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)
"...It provides an easy and convenient place for us to store, reference and create our contracts, presentations and general documents...." Peer review by Your Friend Dave Yoha, Strategic Customer Success Manager, Onfleet
"...Pandadoc is recommended for its wide range of tools for managing all types of documents, stores and workflows...." Peer review by Sarah B., VP, Director of Finance, Marketing and Advertising
"...Our problem: we have lots of prospects that we want to be sure we are following up with...." Peer review by Garen M., Automotive
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?
Why is PandaDoc the best choice for Workflow Management?
What makes PandaDoc ideal for Engagement Management?
What solutions does PandaDoc provide for Collaboration?
How efficiently Does PandaDoc manage your 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 |
|
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 |
|
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 |
| 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 |
|
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 |
|
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 |
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
AI Data Extraction for Contract Management: How PandaDoc Does it Automatically
PandaDoc has introduced AI data extraction capabilities to its Contract Repository, enabling automatic capture of over 100 key contract terms such as effective dates, contract values, and renewal periods. This enhancement allows users to search, filter, and report on contract data without manual entry, transforming static files into actionable insights.
PandaDoc Claude Connector
PandaDoc has launched the PandaDoc Claude Connector, integrating its agreement library directly into Claude. This allows users to create, send, and manage documents within Claude, enhancing document workflow and contract lifecycle management. The integration aims to streamline processes by reducing the need to switch between platforms, thereby improving efficiency and maintaining momentum in document handling.
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.
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, Inc. Profile
HQ Location
153 Kearny Street, 5th floor San Francisco, CA 94108
Employees
101-250
Social
Financials
SERIES B
