PandaDoc Reviews: 4.7/5 — Highly Rated

Ease of use and layout. Our customers like the proposal we send them.

Not too many things to dislike. It takes a lot of work to get the proposals set up but that is to be expected.

We are being able to send visual options to our customers.

I love how easy it is to send me new clients docs to sign and how many templates they have in the library.

honestly there is not a whole lot I dont like about the platform

I am able to quickly execute docs with my new clients

The analytics are incredible. I can see exactly when someone views a doc as I get notification when they view it and when they sign it. I can also view how long they look at a certain page of a document. I use Zoho CRM and it integrates with my database so less typing of a client's name and email in order to send a doc. And what's somewhat surprising is that with all of the features that are offered it's extremely affordable. My company is small so not having to go with a large minimum number of users was very appealing unlike those other doc signing services. Live support is pretty prompt.

Sending a reminder to a client to view or sign a doc isn't the most intuitive. It took me a while and some live support in order to figure it out. The integration with Zoho CRM allows me to pull data from my CRM directly into a quote so I don't have to save out a pdf in my CRM and then upload. Unfortunately, I've not been able to figure out how to do that yet so it's a little frustrating.

Want to have clients be able to view and sign docs on the go. It's great when they are at the office behind a desktop or laptop but I have clients who travel so the option for them to sign on their smartphone or tablet is great. And while I'm on the go, I get notification of when a doc is signed which prompts my "happy dance."

Companies spend millions of dollars trying to maintain and build proposals. At the end they still end up sifting through huge number of files to figure out the final version. Pandadoc cuts out all of that - its brilliant ... its intuitive. The bonus is ... you know who actually read your proposal and how much time they really spent reviewing your proposal. That insight is so powerful for followup conversations. We have also been maintaining our contracts in the system - the e-signing feature is brilliant. You know which IP address and email address the final file was signed off from.

The formatting features are great ... but tables are not easy to paste from MS Word.

Building consistent proposals and maintaining a log of them.

So simple... no more paper, no more scanning or faxing!

Sometime it gets stuck in a spam filter.

We send out all our proposal now and make them customizable with drag and drop editing. Contracts are also easily signed back.

I'm a huge fan of how easy to use PandaDoc is while also allowing us to streamline our proposal and data estimate process. We do a lot of detailed explanations that can greatly affect a nonprofit's budget and clearly explaining things in a visual and easy to digest way helps both our business as well as our clients. The templates were easy to create on our own and they even give you some starting documents that you can adapt. I was also able to put into the cloud one of the more difficult parts of our process and that has helped bring people on quicker. The integration with HubSpot is awesome and barely took any time to get started. Being able to see when people opened and signed proposals has been a lovely addition to our sales process. No more guessing if they got the email! I also think the support is fantastic. While its just an email, I've been able to get quick responses same day. I'm also given clear reasons explaining if there is a current limitation of the software, with a clear path provided on enhancements. As a fellow SaaS provider, that's the best you can expect and ask!

Little things. I'd like to see more flexibility on the Textfield in terms of its length but have been told this is being actively worked on. I would also like to see more ERP integrations (or get into Zapier!) so we can move toward full integration throughout all processes.

We've been able to cut down on proposal creation as well as obtaining the signed proposals as well. We also now are given accurate information since you can require fields. We were using more manual methods and this had a lot of back and forth between sales, account management, and the client. Much better now!

The fact that is really easy to use for the Sales persons that need basic things to build amazing proposals. Innovative and reliable platform.

There is still some things missing: the domain control when we send emails from Panda Doc sometimes there go to spam because of the customers firewall.

I am solving Time sensitive problems and having all my content centralised. Real time content branding

Drag & drop functionality allowing me to move fields around on our templates.

Not easy enough to get invoices from the system.

We just wanted a hassle free way to get contracts signed, this works very well for us.

It's so easy to navigate and create documents.

