Last Updated: February 2, 2021
- Ease of use : 4.3/5
- Free trial: No
- Customer service: 4/5
- Online signature service: Yes
- Pre-built templates: Yes
- Integration capabilities: Yes
- Functionality: 4/5
- Value for money: 4.5/5
All types of businesses
- Live online training and webinars
- 24/7 customer support
- PandaDoc HubSpot integration
- No Windows app
- Manual reminder
- PDF formatting needs work
PandaDoc is a web-based document management tool that allows you to track, manage, and store documents online, as well as place legally binding signatures for quick processes and transactions.
Any business can use PandaDoc services to manage paper-based documents in a more efficient way by using PDF and docs documents, as well as other digital formats. Ultimately, PandaDoc is the perfect solution for companies with the goal of becoming paperless. This electronic signature software only further helps to enable fast and easy online workflow.
But that’s just the tip of the iceberg. Our PandaDoc review is about to reveal a lot more:
When it comes to PandaDoc features, there’s plenty to discuss. All PandaDoc tools make this document management application a well-rounded platform necessary for conducting smooth business operations.
Let’s get into the specifics with our PandaDoc review.
Probably the most significant feature for most users of this software is the PandaDoc digital signature feature. This gives users the ability to sign contracts electronically from anywhere in the world as long as the collaboration tools are in use. Teams can work together on a single document thanks to the in-activity log-in feature and comments.
It is extremely useful for businesses that work remotely. Time is wasted by sending paper documents to be signed and then delivered again, while the job of accepting and processing images of paper documents is work no employee wants to do.
Luckily, with PandaDoc esignatures the whole approval process is much faster and it saves you a lot on sending fees. The esignature feature is legally binding. This way not only do you help reduce the use of paper, but you make your business life a bit easier.
Take a look at the few other features that go along with this one:
- Audit trail
- PandaDoc auto reminders
- Document analytics
- Mobile signature
- Customizable templates
- Task history tracking
- Multi-party signing option
This is one of the most powerful document creators out there.
It’s easy to navigate Panda documents. You will be able to manage access, track, and edit proposals, business plans, quotes, and contracts, among others.
Additionally, users will be able to view and modify documents as they see fit. There are various options for adding your company’s logo, colors, add images, and text. It takes only a few minutes!
Furthermore, users are able to choose from a range of pre-built PandaDoc templates, which are also easy to customize depending on your needs and currency. Document tracking is simple and accessible as you can follow the document’s process through each stage — when drafted, sent, viewed, and completed.
On top of that, you will receive a cloud location that performs the role of a central repository to store electronic documents, files, and data. Document management system repository has never been so organized and accessible.
Access and Storage of the Documents
Everything you need is at your fingerprints with PandaDoc’s easy document storage and access. PandaDoc is built so that every user is able to regain control of their documents at any time, from anywhere.
PandaDoc workspaces will go through six organizational steps that guarantee rapid retrieval:
- Folder tree — Your folders are nested in a folder tree for easier file access. Both you and your team will have no issues searching for document collections, as everything is neatly organized.
- Drag-n-drop — The drag-n-drop function is there to help you organize and reorganize your ever-growing digital documents.
- Custom category tags — You will be able to label any documents you want with custom tags. That will make it faster for everyone to find what they’re searching for.
- Status and action filters — You will be able to know which documents need your attention immediately, making document retrieval fast and simple.
- Bulk actions — With bulk actions, you will be able to do more things at once — track, move, delete, etc. Also, create an offline archive with esignature certificates in a zip file for documents.
- Smart search — Full-text search capability is made easier with PandaDoc. You will be able to track down any document within seconds.
Your team will be able to negotiate and communicate through commenting and activity logging. Thanks to this feature, you can keep up with agreements and deals with your clients while effectively reducing your time from hours to only minutes. Workflow management is key to a successful and well-run business and this collaboration feature introduces a smooth workflow on PandaDoc.
As you create your custom branded documents, you will also be able to incorporate advanced features such as secure credit card payments. This feature enables secure and fast transactions from the moment the document is signed. You won’t have to spend time chasing down clients as they will be able to pay you through PayPal, bank transfers, and different credit cards (Visa, Maestro, MasterCard, Discover, etc.). The customers will be able to pay through their preferred PCI DSS compliant gateway, while you will be able to connect payments directly to your accounting software thanks to Zapier and API.
Apps and Integrations
PandaDoc integrations are quite important for users, especially the CRM integration feature. As we said, PandaDoc is easy to use so you’ll notice that it’s easy to plug it into your CRM platform. You can save, edit, track, and sign documents all inside your CRM. All of your CRM activities are automatically saved and up-to-date.
The integration PandaDoc has with HubSpot is often mentioned by users. It is extremely easy to set up and both work wonderfully together. Besides HubSpot, you can integrate PandaDoc with:
- Microsoft Dynamics CRM
- Zendesk Sell
- Nimble CRM
- Pipeliner CRM
Users can work and update their documents offline but they will need to manually change their document’s status from ‘Offline’ to ‘Completed’ or other. Luckily, that can all be done through PandaDoc’s mobile apps that are available for both iOS and Android users. PandaDoc is not directly available for Windows users, but users can take advantage of the Microsoft Dynamics application.
Ease of Use
We didn’t encounter any difficulties when testing for this PandaDoc review. The design is simple, making the whole experience more eye-pleasing while enabling easy-to-use features.
The process of finding any documentation and anything else you need is quick – the software only needs a few seconds to respond. What we particularly appreciate is how simple it is to update and edit documents live as templates, rather than re-uploading documents from Word or PDF and then adding the missing information.
