Research, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

It seems that there is outstanding involvement and eagerness to collaborate with clients.

5,0 4 months ago

Comments: We streamlined the user experience and expedited our document signing procedure by using this tool.

Pros:

With the tool, I can easily create contracts and proposals that are consistent with our company's image. It also looks highly professional without having to pay a steep fee to have someone else handle it for me.

Cons:

PandaDoc does a lot of things really well, therefore it's difficult to criticize it. It's not always a PandaDoc problem when consumers experience difficulties opening documents.

Elaine
Director of Information Technology in US
Individual & Family Services, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Does the job but improvements needed

2,0 3 years ago

Comments: Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.

Pros:

Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.

Cons:

No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.

John
General Manager in UK
Fishery, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Fantastic solution for digitizing your signed documents

5,0 3 months ago

Comments: We've been using Pandadoc for about two years, and it's been a fantastic tool for managing our e-sign docs on the cloud. We usually get about a few dozen docs signed every month and it was priced a lot better for that scale. It's also pretty easy to set up and maintain, and rarely causes issues where we have to intervene manually. All in all, I strongly recommend Pandadoc, especially if you're still on paper docs.

Pros:

I like how easy it is to get it up and running. We used the document scanning a lot in the beginning to move our standard agreements to the system, and that saved us tons of time from having to draw everything up from scratch. But the template library is also a great addition to save time when you have to create a doc on the system.

Cons:

I'd love to have the personalization tokens improved, like having the ability to automatically enter names and titles etc., based on the information of each contact.

Craig
Owner in US
Accounting, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

PandaDoc Provides Certified E-Signatures

5,0 4 months ago

Comments: Overall, PandaDoc is great for our purposes of getting e-signatures in a secure environment along with a certified copy of the transaction

Pros:

1. Easy to set up and use 2. Audit trail is automatically created 3. Documents go to each person in order automatically

Cons:

Not many downsides here - the only issue I have (and it is personally) with the free version you cannot attach multiple files - so I am either forced to combine my documents or send 2 or more separate mails