I would like UK support and preferably a number to call so that I can get help when I need it. The time difference usually means I don't get support straight away. If I have an urgent contract that needs attending to it can be the different between acquiring and losing a job.

Our contracts and money laundering forms are completed faster and it makes it easier for our clients too. PandaDoc gives us that extra professional feel and it shows that we're digitally competent. Sometimes people presume that our industry can be a bit behind in the digital world (we're bookkeepers) when actually we're the opposite.

I love the ease with which you can create document templates, including storing large chunks of boiler plate proposal text in the library. I actually got excited about my proposals again after 15+ years in business and took a couple of days to completely re-vamp my proposals. I love the tracking so that I know when prospects and/or clients receive the proposal, what they spend their time on in the proposal and the ability to quickly and easily collect electronic signatures for proposals.

Some of the tables are a little rigid, and I'd like tighter integration with the CRM. Having more public templates to choose from would also be helpful.

Pandadoc has reduced my time to create and get signatures on a proposal by more than 75%. What used to take several hours, with copying and pasting from various other documents, is now much more streamlined and easier. Pandadoc takes the guesswork out of whether or not a prospect and/or client has received a proposal or read it. And knowing which pages they spent the most time on allows me to be specific in my follow up.

I love how they are constantly trying to improve the entire system & user experience. Customer service is always on hand even for small issues or questions that I come across. All of my clients have been impressed with the ease of signing and professionalism.

I initially had issues that almost made me leave, however, the constant updates showed me that they were listening to customers.

Quickly e-sign with easy to use system. I've been able to build confidence with clients with the professional look and feel of signing documents.

Panda Doc is a good product . Very easy to use . Recommend

There is nothing that I actually dislike about it

Having contracts signed electronically

I like that I can upload an existing document and then add the spaces for people to initial and sign. I also like that you can have more than one document uploaded and priest that before sending to a client.

Sometimes it takes a while to set up a document. But once that initial timeframe is completed it's not necessary to do again as it is saved

I have a lot of clients sign up after the initial meeting and this has allowed for faster receipt of the customer agreement so that way we can progress forward and get the client on the calendar faster

With incredible templates and integration with Hubspot, Pandadoc has allowed us to decrease the amount of time spent on proposals to about 20 minutes and cut the amount of time to receive a signature IN HALF. The tracking feature also helps us know when prospects open proposals and allows our salespeople to reach out to close the deal when it's relevant.

You can't mark proposals as "LOST" and the signature boxes have to be dragged to exactly the right size to be equivalent. (i.e. It's very difficult to make the token fields the same size...) I also wish you could force a client to handsign their document, rather than using the 'type signature' tool....

Pandadoc is allowing us to close more work, faster than we ever have. With an average turnaround time of about 20 minutes and an average contract sign time of 3 days, it beats the one hour turnaround and 7 day signature process we used to have! It also integrates very seamlessly with our marketing software & CRM, Hubspot -- allowing us to track deals and progress throughout the prospects lifecycle. All of that combined has attributed to our business, Flight Media, closing 200% more business than we previously did, using old, outdated proposals that took FOREVER to create and FOREVER to get signed. Thank you, Pandadoc. You've made our lives much easier. (And wealthier)

When looking for a proposal software to use I sat in on MANY web demos with other companies but chose PandaDoc due to the following: - The interface was simple. It was easy to create nice looking templates without needing to know how to code or pay to have something created. I could do it myself with no need for assistance. - Integration with Salesforce. This was a key requirement for us to have an integration with our CRM software. - Customer Service. I liked how it was easy to get in touch with the team there and they have since been great about answering questions.

I would like it if the integration were built to not only allow templates to be created from Salesforce but also to be able to view the stats from Salesforce about PandaDoc (for Salesforce Group and Pro editions)

We are able to create more professional proposals now and see analytic data about them once they are sent to our customers.

