PandaDoc Pricing, Reviews and Features (February 2024)

About PandaDoc

PandaDoc is a document builder responsible for workflow management that streamlines and accelerates the user's document processes. It also creates, tracks, and processes documents. The tool offers features under many categories such as proposals, quotes, team management, document access code, content management, branding, tracking, workflow, productivity, etc. The content locking feature of PandaDoc restricts the user's team members from editing a block of content in templates or library items. It integrates with several Customer Relationship Management software that has ERPs. The user can set up new or existing templates and send and e-sign proposals or agreements. The creation and sending of quotes are easy to execute, along with direct workflows. Users can upload the files quickly and send them right away. The transactional documents can be stored as well. The tool can also open discussions with the user's customers, close deals faster, collect payments, organize documents, and much more.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $19.00. Offers Free-forever and Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More

100%
Reviews

100%
Momentum

78%
Popularity

100%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

24/7 (Live rep), Business Hours, Online

PandaDoc Awards

# 1 Most Worthy Software Proposal Software
Q4 2021

# 1 Fastest Growing Software Proposal Software
Q4 2021

# 1 Most Popular Software Proposal Software
Q4 2021

PandaDoc Features

Show Feature Explanation

Show Missing Features

Proposal Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More

100%

PDF Export

Enables to export the document to PDF file for easy sharing

Collaborative Editing

Invite individuals or team to co-edit the documents, pictures in real-time

Document Analytics

Helps to know the complete insights of a document like who, when and how it is used.

Document Audit Trail

Tracks the document signature history and timestamp for legal attestation

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Document Library

Central repository to manage your assets like Images, PDF files, etc.,

Approval Workflow

Allows to route the documents to one or multiple people for seeking their approval

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Customizable Branding

Facilitates brand marketing as per the brand-owner's requirement and preference

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel

Alert Notifications

Alerts the user when predefined criteria is met

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

PandaDoc Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

MONTHLY YEARLY

Free eSign Free

Upload, send for eSignature and collect payment for as many documents as you’d like.

Features

Unlimited legally binding eSignatures
Unlimited document uploads
Payments
Mobile app

Essentials $19.00 $29.00 per user / month

Create docs with templates or the built-in editor. Collect eSignatures and track docs in real-time too.

Features

Includes features of Free plan, plus
Templates
Rich media drag and drop document editor
Pricing tables
Document analytics
24/7 email and chat support

Business $49.00 $59.00 per user / month

Connect your CRM and automate your document workflows from creation to eSignature.

Features

Includes features of Essential plan, plus
CRM and Zapier integrations
Content library
Custom branding
Approval workflows
Forms (New)
Bulk send

Enterprise Custom

For teams that require more capabilities including integrations like Salesforce and API.

Features

Includes features of Business plan, plus
SSO support and custom user roles
Unlimited number of team workspaces
Salesforce integration
User performance and content reporting
API

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 25/11/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about PandaDoc Pricing.