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
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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
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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

"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." - Pattie Christensen

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.

Comprehensive Insights on PandaDoc Use Cases

What Are the key features of PandaDoc for Sales Document Management?

How does PandaDoc address your Workflow Management Challenges?

How efficiently Does PandaDoc manage your Engagement Management?

How does PandaDoc facilitate Collaboration?

How can PandaDoc enhance your Content Management process?

58+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
PandaDoc testimonial

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
PandaDoc testimonial

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
PandaDoc testimonial

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
PandaDoc testimonial

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
PandaDoc testimonial

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
PandaDoc testimonial

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

Case Studies

CASE STUDY Turf Tank

PandaDoc CPQ for HubSpot helped Turf Tank save 10-15 minutes per contract. The sales and customer success teams now use one system for quotes and contracts. Automation reduced manual work and improve...d visibility. The process is more efficient and errors are minimized. Turf Tank improved alignment between teams and reduced admin tasks.

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CASE STUDY TerraSense

PandaDoc helped TerraSense automate HR processes. TerraSense upgraded from the Essentials to the Business plan. They integrated PandaDoc with BambooHR to sync employee data. This cut manual work and ...reduced errors. TerraSense saw a 90% reduction in time to create and send agreements. Custom templates and automation made HR tasks faster and more consistent.

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CASE STUDY Remofirst

PandaDoc helped Remofirst automate contract generation and integrate with HubSpot. Before PandaDoc, reps spent 10-15 minutes manually creating each contract, leading to errors and lost time. With Pan...daDoc, reps now save 15 minutes per proposal using standardized templates. The approval process is automated, and reporting gives clear insights into pricing and discounts. Remofirst now sends 4-5 contracts a day per rep, saving at least an hour per person daily and reducing mistakes.

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Professional Training & Coaching

CASE STUDY Poll Everywhere

PandaDoc helped Poll Everywhere automate and streamline their contract renewal process. Before PandaDoc, the team managed renewals manually, leading to errors and wasted time. With PandaDoc, they int...egrated contract workflows, automated invoicing, and improved compliance. The renewal process is now 30-60% faster. Employees find the system easy to use and it fits well with their existing tools.

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CASE STUDY Popmenu

PandaDoc helped Popmenu create a smarter CPQ process. Popmenu replaced a mix of tools with PandaDoc to manage proposals, quotes, and payments in one place. The sales team now uses PandaDoc CPQ for Sa...lesforce to set quoting rules, automate approvals, and prevent pricing errors. This change reduced manual work and mistakes. Popmenu also benefits from guided selling and easy quote customization.

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Professional Training & Coaching

CASE STUDY Viva

PandaDoc helped Viva automate order forms, signatures, and payment tracking. Before PandaDoc, getting an order form signed took up to 24 hours. Now, it takes just 40 minutes. Viva uses PandaDoc for c...ontracts, eSignatures, proposals, and vendor agreements. The team uses templates and Stripe integration to collect payments in one step. This made onboarding and closing deals much faster.

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Video

How to create a PandaDoc template (for beginners)

Video Thumbnail

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 .

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.
lightning

Peers used PandaDoc for sales document management and workflow management

PandaDoc Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.21/5 ★

Read Reviews (3)
Analytics

4.67/5 ★

Read Reviews (258)
Custom Reports

3.89/5 ★

Read Reviews (1766)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.21/5 ★

Read Reviews (3)
Analytics

4.67/5 ★

Read Reviews (258)
Custom Reports

3.89/5 ★

Read Reviews (1766)

Software Failure Risk Guidance

?

for PandaDoc

Overall Risk Meter

Low Medium High

Top Failure Risks for PandaDoc

PandaDoc, Inc. News

Product

PandaDoc Launches Bi-Directional CPQ Solution for Pipedrive - MarTech Cube

PandaDoc has launched a bi-directional CPQ (Configure, Price, Quote) solution for Pipedrive, enabling seamless data flow between PandaDoc and Pipedrive CRM. This integration streamlines sales workflows, allowing users to generate, send, and manage quotes and proposals directly within Pipedrive. The new feature enhances automation and accuracy in sales document management for Pipedrive users.

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Executive

Keith Rabkin Named President of PandaDoc After High-Performing ...

Keith Rabkin has been named President of PandaDoc after serving as Chief Revenue Officer.

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Product

10 best document management software tools to keep your business efficient and green in 2024 - PandaDoc

PandaDoc is listed among the top 10 document management tools to boost business efficiency and sustainability in 2024.

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Product

The only native CPQ solution built for HubSpot - PandaDoc

PandaDoc has created a CPQ solution specifically for integration with HubSpot, enhancing sales and proposal processes.

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PandaDoc, Inc. Profile

Company Name

PandaDoc, Inc.

Company Website

https://www.pandadoc.com/

Year Founded

2011

HQ Location

153 Kearny Street, 5th floor San Francisco, CA 94108

Employees

101-250

Social

Facebook Linkedin Twitter

Financials

SERIES B