PandaDoc Reviews
PandaDoc Customer Reviews (11)
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PandaDoc Features and Benefits
PandaDoc offers a range of features and benefits that streamline document workflows:
- Smart Content: Adapt content to a recipient’s inputs.
- Document Repository: Store and manage all documents easily, from one convenient location.
- Workspaces: Distribute content quickly across separate teams, departments, groups, or projects.
- ACH Payments: Accept payments via the ACH network.
- Signing Order: Set up document distribution list so they can be sent to one person at a time.
- Document Tracking: Get status updates in real-time after sending them for e-Signatures.
- Search and Filters: Access documents you want to focus on, with views that match your selection criteria.
- Product Catalog: Store most frequently-used items, then add them to proposals and quotes in an instant.
- Audit Trail and History: See who has opened, viewed, and signed.
- Automations: Minimize manual task processing with the Automations feature.
In addition, PandaDoc is praised for its ease of use, excellent feature set, affordable price points and expert-grade security and compliance protocols. It also offers a free plan that provides a lot of what makes PandaDoc useful.
Remember, these features and benefits are subject to change as per the platform's updates. Always refer to the official website for the most accurate information.
PandaDoc Pricing
PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. The pricing for the paid packages starts at $19 per month per user. All plans include unlimited documents and eSignatures.
For those interested in per-document pricing, PandaDoc offers a document-based pricing package with unlimited seats where you pay only for the documents you create.
Remember, these pricing details are subject to change as per the platform's updates. Always refer to the official website for the most accurate information.
Payment Method
PandaDoc offers a range of payment gateways for customers to make payments. These include Stripe, Square, Authorize.net, QuickBooks payments, and PayPal.
For making a payment, customers can add or update their billing details. They can select either a credit card or PayPal as their payment method. When the credit card option is selected, a form will appear to add the credit card details. The credit cards accepted are Visa, MasterCard, and American Express. If the PayPal option is selected, customers will need to connect their PayPal account.
In addition to this, PandaDoc also offers an online payment processing & solutions software. This software streamlines quotes to cash, boosting on-time payments by up to 90% while minimizing expensive errors. It allows users to easily embed payment requests into proposals and quotes to keep the sales cycle rolling. The platform also integrates with secure payment gateways for efficient, error-free transactions.
Remember, these payment methods are subject to change as per the platform's updates. Always refer to the official website for the most accurate information.
PandaDoc FAQs
PandaDoc Alternatives
Here are the top 10 alternatives to PandaDoc:
- Proposify
- Qwilr
- Adobe Acrobat Sign
- GetAccept
- DealHub.io
- Signaturely
- PDFelement
- pdfFiller
- LogicalDOC
- Noodle Intranet
Each of these alternatives offers unique features and may be better suited to specific needs. Always consider factors such as e-signature features, document editing and creation capabilities, integrations, pricing, and ease of use when choosing an alternative to PandaDoc. Remember, these alternatives are subject to change as per the platform's updates. Always refer to the official website for the most accurate information.
PandaDoc Return Policy?
PandaDoc is a subscription-based cloud application offering a 14-day free trial. This trial can be extended upon request. For upgraded access, a monthly or annual plan can be purchased, and the credit card on file will be charged on a recurring basis.
Once a user submits a request for cancellation, no additional charges will be made. However, no refunds (prorated or otherwise) are provided upon cancellation.
In terms of document cancellation, once the document is sent, it cannot be cancelled. However, the document can be deleted or its status can be changed to "Expired" in the PandaDoc account so that the recipients won't be able to access the document. They will still get an email, but won't be able to see the document content.
Please note that these policies are subject to change and it's always a good idea to check the latest on the official website.
How To Open A PandaDoc Account?
To open an account on PandaDoc, follow these steps:
- Visit the PandaDoc Signup page.
- Fill in the required information, including email address and password.
- Click on the Sign Up button to create the account.
- An email verification link will be sent to the provided email address. Click on the link to verify the email and activate the account.
- After successful verification, log in to the PandaDoc account.
For users who wish to connect their Gmail with PandaDoc, there is an add-on available. After installing the add-on, it can be found in the right panel of the Gmail account. Clicking on the PandaDoc icon will prompt for login or account creation. After authorizing access, the Gmail account will be connected with PandaDoc.
Remember, these steps are subject to change as per the platform's updates. Always refer to the official website for the most accurate information.
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