PandaDoc Reviews & Product Details

As a small-time Santa, PandaDoc is the single most invaluable I use to bring Christmas Magic to so many children. PandaDoc has brought Santa into the new technology age and saved me so much stress and headaches getting contracts out, signed, and returned.

Nothing. I love everything about it! I've attempted other services. I will never go back! I love PandaDoc and promote it often to others!

Turn-around time. A simple service change and take almost a week to get corrected using old methods. Now, if the client wants to tweak something on the proposal before signing, I can do so in a matter of seconds.

What we like best about PandaDoc is that it can be used on a mobile, employees are able to access their compliance documents on the go.

So far nothing, we like everything about Pandadoc

Employees do not have to print out documents and they can just use their mobile.

Pandadoc is very helpful in reviewing the order forms and signatures. It provides accessibility to everybody. Clients, sales, and others.

Nothing as such. I find Pandadoc very helpful.

Provides one solution to all the documents.

It works exactly as it should. It can auto assign text boxes, which saves time per document. I also like how seamlessly it can integrate with Stripe. I use it almost every day to send agreements for my Content Agency. It was extremely simple to set up. I upload the .pdf document, enter their email and name, then auto assign the text boxes. You can also share it via email or a URL link. I like to send the email and then text my clients the URL link. Thanks PandaDoc for making it so simple!

I would love to be able to drag my mouse and highlight 4 text boxes, and assign them all at once. This is not a need though, just a want.

Legal Agreements for my clients with my Content Agency

Having full control the meeting, easy usability.

I wish I could see client's screen to help

Being able to meet and store conversations

how rapid it goes. I get to finish my job and my files so much faster.

Nothing it's perfect I can not find any dislikes

I get to finish my applications so quickly.

The ease of use, templates, content library, and auto-reminders cuts down the chasing down of document signatures.

Deleting multi-page additions can be tedious.

PandaDoc has eliminated the need to chase signatures from employment agreements to board of trustee conflict of interest statements. It has streamlined our onboarding process tremendously.

The integration module which connects to our CRM is critical to our business this allows us to pass our data right through to Panda Docs thereby customizing each document without having to data entry a second time..This is priceless

We would like to see more real-time PDF edit ability, this is only applicable to legacy documents.. All our new docs we create in Panda Docs thereby allowing real time edits with no friction

Most of our clients are mobile ...being able to create a link then copy and paste right into their text message has been priceless

I honestly do not think that there is a software out there more essential to finalizing business transactions. Wheter its agreements, marketing material, contracts or just signatures, this software is the glue that many businesses need. The software is continuously improving, which is essential to creating new SOP's for your business to operate around. The software works with multiple types of CRM's, email programs, and dozens of other integrations that businesses use every day. I even built our company tutorials on pandadoc, which shows the versatility of the platform. Whenver there is a problem, or a new feature there are plenty of ways to get the support you need. I personaly use pandadoc everyday, and have put 1000's of hours into building templates which help every facet of my many businesses.

I would say that some people are not familiar with Pandadoc and it is a constantly changing product which means that you have to upkeep your templates. Some do update automatically but many features require redoing your templates, which just cost time up front.

Integration for speed of creating finalized documents across mutliple businesses.

The ease of use and functionality of the platform far exceeds our prior platform signority. Template options are amazing and save time. Very straightforward platform with many options available for the user. Customer support is very friendly and responds the same day with any issues, usually offering fix options within hours of request. Many options for adding your documents and easy implementation of the product features.

We have a limited amount of documents that our organization can utilize on the platform.

contract and compliance document implementation e-signature audit tracking reports

Templates are flexible and user-friendly, team management/admin/ops features are robust, integration with Salesforce is helpful. We use for both external (sales + customer success) as well as internal (HR, operations).

Nothing that is specific to PandaDoc, just the inevitability of file system organization woes and folder creep...

Contract signature in sales process (integrated to Salesforce) + internal paper trail for HR for compensation changes, promotions, etc

I like the balance of flexibility and consistency at an incredible price. The tool provides the flexibility to make contracts and proposals match our company's brand and look incredibly professional, without the prohibitive expense of hiring an expert to do that for me. I like that it has so many features - many of which I haven't yet made use of but know I will as my business continues to expand. Most of all, I love that all of my contracts and proposals are in one place, and that I can re-use collateral to make sure everything is consistent.

I wish that there were a tier between Essentials and Business or the ability to add a la carte features. I can't yet afford Business level, but would love to take advantage of CRM integration and limited use of the content library.

I am terrible at creating and tracking proposals and contracts. Pandadoc allows me to create a tempalte and reuse elements over and over, and tracks the process along the way. I especially love that I can see who has viewed proposals and schedule folow ups.

It is so easy to use both for ourselves and our clients. I love that we are notified when the document has been read and when it is completed. A simple and professional way to obtain digital signatures

There is no downside for us using PandaDoc!

No need to meet clients in person for signatures

I love the feature that tells me people have viewed my doc, the constant updates.

I have to explore the product more than doing its basic use, to be able to pick out disliking.

Online documentation and contract signing.

The workslow through our CRM to PandaDocs works flawlessly. I've never had an issue with any data not coming over correctly or if I've had to edit for some reason, it is clear and easy to do.

I'm not sure there are any downsides except our own internal file storage methods for employees no longer with the company.

Consistency of license orders throughout the organization.

I have found the document management process offered by Pandadoc to be very straightforward. I used to make a lot of mistakes that I had to track manually. Now, the dashboard is more professional and systematic. Another outstanding feature is the feedback mechanism, where my clients can make particular comments about each document. Also, the updates are simple and straight forward making it easy for me to know how far a document is. Indeed it’s a life-changer on how I approach my paperwork.

Sometimes, PandaDoc design and interface are not very intuitive compared to Word, which is a standard tool. Another shortcoming I have seen is the redlining function; I wish they will improve on the same based on future user feedback.

Pandadoc has all but eliminated the chaos of document management. This reduces the amount of error leading to good workflow. Communication with clients has become more effective because of dashboard and feedback features which save time and avoid misinterpretations.

I like how simple it is to send out Quotes and contracts to customers. This allows me to see when the client has looked at the paperwork.

The new layout is taking some getting used to.

Panda docs allow me to send out contracts ,follow any updates and analyze what parts of the contract the customer spends time on.

Well the price is great, but it's simple to use and that is my favorite thing about Panda Doc. If I had to use one service for all of my e-sign needs it would be Panda Doc.

There is really nothing that I dislike about Panda Doc. I have other e-sign services but don't use them as much as Panda Doc. I only use others when I am required to because in my line of work sometimes the groups I work with make me use others in the industry.

In my industry we have a lot of paperwork that needs to be signed and it's such a benefit to have Panda Doc to make signatures so much easier.

Firstly, the initial process when meeting Valeria was fantastic. She was just straight to the point and answered every question like a champ. Onboarding was a great experience with a lot of useful information. Great integration with HubSpot and we are now sending contracts in a couple of clicks.

Just some minor things that are more tied to how we use it and what info would we need to have there additionally. Nothing too crazy.

It made the Sales process more streamlined and faster to send the contract to the client. Also, it is idiot friendly so people are finding it very easy to use.

very easy to set up, intuitive, able to easy edit if needed, can assign multiple people to sign and CC others. very customizable. You can add notes, initials, pictures, assign different signature areas to multiple people. Love the certificate of signture at the end.

If you change the color of the font it set up the new color as a default. The auto generation of the email subject is too long

Reducing the time needed for sending documents , following up on with signatures and sending coping to all involved