PandaDoc: Product updates, Customer stories, and Insights | 2026 Cuspera

Name: PandaDoc
Brand: PandaDoc
Rating: 4.5 (11907 reviews)

4.5 5

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(11907)

Product and Vendor News

PandaDoc Announces Leadership Transition to Accelerate Product Innovation for Small Businesses. - PandaDoc 06/01/2026
Microsoft Teams Outage Belies Widespread Use, G Suite Hits 2B User Mark, More News 31/08/2025
<b>PandaDoc</b> Launches Bi-Directional CPQ Solution for Pipedrive - MarTech Cube 11/06/2025
PandaDoc Launches Bi-Directional CPQ Solution for Pipedrive 10/06/2025

Customer stories

Product Business Settings

PandaDoc is popular in Marketing And Advertising, Computer Software, and Information Technology And Services industries and is widely used by Small Business, Mid Market, and Enterprise.

Integrations

CRM

Field Service Management

Help Desk

E-Commerce Software

PandaDoc Product Overview

PandaDoc enhances document workflows by simplifying the creation, approval, tracking, and e-signature processes for proposals and quotes. Trusted by over 50,000 clients, it ensures compliance with SOC 2, HIPAA, and GDPR standards, providing a secure and legally binding environment. The platform integrates seamlessly with popular business tools, making it adaptable for various operational needs. Businesses can expect to expedite their document management by up to 40%, significantly reducing the time spent on administrative tasks. A notable feature is its ability to make proposals that leave a lasting impression, contributing to higher engagement and conversion rates.

How satisfied the customers are with PandaDoc use-cases

Reviews

"PandaDoc API is naturally dynamic rather than needing manual adjustment. Since switching to PandaDoc it takes us around 80% less time to create each contract." - Jean Pagan

"Virtually Together is a business that specializes in virtual experiences for teams. We have now branched out to face-to-face. 99% of our clients are companies. The primary aim is to do something fun with their team where they connect together." - Kate Healy

PandaDoc Customer Insights, Testimonials and Case Studies

What makes PandaDoc ideal for Sales Document Management?

Pandadoc facilitates streamlined proposal and invoice creation, management, and execution, providing a consistent and attractive presentation. It automates proposal submission and signing processes, eliminating paper and enabling fast digital signatures. A limitation is that integrating data back into Salesforce necessitates a Zapier integration.

"...We can make templates or new proposals right from the website...." Peer review by Kristina B., Office Manager

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How efficiently Does PandaDoc manage your Workflow Management?

PandaDoc facilitates efficient workflow management by simplifying document creation, editing, and distribution. Its automation capabilities include customizable approval workflows and automated reminders, which optimize task completion and streamline agreement processing. While PandaDoc covers a wide range of workflows, some users have expressed a desire for additional workflow features.

"...Once you get over the template editing woes, and have your templates set up, the workflow from Hubspot, through to payments, and Xero, is sublime...." Peer review by Roger L, Co-Founder and Director, Information Technology and Services

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How does PandaDoc address your Engagement Management Challenges?

PandaDoc streamlines proposal follow-ups by providing a centralized platform for creating, managing, and tracking proposals and other engagement documents. The platform allows sales teams to easily follow up with prospects, tailor their approach based on engagement data, and ensure compliance with organizational policies. PandaDoc's customer support, however, can be unreliable and lacks automated follow-up systems.

"...The main challenge that PandaDoc addresses is reducing the time spent authoring and following-up on proposals...." Peer review by Garrett Genest, Marketing Manager – Technology, Kudos®

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What solutions does PandaDoc provide for Collaboration?

PandaDoc enables collaborative document creation, approval, and execution through features such as commenting, in-activity logging, and e-signatures. The platform facilitates document sharing and tracking for teams across departments. Although PandaDoc facilitates collaboration, it lacks real-time collaborative editing.

"...With PandaDoc, we can keep most, if not all, or our sales collaboration, presentation, data analysis and follow-up activities in the digital space...." Peer review by Linda G, Senior Account Manager

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How can PandaDoc optimize your Content Management Workflow?

