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About

Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app. Prepare your Word template with tags where you want to have dynamic text. Then provide the data as JSON or in an Excel file. For each data item, a document will be generated from the template by replacing the tags with the actual data. The advanced customization options can help your business generate PDF documents for any use case with minimal effort. After uploading the template, the merge tags are automatically detected based on the template content. Create personalized experiences for your business using our REST API. Generate in bulk thousands of PDF documents like invoices, letters, contracts, agreements, certificates, and more. Simply call the generate document API endpoint with your data and in a few seconds a document will be generated from the specified template, ready for use in your own application or workflow.

About

PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

DocuGenerate is designed for businesses, developers, and organizations looking to automate and streamline the creation of professional documents using customizable templates and data integration

Audience

Mid-Market and Enterprises

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$19 per month
Free Version Supported
Free Trial Supported

Pricing

Free
Free eSign - $0 per user per month
Essentials - $19 per user per month
Business - $49 per user per month
Enterprise - price on request
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.5 / 5
support 4.8 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.6 / 5
features 4.5 / 5
design 4.6 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • I’ve been really happy with DocuGenerate so far. The UI is clean and intuitive, making it easy to set up templates without a big learning curve. Pricing feels very fair for the value, and the customer service has been phenomenal — I’ve even spoken directly with the founder and always had my questions answered quickly and thoroughly. The grid template in particular has been a huge help for generating structured, table-style documents. It makes dynamic data like invoices or reports straightforward to set up, and the API connection is seamless.
  • The tool does exactly what it is supposed to do and fully meets expectations. It delivers reliable performance without unnecessary complexity, which makes it both efficient and pleasant to use on a daily basis. The interface is straightforward, clean, and well designed, allowing you to quickly understand the functions without spending time learning complicated features. It feels intuitive and smooth, which makes it accessible for both beginners and more experienced users. Overall, it is easy to work with, saves time, and makes tasks simpler. A highly practical solution that adds real value without any hassle.
  • Creating templates is a straightforward process in Microsoft Word using the DOCX format. The merge fields feature enables modifications to the tags, facilitating compatibility with software that does not support tag alterations. Additionally, the support team provides exceptional assistance and timely responses to any inquiries. Furthermore, the API is well-documented and user-friendly.
  • It is exactly what we needed: easy to implement and our software connects easy with it by api. We generate invoices, delivery notes, order confirmations, etc.
  • The support for this platform is second to none. Cosmin and the team are incredibly knowledgeable and have helped us at the early stages of adopting DocuGenerate into our workflows

Cons

  • If I had to mention a downside, it’s that building more complex templates sometimes takes a bit of trial and error, but once you get it dialed in, it runs smoothly. But I think that would also apply to any pdf generation tool. Getting the docs to look right is tricky.
  • I just have a couple of documents, maybe with more it will be a bit difficult to overview. Also it would be nice to change the document, instead of uploading a whole new one.
  • There are no cons that I have found while using or implementing this solution yet.
  • A better overview and classification of the templates would be nice
  • limitations on size of documents that can be generated via an api call

Pros & Cons from Real Users

Pros

  • PandaDoc is a creative and influential software that completes the tasks wonderfully and skillfully. It is able to create multiple proposals that are professional looking and don't leave any questions out in the air, the proposals are very detailed and they are made to provide the client with something that is professional and convinces them. It has many templates that are already included in the program, and these work very well, but additionally, they are very customizable and it allows for any additional information to be added, as well as any information not needed to be extracted from the proposal. I have been using the templates that it provides and they work really well to create proposals and send them over to clients, it is a very quick way to complete this task in a very short time and it is not done badly, on the contrary, it is better than creating the template from scratch which takes much more time. I also like that the templates include automatic reminders that can be customized to keep in contact with the client, it makes it easier to follow up with any answers to the questions they might have, and it makes it easier to complete any deals. The notifications that it provides on the mobile applications are also a life-saver, they are delivered at the exact time and allow me to view different details about the proposals that have been sent, if they have been opened, interacted with, completed, and more, it is very convenient to stay up to date with the status of a proposal during the day with these notifications, so that we can except the client to give a response or complete the proposal after it has been viewed, it is a smart software that facilitates the workflow.
  • The templates make it easy to create professional-looking documents, the ability to integrate with a wide range of third-party applications is also really good, it makes it easy to manage documents within our existing workflow.
  • - Saves paper! - Easy to communicate - Free
  • PandaDoc makes digital e-signatures easy and affordable. It was easy to set up and the free tier makes initial commitment a breeze.
  • Such a helpful app. They had exactly what I was looking for when I wasn't sure what to look for. Easy to search for contents that were needed.

