PandaDoc Overview

Pandadoc streamlines proposals, quotes, and document workflows, making them 40% faster. Trusted by 50K+ clients, it is SOC 2, HIPAA, and GDPR compliant.

Use Cases

Customers recommend Sales Document Management, Workflow Management, Engagement Management, as the business use cases that they have been most satisfied with while using PandaDoc.

Other use cases:

  • Collaboration
  • Content Management
  • Training & Onboarding
  • Products & Pricelist Management
  • Generation Of New Leads
  • Contact List Management
  • Social Media Analytics
See all use cases See less use cases

Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using PandaDoc.

Other priorities:

  • Enhance Customer Relationships
  • Improve Brand Engagement
  • Scale Best Practices
  • Improve ROI
  • Improve Efficiency
  • Improve Internal Communications
  • Improve Digital And Social Presence
  • Improve Visibility
  • Enter New Markets Internationally Or Locally
  • Build Brand Awareness
  • Increase Average Basket Value
  • Manage Risk
  • Improve Stakeholder Relations
  • Launch New Products
  • Shorten Ramp Up Time
See all business priorities See less business priorities

PandaDoc Use-Cases and Business Priorities: Customer Satisfaction Data

PandaDoc's features include Templates, Personalization, Alerts: Popups & Notifications, etc. and PandaDoc support capabilities include Chat Support, 24/7 Support, Email Support, etc. also PandaDoc analytics capabilities include Analytics, and Custom Reports.

Reviews

"PandaDoc aligns with our company’s messaging and assists with eliminating the need for resources like printers, scanners, paper, and ink" - Chloe Ketteling

PandaDoc, Responsive, formerly RFPIO, Better Proposals, Proposify, ClientPoint, etc., all belong to a category of solutions that help Proposal Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for PandaDoc

Top Industries

  • Marketing and Advertising
  • Computer Software
  • Information Technology and Services

Popular in

  • Small Business
  • Mid Market
  • Enterprise

PandaDoc is popular in Marketing And Advertising, Computer Software, and Information Technology And Services and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on PandaDoc Use Cases

How can PandaDoc enhance your Sales Document Management process?

What makes PandaDoc ideal for Workflow Management?

How can PandaDoc optimize your Engagement Management Workflow?

How can PandaDoc enhance your Collaboration process?

How can PandaDoc enhance your Content Management process?

58+ more Business Use Cases

16 buyers and buying teams have used Cuspera to assess how well PandaDoc solved their Proposal Management needs. Cuspera uses 11907 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Proposal Management needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
PandaDoc testimonial

Chloe Ketteling

Operations Team Exec Assistant

One Tree Planted
PandaDoc aligns with our company’s messaging and assists with eliminating the need for resources like printers, scanners, paper, and ink Testimonial By Chloe Ketteling
PandaDoc testimonial

Pattie Christensen

Esq

The Christensen Group
In the old days, you had to use FedEx, and hope they sign it where you noted, and send it back. Now you can sign it and send it back without the hassle. Testimonial By Pattie Christensen
PandaDoc testimonial

Kate Healy

Founder

Virtually Together
Virtually Together is a business that specializes in virtual experiences for teams. We have now branched out to face-to-face. 99% of our clients are companies. The primary aim is to do something fun with their team where they connect together. Testimonial By Kate Healy
CUSTOMERS TESTIMONIALS
PandaDoc testimonial

Chloe Ketteling

Operations Team Exec Assistant

One Tree Planted
PandaDoc aligns with our company’s messaging and assists with eliminating the need for resources like printers, scanners, paper, and ink Testimonial By Chloe Ketteling
PandaDoc testimonial

Pattie Christensen

Esq

The Christensen Group
In the old days, you had to use FedEx, and hope they sign it where you noted, and send it back. Now you can sign it and send it back without the hassle. Testimonial By Pattie Christensen
PandaDoc testimonial

Kate Healy

Founder

Virtually Together
Virtually Together is a business that specializes in virtual experiences for teams. We have now branched out to face-to-face. 99% of our clients are companies. The primary aim is to do something fun with their team where they connect together. Testimonial By Kate Healy

Case Studies

COMPANY INDUSTRY CASE STUDIES
PandaDoc case study

Mohave Community College
Education
Education
CASE STUDY Mohave Community College

Saved 40 Hours Of Administrative Work Per Week And Reduced Document Turnaround Time By 87%

Read More
PandaDoc case study

PJ Callaghan Construction
Construction
Construction
CASE STUDY PJ Callaghan Construction

Reduced Document Creation Time By 75%

Read More
PandaDoc case study

HPC
Financial Services
Financial Services
CASE STUDY HPC

Achieved A 40% Reduction In Document Creation Time.

Read More

Video

How to create a PandaDoc template (for beginners)

Video Thumbnail

Frequently Asked Questions(FAQ)

for PandaDoc

What is PandaDoc?

PandaDoc is an all-in-one document automation solution. PandaDoc allows its users to create, deliver, and share documents online and place their legally binding signatures for faster paperless transactions and processes. It can be used by any business or organization where document building, sharing and delivery are integral to operation. It is ideal for use by the sales, marketing, finance, legal and operations departments.

PandaDoc is built for companies looking for proposal software that helps them grow faster and supercharge their sales success. Features included are powerful CRM integration, template and contenet libraries, industry-leading analytic and eSignatures and payment processing. PandaDoc also features CPQ functionality, pricing tables, e-signatures, proposal generation, image library, and more.

PandaDoc helps to simplify processes and increase efficiency across the entire organization when integrated with existing CRM, payment, and file storage apps into a single workflow. User can create custom-made, personalized proposals in minutes and easily collaborate with others within their proposals. It is possible to share documents within the organization's departments, or defined groups of people.

What is PandaDoc used for?

PandaDoc is a Proposal Management Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Workflow Management and Engagement Management .

What are the top features of PandaDoc?

Templates, Personalization and Alerts: popups & Notifications are some of the top features of PandaDoc.

Who uses PandaDoc?

PandaDoc is used by Marketing And Advertising, Computer Software and Information Technology And Services among other industries.

What are PandaDoc alternatives?

Responsive, Formerly RFPIO, Better Proposals, Proposify and ClientPoint are popular alternatives for PandaDoc.

Where is PandaDoc located?

PandaDoc is headquartered at 153 Kearny Street, 5th floor San Francisco, CA 94108.
lightning

Peers used PandaDoc for sales document management and workflow management

PandaDoc Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.21/5 ★

Read Reviews (3)
Analytics

4.67/5 ★

Read Reviews (258)
Custom Reports

3.89/5 ★

Read Reviews (1766)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.21/5 ★

Read Reviews (3)
Analytics

4.67/5 ★

Read Reviews (258)
Custom Reports

3.89/5 ★

Read Reviews (1766)

Software Failure Risk Guidance

?

for PandaDoc

Overall Risk Meter

Low Medium High

Top Failure Risks for PandaDoc

Pandadoc News

10 best document management software tools to keep your business efficient and green in 2024 - PandaDoc

PandaDoc is listed among the top 10 document management tools to boost business efficiency and sustainability in 2024.

19/09/2024 - source

The only native CPQ solution built for HubSpot - PandaDoc

PandaDoc has created a CPQ solution specifically for integration with HubSpot, enhancing sales and proposal processes.

17/09/2024 - source

Pandadoc Profile

Company Name

Pandadoc

Company Website

https://www.pandadoc.com/

Year Founded

2011

HQ Location

153 Kearny Street, 5th floor San Francisco, CA 94108

Employees

101-250

Social

Facebook Linkedin Twitter

Financials

SERIES B