If you’re looking for a way to streamline your document management process, you might find this PandaDoc review helpful.
PandaDoc is a cloud-based document management software. Besides offering an intuitive solution for collecting electronic signatures, it simplifies workflows from document creation to collecting customer payments. The software is built for various industries and teams, including construction and human resources. You can integrate a variety of third-party automation software, payment processors, and CRMs.
This review of PandaDoc will cover their product’s features and their current pricing plans. It’ll also detail how you can start using their platform for your business.
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Last Updated: May 28, 2023
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Let’s dive right into my PandaDoc review.
PandaDoc is one of many eSignature types of software that take the paperwork out of closing deals and pitching your services.
However, it’s unlike any of its closest competitors.
With PandaDoc, you can create visually appealing, interactive documents by inserting multimedia content. You can create an engaging experience for onboarding employees or a proposal that stands out from the rest.
You can integrate your CRM and your payment processor of choice. It also allows you to automate processes by integrating Zapier or Integromat to connect applications like Google Sheets and Slack.
PandaDoc API is a great way to collect and securely store signatures through customized documents on your application. A website embed is also available.
PandaDoc serves various industries, from software and technology to healthcare. And they provide solutions for different departments, such as sales, human resources, and revenue operations.
PandaDoc has several security measures in place. They’re compliant with various regulations that enable them to provide a secure service.
Amazon Web Services, a verified provider of cloud-based technology, hosts its services.
If you’re not sure about their software, you can sign up for a 14-day trial. Alternatively, book a 15-minute tour where you’ll get a live, personalized walkthrough of the platform.
PandaDoc provides a great service for businesses to organize their paper flow. Here’s what pro’s and con’s we found in our PandaDoc review:
|Pros of PandaDoc||Cons of PandaDoc|
+ Document tracking
+ Free trial + free version
+ Ready-made templates
|– Not for beginners|
– 1 user per plan
– Email delivery errors
– Poor customer support
Lots of clients enjoy PandaDoc’s service. Here’s what they especially liked:
You can get a lot of use out of PandaDoc’s software, from receiving electronic signatures to drawing up contracts.
You can track if a recipient has opened, viewed, commented on, or completed a sent document.
They offer a free version with unlimited e-signatures. And you can sign up for a 14-day trial to test out their online platform. You won’t need to provide your credit card information.
They provide a cloud-hosted platform that allows you to access your documents on any device.
Sign and approve contracts on the go. And collaborate with your team via your mobile phone when you’re away from your desk.
They have a gallery of over 700 templates you can choose from to create any document you need. When compared to beginning from scratch, this can save you a lot of time.
PandaDoc provides a great service, but could improve in the following ways:
Although PandaDoc doesn’t require extensive user training, you may need to master some fundamentals before using it effectively. In this case, they provide a ton of support to get you started.
You can’t share one account with your team members. You’ll have to pay a separate subscription for each person.
Some documents you send might end up in your recipient’s spam folder. Or you might receive a contract from someone that goes unnoticed because it was automatically marked as spam.
This can cause significant delays in the document signing process.
Customer support reps aren’t always as helpful as they should be. Sometimes, they may be unfamiliar with an issue you’re having, so you’ll have to find your answers elsewhere.
In this part of my PandaDoc review, I’ll walk you through their product’s features.
They offer customers several use cases, including eSignatures, proposal and contract creation, and several payment methods and processors.
PandaDoc’s digital signature feature is likely the most sought-after by users.
It enables you to sign a document from anywhere and have seamless collaborations with your team. Plus, their eSignatures are legally binding.
With PandaDoc’s digital system, you cut down on approval times.
Say goodbye to having to wait for a physical document to be delivered to you so you can sign it and return it to the sender. Or your employees having to sort through and file paperwork.
Creating proposals, contracts, invoices, and quotes with PandaDoc’s software is simplified in several ways.
To begin drawing up a document, you can choose a template from their extensive library, import your existing template, or start from scratch.
They provide a rich media drag-and-drop document editor, which allows you to customize your document with images, videos, and tables. You can also change the fonts and colours in your document.
They have a feature to add fillable fields for a specific person, like a signature block.
Variables generate the same information across your document. This includes your business’s name and your client’s first name.
You can access data in your CRM for simplified proposal compilations, add interactive pricing tables onto quotes, and set up contract renewal notifications.
Customers and clients can receive and sign documents digitally, saving you so much time and cutting out unnecessary back and forth.
A completed document can be sent via email or a link. You can set a document to expire within a certain period, set reminders for signers who haven’t completed a document and set a renewal date.
All your documents, data, and files are stored on the cloud, making them more accessible for you and your team.
Create forms that improve employee onboarding times or automate staff requests.
You can design forms including event registrations, sign-ups, rental applications, and agreements.
You don’t need to code a form onto a page. Also, you can add signing orders, collect payments, and edit published forms.
Forms are only available on the business and enterprise plans, which I will walk you through later in this PandaDoc review.
The great thing about PandaDoc’s documents is that you won’t have to wonder whether the recipient took action.
You can track the status of any document, so you’ll know when it was opened, viewed, commented on, or completed.
Each document has an individual audit trail. They’re grouped on your dashboard per their status. Therefore, you’ll know which stage they’re in.
PandaDoc’s document analytics are extensive. It allows you to see when a recipient last viewed a page and how much time they spent reviewing.