Cons

  • There are a few points that I want to talk about when it comes to the cons of using PandaDoc, firstly, it is a bit pricey, it can be very expensive depending on the amount of proposals and esignatures that the business has to complete during the month, and as needs grow, so does the price of PandaDoc, I would say that their pricing options are not very convenient. Secondly, I have experienced certain issues when using PandaDoc to send out the proposals, it turns out that they sometimes get sent to the spam folder of clients, which becomes a problem because it does not make the communication between business and client very efficient, and it takes a longer time because the client tends to check their primary inbox because the email should be there and not in the spam folder, it is something that PandaDoc needs to fix and put as a priority.
  • The UI & UX is good, but the interface can be confusing and difficult to navigate. Not a huge deal but when scaling, it is important to realize pricing is subscription-based, which can be expensive for some users.
  • - when you "edit" a document it says it will "clear" the signature and date. It would be SUPER helpful if it has *also* said, that all other inputs will still be saved. -Some areas we MUST have filled it, not just the signature and date. It would be great if those were mandatory since our students/clients skip some parts... -loading time -some parts are filled in on one side and not on our side. It's happening more frequently.
  • It tends to get lost in the spam when being sent off. I believe you can pay more to ensure this doesn't happen, but seems like it should be a given.
  • Somethings were more American based rather than Canadian content.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

DocuGenerate
France
www.docugenerate.com

Company Information

PandaDoc
Founded: 2011
United States
demo.pandadoc.com/

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Docmosis

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AgencyPitch

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Categories

PDF APIs Supported
PDF Generators Supported

Categories

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Not Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Billing and Invoicing Features

Billing Portal Not Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Supported
Mobile Payments Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Not Supported
Government Contracts Not Supported
Pre-built Templates Supported
Sell Side (Customers) Not Supported
Specialty Contracts Not Supported
Version Control Supported
Workflow Management Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Supported
Revision Management Supported
RFP Management Supported
Task Management Supported
Templates Supported
Version Control Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Not Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Not Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Not Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Supported
Task Management Not Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Zapier Supported
Axis LMS Not Supported
Backendless Supported
ChatGPT Not Supported
Coda Supported
DoorLoop Not Supported
Pipedrive Not Supported
QuickBooks Online Not Supported
Rentroom Not Supported
Replyify Not Supported
Rippling Not Supported
SimpliContract Not Supported
Square Appointments Not Supported
Truto Not Supported
Workbooks Web Insights Not Supported
Xero Not Supported
envivo Not Supported
intelliHR Not Supported
monday AI work platform Not Supported
n8n Supported

Integrations

Zapier Supported
Axis LMS Supported
Backendless Not Supported
ChatGPT Supported
Coda Not Supported
DoorLoop Supported
Pipedrive Supported
QuickBooks Online Supported
Rentroom Supported
Replyify Supported
Rippling Supported
SimpliContract Supported
Square Appointments Supported
Truto Supported
Workbooks Web Insights Supported
Xero Supported
envivo Supported
intelliHR Supported
monday AI work platform Supported
n8n Not Supported
Claim DocuGenerate and update features and information
Claim DocuGenerate and update features and information
Claim PandaDoc and update features and information
Claim PandaDoc and update features and information