Are you looking for cloud-based document management and electronic signature software? If yes, then PandaDoc is an excellent tool for the job. Whether you are a freelancer, start-up, or multinational enterprise, Panda Doc is a powerful tool that will help you streamline and automate your documents workflow.
But that being said, how well do these features translate into real-life use? Well, that’s exactly what I’ll be looking at in this in-depth PandaDoc review. But first, in case you’re in a hurry and want the cliff notes, here’s a quick look at its pros and cons:
Starting from: $29/month
Pricing Model: Per user
Yes, has free trial
Yes, has free version
- Easy to navigate
- Clean and intuitive UI
- Offers free plan
- Over 100 awesome ready-to-use document templates
- An easy-to-use drag & drop document builder
- Powerful tracking feature
- You need to purchase a subscription for each user on your team
- The mobile app it's limited in functionality
- Documents can't be edited once they are sent
- Small business
- Medium business
- Large enterprises
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
PandaDoc – Document Management
In this PandaDoc review, I will give you a deep dive into the document automation tool. I’ll give you a backdoor view of the different templates it brings to the table: the drag and drops document builder, how the whole eSignature process works, and much more. I have been using the software for the past couple of weeks. In that time, I have gotten a keen sense of all its features and how to use them to automate your document workflow. Let’s get started:
What is PandaDoc?
PandaDoc is a cloud-based document management software that helps you create documents/proposals, send them to clients, collect eSignatures, track how many bids are getting responses, and much more.
The tool is mainly suited for sales and marketing departments, as most features are designed to streamline all the other aspects of the sending proposals. For example, with access to hundreds of Panda docs templates and an interactive drag and drop document builder, you can create proposals in a matter of minutes.
Speaking of which, I have provided a quick overview of how Pandadocs work to give you an idea.
How to use PandaDoc?
After creating your PandaDoc account, you will land on the Panda doc dashboard. It’s an easy-to-use interface from where you can either upload an existing document (PDF, Word, JPG, PowerPoint, or PNG) or create a new one.
You will get access to the panda docs Templates from where you can select one of the hundreds of ready-to-use proposal documents. The templates are divided into different categories to help you quickly find something that meets your current requirements.
After picking the suitable Panda Docs template, you can quickly customize it and add a payment (Optional) and eSignature module using the drag and drop page builder. Once done, you can easily send it to your client with a click of a button. Also, if you need help with the pricing, there’s a catalog feature built-in that automates the pricing of your quotes and proposals.
Then there’s the Dashboard from where you can keep an eye on all your proposals – ones that are in progress, sent out, expired, or just viewed. An in-built tracker will let you know as soon as a document is opened and viewed by your client, so you are always up to speed. A Content Library is also provided where you can save all your previous proposals. This allows you to forward them later to your clients, helping in maintaining better brand consistency.
Besides all of this, the pandadocs supports third-party integrations. As a result, you can easily integrate CRMs, storage platforms, and even automation platforms to help you become more efficient and manage your entire workflow from a single interface. I have included a dedicated section later on going over the PandaDocs integrations.
Who Uses PandaDoc?
Going over the feature set, I have to say that PandaDoc is geared towards dedicated sales and marketing departments. But that being said, almost anyone, from a solopreneur to a full-blown enterprise, can take advantage of PandaDoc.
At the time of writing this review, over 27,000 companies are using this software to automate their document workflow. This includes but is not limited to the following industries:
- Academic & Educational Institutions
- Consulting Firms
- Creative Agencies
- Financial Institutions
- Healthcare Organizations
- Law Firms
- Manufacturing Companies
- Software Developers
Here’s also a quick look at some of the reputable brands that use PandaDoc to help them automate and fast-track the proposal making process:
- Konica Minolta
- Tata Steel
Is PandaDoc Safe?
As you are entrusting PandaDoc with most of your crucial business documents and proposals, you might be wondering about its safety and security. Well, let me assure you that you are in safe hands.
PandaDoc uses AES-256 encryption with a secure key management system. It’s the same security system used by banking and financial institutes, not to mention government agencies with their web apps. As such, you have nothing to worry about – your documents are secure. Furthermore, it doesn’t store any of your credit card details. Instead, all payments are processed via a PCI DSS Level 1 provider.
By now, you should have a solid understanding of PandaDoc and how it works. But still, a PandaDoc review isn’t complete without me showcasing its different features and functionalities. So let’s get at it, shall we:
PandaDoc allows you to collect legally binding eSignature from your clients that are ESIGN and UETA compliant.
One of the best features PandaDoc has to offer is its massive collection of professionally designed ready-to-use document templates.Why Use Document Templates?
Instead of creating a new proposal or contract document from scratch, this software allows you to pick one from its massive and impressive collection. This can help you streamline the entire proposal sending process.
