PandaDoc

PandaDoc

Serchen Index

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What is PandaDoc?

Over 20,000 customers use PandaDoc’s all-in-one document automation software and workflow capabilities to provide customers with a more professional and engaging experience. PandaDoc helps you simplify processes and increase efficiency across your entire organization when you integrate your existing CRM, payment, and file storage apps into a unified workflow.

Our customers closed over five billion deals in 2019 and on average, benefit from a:

- 28% increase in close rate
- 18% increase in average sales price
- 65% decrease in document creation time

PandaDoc Key Features

document automation

document management

proposals

quotes

contracts

document analytics

approval workflows

eSignatures

electronic signatures

What is PandaDoc?


Countries PandaDoc Services Available In

PandaDoc currently serves most English-speaking countries. We also offer recipient view localization in French and Italian


PandaDoc Pricing

Professional plan
For solo users

$19/per user per month

-Up to 5 templates
-Unlimited docs & eSignatures
-Document analytics
-Document builder and editor
-Custom branding
-Pricing tables and product catalogs
-Email support
-And more

Business plan
For small & medium businesses

$39/per user per month

-Unlimited templates
-Unlimited docs & eSignatures
-Document analytics
-Document builder and editor
-Custom branding
-Pricing tables and product catalogs
-Email support
-Phone support
-Integrations with CRMs and other tools
-Content library
-Manager approval workflow
-Document expiration settings
-Auto reminders
-Content conversion assistance*
-Grand total
-And more

Enterprise plan
For large companies

Contact us for pricing

-Unlimited templates
-Unlimited docs & eSignatures
-Document analytics
-Document builder and editor
-Custom branding
-Pricing tables and product catalogs
-Email support
-Phone support
-Integrations with CRMs and other tools
-Content library
-Manager approval workflow
-Document expiration settings
-Auto reminders
-Content conversion assistance*
-Grand total
-Multiple teams and workspaces
-Custom roles and granular permissions
-Content locking
-Document embedding option
-Content usage reporting
-Custom integrations via API & SDK
-Premium support
-Private team training sessions (optional)
-Bulk Send

To learn more about PandaDoc pricing, visit https://www.pandadoc.com/pricing/.


PandaDoc Free Trial Information

PandaDoc offers a free 14-day trial. Get the full PandaDoc functionality and see it in action, no strings attached.

Sign up by visiting https://signup.pandadoc.com/.


PandaDoc Support & Customer Service

Need help using PandaDoc? Visit our Help Center to learn more about the platform, including accounts, PandaDoc functionality, and our various integrations.

https://www.pandadoc.com/help/

The PandaDoc Customer Support team is available Monday through Friday. You can reach them by email at [email protected].


PandaDoc Product Details

PandaDoc Proposals
PandaDoc proposal software helps businesses of any size to grow their revenue and supercharge their sales success. Template and content libraries allow your sales, marketing, and legal teams to quickly create proposals that are branded, filled with compelling content, and completely compliant with all legal and pricing guidelines at your company. In-proposal activity logging and commenting allows you to negotiate terms pricing easily, reducing your close time from weeks or months to hours or minutes.

PandaDoc Contracts
PandaDoc helps you to streamline your contract management process, saving you time and reducing errors. Seamless PandaDoc integrations with every leading CRM allow sales teams to create, send, track, and eSign contracts without leaving their CRM. Deploying PandaDoc as an add-on to your CRM eliminates the frustration of using multiple systems while keeping onboarding and training time to a minimum.

PandaDoc eSignatures
Streamline sales, onboarding, training, and just about any document process with unlimited legally-binding electronic signatures, included with every PandaDoc plan. Our legally binding eSignatures are built right into the PandaDoc software, which means there is no need to purchase a separate tool. PandaDoc also automates the signing process with features like signing order and approval workflows.

PandaDoc Quotes
PandaDoc adds powerful CPQ functionality to every leading CRM software. When you create a quote inside your CRM, key opportunity details are automatically transferred to the quote, including customer details, product information, and pricing. Once you’ve sent a quote, analytics allow you to track client interactions and signatures, so that you know when to follow-up with each prospect. Best of all, PandaDoc quotes can be electronically signed from any computer or mobile device.


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