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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.

About

Recognized by top-industry analysts and peer-to-peer review websites. Securely sign, send, and manage your documents from anywhere with Zoho Sign. Digitally sign documents yourself and email the signed copies to others, get documents signed on the spot, or send documents to request signatures. Zoho Sign offers military-grade encryption and ensures the highest level of data security. It complies with the most current e-signature laws: ESIGN and eIDAS. Define the signing order when sending a document to multiple recipients, and control how they receive and sign your documents. Track every step of the document signing process with our comprehensive audit trail. Receive instant alerts and notifications on the status of each document. Create personalized templates once and use them forever, saving your time and effort. Incorporate your brand image across your documents, with customized logos and emails.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Mid-Market and Enterprises

Audience

A complete digital signature application for business signatories

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

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
Free Trial

Pricing

$10 per month
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.5 / 5
design 4.8 / 5
support 4.0 / 5

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.

Pros & Cons from Real Users

Pros

  • This software has a lot of solid features, from the ability to be create templates and send out forms to be able to be esigned by multiple individuals.
  • Zoho Sign is a very productive e-signature tool. It offers tons of features like inviting for bulk signatures, reminding the signing members and tracking the documents progress on signing process. It is very simple and straight forward software for e signature purposes.
  • Zoho Sign is a nifty, easy to use e-signing solution. It allows the signing of document and sharing with others. You can send bulk request to sign documents and can keep track of of the progress. It has very clean and simple to use user interface.
  • Zoho Sign is a very intuitive app. Now signing a document remotely is very easy. It comes with Zoho Docs, Google Drive and other integrations. Very convenient to create, send and sign document.

Cons

  • The sign technology doesn’t create a secure document once it is signed, which creates security issues for us.
  • Zoho Sign is very user friendly e signature software featuring block-chain hash for every signature. No Cons.
  • Zoho Sign is a great simple to use with clean interface platform which perform what it promised.
  • Zoho Sign is a very worthy app, it makes my business life easy.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Zoho
Founded: 1996
United States
www.zoho.com/sign/

Alternatives

Alternatives

Sign.Plus

Sign.Plus

Alohi
eSign Centre

eSign Centre

TaxCalc
Docmosis

Docmosis

Docmosis Pty Ltd
KONSIGN

KONSIGN

KONZE Enterprise
AgencyPitch

AgencyPitch

GrahAI Systems
Foxit eSign

Foxit eSign

Foxit Software

Categories

Categories

Digital Signature Features

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

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Digital Signature Features

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

Integrations

Box
Dropbox
Google Drive
Latenode
Stackreaction
Truto
Zapier
Zoho CRM
Zoho Directory
APIANT
Easyflow
Kynection KIM
Motileo
Rippling
SaaShop
Shift
Square Payroll
Square for Retail
Zoom
monday dev

Integrations

Box
Dropbox
Google Drive
Latenode
Stackreaction
Truto
Zapier
Zoho CRM
Zoho Directory
APIANT
Easyflow
Kynection KIM
Motileo
Rippling
SaaShop
Shift
Square Payroll
Square for Retail
Zoom
monday dev
Claim PandaDoc and update features and information
Claim PandaDoc and update features and information
Claim Zoho Sign and update features and information
Claim Zoho Sign and update features and information