PandaDoc offers a platform that helps growing teams quickly create, manage, and sign digital documents like proposals, quotes, and contracts. With over 50,000 organizations using it, PandaDoc makes handling document workflows easier and more efficient.
Key Features Of PandaDoc
PandaDoc comes with a wide range of tools that might seem a bit overwhelming at first. Here, we’ll look at the most important features that make PandaDoc a powerful platform.
Setting Up Documents
One of the main features of PandaDoc is allowing your documents to collect electronic signatures. When you log in, you’ll land on the templates page (unless you’re using the free version, which doesn’t include templates).
Templates are documents you use regularly, like sales proposals or invoices. Once you set up a document as a template, your team can use it over and over to gather signatures and any other required information.
Although templates save time in the long run, setting them up can take time. PandaDoc helps by making the setup process easier.
You can either upload a document or create one from scratch. PandaDoc uses “variables” to automatically fill in repeated information, like a client’s name, throughout the document.
You can also create a content library to store commonly used parts of your documents, like customer reviews or cover pages.
PandaDoc lets you customize nearly everything, from the font size to the background color. You can add images, videos, and other content, including pricing tables where you list items, select a currency, and add discounts.
The setup page shows the document alongside a menu of items you can insert, such as signature fields.
Digital Signatures Made Easy
The signing process in PandaDoc is just as detailed as the document setup. When your document is ready, you can send it by email or share a link. You can require that signatures be done in a specific order and even prevent recipients from forwarding the document.
Signers can download or print the document, choose the language for signing instructions, and adjust the font color of their signature.
For time-sensitive documents like contracts, you can set reminders so signers are prompted to act before the deadline. You can also set a reminder when a contract’s renewal date is approaching.
When signing, users can draw, type, or upload their signature and choose the signature color.
Monitoring Documents
PandaDoc simplifies the process of overseeing your documents. Through its dashboard, you can swiftly check their current state—whether they’ve been opened, signed, or are awaiting payment. For a closer look, simply click on any category to explore the specific details.
Additionally, you can follow each recipient’s activity. This includes when they opened, viewed, or signed the file. With detailed insights, PandaDoc’s analytics display how much time each recipient spends on individual pages, providing valuable data to refine and strengthen your proposals.
Mobile Application
The PandaDoc mobile application, while functional, is streamlined. Its main feature is document tracking, displaying the status of each document. Although you cannot create or prepare documents for signing within the app, you can still sign files that have been previously imported through the desktop platform.
It also features an inbox where documents needing your attention are placed, alongside options to monitor the status of both sent and received documents.
Integrations
PandaDoc offers robust integration capabilities, allowing connections with a wide array of business tools, including Square for payment processing and Dropbox for file storage. Moreover, it integrates with popular CRM systems, simplifying workflows by enabling the easy import of contacts to accelerate document processing.
These integrations significantly enhance PandaDoc’s functionality, ensuring smooth operations within your existing business ecosystem.
PandaDoc’s Ease of Use
PandaDoc has a simple and clean design, making it easy to use. It guides users step-by-step through signing documents, showing exactly where to sign or fill out details.
However, the platform’s many features can be hard to learn. There are lots of options, and it takes time to figure out how everything works.
Sometimes, it’s tough to find what you need. For example, adding an approval step requires going into the templates area, which isn’t always obvious.
Also, some terms like “variables” and “roles” can be confusing, adding to the learning process.
Benefits of PandaDoc
PandaDoc offers strong e-signature tools and goes beyond just signing documents. Its features help create professional, engaging documents, especially useful for sales teams and businesses wanting to improve client materials.
The desktop app is great for managing document workflows. It connects with many third-party apps, making it even more powerful. In fact, its document management features are so good that the e-signature function feels like just one part of the whole package.
PandaDoc’s support
In line with other providers of e-signature solutions, PandaDoc’s support structure encompasses a combination of live chat assistance and an online self-service knowledge hub. This digital repository consists of a series of articles, instructional videos, and an IT ticketing system, all designed to provide immediate solutions. However, telephone-based support is notably absent.
Adding complexity to your quest for self-service help is PandaDoc’s ongoing migration to a revamped document editing interface. Certain functionalities are exclusive to the new platform, while others remain confined to what is known in the support literature as the “classic editor.”
Navigating these distinctions is a necessary part of mastering the platform’s full spectrum of capabilities.
Pricing Plans Of PandaDoc
| Plan | Description | Price (USD) | Features | Call to Action |
|---|---|---|---|---|
| Starter | For quickly creating and signing forms and agreements. | $19 per month | – Unlimited document uploads and e-signatures – Rich media drag-and-drop document editor – Real-time tracking and notifications – 24/7 email and chat support | Start a free trial No credit card required |
| Business | For sales proposals and integrated agreement workflows. | $49 per month | – Everything in Starter – Custom quotes and sales agreements – CRM integrations* – Custom branding and content library – Deal rooms – Approval workflows – Web forms* – Bulk send* | Request a demo No credit card required |
| Enterprise | For end-to-end document workflows and advanced automations. | Contact sales | – Everything in Business – CPQ (configure, price, quote)* – Workflow automation – Smart content – Single sign-on (SSO) – Team workspaces – Notary* – API* | Contact sales |