PandaDoc Pricing Packages: How Much Do the Subscription Plans Cost?

Restrictions on face-to-face communications caused by the pandemic have forced businesses to rethink their workflows. One such change is the shift to using digital platforms instead of managing paperwork on-site. Document management software like PandaDoc offers the convenience of not only keeping tabs on paperwork but also collecting legally binding digital signatures on the cloud, eliminating the need for signing documents in person.

In this PandaDoc pricing article, get to know the different plans that you can get and the features included in each one. This will help you determine the plan best suited to your organization. In addition, it will give you an idea of common document problems and how PandaDoc can solve them.

The rise of remote work amidst the pandemic has converted home offices into primary workspaces. In fact, a McKinsey survey gives us a glimpse of the future of remote work. In the survey conducted among office space managers, 36% said they expect workers to increase their time outside physical offices. As a result, office vacancy rates are projected to increase to 20.2% by 2022.

The popularity of remote work means that the usual paper-based office transactions, which require collecting traditional wet signatures, are harder to implement. Moreover, business documents usually undergo an internal review process even before being sent out for signature. This almost always involves coordination among team members. Admittedly, this part of the document management process is more challenging in a remote setting. In fact, 17% of remote workers struggle with collaboration and/or communication, according to Buffer’s State of Remote Work report.

With these in mind, businesses that regularly send out documents for signatures need to adopt a digital solution to efficiently manage this process. Beyond the e-signature capabilities, the solution must also allow team members to work together on documents in an organized, efficient way.

Overview of PandaDoc

PandaDoc is a proposal, contract, and document solution that makes it easier for users to generate documents and affix legally binding signatures on them. This solution allows users to manage the whole document generation process, from creation, approval, tracking, and signature.

Users with different roles from diverse industries can use PandaDoc to transform how their business manages documents. It can also be applied in various use cases. Sales teams can use it to decrease the time it takes to close a deal and increase the number of deals they close. Marketing teams can use it to create engaging on-brand documents that lead customers to convert. Various industries from construction to healthcare, to nonprofits, can benefit from the efficiencies of paperless transactions.

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PandaDoc helps you cut down on time spent in creating documents. Pre-designed templates and a custom content library can help you craft compelling documents in just a few minutes. It can even be used to create a rich buying experience for customers with customized documents featuring interactive elements. Moreover, you can get insights into the actions that recipients take on your documents. Document workflows allow efficient team collaboration while ensuring compliance during the contract negotiation process.

PandaDoc also has a mobile app for iOS and Android. These allow you to create documents right from your smartphone. You can approve documents for signature, view real-time document analytics, and manage the entire document lifecycle while on the go.

PandaDoc Pricing Packages

Essentials Plan

The PandaDoc Essentials plan includes all features of the free eSign plan plus, additional features. One of these is access to over 450 templates from the PandaDoc template library. The template library holds a vast array of documents for various business needs. Moreover, the templates feature editable blocks and fields for faster document generation.

This PandaDoc pricing plan includes a drag-and-drop online editor, which allows you to add content blocks to documents. Content blocks are not limited to text. You can add images, videos, tables, attachments, and more for more engaging documents. Pricing tables can even be made into interactive tables. For example, you can include a clickable product image that the recipient can preview. It’s possible to assign editable quantity fields to a recipient. This lets him adjust the quantity of the product and see the total price based on his selection. To close deals faster, you can utilize the document analytics feature. See how many times a recipient has viewed the document, the total time spent on the document, and any links that he or she clicked. For your organization’s internal processes, there is also an audit trail feature that allows you to see what changes have been made to a document. Plus, you get a content library allowing you to share reusable content to use for documents using pre-approved items like case studies, among others.

Moreover, you can also set up approval workflows. You can add approvers within your organization to ensure that the appropriate team members review the document before it is sent out to your customers.

