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PandaDoc for Salesforce | Document Automation, CPQ & e-Signature

Document automation and CPQ built for Salesforce Revenue Teams

Starting at $49   USD/user/month

Discounts available for nonprofits

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Industries
Healthcare & Life Sciences
High Tech
Manufacturing
Business Need
Sales
Contract Management
Document Generation
Requires
Sales Cloud
Compatible With
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ

Rating

Reputation

MVP
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Top Reviewer
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.65
Lifetime average
Showing 10 of 175 Reviews
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Better then many competitors

We tried many competitors and settled on this service. Initially we used the free version, but now we switched to the paid version because we started using a lot of features. Everything is fine

Everything is super

A very powerful service for signing documents. We use it every day for our agreements and contracts with clients. No comments, everything is super

We have been using this service for more than 2 years

We can only say the best. The best software in its category. Compared to DocuSign, the functionality, integration and interface for our clients are much better. 5/5

More customizable than DocuSign

My company was deciding between DocuSign and PandaDoc, and our engineering team did an analysis and ultimately recommended PandaDoc for the flexibility, ability to customize, and better synergy with development. So far, we have been using it for a little over a year and have had a positive experience. I am eager to see more functionality come out to make it even better in the future, but for now it serves as a stable, reliable, document collector.

Efficient App Providing Value

PandaDoc has allowed us to improve our documentation processes. Drag-and-drop functionality alongside customizable templates, as well as the integrations are particularly useful for keeping our workflows as efficient as possible. Real-time analytics are helpful in providing insights to our team and we also appreciate the responsive customer support.

PandaDoc aficionado!

The Salesforce integration with PandaDoc has helped my team reduce errors, improve accuracy, and achieve their business goals. It has an incredibly intuitive interface, even for non-techies, with reliable results. PandaDoc always listens to their customers and strives to make their platform better.

Easy to Use

I love that it is so easy to use! Our whole program can have the same templates so the documents we're sending to people are all uniform. It is very easy for people to understand how to sing the documents we send them.

Simple and Easy

Such a nice app for sending out contracts and other documents to customers. Looks very neat and clean and is very user friendly. Love to save templates with branding to make it super easy.

I love this app

I loved everything about this app.

Pandoc is the best signature software

It's very intuitive, simple to use and practical. You can request signatures and track if the recipients have opened the document. Then you get a notification once the document is signed by all participants and also the complete document by email, with the signature certificate at the end. I definitely recommend it for any business purposes!