PandaDoc

sales > Proposal Management Software

Customer Review
3
9
10
9
7.8

PandaDoc is a web based digital document management platform. It makes it easier than ever to create high-quality, professional proposals right inside your CRM. PandaDoc provides organizations complete digital document solutions. Its users are able to create, send, sign, and track documents online, as well as to securely process paperless transactions. The service is aimed at sales teams in SMEs and large enterprises.

In-Depth Reviewer Comments

Yao U.

Create documents fast with PandaDoc

Best documents drafting tool, with minimal writing anyone can create customized documents in minutes.

How did your team benefit the most?:

Unlike other PDF editor this one gives you the option to add some design elements in the document.

One Major Feature That You Benefited From:

Document editor is the best, I can just drag and drop premade section from the menu bar.

How difficult is it to get started?:

It is in some way similar to word and doc just the difference in this one is its drag and drop functions.

One thing or feature you would improve:

Can't live edit a shared document in case of any changes, have to create it again.

Size of your organization:

20-50

Position or Role:

Senior Developer

Why You Signed Up:

We have been using PandaDoc for document creation

Amy C.

Great proposals management platform

We now create proposals much faster I guess it's the editor interface which is actually very simple and interesting to use.

How did your team benefit the most?:

Standout benefit for our team would be that the overall process of writing proposals, spending time in adding design to them, and then sending them got much easier with this platform.

One Major Feature That You Benefited From:

If you don't to manually add data into proposals, you also have the option to automatically add prospect detail straight from your CRM this was helpful. WIll say it has some advanced features like its real time document activity, which you can see in real time when someone opens your doc and interacts with it.

How difficult is it to get started?:

They gave us detailed demos of their features which I liked and from there we took over and began using so far we are enjoying using it.

One thing or feature you would improve:

N/A

Size of your organization:

50-70

Position or Role:

CMO

Why You Signed Up:

To increase proposals operation speed

Jorleen G,

Creating and customizing contracts made easy with PandaDoc

For quicker contract development we have used templates that increased our pace of deploying contracts to employees, new clients, and to other higher authority members.

How did your team benefit the most?:

It is appreciable that it allows multiple users to work on the same document simultaneously it does help eliminates back and forth.

One Major Feature That You Benefited From:

I didn't have to again and again write clauses for each contract, it has an option that lets you choose from prefilled clauses and add them to the new contract this can save some time.

How difficult is it to get started?:

Like how its interface is built, all edit options are easily accessible on the right menu bar... for our clients and worker, so it was easy to sign docs and edit and customize them to match the company identity.

One thing or feature you would improve:

Too few payment integration options.

Size of your organization:

60-80

Position or Role:

Marketing Head

Why You Signed Up:

We started using PandaDoc to speed up contract management

App Pricing Page

Free eSign	<ul> <li>Unlimited legally binding eSignatures</li> <li>Unlimited document uploads</li> <li>Payments</li> <li>Mobile app</li> </ul>	0.00	Other
Essentials	<ul> <li>Templates</li> <li>Pricing tables</li> <li>Document analytics</li> <li>24/7 email and chat support</li> </ul>	29.00	Month
Business	<ul> <li>CRM and Zapier integrations</li> <li>Approval workflows</li> <li>Custom branding</li> <li>Content library</li> </ul>	59.00	Month
Enterprise	<ul> <li>SSO support and custom user roles</li> <li>Unlimited number of team workspaces</li> <li>Salesforce integration</li> <li>User performance and content reporting</li> </ul>	Custom	Other

This app has yearly payment discounts available.

Get PandaDoc

InsiderApps Video Reviews

No video reviews just yet.

Independent Reviewer Comments

not a fan

Li Chen

stupid tools

Pros:

if you have never seen the internet this is for you

Cons:

Just use docs

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Customer Questions

Abdul M.

Does PandaDoc collect sales tax?

No answer has been provided yet. We have also reached out to the company for an answer.

PandaDoc

Get PandaDoc

Free eSign

<ul> <li>Unlimited legally binding eSignatures</li> <li>Unlimited document uploads</li> <li>Payments</li> <li>Mobile app</li> </ul>

0.00

Other
Essentials

<ul> <li>Templates</li> <li>Pricing tables</li> <li>Document analytics</li> <li>24/7 email and chat support</li> </ul>

29.00

Month
Business

<ul> <li>CRM and Zapier integrations</li> <li>Approval workflows</li> <li>Custom branding</li> <li>Content library</li> </ul>

59.00

Month
Enterprise

<ul> <li>SSO support and custom user roles</li> <li>Unlimited number of team workspaces</li> <li>Salesforce integration</li> <li>User performance and content reporting</li> </ul>

Custom

Other

Cleverly

Get Cleverly

Silver

<ul> <li>Unlimited outreach campaigns</li> <li>Hundreds of messages monthly</li> <li>Proven done-for-you campaigns</li> <li>250 Prospects Per Month</li> </ul>

297.00

Month
Gold

<ul> <li>Ideal decision makers identified</li> <li>Qualified prospect list built</li> <li>Ongoing campaign optimization</li> <li>500 Prospects Per Month</li> </ul>

397.00

Month
Enterprise

<ul> <li>Connection nurture campaigns</li> <li>10+ messages per sequence</li> <li>A/B testing campaigns</li> <li>2,500+ Prospects Per Month</li> </ul>

Custom

Other

Korona

Get Korona

Core

<ul> <li>Unlimited Users</li> <li>Unlimited Sales</li> <li>0% Transaction Fees</li> <li>Core Checkout Functionality</li> </ul>

49.00

Month
Advanced

<ul> <li>Inventory Management</li> <li>Real-Time Tracking</li> <li>Inventory Reporting</li> <li>Employee Time Tracking</li> </ul>

59.00

Month
Plus

<ul> <li>Order Level Optimization</li> <li>Inventory App Access</li> <li>Multi-Store Reporting</li> <li>Franchise Features</li> </ul>

79.00

Month
Enterprise

<ul> <li>Dedicated Account Manager</li> <li>Pre-Built Integrations</li> <li>Ticketing and Event Management</li> </ul>

Custom

Other

GetLeadForms

Get GetLeadForms

Starter

<ul> <li>Up to 250 leads/month</li> <li>2 Domains</li> <li>Multi-Step Popups</li> <li>Multi-Step Embeddable Forms</li> </ul>

47.00

Month
Pro

<ul> <li>Up to 500 leads/month</li> <li>5 Domains</li> <li>Email Whitelabeling</li> <li>Address AutoComplete</li> </ul>

67.00

Month
Plus

<ul> <li>Up to 1,000 leads/month</li> <li>10 Domains</li> <li>Agency White Labeling</li> </ul>

97.00

Month

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