PandaDoc Essentials plan is ideal for users who want to provide prospects and customers with a personalized, engaging way to send proposals and quotes. This is especially useful for sales teams that want to achieve their sales quotas, improve their win rates, and increase the number of deals they create.

The Essentials plan costs $19 per month per user if paid annually. If paid monthly, it costs $35 per month per user.

A standard non-disclosure agreement is one of many templates available in the Essentials plan.

Business Plan

The Business Plan includes all Essentials plan features plus, additional features as well as paid add-on options. With the Business plan, you can make sure that the documents you send out are on-brand by adding your own logo, colors, or email footer text.

You also get the same content library for storing text-based copy like testimonials, case studies, video, and other visual content for marketing purposes. Having these pieces of content readily available lets you create documents faster. The Business plan also offers more integrations than the Essentials plan as you can connect PandaDoc to Zapier and all CRMs except Salesforce CRM.

To extend the functionality of your Business plan, you can sign up for optional add-ons. For instance, you can add the control lock feature to ensure that nobody makes unauthorized changes to your document. Other add-ons include the ability to create self-service forms and send documents in bulk. Salesforce integration also costs extra as an add-on option.

The Business plan would be useful to sales and marketing teams who want to generate compelling customer-facing documents with less time and effort. It helps them quickly and easily create documents tailor-fit to the customer’s needs that align with corporate marketing messages. This plan will be helpful in generating on-brand documents that make your company shine above the competition.

The Business plan costs $49 per month per user if paid annually. On the other hand, it costs $65 per month per user if paid monthly.

You can store video and other content in the content library.

Enterprise Plan

With the Enterprise plan, you get the complete feature set of PandaDoc plus, the option to have add-ons to your plan. Features like single sign-on, custom user roles, and an unlimited number of team workspaces allow large corporations to take full advantage of the plan.

PandaDoc’s single sign-on works with your existing identity provider, such as Okta, OneLogin, Microsoft AD, Google Identity Platform, and more. SSO lets you simplify user login and manage user credentials in a single location. Unlimited workspaces allow you to segregate your content based on teams, departments, groups, or projects. This means team members can work on documents together within their dedicated space.

Another feature unique to this plan is the ability to check activity and content reporting. Activity reporting gives insights into documents completed, revenue generated, and time to close. You also get a leaderboard of both team and individual performance to help you gauge sales success. With content reporting, you can find out which pieces of content in your library are most frequently used. This helps you fine-tune your content marketing strategy based on actual data.

Moreover, only the Enterprise plan gives you access to the PandaDoc API. With it, you can customize PandaDoc to cater to the unique needs of your business. The API will give you the freedom to design the look and feel of your app and customize how it functions within your business.

As its name suggests, the Enterprise plan is best suited to enterprises that require an e-signature and document solution spanning teams, departments, and multiple locations. With this plan, you can unlock the full functionality of PandaDoc and even customize it to suit your needs.

Prices for PandaDoc’s Enterprise plan can be requested on a quotation basis from a sales specialist.

You can give team members from different departments their own workspace.

Which PandaDoc Plan Is Right for You?

PandaDoc’s pricing plans cater to users with diverse document management needs. Even with the free plan, you can create an unlimited amount of documents, create an unlimited amount of e-signatures, plus, enjoy other useful features. If you want more analytics features, interactive document elements, and basic workflow capabilities, the Essentials plan is a good choice.

Meanwhile, the Business plan gives you access to a content library, CRM integration, and more document generation and automation features. With the Enterprise plan, you get single sign-on support, content reporting, unlimited team workspaces, Salesforce integration, and more. In addition, you can expand the capabilities of both Business and Enterprise plans with paid add-ons. If you want to see how this product stacks up with other competitors, check out our comparison of the top document management software of today.

A document management solution like PandaDoc makes e-signature collection a breeze. It also facilitates more efficient team collaboration. Even as workers gradually return to work in person, the solution can still be part of your digital strategy. In sum, any of PandaDoc’s pricing plans can help you save time, money, and effort by switching to a paperless environment.

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.