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PandaDoc

PandaDoc logo
PandaDoc
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Description

Take the work out of your document workflow Finally, enable your fast-moving teams with a simple, sophisticated all in one solution to easily manage the creation, editing, and signing of documents.

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Pricing Plans

Free eSign

Upload, send for eSignature and collect payment for as many documents as you’d like.

Essentials

Create docs with templates or the built-in editor. Collect eSignatures and track docs in real-time too.

Business

Connect your CRM and automate your document workflows from creation to eSignature.

Enterprise

For teams that require more capabilities including integrations like Salesforce and API.

Per-user Pricing
$0
per user per month
$0 paid yearly
Per-user Pricing
$19
per user per month
$228 paid yearly
Per-user Pricing
$49
per user per month
$588 paid yearly
Per-user Pricing
Upon request
(yearly billing)

Features

  • Unlimited legally binding eSignatures
  • Unlimited document uploads
  • Payments
  • Mobile app

Features

  • All prior features, plus...
  • Templates
  • Rich media drag and drop document editor
  • Pricing tables
  • Document analytics
  • 24/7 email and chat support

Features

  • All prior features, plus...
  • CRM and Zapier integrations
  • Content library
  • Custom branding
  • Approval workflows
  • Forms
  • Bulk send

Features

  • All prior features, plus...
  • SSO support and custom user roles
  • Unlimited number of team workspaces
  • Salesforce integration
  • User performance and content reporting
  • API

Reviews

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App description

PandaDoc is a document builder responsible for workflow management that streamlines and accelerates the user's document processes. It also creates, tracks, and processes documents. The tool offers features under many categories such as proposals, quotes, team management, document access code, content management, branding, tracking, workflow, productivity, etc. The content locking feature of PandaDoc restricts the user's team members from editing a block of content in templates or library items. It integrates with several Customer Relationship Management software that has ERPs. The user can set up new or existing templates and send and e-sign proposals or agreements. The creation and sending of quotes are easy to execute, along with direct workflows. Users can upload the files quickly and send them right away. The transactional documents can be stored as well. The tool can also open discussions with the user's customers, close deals faster, collect payments, organize documents, and much more.