Effortlessly create, manage, and sign documents online. Close deals faster and improve collaboration with PandaDoc's all-in-one document solution.

What is PandaDoc?

PandaDoc is a comprehensive document management platform designed to streamline the creation, management, and signing of business documents. Whether you're a salesperson, a legal professional, or an HR manager, PandaDoc provides the tools you need to create professional proposals, contracts, and quotes with ease.

The platform offers a drag-and-drop document editor, dynamic templates, and automated workflows. It also supports legally binding e-signatures, integrated payment options, and detailed document analytics. PandaDoc's user-friendly interface and extensive integration capabilities make it a must-have tool for any team looking to manage their documents efficiently and effectively.

The Go-to-Market Challenges PandaDoc Solves

PandaDoc helps teams solve several key problems related to document workflows:

1. Inefficient Document Creation
   • Teams waste time manually creating repetitive documents.
   • Customizing documents is tedious without templates and content libraries.
   • PandaDoc provides a drag-and-drop editor, dynamic templates, and content snippets.
2. Lack of Collaboration
   • Emailing documents for feedback and approvals is cumbersome.
   • Version control issues arise with multiple copies floating around.
   • PandaDoc offers collaborative workspaces for real-time editing and approvals.
3. Manual Configure-Price-Quote (CPQ) Processes
   • Sales reps spend hours configuring products and pricing.
   • Errors are common with manual data entry.
   • PandaDoc automates CPQ by connecting to product catalogs and applying pricing rules.
4. Chasing Down Signatures
   • Getting physical signatures is slow and delays deals.
   • Signers have to print, sign, scan, and email back documents.
   • PandaDoc enables legally-binding e-signatures that can be completed in minutes.
5. Disconnected Payments
   • Customers have to be invoiced separately for payment after signing.
   • This introduces friction and manual follow-up to collect payments.
   • PandaDoc lets you embed payment options like Stripe directly into documents.
6. Lack of Visibility
   • Once documents are sent, it's hard to know what happens next.
   • Teams lack data on how documents are interacted with.
   • PandaDoc provides engagement analytics showing when documents are viewed, signed, and paid.

The Benefits of PandaDoc

Streamline Document Creation and Management

• Create professional proposals, quotes, and contracts using customizable templates.
• Store and organize all your sales and marketing documents in one hub.
• Control user access and editing permissions to ensure document security.

Close Deals Faster with Electronic Signatures

• Allow customers to legally sign your documents online from any device.
• Get real-time notifications when a recipient views or signs your document.
• Shorten sales cycles by eliminating the delays of printing and mailing paper documents.

Gain Visibility into Document Performance

• See when a prospect opens your proposal and which sections they focus on.
• Receive alerts if the recipient forwards your document to other decision-makers.
• Identify which documents and templates are most effective at moving deals forward.

Integrate with Your Existing Sales Tools

• Connect PandaDoc with your CRM to auto-populate document fields and sync data.
• Embed PandaDoc into your sales engagement platform for seamless document creation.
• Use the PandaDoc API to build custom document workflows and automate processes.

Ensure Brand Consistency and Compliance

• Lock down brand assets, disclaimers, and terms & conditions across all documents.
• Build approval workflows to get sign-off from legal, finance, or executives.
• Maintain a library of pre-approved clauses and content snippets for sales reps to use.

User Reviews of PandaDoc

G2 Reviews

• Overall Rating: 4.7/5
• Top 3 Competitors: PandaDoc Competitor 1, PandaDoc Competitor 2, PandaDoc Competitor 3

Positive Quotes:

1. "Gets the job done" - Verified User 4.5/5
2. "Integrated and Simple Solution for Contract Design and Offer Management" - Alican S. 4.5/5
3. "Easy to use" - Chris T. 5.0/5

Concerns:

• Missing Features
• Limited Features
• Expensive
• Signature Issues
• Editing Difficulty

Overview of General Sentiment:

PandaDoc generally receives positive reviews for its ease of use and integration capabilities. However, some users express concerns about missing or limited features and the cost.

Positive Reviews:

• Easy to use
• Integrates well with other tools
• Streamlines document workflows

Negative Reviews:

• Some features are missing or limited
• Can be expensive
• Occasional issues with signatures and editing

Read more reviews on G2

Integrations and Compatibility

PandaDoc integrates seamlessly with various tools and platforms:

1. monday.com - Create, track, and view PandaDoc documents within monday.com projects.
2. Microsoft Word - Send and sign documents securely from Word Online.
3. HubSpot - Native integration with no coding required.
4. QuickBooks - Integrates with QuickBooks Payments for direct invoice payment.
5. Salesforce - Push data from Salesforce into PandaDoc documents.
6. Zoho CRM - Create PandaDoc documents and pass data from Zoho CRM.
7. Microsoft Entra - Single sign-on with Microsoft Entra ID.
8. Stripe - Request payments via credit card directly from documents.
9. Zapier - Connect with 1000s of apps.
10. SalesLoft - Integrates for lead management.

What to Use PandaDoc With

Here are the top B2B SaaS tools to build the ultimate go-to-market tech stack in 2024:

1. Copy.ai Workflows - Automate and scale content creation across the buyer journey.
2. Salesforce - Manage customer relationships and track sales pipeline.
3. HubSpot - All-in-one platform to attract, engage, and delight customers.
4. Outreach - Automate sequences and track interactions.
5. Marketo - Lead management and email campaigns.
6. Drift - Conversational marketing using intelligent chatbots.
7. LinkedIn Sales Navigator - Social selling tool for building relationships.
8. Gong - AI-driven platform for capturing and analyzing customer interactions.
9. Looker - Visualize and drill into pipeline metrics.
10. Zendesk Sell - Enhance productivity and processes for sales teams.

PandaDoc FAQ

What does PandaDoc do?

PandaDoc is an all-in-one document management platform that streamlines the creation, collaboration, approval, e-signature, and tracking of business documents.

How easy is it to set up PandaDoc?

Setting up PandaDoc is straightforward and does not require advanced technical expertise. Most users can start utilizing PandaDoc's core features within a few hours.

What makes PandaDoc different from other similar tools?

PandaDoc differentiates itself by providing an end-to-end solution for document lifecycle management, combined with a user-friendly interface and extensive integration capabilities.

Can PandaDoc integrate with other tools and platforms?

Yes, PandaDoc offers a wide range of native integrations with popular business tools and platforms, including CRM systems, productivity tools, and payment processors.

What are the pricing plans for PandaDoc? Are there any hidden fees?

PandaDoc offers several pricing plans: Free eSign, Essentials, Business, and Enterprise. All plans are transparently priced, with no hidden fees.

Is there a free trial available, and what features are included?

Yes, PandaDoc offers a 14-day free trial for its paid plans, providing access to all the features included in the selected plan.

Does PandaDoc offer customer support?

Yes, PandaDoc provides customer support through multiple channels, including email, live chat, and phone support, depending on the plan.

Who is PandaDoc ideally suited for?

PandaDoc is ideal for businesses of all sizes that regularly create, send, and manage documents. It is particularly well-suited for sales teams, legal departments, HR teams, freelancers, and small businesses.

By integrating PandaDoc with other leading go-to-market tools, sales and marketing teams can maximize efficiency and effectiveness across the entire customer lifecycle.