Last Updated Feb 14, 2025
Overview
PandaDoc software simplifies document creation with seamless automation and collaboration tools. It streamlines workflows, improves accuracy, and enhances team communication. While the mobile app needs some work, the efficiency gains make PandaDoc a valuable asset for managing documents effectively.
Overall Rating
Based on 25 users reviews
4.7
Rating Distribution
Positive
96%
Neutral
4%
Negative
0%
Starting Price
Custom
PandaDoc Software Specifications
Lead Management
Sales Pipeline Management
Contact Management
Sales Automation
What Is PandaDoc Software?
Overview
PandaDoc is a cloud-based document management software designed for businesses across various industries, including sales, marketing, and legal. It provides solutions for creating, sharing, and managing documents, helping organizations streamline their workflows and enhance collaboration. By automating document processes, PandaDoc addresses common challenges such as delays in approvals, errors in documentation, and inefficiencies in communication.
PandaDoc Software Pricing
PandaDoc software offers three packages:
- Starter: $35/seat/month
- Business: $65/seat/month
- Enterprise: custom quote is provided
Disclaimer: Prices are subject to change.
PandaDoc Software Integrations
The software seamlessly integrates with various popular business applications, including:
- HubSpot
- Salesforce
- Zoho
- Stripe
- Quickbooks Payments
- Zapier
- Google Workspace
- Microsoft Word
Who Is PandaDoc Software For?
The software is designed for businesses of all sizes across various industries and sectors, such as:
- Software and technology
- Healthcare
- Education
- Construction
- Professional services
- Manufacturing
- Legal
- Telecom
Is PandaDoc Software Right For You?
As a recognized leader in document automation, PandaDoc enables users to improve accuracy and expedite contract management. It is an essential tool for any organization looking to optimize its document workflow. It is also scalable, secure, and HIPAA-compliant.
Still not sure if PandaDoc is right for you? Contact our customer support team at (661) 384-7070, and they will help you make the best decision.
PandaDoc Software Features
PandaDoc streamlines document creation through customizable templates filled with dynamic data. This saves time, reduces manual entry errors, and ensures brand consistency, leading to faster document turnaround and improved overall workflow efficiency.
The software enhances collaboration by embedding approval processes directly within documents. This significantly shortens document review times, enabling teams to manage approvals seamlessly. Organizations can expedite their workflows, increasing productivity and reducing bottlenecks.
PandaDoc's deal rooms offer a centralized space for managing negotiations and document sharing. Teams can collaborate in real-time, track interactions, and store all relevant documents securely. This organized approach streamlines communication, leading to quicker deal closures and improved customer satisfaction.
This feature enables users to incorporate variable data and pre-approved text into documents easily. It personalizes content based on recipient information, enhancing engagement and relevance while saving time on repetitive tasks, ultimately improving the quality of client interactions.
PandaDoc enables sales teams to quickly create accurate quotes based on customer specifications. By automating pricing calculations and document creation, this tool ensures fast, precise quotes that enhance the sales process, driving revenue growth and customer satisfaction.