PandaDoc
PandaDoc is a document creation and management software that allows users to create, send, track, and e-sign proposals, quotes, contracts, and invoices all in one place. It integrates with popular CRMs and enables team collaboration.
document-creation
proposal-management
contract-management
esignature
PandaDoc: Document Creation & Management
PandaDoc is a document creation and management software that allows users to create, send, track, and e-sign proposals, quotes, contracts, and invoices all in one place. It integrates with popular CRMs and enables team collaboration.
What is PandaDoc?
PandaDoc is a cloud-based document creation and management platform designed to help sales and marketing teams streamline the process of creating, sending, tracking, and signing sales documents like proposals, quotes, and contracts. Key features include:
- Customizable proposal, contract, and invoice templates
- Tools to add images, videos, tables, e-signatures, and dynamic fields to documents
- A workflow builder to automate document routing and approval processes
- CRM integration with salesforce.com, HubSpot, Pipedrive, and others
- Real-time document tracking to see who has opened, shared, or signed documents
- Built-in e-signature capabilities with legally-binding signatures
- Integration with payments platforms like PayPal for easy online payments
- Team collaboration tools with user permission controls
- Mobile apps for both iOS and Android devices
PandaDoc aims to help sales teams shorten the sales cycle by quickly creating polished, professional sales documents tailored to each prospect. It replaces traditional word processor apps and manual document processes to provide an all-in-one sales document platform. Over 25,000 companies worldwide use PandaDoc to streamline creation, delivery, and storage of sales documents.
PandaDoc Features
Features
- Document creation and management
- Proposal, quote, contract, and invoice creation
- Electronic signature capabilities
- CRM integration
- Team collaboration tools
Pricing
- Subscription-Based
Pros
Streamlines document workflow
Provides a centralized platform for document management
Enables real-time collaboration and tracking
Offers a wide range of templates and customization options
Integrates with popular CRMs
Cons
Can be complex for users unfamiliar with document management software
Pricing can be on the higher end for small businesses
Some users have reported occasional technical issues or glitches
Official Links
The Best PandaDoc Alternatives
Top Business & Commerce and Document Management and other similar apps like PandaDoc
Here are some alternatives to PandaDoc:
Suggest an alternative ❐
DocuSign
DocuSign is a leading provider of electronic signature and digital transaction management solutions. It allows organizations to sign and manage documents and agreements digitally, helping them save time and improve efficiency.Some key features of DocuSign include:E-signatures - Legally binding e-signatures facilitate faster transactions and agreements across devices.Reusable templates - Create...
DocHub
DocHub is a cloud-based document management system designed for teams and organizations to store, organize, share, and collaborate on files and documents from any device. Its key features include:Centralized repository for all document types - store Word, Excel, PDFs, images etc.Flexible permissions for access control and document securityAutomated workflows like...
SignOnDoc
SignOnDoc is a cloud-based electronic signature and digital transaction management software. It provides users with the ability to send, sign, track, and manage documents digitally with legally-binding electronic signatures.Some key features of SignOnDoc include:Send documents for e-signature via email or shareable linkCreate reusable templates to save time on routine documentsAdd...
XolidoSign
XolidoSign is a cloud-based electronic signature and digital transaction management software. It provides a flexible platform to handle document signing workflows for businesses and organizations.With XolidoSign, users can upload documents and send them out for electronic signature. It supports multiple signer roles and signature flows such as sequential, parallel, and...
ESignly.com
eSignly is a cloud-based electronic signature and digital transaction management platform that enables organizations and individuals to sign and manage documents digitally. Some key features of eSignly include:Legally-binding eSignatures that comply with regulations such as ESIGN Act in the US and eIDAS in the EU workflows to send, track, and...
DocsCloud
DocsCloud is a cloud-based document management and file sharing service suitable for personal use, teams, and businesses. It allows users to store, organize, share, collaborate on, and access documents and files from anywhere on any device.Key features of DocsCloud include:Cloud storage - Store files and documents securely in the cloud...
DocuGenerate
DocuGenerate is a powerful yet easy-to-use document creation and automation platform. It allows anyone to create customized, professional-looking documents in just minutes.With DocuGenerate, you can choose from 100+ templates for proposals, contracts, NDAs, invoices, reports, and many other common business and legal documents. Simply customize the templates by adding your...