The templates are easy to setup and quick to send

Need more integration for storage with Dropbox or Drive

Quick access to basic forms

I can edit just about anything I want to with PandaDoc because it allows me to either import PDF's and turn them into templates or I can have the PandaDoc team build a template which is editable in the web application. I have tried 6 different e-signature platforms and this is by far the most full featured and easy to use. I use it every week and have never had a problem so far.

Currently there a few issues with the user interface (ie. errors) that appear. Minor items really. Also when you add a new field it doesn't make it easy to add a second without clicking off the current menu.

Well, I can get contracts out to clients quickly and store them in a central place which is super helpful.

The ability to share the documents is pretty easy.

There may be a few difficulties when it comes to formatting. We had an issue where when I delete a line, it changes the format of the next line and I have to fix it every time.

Signing contracts and other documents has been solved with ease. I can also check each of the contracts used, sent and signed easily if ever I have to check them.

It's easy to get started. Just have your basic information handy to copy into PandaDoc. Love seeing how much time readers spend on each page.

I'd like a little more control over page breaks. You can put them anywhere, but it would be better if you could see (with colored lines like on a football game to show where the next first down will be) before you export or send.

It used to take me 4-6 hours to write a new proposal. I've only been using PandDoc a couple of weeks and my time is now down to <1 hour. Know what I'm doing with my time? Sending out more proposals?

Here's the thing: I'm an IT guy. I'm a network administrator. I have an A+ certification. I have a network certification. So I know all of the technical bits that go into doing IT work. My work is website design. I also develop when I need to add custom functionality to a site. In all of the things I do, the one thing that I can't stand is when a project starts to "creep." That's when a client asks for something that's 35% more work than originally specified, and estimated, and I am stuck with the dilemma of telling the client their contract doesn't cover that. To avoid this headache, I use contracts. A lot of them. The more the betters. I use a contract for everything. I have one for picking a "look and feel" before the client even pays anything. I have one for taking the client's initial payment which sets the final timeline. I have one for changes; modifications, I even have one for "redirection" when a client gets the wrong idea but doesn't say anything until the project is weeks down the road and then we have to go back and redo something. Anything can happen. What PandaDocs let me do is easily update the contracts to keep up with all of the changes and easily send links for the client to sign them. I also lets me send reminder messages when the client needs to sign one. But what is the neatest thing it does it the branding. It turns out I'm not that bad a contract writer so some clients ask me to come onboard as their contract manager and manage the ones they use to do the IT projects like the one they originally hired me to do. Panda lets me rebrand my contracts with their logo and graphics so I can send them contracts they can use without doing the branding on their end at all. And I can even send electronic links for their clients to sign using their branding in those messages and that makes the client branding show through at all points of contact. They love it. I tried other electronic document services. They were okay. Some of them are more well-known than Panda. But none of them are as easy to use, as quick to learn, or have as responsive of a support team that is there to chat with you in a text window while you work if that's what you need. I only needed that for questions about possible new features. And they literally added one six weeks after I mentioned. You can't beat that.

Are you serious? You'll have to find someone else for this question.

I'm solving the problem of "control." It's impossible to control expectations using email or phone conversations because people forget what was said and agreed to. But for some reason, contracts have a magic about them. Because they look so official and legal, I think people remember their content better. It just happens that way and that's the problem they solve.

The software is very easy to use. It is very convenient for the signer. No more printing, scanning or faxing. The embedded link feature is great for documents that you send often.

It would be great if the embedded link feature also emailed a signed copy of the document to the signer.

Since we are a virtual company we use the service to complete all of our new hire documents. The convenience to the signer is fantastic.

Rick and his team take great care of each customer. Their team has gone out of their way to support me outside of their normal roles which's greatly appreciated. On top of the people, the platform itself is robust and intuitive. We send all of our quotes via PandaDoc here at LiveNinja and are very happy with it, especially: +template customization +in line comments +audit trail whenever someone opens or reads the quote +resend feature when the quote's not signed to remind client

Home dashboard can be improved. I'd like for the ability to see ALL the documents that ive sent on the dashboard in chronological order so i dont have to go in and specify the dates I need to review. A better interface would be nice also. I think also the ability to integrate our solution with freshbooks would be great. Not necessary but definitely would be a nice to have. No integration with relateIQ as well. We're a startup and not interested in sales force at this point. RelateIQ is a sales force company - yet lacks many integrations as a whole. UPDATE: We transitioned over to SF and will be integrating PD. The integration looks great.

