Do you spend a lot of time preparing your documents for e-signing and verification before sending them?
PandaDoc is an e-signature software that can help you solve these problems by creating, signing, organizing, and sending your documents.
It’ll bring authenticity to your document, increasing transparency in your transactions.
Read on to understand the details and benefits of the PandaDoc free trial.
Free Trial Basics
As a popular alternative to DocuSign, PandaDoc has various user packages, including a free trial.
During this free trial, you can have a few unlimited and basic features that drive the app.
Is PandaDoc Free or Paid?
PandaDoc pricing depends on the package you choose and the number of users.
However, a free 14-day trial version helps you evaluate its importance in your business or activities.
Does PandaDoc Have a Free Trial?
PandaDoc has a 14-day free trial option which you can use to add e-signatures to unlimited documents during the period.
Using this free trial helps you evaluate how the software meets your needs based on the service and experience of the few free trial features.
How Long Is the PandaDoc Free Trial?
The PandaDoc free trial for each plan takes 14 days, and you’ll have access to unlimited docs for e-signing on any document sent from PandaDoc.
Unfortunately, the offer expires at the end of the period, where you’ll need to purchase a plan to continue enjoying PandaDoc.
Does PandaDoc Require a Credit Card To Activate a Free Trial?
PandaDoc doesn’t demand a credit card to activate your free trial.
You don’t deal with the usual cost or deduction prompts and pressures from free trial software.
How Much Is PandaDoc After The Free Trial?
There are three PandaDoc plans which you can use after the free trial, payable monthly.
The essential plan is $19 per month, which creates doc templates and tracks and collects e-signatures for each user.
The business plan is more advanced, costing $49 per month, with automation and CRM tools that improve your experience.
The Enterprise plan fits those who’d like additional features, which you can discuss with the sales team on appropriate pricing based on your needs.
For an aggregate pricing method, renegotiate your extra user pricing with the PandaDoc sales team.
What Comes With the PandaDoc Free Trial?
PandaDoc free trial has numerous features that’ll show you partly what to expect when using this software for managing documents.
However, it has only a few features attached to the plan, like unlimited e-signatures, payments, etc.
These basic features in the free trial plan elaborate on how PandaDoc helps the essential document flow.
Features You Can Test With a Free Trial
As one of the popular productivity tools, PandaDoc’s free trial aims to show you the capabilities and performance of its software.
Though the free trial has few features, you can experience improved document flow and tracking in your transactions and conversations, increasing your productivity.
Check out these features.
1. Legally Binding E-signatures
These are the basic and most important features found across all pricing plans.
In addition, it allows you to send, e-sign, and receive documents sent from PandaDoc to other customers.
Using these legally binding signatures helps streamline your deals and payments in documents.
2. Activity Tracking and Notifications
When using the free plan, you can get email notifications alerting you of any approval or comment on your template document.
In addition, it boosts your document monitoring and tracking, improving your transaction follow-ups.
3. Mobile App
The free trial has a mobile app option which increases the platforms and devices where you can e-sign and track your document flow.
You can also view and upload files and photos using the app.
This versatility is available in all pricing plans providing better workflow and document management.
4. Payments
Free trial versions can authorize and collect payments using PayPal, Square, Stripe, Authorize.net, and Canva.
In addition, this version integrates these payment methods to allow you to transact in real-time to avoid document queues and fasten the paper flow between parties or departments.
5. Chat and File Upload
You can chat and upload your field and documents created in the software using a free trial plan.
These modifications allow you to shorten the e-sign process through quick uploads to the customer for signing.
PandaDoc Free Trial Limitations
PandaDoc free trials have features that show how efficient the software is in improving document flow.
Though you can upload, customize templates, e-sign, and collect payments using the plan, it has other limitations in terms of:
- Price
- Real-time analytics
- Approvals
- Automation
Is PandaDoc Customer Support Included With Free Trials?