Robin AI
Robin AI is an artificial intelligence-powered virtual assistant designed to help users be more productive and organized. It allows users to interact through natural conversations to schedule meetings, take notes, set reminders, and more.Some key features of Robin AI include:Scheduling - Users can ask Robin to schedule meetings by date/time,...
HelloSign
HelloSign is a leading electronic signature and document workflow platform used by over 80,000 companies worldwide. It provides a fast, easy way for businesses to digitize paper-based processes and sign, send, and manage documents and agreements online.With HelloSign, users can create reusable templates and customize forms with drag-and-drop editing. Documents...
DocuSeal
DocuSeal is a cloud-based electronic signature and document management solution that enables organizations to create, sign, send, and manage documents online. Some key features include:Drag-and-drop form builder to easily create custom documents and signature workflows without codingLegally-binding eSignatures that are ESIGN, UETA and GDPR compliantCustomizable approval workflows and routing rulesBuilt-in...
ContractHero
ContractHero is an easy-to-use, cloud-based contract management platform suitable for businesses of all sizes. It centralizes contract creation, negotiations, approvals, signing, and ongoing contract management in one secure place.Key features include:Library of customizable templates for NDAs, client agreements, vendor contracts etc.Collaboration tools like clause libraries, version control, task assignments to...
Docu.review
docu.review is document comparison software used to visually compare different versions of documents to see what changes have been made over time. It supports comparing PDFs, Word documents, Excel spreadsheets, PowerPoint presentations, text files and more.With docu.review, users can upload two or more versions of a document to run a...
HelpRange
HelpRange is a robust customer service software designed to help companies provide exceptional support across multiple channels. It comes with a powerful knowledge base that makes it easy to create, organize, and share helpful self-service content with customers.The live chat feature allows agents to have real-time conversations with visitors right...
FilesDNA
FilesDNA is a file manager program designed as an alternative to the default options on Windows and macOS such as File Explorer and Finder. It aims to provide a more intuitive and feature-rich experience for managing files and folders on local drives as well as cloud services and networks.Some of...
Attach.io
Attach.io is a cloud-based file transfer and sharing service that enables users to securely distribute large files that exceed common email attachment size limits. It provides enterprise-grade security features including end-to-end encryption, access controls with expirations and passwords, audit logs, and file version histories.Core capabilities include simple drag-and-drop uploads from...
DottedSign
DottedSign is a cloud-based electronic signature and digital transaction management platform that enables organizations to send, sign, and manage documents digitally with legally-binding electronic signatures. Some key features and benefits of DottedSign include:Workflow customization - DottedSign allows users to easily customize document workflows including defining signing order, specifying signer authentication...
KeepSolid Sign
KeepSolid Sign is a cloud-based electronic signature software used by individuals and businesses to sign documents digitally. It provides a legally-binding way to get documents signed faster and easier.With KeepSolid Sign, users can upload documents like PDFs and Word files, add signature fields, and send the documents out for signature....
Yousign
Yousign is a cloud-based electronic signature and document management software designed for businesses of all sizes. Key features include:Send and track documents for esignature using a legally binding audit trailCreate reusable templates to automate workflows and improve efficiencyBuilt-in secure cloud storage to store and access signed documentsComplete internal editor to...
SignEasy
SignEasy is a leading electronic and digital signature software solution that enables users to sign, send and manage documents securely from any device. With SignEasy, you can:Get documents signed in minutes by uploading them from your computer, cloud storage, email or directly from other appsAdd your signature, as well as...
Sky Signature
Sky Signature is a versatile graphic design and photo editing software suitable for hobbyists, professionals, and everyone in between. It comes packed with an intuitive interface and powerful tools to enhance photos, create original artwork, design graphics and illustrations, mockups, and more.Some key features of Sky Signature include:Layer-based editing for...
INHUBBER
INHUBBER is an innovative project management and team collaboration platform suitable for all types of teams and organizations. It comes packed with a wide range of features to plan projects, manage tasks and deadlines, track progress, and enable seamless communication and file sharing.Some of the key features of INHUBBER include:Intuitive...
Libris Unify
Libris Unify is an open source digital asset management (DAM) platform used by organizations to store, organize, manage, distribute, and access rich media assets like images, videos, documents, and more. It helps teams collaborate and share digital content more efficiently.Key features of Libris Unify include:Intuitive web interface for uploading, browsing,...