Not having to hound prospects for signed quotes. They can easily sign in browser and add comments right in line with document versus 25 message email threads. Full customization of templates as well makes it easier than redoing them from scratch. The ability to upload our own template is huge and goes quite a ways.

I like that PandaDoc notifies me when customers review documents we send out.

I don't love the name. I am sure it is probably difficult tot change the name but am sure there are catchier names.

We are trying to boost sales and decrease time that is spent on proposal creation. We have cut the quote development time down and are much more efficient and effective with following up on contracts.

I love how easy it is to use and how much time is saves me in having contracts signed!

There were a few bugs in the beginning, but the Panda team was very responsive and helped me. No issues now!

I am always wanting to streamline our business process and save time and money! By using Panda, I am able to sign client's up faster, as it makes it so much easier for them vs. the old way of printing, scanning and emailing the contract back.

Ability to embed specifications and details in quote without overwhelming detail on pricing page.

Ability to import contact info from salesforce.com is needed.

speed in quting complicated equipment

Allows me to send consistent, presentable proposal to my prospects. Very flexible allowing me to add video, images, pricing tables and much more! Noticed a significant increase in our closing rates. Able to send proposals much faster. The built in signature feature completely replaced our need for docusign! Huge saver.

I"m not to fond that they don't break the proposal into several pages. Breaking it up would make it easier to read. Also we're limited on the way you format certain graphics. Small complaints for the huge advantages it brings. Also their analytic is a great feature however it's still in the beta phase. Not sure how accurate it currently is but I can't wait till its fully functional

Send proposal quickly, being able to convey our USP clearly and consistently in our proposal. Allowing our prospects to sign on the spot.

I know my title is bold but it's true. We've tried 2 other services and nothing beats the ease of use of Pandadocs. BottlesTonight operates in an industry where technology is something few have adopted, but Pandadocs is so easy to use, we have high satisfaction from every contractor and customer we ask to sign a document.

It would be great if the sender could set automatic email reminders that go off when someone who was sent the doc to sign, doesn't sign within a specified period of time.

We need signatures from contractors and customers. We want this process to be light weight and approachable, with no hoops or hooks to jump through, since the contract is the last step in our on-boarding processes.

Customer service is the most important part, second to the actual product. PandaDoc does everything correctly, including feature requests and releases.

One thing is the system used to be a little buggy, BUT that has changed. I do feel though the pricing can be more competitive to encourage growth in the business. Some smaller shops may have issues with the fees.

Signing documents, sending proposals, tracking the sales process - all working perfect in PandaDoc.

The facility to have our customers electronically sign documents over the web that previously had required them to see us face to face or be completed by post. Also, the ability (using the dashboard) to easily track the progress of those documents that we have created.

It is really only a minor thing, but depending on the form we are creating to send to a customer it can take a while to click on each field and select the user that needs to complete that field. It would help if there was a way to 'select all' the fields in a document and allocate the same user to each one. Having said that, we are still pretty new to the service so perhaps this facility already exists!!

We have managed to reduce significantly our turnaround time on key documents where we require a customer signature. This can now be done in minutes, rather than hours or days. This has enabled us to present a more professional, organised approach to our customers and we have had much positive feedback from long-term customers now that we are improving their experience with us.

The flow is simple from connecting my google docs to assigning fields to getting legal docs e-signed.

There was a glitch in the PandaDocs email server where emails got delayed by 12 hours that cost me 2 unpaid hours with my clients since we couldn't figure out why the email wasn't sent and could not sign the deal.

Getting rid of papera and in fact it helps with contract negotiations as well