PandaDoc reviews

The ease of setting up template forms for multiple use was great

It can improve in logic conditional format to set up each form better for the user to complete only necessary fields when another question was answered a specific way.

PandaDoc can be used for e-signature, forms, contacts, notarization, payments and quotes just to name a few. Document templates are the fastest option however the smart editor is also available.
Plans include free, starter, business, and enterprise. When billed annually a discount may be applied to some plans.
There are many possible integrations including essential services and those I only use on occasion. PandaDoc is import-friendly (accepts multiple file types) and works on almost any device.
PandaDoc will notify me when clients have viewed or signed a document and I can even see how long they looked at each page. Sometimes I get a client (buying or selling) who wants the process to be completed very quickly. In those cases, PandaDocs features are helpful. I like that I can set documents up so that clients can check optional lines (or not). I am thankful for the reminder and teamwork capability. I can also select a box to assign to a coworker.
Customer service options include a learning center and chatting with a representative through email or instant messaging.
PandaDoc is secure and legally binding just like a paper document. Contracts are automatically stored once signed.

I can only call customer service with a subscription to premium support. If this resulted in lower prices I would put it in the pro column, but PandaDoc costs about the same or more.

It was fairly easy to use and you can send pretty much any documents for signature.

It didn't integrate with our system and reps had too much flexibility.

After using Adobe Signature and DocuSign, PandaDoc is just simply better. The analytics, real-time feedback, and templates are fantastic. The UI is also very enjoyable to use.

It's quite pricey, but it's worth it if you need to send lots of contracts.

Secure software with everything we needed to create professional documents. Has ready-to-use and customizable templates.

Unbeatable value for our business. No complications.

I love PandaDoc. I have used DocuSign and SignNow for similar jobs in the past- and PandaDoc is the easiest, most intuitive, and most cost-effective solution for digital signing. I use it to send job offers, HR documents, and to execute contracts with clients. I will always rave about PandaDoc! The best part? Clients find it easy to navigate- I get far fewer complaints using PandaDoc than I received with DocuSign or SignNow.

I have yet to find anything I do not like about PandaDoc.

How easy it was to navigate and setup agreements for signature.

A lot of people were not familiar with PandaDoc so it would go unopened in their inbox or would go to spam.

I have been using PandaDoc for a few years now, but it still didn't have the whole "glow-up" of their website. It is fast, reliable, and a great way to ensure that contracts run smoothly between the parts.

I never had a single issue with it. I would add some tools to make it more accessible.

Panda doc is super easy to set up and customise. The template creation process is also simple and they have lots of ready-to-use templates too. It makes getting signatures from multiple stakeholders easy and the integrations we’ve set up mean we can very quickly generate contracts from our Deals in Pipedrive

I’ve not seen anything I don’t like or any limitations of PandaDoc compared to other digital signature/document management tools I’ve used.

I love that once you make a template in PandaDoc you can easily assign signature roles, adjust client information, and input custom variables so that everything is easily customized and doesn't have to be re-built from scratch.

My biggest issue within PandaDoc is that you are not able to crop or resize photos within a frame once imported. You can re-size the frame itself but not the image.

Dashboard is easy to use & identify where you need to go

Wish you could have more users without having to pay full price for multiple subscriptions.

The thing I like the most about PandaDoc is its integration capabilities with our CRMs. We're able to access customer contract information across multiple platforms and report on this data.

The thing I liked the least about PandaDoc is the limitations on the roles I can assign to users. I'd like for certain users to only view certain documents but, at least for now, couldn't find a way to do so.

The ability to use professional templates with ease and send out Client Agreements for review and completion has been extremely helpful. This has replaced a very clunky process of updating a word document and sending as PDF etc. Having a web based product, including an app has allowed our lawyers and sales team the ability to important and timely steps!

We have been quite happy with PandaDoc, including all of the regular product update sessions. They appear to listen to their clients and implement positive changes.

It makes the document management a easy job, saved me a lot of time. Some important features for me are the construction estimates and quoting, more than a half of my job is done with the help of PandaDoc. The possibility to get digital signatures on your contracts and docs is crucial for and offers the liberty to do the job on the go. Document cloud offers a secure storage and available from any device wherever you are.

Is not perfect, but there are no cons worth mentioning here.

It is user-friendly and makes creating, sending, and signing documents simple and efficient. Its templates save time, and the tracking feature helps monitor document status.

Sometimes, the platform can feel slow, especially when handling larger documents. Customizing templates for specific needs can be tricky without advanced knowledge. Also, the pricing may be high for small businesses or startups.

We use Pandadoc to close our final contracts with clients.This tool checks everything we want: - Send automated pandadocs via API; - See if the client opened the contract or when they sign and build automations around that- Send follow up reminders And of course, direct integration with Hubspot and Apis

The api could be easier to use. There are some things we can't do with the integration of hubspot and we need to use the API for that.

it's affordable and somewhat easy to figure out yet does require some time with it.

The customer service is not excellent they are all overseas and I had to beg them to setup a call with me to help me figure out some of their more technical features

Pandadoc made it very easy to send forms to my providers. The best part was the amount of compliments I received from people saying how easy it was to use.

There wasn't anything I disliked about Pandadoc. It has been nothing but helpful to me.

PandaDoc is a very useful tool for compiling documents and templates. It provides functions for editing and formatting, which help maintain standards and alignments. I use it every week, and it is comparable to other platforms. It is a user-friendly tool that facilitates my work on project reports both internally and externally.

The system does not allow the shortcut function - Ctrl+V - for pasting as the standard format in the report. Instead, I have to right-click and select 'Paste in Plain Text' to achieve this. It would be nice if PandaDoc allowed such functions to make compiling more efficient.

Account setup was easy and support was very fast and clear. I manage with PandaDoc all documents, document creation and signing. A real document manage powerhouse.

From my point of view the price could be a little smaller on monthly plans, but not a deal breaker.

Managing business documents using PandaDoc is smooth and affordable.
PandaDoc has been easy to use and reliable to manage.

I do not dislike PandaDoc at all.
PandaDoc has been so effective.