There is no customer support when using the free plan.
You must upgrade to at least the essential plan before getting 24/7 mail and customer support from the PandaDoc team.
How To Claim a PandaDoc Free Trial
You can evaluate the PandaDoc software by signing up for the free trial.
It’s a simple process that doesn’t require credit card details or verifications.
So, here are a few insights that should get you going.
How To Claim a PandaDoc Free Trial
To sign up for the Pandadoc free trial:
- Go to the PandaDoc website and click on ‘Start the 1-day trial option
- Input your work email and a password based on the conditions provided
- Complete the process by submitting the details
You’ll be ready to start your free trial plan.
Try out various functionality as you customize your account for usage.
How Do I Get The Most From My PandaDoc Free Trial?
To maximize your PandaDoc free trial:
- Be ready to try out multiple functions and provisions in the software.
- Send out various documents for e-sign to understand the software better.
- Test the software in different circumstances to help you get the most out of it.
How Can I Make My PandaDoc Free Trial Longer?
You can extend your trial period by requesting the PandaDoc team to increase your free period for further evaluation.
However, this is a special request you should make before your 14th-day expiration period.
After Free Trial Ends
At the end of the 14th day, the free trial plan expires and terminates the plan without billing consequences.
You can’t access the e-signature tool and won’t get any charges on your account until you choose a PandaDoc plan to move forward with.
Does PandaDoc Automatically Charge Users After the Free Trial Ends?
No, PandaDoc doesn’t charge users after the Free trial.
You’ll only get a deduction in your account if you opt to continue with any of the monthly or annual subscriptions.
If you don’t upgrade your plan by the end of the 14th day, PandaDoc won’t charge your account even if you provide your card or account details.
Can You Cancel PandaDoc After The Free Trial?
Yes, you can cancel your free trial before the free trial expiration without attracting any charges.
If you feel you’re done with your software evaluation before the trial ends, you can also cancel the subscription.
At the end of the 14th day, PandaDoc cancels the subscription automatically.
How To Cancel a PandaDoc Free Trial
Canceling your PandaDoc free trial is a simple and quick process.
It takes effect immediately and you don’t incur any extra costs or consequences.
Here’s the step-by-step process on how to cancel your free trial:
- Go to settings, then billing in your PandaDoc profile
- Select subscription settings and then Cancel my Subscription
- Fill out the form to confirm your cancellation
How To Remove Card Details From PandaDoc
Removing details from an inactive or active PandaDoc account is a simple process yet to be refined by the company.
However, you can use the update card option to overwrite your current card details. Follow these steps:
- Go to settings profile then to Billing information
- Use the add/Update card tab to remove your card details from the account
Is PandaDoc Worth Paying For?
Yes, PandaDoc has numerous features that help manage your document workflow and improve your document handling.
Though the free trials might have limitations, other priced plans have vital features where you can collect, upload, and update documents and payments in real-time.
The benefits you get from PandaDoc ease your workflow.
However, users also prefer software like Hellosign and DocuSign to manage their workflow and follow-ups when making transactions.
Our PandaDoc review shows the pros and cons of using it compared to other software per various users.
However, the constant changes and updates on the software improve the experience.
Get more insight from reading them.
What To Expect From a PandaDoc Subscription
Once you sign up for the PandaDoc plans, expect a recurring bill deducted from your account that’ll be worth your money.
In addition, the benefits you get from creating recurring or one-time templates, sending, e-signing, and receiving these documents compare to none.
Its availability across all devices, primarily through the mobile app, makes it flexible and easy to use anywhere and anytime.
In addition, depending on your chosen package, you’ll get advanced tools that streamline your document flow and tracking.
You can easily get approvals and collect payments from the integrated systems that improve your financial and administrative function.
With additional items in the Enterprise package,you can automate and improve your document handling process.
As a result, you’ll improve your office and business transactions.
What Is a Free Alternative To PandaDoc?
