PandaDoc : Full Review, Testing, and Presentation (2024)

What is PandaDoc?

PandaDoc is a comprehensive document management and workflow automation solution for businesses of all sizes. It allows you to create, manage, and electronically sign documents such as proposals, contracts, and invoices.

PandaDoc stands out for its robust automation features, easy integration with CRMs and productivity tools, and its ability to speed up the process of closing deals.

• Document Creation and Management: Intuitive tools for creating and managing professional documents.
• Electronic Signature: Facilitates the fast and secure signing of documents.
• Workflow Automation: Streamlines approval and signing processes.
• Integration with CRM Systems: Integrates with platforms like Salesforce, HubSpot, etc.

In conclusion, PandaDoc is ideal for businesses looking to optimize their document management processes and accelerate business transactions. Although it is intuitive to use, some familiarity with document management processes and CRM systems is beneficial.

Features

PandaDoc is a complete platform for document management, offering a wide range of quality features. Here is a detailed update of all of its key features, taking into account the most up-to-date information.

1. Electronic signature

Make it easy to sign contracts with fast and secure functionality.

• Signature Process Automation: Simplifies the creation and collection of signed files.
• Legal Compliance: Complies with ESIGN, UETA, HIPAA, and SOC2 Type II regulations.

PandaDoc's electronic signature is ideal for speeding up the process by providing security and compliance.

2. PandaDoc Templates and Editor

Pandadoc offers a site with a library of templates and an intuitive editor to personalize your documents.

• Wide Selection of Templates: Over 750 templates for various documentary needs.
• Integrated Document Editor: Creation of error-free forms thanks to CRM data integration.

This editor makes the customization of documents fast and efficient, in an adapted way thanks to various professional requirements.

3. PandaDoc Analysis Tools

Analysis tools for a thorough understanding of customer interactions.

• Document monitoring: Real-time notifications and analyses.
• Audit Trail and Analysis: Measure customer engagement to refine strategies using Pandadoc.

These tools are essential to optimize the effectiveness of commercial documents and proposals.

4. PandaDoc integrations

Extensive integrations for centralized document management.

• CRM compatibility: Connection with tools like HubSpot, Zoho, Pipedrive, Microsoft Dynamics.
• Salesforce Integration for Higher Plans: Synchronize directly with Salesforce for Enterprise users.

These integrations enhance the usefulness of PandaDoc, although they may require technical configuration.

5. Extras

Additional features for an even better document management experience.

• Advanced Forms: Qualitative data collection, with limits on the number of documents.
• Developer API: Advanced customization and integration with third party applications.

These features add greater flexibility and customization for advanced users and developers.

6. Content Management

Organize and store all of your important documents in one place.

• Centralized storage: Easy access to all your documents.
• Version Management: Track changes and manage document versions.

This feature is essential for keeping your documents organized and easily accessible.

7. Real-Time Collaboration

Work on documents together with colleagues and customers.

• Comments and Suggestions: Share feedback directly on the documents.
• Change tracking: Track the contributions of each collaborator.

This aspect of PandaDoc promotes effective collaboration, which is crucial in many business environments.

In conclusion, PandaDoc offers a complete solution for document management, with features ranging from electronic signature to real-time collaboration, CRM integration and content management. These tools are designed to improve the efficiency and productivity of businesses of all sizes.

Alternatives to PandaDoc

Let's explore three PandaDoc alternatives, focusing on their features and pricing, to provide a clear understanding of what each tool offers.

1. DocuSign

DocuSign is a powerful solution for e-signatures, offering security and ease of use.

Features

• Legally Binding Electronic Signatures: Sign contracts and proposals digitally in a wide variety of files.
• Enhanced Security: 256-bit AES encryption, multi-factor authentication, role-based authorization functions.
• Real-time tracking: get a real-time view of contract management status

prix

• Individual Plan: Approximately $10/month.
• Professional Plan: Up to $40/month.
• Developer Accounts (API): Up to $480/user/month.

DocuSign stands out for its robust security features, although it's less focused on creating documents compared to PandaDoc.

2. HelloSign

HelloSign offers an effective electronic signature solution with a simplified user interface.

Features

• Digital signature of contracts: Ability to sign various types of documents with real-time monitoring
• Limitations in Document Creation: Lack of a drag-and-drop authoring tool and content library.

prix

• Essentials: $15/month/user (no free version)
• Standard: $25/month/user.
• Premium: Customized pricing.