PandaDoc facilitates document creation, sharing, and tracking. It enables collaboration among teams on sales documents and provides a content library for reuse. The platform also allows for content locking to prevent unauthorized edits. PandaDoc lacks real-time collaboration, centralized content management, and the ability to export documents in traditional formats.

"...Difficult for teams to share a document as one team member can easy overwrite the other...." Peer review by Brent W Peterson, Chief Magento Evangelist, Wagento Creative LLC

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What is PandaDoc?

PandaDoc is an all-in-one document automation solution. PandaDoc allows its users to create, deliver, and share documents online and place their legally binding signatures for faster paperless transactions and processes. It can be used by any business or organization where document building, sharing and delivery are integral to operation. It is ideal for use by the sales, marketing, finance, legal and operations departments.

PandaDoc is built for companies looking for proposal software that helps them grow faster and supercharge their sales success. Features included are powerful CRM integration, template and contenet libraries, industry-leading analytic and eSignatures and payment processing. PandaDoc also features CPQ functionality, pricing tables, e-signatures, proposal generation, image library, and more.

PandaDoc helps to simplify processes and increase efficiency across the entire organization when integrated with existing CRM, payment, and file storage apps into a single workflow. User can create custom-made, personalized proposals in minutes and easily collaborate with others within their proposals. It is possible to share documents within the organization's departments, or defined groups of people.

What is PandaDoc used for?

PandaDoc is a Proposal Management Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Workflow Management and Engagement Management .

What are the top features of PandaDoc?

Templates, Personalization and Alerts: popups & Notifications are some of the top features of PandaDoc.

Who uses PandaDoc?

PandaDoc is used by Marketing And Advertising, Computer Software and Information Technology And Services among other industries.

What are PandaDoc alternatives?

Responsive (Formerly RFPIO), Better Proposals, IntelligenceBank and Nusii are popular alternatives for PandaDoc.

Where is PandaDoc located?

PandaDoc is headquartered at 153 Kearny Street, 5th floor San Francisco, CA 94108.

16 buyers and buying teams have used Cuspera to assess how well PandaDoc solved their Proposal Management needs. Cuspera uses 11907 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Proposal Management needs.

CUSTOMERS	TESTIMONIALS
Jean Pagan Chief Software Engineer AeroNet	PandaDoc API is naturally dynamic rather than needing manual adjustment. Since switching to PandaDoc it takes us around 80% less time to create each contract. Testimonial By Jean Pagan
Kate Healy Founder Virtually Together	Virtually Together is a business that specializes in virtual experiences for teams. We have now branched out to face-to-face. 99% of our clients are companies. The primary aim is to do something fun with their team where they connect together. Testimonial By Kate Healy
Pat Murphy Sr. VP of Sales and Strategy. Interlace Health	I think PandaDoc was the right choice for us. Other systems we evaluated seemed to have more limitations than PandaDoc’s. I can only speak from our use case for proposals and we went live pretty quickly compared to other projects, and we are now fully converted and haven’t found a need to revert to... our manual process. I’m happy with the selection we made. Testimonial By Pat Murphy

CUSTOMERS	TESTIMONIALS
Jean Pagan Chief Software Engineer AeroNet	PandaDoc API is naturally dynamic rather than needing manual adjustment. Since switching to PandaDoc it takes us around 80% less time to create each contract. Testimonial By Jean Pagan
Kate Healy Founder Virtually Together	Virtually Together is a business that specializes in virtual experiences for teams. We have now branched out to face-to-face. 99% of our clients are companies. The primary aim is to do something fun with their team where they connect together. Testimonial By Kate Healy
Pat Murphy Sr. VP of Sales and Strategy. Interlace Health	I think PandaDoc was the right choice for us. Other systems we evaluated seemed to have more limitations than PandaDoc’s. I can only speak from our use case for proposals and we went live pretty quickly compared to other projects, and we are now fully converted and haven’t found a need to revert to... our manual process. I’m happy with the selection we made. Testimonial By Pat Murphy