PandaDoc Review 2025

What is PandaDoc?

PandaDoc is a document automation platform that facilitates business proposals, contracts, quotes, and eSignatures, saving you time and reducing workload. 

Founded in 2013, PandaDoc has become a leading solution for sales teams, HR departments, and legal teams seeking a better way to manage documents from creation to approval.

It allows users to create documents using pre-made templates, add pricing tables, collaborate with team members, and track recipient actions while staying HIPAA, FERPA, and GDPR compliant. 

In this PandaDoc review, we’ll explore its main features, pros and cons, and compare it with top alternatives to help you decide if it meets your document and workflow needs.

Quick Overview of the PandaDoc 

Pros and Cons of PandaDoc

Pros

• Increases productivity: PandaDoc automates your proposals, quotes, and contracts so your team spends less time on admin work and more time closing deals.
• All-in-one tool: You can create, sign, track, and manage documents all in one place without switching between multiple platforms.
• Built to scale: PandaDoc adapts as you grow. You can update workflows and documents as your business changes, making it easy to manage. 
• Easy to use: It is easy to create and sign documents using pre-made templates, drag-and-drop elements, and built-in signature tools.
• Secure signatures: Get peace of mind with legally binding eSignatures that meet the highest compliance standards. PandaDoc is ESIGN, UETA, HIPAA, and SOC 2 Type II compliant.
• Close deals faster: PandaDoc helps you deliver a seamless buying experience for your clients and close more deals with interactive product catalogs, CPQ features, and built-in payment features. 

Cons

• Limited free plan: The free version of PandaDoc only covers basic eSignatures. You won’t get access to templates, content libraries, analytics, or automation features unless you upgrade to a paid plan.
• Higher cost at scale: PandaDoc can get expensive as your team or document volume grows. While it offers powerful features, the cost may be a hurdle for small businesses with tight budgets.
• Setup takes time: Some users find the initial setup for advanced features a bit tricky. 

PandaDoc Pricing

PandaDoc pricing includes four pricing plans and a 14-day free trial that allows you to explore its advanced features before committing to a plan. 

It also provides a free eSign plan that allows you to send unlimited documents, collect as many signatures as needed, and even set up payment systems.

Each plan, including personal, starter, business, and enterprise plans, comes with a discount of up to 46 percent when you choose the annual billing option. 

PandaDoc Key Features

Document Generation

PandaDoc makes document generation fast, branded, and error-free. It provides pre-made templates, rich media, and integrations with tools like Canva and your CRM to create compliant documents with standards like HIPAA, FERPA, and GDPR.

You can also include pricing tables for clients to choose the services they prefer, so you don’t have to go back and forth with them, speeding up the entire process. 

If you need to create documents at scale, PandaDoc REST API allows you to automate high-volume document generation from any app that supports HTTPS. That means you can automatically generate proposals, invoices, or onboarding forms around the clock.

With over 30 integrations, including CRM and project management tools, PandaDoc pulls data directly into your documents, reducing double entries or copy-paste errors. 

Configure-Price-Quote (CPQ)

You can configure products, apply pricing rules, generate approvals, and send quotes using PandaDoc’s CPQ software without leaving your CRM. 

Unlike traditional CPQ tools that are often hard to adopt or disconnected from your tech stack, PandaDoc integrates seamlessly with platforms like Salesforce and HubSpot to facilitate quote creation using a playbook and CRM-synced data. 

It also provides a drag-and-drop editor that makes it easy to design quotes with tables, media, and terms. 

Workflow Automation

Instead of wasting time on manual document creation, approvals, and follow-ups, you can automate the entire process from generation to signing and storage. 

PandaDoc provides customizable templates, smart variables, and conditional content that allow you to generate personalized documents in half the time with fewer errors. 

Automated approval workflows and real-time collaboration features keep projects moving without constant back-and-forth. 

You can sync data directly from your CRM, track document status, schedule follow-ups, and set up reminders. 

With built-in permissions, audit trails, and seamless integrations with platforms like HubSpot and Salesforce, you’ll have full control over your workflow,  allowing you to scale faster, stay compliant, and close more deals with less effort.

Tracking & Analytics 

PandaDoc lets you track every document in real time. As soon as you create a document, it logs all activity automatically, including views, edits, sends, and signatures.

You can see how recipients interact with each page, identify which sections get the most attention, and improve your templates to close deals faster.

It also alerts you when someone opens or completes a document so you can follow up at the right time.

PandaDoc also secures your documents with audit trails, digital certificates, and permission controls so you know who did what and when.

PandaDoc Support Quality 

PandaDoc offers multi-channel support through live chat, email, phone support, and a comprehensive help center. 

While live chat, phone, and email support is available only to paid users, the knowledge base and documentation are accessible to everyone. 

Response times are generally quick, and Enterprise users benefit from dedicated account managers.

To contact support, simply fill out the form on the “Contact Us” page. You can also request a live screen-sharing session to get hands-on help with specific tasks.

PandaDoc Alternatives 

Summary 

Overall, PandaDoc offers a comprehensive, user-friendly solution for businesses looking to automate and streamline their document workflows. 

Its advanced features, industry versatility, and responsive support make it a smart choice for businesses looking to reduce paperwork, improve productivity, and close deals faster. If you regularly handle documents, PandaDoc is worth considering.

Try PandaDoc Now 

Sign up today for the 14-day trial to streamline your document workflow, close deals faster, and simplify collaboration with PandaDoc.

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