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PandaDoc

Sales

4.1(55 ratings)

82% recommend

PandaDoc streamlines the document creation process for sales teams.

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About PandaDoc

Best for sales teams automating proposals, quotes, and contracts.

PandaDoc is a document automation platform that helps teams create, send, track, and eSign proposals, quotes, contracts, and other business documents. It offers a drag-and-drop editor with a content library of reusable templates, making it easy to assemble professional documents quickly. The platform is primarily used by sales teams but also serves HR, legal, and operations departments. What sets it apart is its built-in CPQ (configure, price, quote) functionality and robust analytics that show when recipients open and view documents. It integrates deeply with popular CRMs, allowing reps to generate documents without leaving their existing workflow.

Pros

Intuitive drag-and-drop document builder with templates
Built-in eSignature eliminates need for separate tools
Real-time document tracking and viewing analytics
Strong CRM integrations auto-populate document fields
Content library enables consistent branding across teams

Cons

Pricing can get expensive for smaller teams
Template editor has a learning curve initially
Occasional formatting issues with complex document layouts
Free plan is limited to eSignatures only

Use Cases

Best for sales teams sending proposals and closing deals with eSignatures

Best for creating branded quotes with built-in pricing tables and approvals

Best for HR departments managing offer letters and onboarding documents

Best for businesses replacing manual contract workflows with automated document pipelines

Key Features

6 features

Customizable document templates

Real-time collaboration on documents

E-signature integration for approvals

Document analytics and tracking

Payment processing within documents

Content library for reusable assets

SaasHunter Score

8.2/10

“Your sales team requires a cost-effective solution for streamlined document creation.”

Ease of Use

8.0

Features

9.0

Pricing

7.0

Support

8.0

Integrations

9.0

Best For

Small Business 9Agencies 8Startups 8Enterprise 7Freelancers 7

Integrations

SalesforceHubSpotZapierGoogle WorkspaceMicrosoft Dynamics 365SlackPipedriveZoho CRM

B2b Sales Document Management E Signatures Proposals

Frequently Asked Questions

What is PandaDoc?

PandaDoc is a document automation platform that lets you create, send, track, and eSign business documents like proposals, contracts, and quotes. It streamlines the entire document workflow from drafting to signature.

How much does PandaDoc cost?

PandaDoc offers a free eSign plan, with paid plans starting at around $35 per user per month (billed annually) for the Essentials tier. Business and Enterprise plans are available at higher price points with additional features like CRM integrations and custom workflows.

What are the main features of PandaDoc?

Key features include a drag-and-drop document editor, template library, built-in eSignatures, document analytics and tracking, CPQ/pricing tables, approval workflows, and a content library. It also offers payment collection and CRM integrations.

Who should use PandaDoc?

PandaDoc is ideal for sales teams, account executives, and business development reps who regularly send proposals and contracts. It also works well for HR teams, legal departments, and any organization looking to standardize and speed up document processes.

Is there a free plan for PandaDoc?

Yes, PandaDoc offers a free plan that includes unlimited eSignatures and basic document uploads. However, the free plan lacks advanced features like the document editor, templates, and CRM integrations, which require a paid plan.