Table of Contents

what is pandadoc

What is PandaDoc – Everything You Need to Know

Table of Contents

What Is PandaDoc?

PandaDoc is a document automation software that helps businesses streamline their document creation, eSignature, and approval processes. It offers a range of features such as customizable templates, integrations with CRM platforms, and real-time document tracking. PandaDoc’s user-friendly interface and robust feature set make it a popular choice for sales teams, HR departments, and other professionals who need to create, review, and sign documents quickly and efficiently. Whether you’re seeking to improve your team’s productivity, reduce errors, or provide a better experience for your customers, PandaDoc has a solution to help.

PandaDoc Overview

What Is PandaDoc Used For?

PandaDoc is a comprehensive document automation platform that can be used to streamline and simplify the process of creating and managing proposals, quotes, contracts, and other important documents.

  • Proposals
  • Quotes
  • Contracts
  • eSignatures
  • Forms
  • Notaries

With customizable templates and a wide range of formatting options, PandaDoc makes it easy to create professional-looking documents that are tailored to your business’s specific needs. Additionally, PandaDoc’s eSignature functionality allows for quick and secure approval of these documents, eliminating the need for printed copies or in-person signatures.

Not only does PandaDoc permit users to electronically sign and approve documents, but it also includes a forms feature that allows individuals to easily gather information from clients or team members, This can inevitably lead to streamlined data collection and higher efficiency. There are endless possibilities with it comes to sending, storing, and customizing your documents with PandaDoc, especially when they provide users with an extra layer of security to authenticate electronic files.

Who Uses PandaDoc?

With customers like AutoDesk, Rakuten, and Tata Steel, PandaDoc appeals to a unique user base that is composed of different industries. Teams and departments within each industry can use the platform to streamline their document creation, approval, and eSignature processes.

  1. Sales
  2. Human Resources
  3. Marketing
  4. Customer Success
  5. Legal
  6. IT and Operations
  7. Finance

From sales teams seeking to create and track professional proposals and contracts to HR departments looking to streamline the onboarding process for new employees, PandaDoc’s range of features makes it a valuable tool for professionals across a wide range of industries. Additionally, PandaDoc’s user-friendly experience and intricate feature set make it an attractive choice for businesses of all sizes, from small startups to large enterprises.

What Does PandaDoc Do?

PandaDoc is an all-in-one platform that permits users to create, collaborate, and eSign documents digitally. It offers users the ability to increase their work efficiency, maintain continuity, and leverage new technology by offering the following features:

  • Automates Document Creation
  • Streamlines Workflows
  • Sign Documents Electronically
  • Track Engagement Metrics
  • Stores and Manages Documents

With customizable templates and a wide range of formatting options, PandaDoc makes it easy to create professional-looking documents that are tailored to your business’s specific needs. Additionally, PandaDoc’s eSignature feature allows for quick and secure approval of documents, eliminating the need for printed copies or in-person signatures.

PandaDoc’s real-time tracking feature allows you to see who has viewed or signed your documents, ensuring that nothing falls through the cracks. This feature is particularly useful for sales teams and HR departments who need to keep track of multiple documents and approvals.

PandaDoc also offers document storage, allowing you to easily access and manage your documents in one place. This feature is particularly useful for businesses that need to store and retrieve important documents on a regular basis, such as contracts and employee onboarding materials.

Overall, PandaDoc’s automation, streamlining, and tracking features make it a powerful tool that can greatly improve the efficiency and effectiveness of businesses in a wide range of industries.

How Does PandaDoc Work?

The team at PandaDoc has specially crafted the application to easily integrate into existing company systems. This simple and efficient native integration ability allows businesses to quickly get started with the PandaDoc platform for all of their document creation, approval, and eSignature needs. Let’s dive into how PandaDoc might work for a company down below:

  1. Create an Account: Sign up for a PandaDoc account on their website and create a profile for your business.
  2. Choose a Template: Select a pre-designed template or create a custom template for your document.
  3. Customize your Document: Add your own text, images, and formatting to the template to create a professional-looking document.
  4. Add Recipients: Select the recipients who will receive the document and specify their roles (e.g., signer, cc, etc.).
  5. Send the Document: Click the “Send” button at the bottom of the document to send the document to the recipients.
  6. Track Document Status: PandaDoc’s real-time tracking feature allows you to see who has viewed or signed the document.
  7. eSign: Recipients can use PandaDoc’s eSignature feature to sign the document electronically.
  8. Store Documents: PandaDoc’s document storage feature allows you to easily access, store, and manage completed documents in one place.