Proposeful
Proposeful is a cloud-based proposal management software designed to help teams streamline the proposal process and collaborate more effectively. With Proposeful, you can:Create a central repository for all your proposal content like templates, examples, pricing info, etc.Set up automated notifications and reminders to keep all stakeholders updated and alignedMaintain version...
OnTask
OnTask is a cloud-based task and project management application designed for teams and organizations. It provides a wide range of features to help collaborate on projects and track tasks, including:Task lists with priorities, due dates, assignments, comments, attachmentsKanban-style boards to visualize workGantt charts and calendars to schedule projectsTime tracking to...
SignBox
SignBox is a cloud-based electronic signature software designed to facilitate digital signing of documents. It provides legally-binding e-signatures that comply with regulations such as ESIGN Act in the US and eIDAS in the EU.With SignBox, users can upload documents from their computer or integrate with popular cloud storage platforms like...
Contract Eagle
Contract Eagle is a highly intuitive contract management solution ideal for small and medium enterprises. Key features include: - Contract repository to store all your contracts, leases, and other documents securely in one centralized place- Document editing and version control for easy contract drafting and revisions- Customizable templates to quickly...
Wondershare SignX
Wondershare SignX is a comprehensive digital signature and electronic signature software solution designed to help businesses and individuals sign documents digitally. It provides a quick and easy way to add legally-binding e-signatures to PDFs, Word documents, Excel spreadsheets, and more.With Wondershare SignX, you can create reusable templates to speed up...
Juro
Juro is a no-code contract automation platform designed to revolutionize how businesses manage their legal agreements and contract workflows. It provides a centralized repository to securely store, easily find, and quickly take action on contracts, with automation capabilities to speed up drafting, negoitation, approvals, execution, and ongoing management.Key capabilities and...
Outlaw
Outlaw is an open-source email marketing and automation platform built as an alternative to MailChimp. It provides many of the same core features including:Creating and sending email campaignsBuilding sign up forms and landing pagesManaging contacts and subscriber listsViewing analytics on emails and campaignsWhere Outlaw differs from MailChimp is its focus...
Simple Sign
Simple Sign is a user-friendly electronic signature software solution designed to help individuals and teams sign documents digitally with ease. It comes with a clean, intuitive interface that allows you to create reusable templates, upload documents, add signature fields, and send documents out for signatures with just a few clicks.Key...
Saydoc
Saydoc is a free and open-source word processor designed as an alternative to Microsoft Word. It provides core word processing capabilities for creating professional documents, reports, letters, and more without the high cost of commercial options.Some key features of Saydoc include:Intuitive and lightweight interfaceBasic formatting options (fonts, colors, paragraph alignment,...
PingSign
PingSign is an easy-to-use yet powerful eSignature and digital transaction management platform suitable for businesses of all sizes. It streamlines the process of sending, signing, managing, and storing documents by making everything digital and automated.With PingSign, you can upload documents from your computer, cloud storage, email, or other apps and...
Signsquid
Signsquid is an open-source e-signature software designed to enable paperless workflows. It allows users to sign documents digitally through legally-binding e-signatures that comply with global standards like ESIGN Act and eIDAS.Key features of Signsquid include:Drag-and-drop form builder to create customized documents and signature fields without codingTemplate library of ready-to-use NDA,...
Armatic
Armatic is a blockchain platform focused on enabling decentralized insurance applications, risk pooling, and autonomous agents. It provides tools and infrastructure for developers to create customized insurance products.Some key features and benefits of Armatic include:Open platform for creating peer-to-peer insurance products without intermediariesTransparent and tamper-proof claims handling and payments using...
ContractAwesome
ContractAwesome is a comprehensive contract management software designed specifically for freelancers, agencies, consultants and other service-providing businesses. It aims to be an all-in-one solution for creating, managing, sending, signing and securely storing contracts and documents.The software allows users to create contract templates with merged fields to reuse and customize for...
Legalesign
Legalesign is an eSignature and document management platform built specifically for legal teams. It enables attorneys, paralegals, and clients to electronically sign legal documents and store them securely in the cloud.Key features of Legalesign include:Native eSignature workflows to send, sign, track and manage signature processesCustomizable document templates and branded signing...
