PandaDoc

Features, Pricing, Alternatives and More

Written by Toby Peterson
Last updated

PandaDoc helps you meet this double challenge of document creation and tracking. Along the way, it streamlines your workflows and automates tasks to make the entire process seamless and efficient.

Let's start with collaboration. You can create teams, assign roles and permissions, and then set up virtual workspaces where documents can be created, reviewed, and edited. In-document comments allow team members to give and receive feedback in real time. And you'll be able to review individual usage to stay on top of who's seen what and for how long they've worked on a project.

The document-creation process is designed for easy replication. Build up the content library with videos, case studies, logos, testimonials, directions, or any other material you might use more than once in a document. You can also add each of your products to a central catalog, and the pricing table feature lets you set and update costs.

Once you've stored all the information necessary for your doc, it's time to start drafting. Instead of recreating the wheel for every project, the intuitive interface lets you simply drag and drop your stored elements. You can arrange layout elements, add fields, and customize text. When everything's just as you need it, save the finished product as a template for efficient use in the future.

At this point, your documents are ready for personalization and action. Integrate your existing customer relationship management (CRM) system to import customer data into specified fields. Then seamlessly send your documents via email right from the PandaDoc interface. You can provide recipients with an eSignature option that works on both desktop and mobile platforms. If you need a series of signatures, PandaDoc lets you specify the order of receipt. It will also automatically notify customers when a doc is waiting for action, and the dashboard gives you an at-a-glance overview of when docs are opened, viewed, and completed.

This dashboard makes it easy to track each document's progress over time, with one-week, one-month, three-month, and one-year timeline reviews. You can also view revenue reports for a comprehensive look at how your business is trending.

PandaDoc isn't just for those looking to build and personalize proposals, quotes, contracts, and more. It's designed so that you can manage the full timeline of your documents' workflows, from creation to signing—all from one interface.

Do more with PandaDoc

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PandaDoc Pricing

  • $15/user/month Individual plan for up to two users and 50 documents/year

  • $49/month Business plan for unlimited users and documents

  • $375 /month API plan for creating up to 250 documents via PandaDoc's REST API

  • Contact for pricing for Enterprise plan with multiple teams and workspaces

Individual and Business plans at this price are billed annually.

PandaDoc Features

  • Create media-rich, interactive documents

  • Manage client documents with online tracking and eSignatures

  • Integrate your existing customer relationship management (CRM) system to store files and process payments

  • Stay on top of key performance indicators (KPIs) like document completion rates and revenue

  • Collaborate with team members to build and edit documents across desktop and mobile platforms

PandaDoc Alternatives

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PandaDoc Updates

New for Our PandaDoc Integration: Create New Contacts

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