Furthermore, Panda doc has over 100 templates divided into several categories to help you quickly find what you are looking for. Covering all the templates is beyond the scope of this PandaDoc review. However, I have put together a list of all the template categories to give you an idea of all the stuff that’s available:
- Agreement Templates
- Business Plans Templates
- Construction Templates
- Contract Templates
- Employment Templates
- Financial Templates
- Healthcare Templates
- Invoice Templates
- Legal Templates
- Manufacturing Templates
- Marketing Templates
- Proposal Templates
- Quotes Templates
- Receipt Templates
- Sales Templates
If you want to take a more in-depth look at the various templates, I recommend that you sign-up for their 14-day free trial.
Are PandaDoc Templates Free?
No. The PandaDoc Templates are only accessible if you purchase the $19/month Essential plan or higher.
Complementary to the PandaDoc templates, you have the intuitive Document Builder. It allows you to tweak and customize the templates with simple interactive gestures easily. For example, you can drag and drop your company logo, images, payment module into the document. It also allows you to change the colors, font style, font size, and so on.
PandaDoc comes with a super convenient document storage system that automatically saves all your documents for easy access. It also supports third-party cloud storage integrations to keep your records on a different storage platform.
Tons of Integrations
And speaking of Integrations, PandaDoc is compatible with tons of third-party software and services. Starting with dozens of CRM platforms to automation platforms like Zapier, you can integrate PandaDocs with your favorite service for a faster and more efficient workflow. I figured that this might be important for some users – knowing whether their favorite CRM, Payment service, or Storage service integrates with PandaDoc. As such, I have provided a dedicated segment going over the integrations below.
One of the best things about PandaDoc is that it supports easy integration with tons of popular tools – tools that you use in your day-to-day workflow. You can connect the tool with your CRM, payment gateway, cloud storage service, and much more. Most of the integrations are available for free, with their Business plan – more on that in the pricing section. However, there are a few “Premium” integrations that you need to purchase separately.
Here’s a quick look at all the awesome integrations you have with this tool:
What CRM Does PandaDoc Integrate With?
Here’s a look at the different CRM integrations PandaDoc has to offer:
- Zendesk Sell
- HubSpot CRM
- Zoho Copper
- Microsoft Dynamics CRM
- Nimble CRM
- Nutshell SugarCRM
- Pipeliner CRM
- Salesforce [Premium]
What Payment Gateway Does PandaDoc Integrate With?
Here are the payment gateway integrations PandaDoc supports. You can use these to require eSignatures and collect payments from our customers as soon as they sign your proposal, quote, or contract.
What Storage Tools Does PandaDoc Integrate With?
By integrating storage tools with PandaDoc, you can save your signed PDFs and other essential documents. Moreover, you will get to set custom rules, and based on that; the tool will automatically store or move the documents to the specified folders.
With that being said, here’s a look at the storage tools PandaDoc integrates with:
- Google Drive
- Microsoft OneDrive [Premium]
- QuickBooks Online [Premium]
What Productivity Tools Does PandaDoc Integrate With?
PandaDoc also offers integration with some of the most popular productivity apps and tools to streamline your workflow.
- Microsoft Teams
- Microsoft Word
- Slack [Premium]
- Google Sheets [Premium]
What Platforms Does PandaDoc Integrate With?
This software product is all about making you more efficient and improving your workflow. As such, it comes with some automation platform integrations to help you be more productive.
- Zapier Connectors
Does PandaDoc Support Custom Integrations?
With custom integrations, PandaDoc extends its features and capabilities even further. For example, if you are an Enterprise user, you will get access to the PandaDoc API. With it, you can integrate PandaDoc with your own custom/company application and create custom eSignings and/or generate documents.
PandaDoc is one of the most powerful contract/proposal management software out there, but it’s not the only one. So in case, you don’t like the user interface of the software or the feature availability at different pricing tiers, then it’s always good to know what other software you can look at.
As such, I have put together a shortlist of the seven best alternatives to PandaDoc worth your consideration:
With PandaDoc, you have the option to get started with a base free plan with access to basic features. However, there are also premium tiers with more advanced features for those who need them.
Starting From: $27/per month(Monthly Plan)
Pricing Model: Subscription
Free Trial: 14-days
You can save 17% when you buy an annual subscription. It’s like getting two months free!
PandaDoc Review Conclusion
And that brings me to the end of this PandaDoc review and my personal experience with the software. As you can see, it packs in a lot of impressive features at a reasonable price. And the free plan is great if all you are looking for is sending eSignature requests for free. So, to sum up, this tool gets a thumbs up from me. It’s an excellent proposal/contract management and automation tool that freelancers and companies will find useful.