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.
Business Priorities
Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using PandaDoc.
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
"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
Peer review evidence (same sources as the product rating summary)
"...The ability to upload documents created with a program like Word or Pages and set them up for signature has also been key...." Peer review by Mariano D., CEO, Internet
"...Optimize use the insights from analytics to learn what s working, and improve your workflows. ..." PandaDoc Helps Growing Businesses Win [78%] More Deals Take A Tour
"...The automated follow-up emails and expiration date...." Peer review by Administrator
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
How does PandaDoc facilitate Sales Document Management?
How does PandaDoc facilitate Workflow Management?
Why is PandaDoc the best choice for Engagement Management?
What makes PandaDoc ideal for Collaboration?
What solutions does PandaDoc provide for Content Management?
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 |
|---|---|
|
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 |
|
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 |
|
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 |
| 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 |
|
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 |
How to create a PandaDoc template (for beginners)
Frequently Asked Questions (FAQ)
What buyers ask before choosing 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?
What are the top features of PandaDoc?
Who uses PandaDoc?
What are PandaDoc alternatives?
Where is PandaDoc located?
Peers used PandaDoc for sales document management and workflow management
PandaDoc Competitors
PandaDoc Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (3) |
| Analytics | Read Reviews (258) |
| Custom Reports | Read Reviews (1766) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (3) |
| Analytics | Read Reviews (258) |
| Custom Reports | Read Reviews (1766) |
PandaDoc Integrations
PandaDoc integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for PandaDoc
Software Failure Risk Guidance
?for PandaDoc
Overall Risk Meter
Top Failure Risks for PandaDoc
PandaDoc, Inc. News
PandaDoc voted #1 contract management software for small business
PandaDoc has been ranked as the #1 contract management software for small businesses in G2's Spring 2026 rankings, surpassing competitors like Docusign CLM and Conga CLM. The platform received high marks for ease of setup, administration, and quick onboarding, with 40% of users going live within 24 hours. PandaDoc's centralized workflow and fast ROI make it a preferred choice for small businesses.
Refine your HubSpot quoting process with PandaDoc
PandaDoc and HubSpot have formed a partnership to enhance the quoting process through integration. This collaboration aims to improve efficiency and streamline workflows for users of both platforms.
Supercharge your sales cycle with PandaDoc for Freshsales
PandaDoc integrates with Freshsales CRM, enabling users to add document generation and eSignatures to manage proposals, contracts, and quotes efficiently. This integration aims to streamline sales processes by automating tasks and tracking sales cycle stages.
Pandadoc Product Updates & New Features
PandaDoc announces new product updates and features for March 2026, enhancing its document management platform. Key updates include improved CRM integrations with Salesforce, HubSpot, and Pipedrive, eliminating the need for Zapier. These enhancements aim to streamline document creation, approval, and e-signature processes.
PandaDoc, Inc. Profile
HQ Location
153 Kearny Street, 5th floor San Francisco, CA 94108
Employees
101-250
Social
Financials
SERIES B
