PandaDoc Overview

PandaDoc enhances document workflows by simplifying the creation, approval, tracking, and e-signature processes for proposals and quotes. Trusted by over 50,000 clients, it ensures compliance with SOC 2, HIPAA, and GDPR standards, providing a secure and legally binding environment. The platform integrates seamlessly with popular business tools, making it adaptable for various operational needs. Businesses can expect to expedite their document management by up to 40%, significantly reducing the time spent on administrative tasks. A notable feature is its ability to make proposals that leave a lasting impression, contributing to higher engagement and conversion rates.

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
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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
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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

"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." - Kate Healy

PandaDoc, Responsive (formerly RFPIO), Better Proposals, IntelligenceBank, Nusii, 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.

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

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 does PandaDoc facilitate Sales Document Management?

How can PandaDoc enhance your Workflow Management process?

What Are the key features of PandaDoc for Engagement Management?

How can PandaDoc optimize your Collaboration Workflow?

How does PandaDoc facilitate Content Management?

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

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
PandaDoc testimonial

Jean Pagan

Chief Software Engineer

AeroNet
PandaDoc API is naturally dynamic rather than needing manual adjustment. Since switching to PandaDoc it takes us around 80% less time to create each contract. Testimonial By Jean Pagan
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
CUSTOMERS TESTIMONIALS
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
PandaDoc testimonial

Jean Pagan

Chief Software Engineer

AeroNet
PandaDoc API is naturally dynamic rather than needing manual adjustment. Since switching to PandaDoc it takes us around 80% less time to create each contract. Testimonial By Jean Pagan
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

Case Studies

Human Resources

CASE STUDY Wizehire

PandaDoc helped Wizehire cut contract creation time from 1 hour to just 5 minutes. Wizehire struggled with Docusign due to clunky workflows and poor support. PandaDoc's automation and Salesforce inte...gration made contract management easy. Wizehire now sends 25% more documents each month. They get signatures 46 times faster than before. Time spent creating documents dropped by 95%.

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CASE STUDY Chili Piper

PandaDoc helped Chili Piper fix slow sales processes. The company needed a better way to manage contracts and documents as it grew. PandaDoc integrated with Salesforce, letting the team create, send,... and track documents fast. Chili Piper saved 12 hours per week and 15 minutes per contract. Close rates went up by 28%. The sales team became more responsive and clients were happier.

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CASE STUDY Autodesk

PandaDoc helped Autodesk improve sales effectiveness across its global organization. Autodesk needed a tool to streamline sales communication and integrate with Salesforce. Their old process had dupl...icate tasks, data gaps, and bottlenecks. PandaDoc provided a solution that centralized sales documents, enabled better tracking, and supported company-wide adoption. This led to more efficient sales processes and improved visibility for Autodesk's teams.

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Real Estate

CASE STUDY Nomad

PandaDoc helped Nomad cut proposal creation time by 91.67%. Nomad used PandaDoc's API and HubSpot integration to automate proposals and agreements. Sales reps now finalize deals faster and collect pa...yments earlier. Nomad reduced customer acquisition costs by 20%. The solution improved efficiency for their property management platform.

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CASE STUDY Consensus

PandaDoc helped Consensus improve their sales proposal process. The sales team used PandaDoc’s HubSpot integration to create and send proposals. This cut proposal creation time by over 50%. The close... rate improved. 84% of proposals were viewed by prospects. The new process reduced bottlenecks and made proposals more consistent.

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CASE STUDY TheKey

PandaDoc helped TheKey, a leading in-home care provider, fix document management problems. TheKey grew from 14 to 120 offices and struggled with too many templates and high costs using DocuSign. Pand...aDoc let them rebuild templates and make legal changes fast. TheKey now manages documents for over 8,000 caregivers and 1,500 staff. They save 3,000 hours every year and work more efficiently.

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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, IntelligenceBank and Nusii 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, Inc. News

Product

PandaDoc Launches Bi-Directional CPQ Solution for Pipedrive - MarTech Cube

PandaDoc has launched a bi-directional CPQ (Configure, Price, Quote) solution for Pipedrive, enabling seamless data flow between PandaDoc and Pipedrive CRM. This integration streamlines sales workflows, allowing users to generate, send, and manage quotes and proposals directly within Pipedrive. The new feature enhances automation and accuracy in sales document management for Pipedrive users.

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Executive

Keith Rabkin Named President of PandaDoc After High-Performing ...

Keith Rabkin has been named President of PandaDoc after serving as Chief Revenue Officer.

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Product

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.

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Product

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.

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PandaDoc, Inc. Profile

Company Name

PandaDoc, Inc.

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