PandaDoc Overview
This is a summary of the comprehensive capabilities and benefits of PandaDoc based on over 11907 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
PandaDoc, Responsive, formerly RFPIO, Better Proposals, Proposify, ClientPoint, 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.
Do you need to check if PandaDoc is right for your needs? Our Cuspera AI engine can evaluate how PandaDoc fits your specific business needs, industry, and context. Get your personalized assessment report today.
PandaDoc supports business activities such as:
- Sales Document Management
- Workflow Management
- Engagement Management
- Collaboration
- Content Management
PandaDoc can help you with many business goals, such as Acquire Customers, Increase Sales & Revenue, Enhance Customer Relationships, Improve Brand Engagement, Scale Best Practices, etc. As a solution, PandaDoc's capabilities include Templates, Personalization, Alerts: Popups & Notifications, etc.
PandaDoc was founded in 2011. Marketing and Advertising Vertical is its biggest customer base.
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
Cuspera Reviews
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.
Business Priorities
Acquire Customers and Increase Sales & Revenue are the most popular business priorities peers achieved using PandaDoc.
Use Cases
Peers recommend Sales Document Management , Workflow Management , Engagement Management , as the business use cases that they have been most satisfied while using PandaDoc.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Sales Document Management |
4.46/5 ★ |
"...We utilize it to create custom proposals and for all information forms, contracts, invoicing and more...." Peer review by Greg H., Corporate Culture Specialist |
| proposal & quote management |
4.44/5 ★ |
"...I love the ease with which you can create document templates, including storing large chunks of boiler plate proposal text in the library...." Peer review by Stacy R., Professional Training & Coaching |
| contract management |
4.57/5 ★ |
"...So pretty much most sales teams will benefit from a product like this if they need to send proposals and/or contracts...." Peer review by Nicolas Costa Ossa, Director of Marketing & Sales, Koombea |
| digital signature |
4.61/5 ★ |
"...Saving common templates for contracts and proposals E-signing and having a single spot to store signed docs...." Peer review by Administrator |
| document sharing |
4.68/5 ★ |
"...Wide variety of templates, easy to share information and share documents with others, lots of features to customize your work...." Peer review by Anonymous Reviewer |
| Workflow Management |
4.63/5 ★ |
"...Ability to create interactive proposals that not only impress but makes it effortless to go from quote to signed contract in one workflow...." Peer review by Executive Sponsor |
| Engagement Management |
4.44/5 ★ |
"...In addition to being effortless for our sales reps, PandaDoc is effortless and engaging for our potential customers as well...." Peer review by Emily Ciavolino, Bonusly, Bonusly |
| engaging and following up |
4.36/5 ★ |
"...You can also track your documents, see how your prospect interacts with them, then follow up at the optimal time. ..." Best Pipedrive Integrations for SMBs |
| PEER EXPERIENCES | |
|---|---|
| Sales Document Management |
4.46/5 ★ |
"...We utilize it to create custom proposals and for all information forms, contracts, invoicing and more...." Peer review by Greg H., Corporate Culture Specialist |
|
| proposal & quote management |
4.46/5 ★ |
| contract management |
4.46/5 ★ |
| digital signature |
4.46/5 ★ |
| document sharing |
4.46/5 ★ |
| Workflow Management |
4.63/5 ★ |
"...Ability to create interactive proposals that not only impress but makes it effortless to go from quote to signed contract in one workflow...." Peer review by Executive Sponsor |
|
| Engagement Management |
4.44/5 ★ |
"...In addition to being effortless for our sales reps, PandaDoc is effortless and engaging for our potential customers as well...." Peer review by Emily Ciavolino, Bonusly, Bonusly |
|
| engaging and following up |
4.44/5 ★ |
58+ more Business Use Cases
Our AI advisor, Wyz, harnessed 11907 insights from peers and experts to help you assess how these PandaDoc use cases fit your Proposal Management needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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 |
|
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 |
|---|---|
|
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 |
|
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 |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
|
Case Study AeroNetRead More |
|
|
Case Study One Tree PlantedRead More |
|
Case Study SlingrRead More |
Frequently Asked Questions(FAQ)
for PandaDoc
What is PandaDoc?
What is PandaDoc used for?
What are the top features of PandaDoc?
Who uses PandaDoc?
What are PandaDoc alternatives?
Where is PandaDoc located?
Popular Business Setting
for PandaDoc
Top Industries
- Marketing and Advertising
- Computer Software
- Information Technology and Services
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used PandaDoc to Acquire customers and Increase sales & revenue
PandaDoc Alternatives
Peer and Expert Opinion on Features
for PandaDoc
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (1066) |
| Personalization | Read Reviews (128) |
| Alerts: popups & Notifications | Read Reviews (98) |
| Dashboard | Read Reviews (68) |
| Recording | Read Reviews (55) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (1066) |
| Personalization | Read Reviews (128) |
| Alerts: popups & Notifications | Read Reviews (98) |
| Dashboard | Read Reviews (68) |
| Recording | Read Reviews (55) |
IT and Other Capabilities
for PandaDoc
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (639) |
| Data Export | Read Reviews (595) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (639) |
| Data Export | Read Reviews (595) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Chat Support | Read Reviews (52) |
| 24/7 Support | Read Reviews (812) |
| Email Support | Read Reviews (30) |
| Phone Support | Read Reviews (35) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Chat Support | Read Reviews (52) |
| 24/7 Support | Read Reviews (812) |
| Email Support | Read Reviews (30) |
| Phone Support | Read Reviews (35) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (3) |
| Analytics | Read Reviews (258) |
| Custom Reports | Read Reviews (1766) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (3) |
| Analytics | Read Reviews (258) |
| Custom Reports | Read Reviews (1766) |
Software Failure Risk Guidance
?for PandaDoc
Overall Risk Meter
Top Failure Risks for PandaDoc
Vendor Profile Details
HQ Location
153 Kearny Street, 5th floor San Francisco, CA 94108
Employees
101-250
Social
Financials
SERIES B
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