Secured Signing
Secured Signing is a comprehensive electronic signature and digital transaction management solution designed for business and government organizations. It enables paperless workflows by allowing users to electronically prepare, sign, send, and store documents from any device.With Secured Signing, multiple parties can securely sign a document in sequence in just a...
Countasign
Countasign is a cloud-based electronic signature and document management solution that allows organizations to send, sign, track, and manage documents securely. Some key features include:Send documents for e-signature using drag-and-drop workflows and pre-built templatesLegally binding e-signatures with identity verificationAudit trails and timestamping for signing activities and documentsDocument workflow automation and...
ContractZen
ContractZen is a cloud-based contract management platform designed to help businesses take control of their contracts. With ContractZen, you can:Centralize all your contracts in one secure locationAutomate contract creation with pre-approved templatesCollaborate with other parties to negotiate and edit contractsAdd legally binding e-signaturesSet reminders for important dates and obligationsAccess and...
GetAccept
GetAccept is a consent management platform designed to help companies be compliant with privacy regulations like GDPR, CCPA, and more. It allows you to:Create customizable consent banners, popups, and preference centers to inform users and obtain their permissions.Document and manage user consent by geography, device, product, etc. to honor user...
Signority
Signority is an easy-to-use electronic signature software designed to help businesses and teams sign documents digitally. It provides a complete paperless solution enabling users to prepare, sign, act on documents from anywhere, anytime.With Signority, you can simply upload a document, add signature fields to it, and send out to recipients...
Fulfilli
Fulfilli is a cloud-based order fulfillment software designed for ecommerce businesses to help streamline and automate their warehouse and shipping operations. It helps centralize inventory, sales, and shipping data into a single platform to optimize picking, packing, and shipping processes.Key features of Fulfilli include:Inventory and order management - track all...
Coposal
Coposal is an open-source proposal management platform that helps sales teams streamline the proposal process from creation to close. Some key features include:Customizable proposal templates to maintain consistent branding across all proposalsCollaboration tools like commenting and version control to get feedback from key stakeholdersWorkflow automation to keep all proposals moving...
Aavenir
Aavenir is a comprehensive project management and task management application designed specifically for creative teams and agencies. It brings together features like project planning, task management, time tracking, team collaboration, and invoicing onto a single platform.Some of the key features of Aavenir include:Intuitive project planning tools to break down projects...
SignFlow
SignFlow is a cloud-based electronic signature and digital transaction management software used by businesses of all sizes. It provides a quick and easy way to get documents signed digitally by replacing paper-based signatures with secure and legally-binding e-signatures.With SignFlow, you can send and sign agreements, contracts, offer letters, and more...
RightSignature
RightSignature is a cloud-based eSignature and document management solution designed for small and medium-sized businesses. It provides a simple way to send, sign, track, and store documents and contracts without the need for printing, scanning, faxing, or mailing hard copies.With RightSignature, users can create and upload custom documents, import from...
Zoho Sign
Zoho Sign is a cloud-based e-signature and digital transaction management platform that enables users to send, sign, track, and manage documents and contracts securely online. Some key features and benefits of Zoho Sign include:Drag-and-drop form builder to create customized documents, contracts, forms and templatesLibrary of pre-built templates for common documents...
Qorus
Qorus is an open-source integration and process automation platform. It provides a low-code environment for developing, deploying and managing integrations between different applications, data sources, APIs, and business processes.Some key features of Qorus include:Visual process modeling - Build integrations and workflows with a drag-and-drop process designer without coding.Extensive library of...
Nulius
Nulius is an open-source web browser that prioritizes user privacy and security. It is built on top of the Chromium engine but has modified code to block online ads, trackers, and malware by default. Nulius does not collect any telemetry data or browsing history from users.Some key features of Nulius...
ESign Genie
eSign Genie is a comprehensive electronic signature software solution that makes it easy for businesses and teams to get documents signed digitally. Some key features of eSign Genie include:Drag-and-drop editor to create reusable templates for repeatable workflowCustom branding options to match company logo, colors and messagingAnalytics to track document status,...
Contracts360
Contracts360 is a comprehensive contract lifecycle management software designed to streamline the entire contract process for businesses. It centralizes and organizes contracts and related documents, automates contract workflows, facilitates collaboration between teams, provides visibility into contract data, and integrates with other systems.Key features of Contracts360 include:- Centralized document repository to...