PandaDoc offers training services for new users — in-person, live online, webinars, and documentation. So, if you’re a complete novice, worry now, PandaDoc has got your back.
The company has done all in its power to ensure it is backed up by some of the biggest names in the business. No need to worry about security when using PandaDoc! All sensitive content is protected by the following first-class organizations:
- HIPAA — PandaDoc is approved by HIPAA and the Privacy Rule, including the Administrative Safeguards, Physical Safeguards, and Technical Safeguards of the Security Rule.
- GDPR — PandaDoc is compliant with the General Data Protection Regulation, a European privacy law approved by the European Commission in 2016. Global privacy and compliance are at its highest.
- Amazon AWS — PandaDoc data centers are handled by Amazon AWS.
- Third-party Subprocessors — PandaDoc currently uses five third-party subprocessors, including Amazon Web Services, Recurly, Zendesk, Mailgun Technologies, and Salesforce.
- FERPA — In full compliance with FERPA, PandaDoc is able to help schools facilitate electronic communication between educators, administrators, school districts, and parents, and students.
- Privacy Shield — Yearly EU-U.S. and Swiss-U.S. Privacy Shields certifications are needed for cross border transfers.
PandaDoc also has a SOC II Type II certification, meaning SAE 16 SOC 2 reports and attestations of compliance will be provided when requested. Users are guaranteed secure and flexible cloud computing environments on a protected and safe platform.
The company uses bank-grade AES-256 encryption with a secure key management system. The site does not store credit card details and PCI DSS Level 1 provider is used to process payments.
Knowledge Base and Customer Support
If you go to the software’s knowledge base, we’re sure you will be as pleasantly surprised as we were.
For our PandaDoc review, we explored the help center first. From the classic FAQ to the Getting Started section for newbies, you’ll find everything you need to start your PandaDoc journey.
What you’ll also find are:
- Account settings
- Integrations setup
- Manage your team
- Classic editor
- Editor 2.0
If you’re experiencing any issues with the setup or you have any inquiries about PandaDoc’s document signing programs, you can contact the customer support service. You can either submit a request by filling out a form located on the official website, send an email to [email protected], or chat with a support agent via live chat.
You can choose the type of help you need — support, sales, or general inquiries. You will get in touch with the team you need right away.
The customer support team is friendly and helpful, and we didn’t experience any problems when contacting them. Other PandaDoc reviews also praise them. The live chat feature enables immediate answers while the email and request form support will need a few hours to get back to you. For paying users, customer support is available 24/7 through live chat and email.
PandaDoc does not offer a free trial but it does offer a free eSign feature. Those with a free account will be able to upload and collect payments, as well as free electronic signatures, for an unlimited number of documents. All signatures are legally binding.
Here are the available PandaDoc pricing plans:
- Essentials — $19/month. Users have access to Panda Doc templates or the built-in editor, a rich media drag and drop document editor, document analytics, pricing tables, electronic signature collecting, and more.
- Business — $49/month. Users have access to CRM integrations, including PandaDoc Salesforce integration, custom template branding, content library, approval workloads, and esignatures, of course, among others.
- Enterprise — Contact sales for estimation. PandaDoc enterprise pricing depends on your team’s needs. Users will have access to SSO support and custom user roles, an unlimited number of team workspaces, user performance and content reporting, and more.
Once you opt for one of these plans, you will receive a 14-day trial after which the company will start charging you for your chosen plan. Once you decide to cancel your subscription, the company will stop charging you immediately.
PandaDoc reviews say it and we have to agree – the software is great. Managing your documents has never been easier! You get neat features such as electronic signatures, document templates, folder tree, collaboration tools, etc. Add chemical X – the truly amazing customer support team – and you get the winning formula.
It’d be great if there was a free trial, as more users would’ve been inclined to test PandaDoc for themselves and see how useful it is. We hope our PandaDoc review managed to give you a glimpse of all of the awesomeness that waits for you!
PandaDoc is intuitive and even complete beginners will find it easy to use. There are training programs offered, which will show you how everything is done. There’s also a rich knowledge base and customer support is always ready to help!
Once you login to your PandaDoc account, click on the Template option in your toolbar. At the top of the screen, you will see a New Template button — click on it. Then, choose Create a New Template. After that, you will be able to add roles to your template, add content, use tokens for auto-fill, drag-and-drop, etc. Once your PandaDoc templates are completed, click on the Create a Document button to send it out to clients and customers.
Yes, PandaDoc is legally binding. The company takes its security quite seriously, meaning that its built-in esignature technology needs to be legally-binding for the company to proceed with its operations. The built-in esignature technology is compliant with ESIGN and UETA. With every signed document, users will receive an electronic certificate. It includes the time, date, IP address, and email of the signee. All PandaDoc signatures are stored on highly secure servers while being fully compliant with current legislations.
Yes, PandaDoc is completely safe and secure. The company uses bank-grade AES-256 encryption with a secure key management system — something the majority of banking and financial institutions, as well as government agencies, use for their web applications. Store credit card details are not stored. PCI DSS Level 1 provider is used to process payments.
PandaDoc offers a free esign feature that enables users to electronically sign an unlimited number of digital documents. It doesn’t offer a free trial unless you previously signed up for its paying services.
There are three pricing plans for potential users, including an Essentials for $19/month, Business for $49/month, and an Enterprise (pricing depends on the company’s plan). For more information, check out our PandaDoc review above.