DocuSign and HelloSign are common alternatives to PandaDoc, where the latter is an excellent free alternative.
Its free period is more extended than PandaDoc but limited as you can only send three free e-sign requests per month.
Each of these alternatives have unique and strong features, like a comprehensive integration system in DocuSign.
On the other hand, HelloSign has a better and easy-to-use interface.
Its integration with the contract workflow and audit trail makes it a good alternative across e-signature tools in the market.
Get the comprehensive features of DocuSign and HelloSign to understand which fits your needs best.
Other Ways To Save on PandaDoc Pricing
Check out these ways of saving on your PandaDoc subscription bills.
Downgrading or upgrading your subscription could help you manage your financials, but the timing could disorganize your usage.
Check out these ways of saving on PandaDoc pricing.
1. PandaDoc Promo Codes
Look out for PandaDoc promo codes offered occasionally by the company.
By using these promo codes, they’ll charge you less for the subscription for the month or the given period of the promo code.
Sometimes it may be attached to other items or people.
For example, social media influencers and marketers often offer promo codes.
So, utilize these benefits to lower your billing demands for the period.
2. PandaDoc Discounts
Check out any discounts on PandaDoc given by the owners or its partners
These discounts could run for a while, helping you reduce your subscription payment for your period.
3. PandaDoc Black Friday & Cyber Monday Specials
Black Friday and Cyber Monday specials give you additional offers when purchasing PandaDoc subscriptions.
Get your timings right when dealing with these specials to get these offers.
Is There a PandaDoc Student Plan?
There is no PandaDoc student plan to support students in high school or college.
Other Free Trials To Check Out
E-signature tools are increasing in the market.
A search on the internet gives you other free trials which you can use to enhance your proposal and document flow when e-signing.
Check out these free trials.
1. DocuSign Free Trial: Overview
DocuSign is a popular e-signing tool praised for its comprehensive nature in document integration.
It has more features than HelloSign, and the DocuSign free trial has limited free e-signature documents per month (3).
Its priced plans are comprehensive and impact your document flow positively.
2. Grammarly Free Trial: Overview
Grammarly seeks to have an accurate and proper flow of ideas and phrases in any document.
Signing up for a Grammarly free trial gives you a glimpse at how you can improve your documentation from how you write and present your thoughts and ideas.
This free trial helps you edit and modify your documents by looking into passive tenses, flow of words and ideas, punctuation, and grammatical errors.
3. Semrush Free Trial: Overview
Semrush helps you maximize your SEO to improve your website’s ranking.
With the Semrush free trial, you understand how it works and its impact on your website’s content.
In addition, the free trial has numerous tools like keyword research and competitive analysis that helps you gain a foothold in SEO ranking.
Frequently Asked Questions
These FAQs will help you understand the PandaDoc free trial at a glance.
Check out the FAQs.
Is PandaDoc the same as DocuSign?
No, these are two different e-signature tools with various features that promote documents and workflow.
PandaDoc’s design works best for sales teams, whereas DocuSign isn’t.
So, it includes unique features such as recipient analytics, interactive quoting, and a content library.
These features enable sales people to close deals quickly.
How can I create a digital signature for free?
Use e-signature tools from the internet.
PandaDoc provides authentication certificates on every document you sign.
These certificates are only issued when you use legally-binding electronic signature software.
Once you open your signature tool, go to ‘sign’ and create your signature.
You can then draw a desirable signature and drag it to your document.
Wrapping Up
PandaDoc’s free trial allows you to experience how it aids in signing and sending document proposals before committing your finances to purchase their plan.
This evaluation directs you on whether to continue with it after the free period expires.
Explore different functions of the software when using the free trial to know its potential and uses in document flow.
You can get approvals, e-signing, sending, and receiving PandaDocs all in your dashboard to monitor and track them.
Try the PandaDoc free trial today before you purchase the plans.