PandaDoc’s mobile app offers as much functionality as its desktop platform.
You can create, track, negotiate, approve, and eSign documents on the fly. The app is available for Android and IOS users.
PandaDoc allows you to integrate automation software, such as Zapier and Integromat. You can also add over 10 CRMs, including Omniscient, Pipedrive, HubSpot, and Nutshell.
Cut down the time it takes to get paid when quoting a customer or drawing up a contract. With PandaDoc, you can receive instant payments after customers sign off on a quote or contract.
The payment methods they support include Europay, MasterCard, Visa, debit card, merchant accounts, bank transfer, and PayPal.
PandaDoc also integrates payments with your existing accounting and payment software.
This section of my PandaDoc review covers the cost of using their document management software.
PandaDoc offers a free plan with basic features, such as unlimited document uploads. Also, you can collect payments for an indefinite amount of documents.
Besides their free plan, they provide three additional packages.
If you buy an annual plan instead of a monthly plan, you can save 24%.
In addition, they offer a free 14-day trial for you to explore their platform.
This plan offers additional functionality for businesses that need more than the e-signature features of the free plan.
You’ll have access to an advanced document editor, document analytics and 24/7 email and chat support.
The essential plan costs $19 per month when billed annually and $29 per month when billed monthly.
This plan goes the extra mile by allowing you to connect to your CRM. And you can integrate Zapier to automate everything from document creation to eSignature.
It’ll cost you $49 per month when billed annually and $59 per month when billed monthly.
This plan is fit for companies that require more users and integrations, such as Salesforce and API.
It isn’t priced on PandaDoc’s website. To find out how much it will cost, you’ll need to contact their sales department.
Since you’ll process sensitive documents through PandaDoc’s software, ensuring your privacy and safety won’t be compromised is vital.
Therefore, this part of my PandaDoc review will cover the safety and security of using their product.
All data is secured in transit and is at rest before it’s stored in a cloud that complies with SOC, FISMA, and PCI DSS Level 1.
PandaDoc uses 256-bit Secure Sockets Layer (SSL) encryption to further protect your data.
They’re also compliant with:
They comply with PCI DSS regulations for all integrated payment gateways.
Their legally binding eSignature technology is compliant with ESIGN and UETA. Every signed document comes with an electronic certificate.
They also ensure that their security is up to date by having external audits.
Using PandaDoc’s software the first time around may be challenging.
The good thing is they have tutorials and educational resources you can use to get up to speed with their platform.
They have a help center and learn section. They also provide video tutorials, 24/7 email support and live chat.
A PandaDoc review wouldn’t be complete without having a look at their platform.
It has a simple, intuitive design that’s user-friendly and easy to navigate.
The document creation process is one aspect I found efficient and organized. I’ve always found it challenging to create a proposal from scratch, so I was excited to try out PandaDoc’s professional templates.
You no longer have to rifle through computer folders for templates because they have pre-made document templates ready for you.
Their templates are fully customizable, allowing you to order the flow to your liking. And you can simply drag and drop relevant fields onto your document.
Their content library is a valuable resource, and it’s easy to access.
You can keep your branding consistent when you create your documents on their platform as well.
In the next part of my PandaDoc review, I’ll show you how to sign up to use their platform.
You can sign up for PandaDoc’s eSignature feature on their free plan. However, this plan has several limitations.
If you want to explore other features like document creation, you can sign up for a 14-day free trial.
You’ll need to provide your full name, business email address, company name, and cellphone number.
If PandaDoc’s software doesn’t seem like a good fit for your business, you can look into other programs.
In this section of my PandaDoc review, I’ll give you some options to consider.
HelloSign is a digital signature software you should look into if you run a small business.
The software is accessible as a Salesforce add-on, an intuitive web interface, or a developer-friendly API.
HelloSign doesn’t have a robust set of features like PandaDoc. However, you can use their software to get signatures on insurance documents, mortgage and escrow documentation, and financial agreements.
It has low entry-level pricing tiers. The cheapest plan starts at $15 per month.
Check out PDFelements for a sophisticated application that allows you to quickly generate, extract, split, combine, edit, alter, organize, export, and secure files.
It streamlines remote office management and document storage. With strict sharing and signing systems, enforcing brand requirements is simple.
They also provide fax services to businesses that require them.
Their yearly plan costs $109 per user, while the perpetual license costs $139 per user.
LogicalDOC is a simple document management system that allows teams to produce, co-author, exchange, and organize documents.
It features quick retrieval, business process automation, and multiple platform support.
Their platform includes additional benefits, such as customized reports and digital watermarking. And it can be installed on-premises or in the cloud.
LogicalDOC doesn’t provide its pricing information to the public. You will have to contact them or sign up for a demo to determine how much their solution will cost you.
PandaDoc is a convenient software for a company of any size that’s interested in streamlining the document management process.
Perhaps you have a dedicated sales and marketing department constantly facing delays because documents aren’t approved and signed on time. In that case, you should check out PandaDoc.
Also, if you’re a freelancer or independent contractor, you might find some use for their proposal and invoicing features. Granted, the cost of their packages won’t be high in your books.
That said, PandaDoc’s extensive document management features might not be helpful for your business if all you need to do is collect electronic signatures. In this case, you might opt for the free version instead that allows you unlimited eSignatures.
Discover the ultimate document management software in this PandaDoc review. Read about this product’s features, pros, cons and pricing plans.
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