HelloSign is an affordable alternative, although its features are more limited compared to PandaDoc, especially in terms of creating and editing and analyzing documents.

3. SignWell

The SignWell platform (formerly Docsketch) is a versatile solution for document automation and digital signing.

Features

• Signature and Scan of Documents: Create and sign contracts in the account.
• Diverse Use: Suitable for professional and educational documents.

prix

• Starting Payment: Around $10 (no free version for teams)
• Free plan: Available with basic features.

SignWell is a versatile option for users looking for a simple solution for electronic signing, although its document creation capabilities are less advanced than PandaDoc.

In conclusion, each PandaDoc alternative offers its own advantages. DocuSign focuses on security and e-signatures, HelloSign offers a more simplified approach but with limited functionality, and SignWell offers a versatile solution with free options. The choice will depend on your specific electronic signature and document management needs.

Customer Support

PandaDoc customer support is designed to offer comprehensive and accessible assistance to all its French users:

• Online Resources: Access to a comprehensive resource page with useful articles, detailed FAQs, blogs, and a knowledge base.
• Community Forums: Forums for getting help from experienced people and interacting with other users.
• Direct Support: Contact the PandaDoc team via ticket form, live chat, or social media.
• 24/7 Support for Paid Plans: Users of paid plans benefit from live chat and email support available 24 hours a day.

PandaDoc ensures that users receive comprehensive support for a smooth and efficient user experience, whether through online resources or direct support.

security

AndaDoc ensures a high level of security for the protection of sensitive data, supported by several recognized standards and certifications:

• HIPAA: Compliance with administrative, physical, and technical safeguards for the protection of health data.
• GDPR: Compliance with the European Union General Data Protection Regulation for privacy and global compliance.
• Amazon AWS: Using Amazon AWS secure data centers.
• Third-Party Sub-Processors: Collaboration with trusted sub-processors like Amazon Web Services, Recurly, Zendesk, Mailgun Technologies, and Salesforce.
• FERPA: Complies with FERPA, facilitating electronic communication in the education sector.
• EU-US and Swiss-US Data Protection Shields: Certification for cross-border data transfers.
• SOC II Type II certification: Assurance of a secure and flexible cloud computing environment, with reports and certifications on request.
• AES-256 Encryption: Bank-grade security for data protection, without storing credit card details, and using a Level 1 PCI DSS provider for payments.

In summary, PandaDoc is strongly committed to the security of data transactions, aligning with international standards and using advanced encryption technologies to ensure the privacy and security of its users' information.

Rates

Tools that are designed to improve your business workflow tend to be expensive.

PandaDoc offers various pricing plans adapted to different professional needs:

1. Gratuit

• Unlimited Signatures: Unlimited electronic signatures.
• Downloads and Tracking: Unlimited document downloads and activity tracking.
• Payments and Mobile Application: Integrates payments and offers a mobile application.

Ideal for basic document management and electronic signatures needs.

2. Essentials - $19/month/user

• Document creation: Drag and drop document templates and editor.
• Analysis and Support: Real-time document monitoring and 24/7 customer support.

Suitable for businesses that need advanced document creation features.

3. Business - $49/month/user

• Integrations and Automation: CRM, Zapier, and automated workflows.
• Customization and Content Management: Document tagging, library management, 250 documents/year.
• Mass mailing: Ability to create and send documents in bulk.

Recommended for deep CRM integration and automation.

4. Enterprise - Custom Price

• Advanced features: Single sign-on, custom roles, unlimited workspaces.
• Salesforce and API integration: Synchronization with Salesforce, API capabilities.

Ideal for large teams and extensive customization.

In summary, PandaDoc's plans range from a free option to tailor-made business plans, offering a solution tailored to every level of need for document management and electronic signatures.

FAQs

What is PandaDoc?

PandaDoc is a document management platform that makes office tasks easier by helping businesses create, edit, and sign documents such as proposals, quotes, and contracts.

Is PandaDoc secure?

Yes, PandaDoc's security is certified, and it complies with legal and privacy requirements in countries around the world, including the United States, China, and Europe. Its services are hosted on Amazon Web Services, a leading provider of cloud-based technology.

Final opinion

While there are numerous signature software options on the market, we concluded that PandaDoc offers a unique service that goes beyond electronic signatures and includes document creation, document tracking, and robust analytics to analyze collected data and integrations with popular platforms. Its free plan has all the basic components for document management, and the paid levels are perfectly affordable.

With an intuitive user interface and a recently updated mobile application, PandaDoc offers a complete experience for new users and advanced developers alike.