The intuitive approach of PandaDoc gives users a flexible user experience that works seamlessly with legacy systems inside of a company. Simple, easy-to-use features like creating documents from a template and storing e-signed files accessibly can truly enhance the workflow of an organization beyond any stretch of the imagination.

PandaDoc Features

PandaDoc’s advantage in the document automation business stems from its ability to offer several key features for its clients. Take a look at the table below to learn about the six core features that PandaDoc provides:

File SharingTemplates
File StorageStatus Tracking
File ConversionElectronic Signature

File sharing allows teams to easily share documents through email and SMS with the touch of a button. Added file storage permits users to store gigabytes worth of important files that are easily retrievable. File conversion ensures that individuals can download or upload the right file format at any time.

In addition to the many file customization features, there is also status tracking, template access, and the ability to provide electronic signatures. PandaDoc offers dozens of pre-designed file templates so that you do not have to waste your time creating fancy documents. Not only that, but once a pre-determined template has been customized to your liking, you can send it to important personnel to retrieve their electronic signature for document approval. In the meantime, you can evaluate who has viewed, signed, or returned your documents through the user-intuitive dashboard feature. 

What Does PandaDoc Integrate With?

There are many applications that PandaDoc can natively integrate with to streamline their document management needs. Whether your company needs integration with a task management app or your CRM to manage important sales documents, PandaDoc has you covered. Let’s take a look at some of the more prominent integrations that they offer:

  • CRM Apps: PandaDoc integrates with popular CRM platforms such as Salesforce, HubSpot, and Microsoft Dynamics, allowing you to easily create and track documents within your CRM workflow.
  • Payment Apps: The service integrates with payment platforms such as Stripe, PayPal, and, allowing you to easily collect payments and process transactions within the PandaDoc platform.
  • Document Management Apps: Teams can integrate with popular document management systems such as Box, Google Drive, and Dropbox, allowing you to easily store and retrieve documents within your preferred document management system.
  • Productivity Apps: PandaDoc works seamlessly with productivity tools such as Google Calendar and Slack, allowing you to easily manage your schedule and communicate with team members within the PandaDoc platform.

Who Are PandaDoc’s Competitors And Alternatives?

PandaDoc is a leading provider of document automation solutions, competing with other companies that offer similar services. Some examples of companies that PandaDoc competes with are highlighted below.

  1. DocuSign: DocuSign is a mobile and desktop platform that permits users to securely sign, send, and retrieve important files electronically from anywhere.
  2. BetterProposals: Focuses on helping sales teams send, track, and sign important documents like master sales agreements, contracts, and more.
  3. Contractbook: A cloud-based contract management platform that permits companies to close deals fasters by creating, tracking, and electronically signing important contract documents.
  4. DealHub: An automated workflow for revenue teams to configure quotes, streamline contract delivery, automate expansions, and collaborate with purchasers.

PandaDoc differentiates itself from its competitors by offering a wide range of features, including customizable templates, real-time tracking, eSignatures, and integrations with popular CRM and payment platforms. PandaDoc’s simple UI/UX design and comprehensive feature set have made it an emerging leader in the document management space.

PandaDoc Pricing

As of now, PandaDoc offers four different pricing levels that can be purchased as an annual or monthly plan. Each pricing level offers a unique set of features as the price gets higher. However, some core features included in every package consist of app integrations, content libraries, custom branding, electronic signatures, document analytics, assistance from the support team, and more.

Annually$0$19/user/mo.$49/user/mo.Contact for info
Monthly$0$29/user/mo.$59/user/mo.Contact for info

Users interested in purchasing a plan can save up to 34% or more when selecting an annual payment cycle. To learn more about how PandaDoc can ensure security and compliance or meet your unlimited document and eSignature needs, schedule a consultation with their sales team to ask questions and develop deeper insight.

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