PandaDoc: Use-Cases, Insights and Reviews | 2026 Cuspera

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

4.5 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(11907)

PandaDoc - Sales Documents That Close - Proposals, Quotes ...

App Partner

PandaDoc 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.

Use Cases

Customers recommend Sales Document Management, Workflow Management, Engagement Management, as the business use cases that they have been most satisfied with while using PandaDoc.

Other use cases:

Collaboration
Content Management
Training & Onboarding
Products & Pricelist Management
Generation Of New Leads
Contact List Management
Social Media Analytics

See all use cases See less use cases

Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using PandaDoc.

Other priorities:

Enhance Customer Relationships
Improve Brand Engagement
Scale Best Practices
Improve ROI
Improve Efficiency
Improve Internal Communications
Improve Digital And Social Presence
Improve Visibility
Enter New Markets Internationally Or Locally
Build Brand Awareness
Increase Average Basket Value
Manage Risk
Improve Stakeholder Relations
Launch New Products
Shorten Ramp Up Time

See all business priorities See less business priorities

PandaDoc Use-Cases and Business Priorities: Customer Satisfaction Data

PandaDoc's features include Templates, Personalization, Alerts: Popups & Notifications, etc. and PandaDoc support capabilities include Chat Support, 24/7 Support, Email Support, etc. also PandaDoc analytics capabilities include Analytics, and Custom Reports.

Reviews

"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 ful...ly converted and haven’t found a need to revert to our manual process. I’m happy with the selection we made." - Pat Murphy

PandaDoc, Responsive (formerly RFPIO), Better Proposals, IntelligenceBank, Nusii, etc., all belong to a category of solutions that help Proposal Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Pandadoc streamlines proposals, quotes, and document workflows, making them 40% faster. Trusted by 50K+ clients, it is SOC 2, HIPAA, and GDPR compliant.

Popular Business Setting

for PandaDoc

Top Industries

Marketing and Advertising
Computer Software
Information Technology and Services

Popular in

Small Business
Mid Market
Enterprise

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

PandaDoc Customer wins, Customer success stories, Case studies

What Are the key features of PandaDoc 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.

"...The ability to setup standard text blocks, products, and pricing tables greatly reduces the time to prepare a proposal...." Peer review by James K., Founder, Management Consulting

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What Are the key features of PandaDoc for 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.

"...It is an incredible program to manage and automate workflows, and to index documents...." Peer review by Aida W, Junior Developer

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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 reminder and follow up options is also a great feature...." Peer review by Anonymous Reviewer

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How can PandaDoc optimize your Collaboration Workflow?

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 efficiently Does PandaDoc manage your Content Management?

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.

"...Your Content Marketing Strategy SUGARCRM | THURSDAY, NOVEMBER 28, 2019 ..." Best of Sales Pro Central for November 28, 2019

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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
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
Pattie Christensen Esq The Christensen Group	In the old days, you had to use FedEx, and hope they sign it where you noted, and send it back. Now you can sign it and send it back without the hassle. Testimonial By Pattie Christensen
Chloe Ketteling Operations Team Exec Assistant One Tree Planted	PandaDoc aligns with our company’s messaging and assists with eliminating the need for resources like printers, scanners, paper, and ink Testimonial By Chloe Ketteling

CUSTOMERS	TESTIMONIALS
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
Pattie Christensen Esq The Christensen Group	In the old days, you had to use FedEx, and hope they sign it where you noted, and send it back. Now you can sign it and send it back without the hassle. Testimonial By Pattie Christensen
Chloe Ketteling Operations Team Exec Assistant One Tree Planted	PandaDoc aligns with our company’s messaging and assists with eliminating the need for resources like printers, scanners, paper, and ink Testimonial By Chloe Ketteling

How to create a PandaDoc template (for beginners)

Frequently Asked Questions(FAQ)

for PandaDoc

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 .