PandaDoc Reviews & Product Details
Join more than 40,000 customers who make PandaDoc #1 for proposals, quotes and contract management.
We help you:
Share documents in minutes
Review quickly and confidently
Connect every part of your business
Maintain compliance and control
PandaDoc streamlines all your document workflows:
Proposal
Quotes
Contracts
eSignatures
Forms
Payments
| Capabilities |
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Deployment | Cloud / SaaS / Web-Based, Desktop Chromebook, Desktop Mac, Desktop Windows, Mobile Android, Mobile iPad, Mobile iPhone |
| Training | Documentation |
| Languages | English |
Compare PandaDoc with other popular tools in the same category.
With PandaDoc, I like that I can design templates the most! It saves time not having to recreate the same documents over & over again!
I would love to be able to set an expiration time; not just an expiration date!
I have not reported any problems with PandaDoc because it works well for me!
Very easy to sign digitally. You can who has opened the contract and when. It's easy to create templates and integrate them with Hubspot.
Editing the design of graphics and text boxes is a bit clunky and not intuitive.
We use PandaDoc to send contracts to new clients. It's super streamlined!
It is so easy to create and use both templates and documents. They are easy to track throughout the process. We also love that PandaDoc has a direct integration with HubSpot.
Our team uses PandaDoc with the HubSpot integration, but that integration only works on some browsers which can be a little limiting for our team. We would also like a little bit more ability to edit all fields on a template at one time.
Our customers have to make updates to their accounts frequently, and most of those updates require a signed form. We use PandaDoc to send those documents for them to fill out and sign.
PandaDoc is an incredible source for creating high quality contracts, flyers, proposals, and other business documents. Their easy to use system allows you to integrate documents and fonts, add signatures, text boxes, and other fillable fields, and design eye-catching documents. In comparison to other document creation systems, PandaDoc soars above the competition!
There is not much to complain about when it comes to PandaDoc!
PandaDoc allows me to create contracts for my clients that are clear, easy to navigate, and virtual. I am also about to design proposals that help my business to grow in number. Both of these documents are absolutely vital to my business's success!
Pandadoc makes sending invoices and agreemtns so easy for a small one woman run business like me. The stripe integration makes the process seamless for clients and myself!
The only thing I dislike is how the payment amount sometimes double counts if I have a payment table on two documents.
Billing and invoicing clients. Also managing my invoices and agreements and having ongoing documentation of these client documents.
Ease of use, simplicity and time-saving functionality.
Difficulty with certain template integrations.
Sales proposal development.
I like the easy to use nature. The drag and drop of the text fields is actually FUN! I also like that there is a free version for start-ups.
There are no dislikes. I understand that some of the features I want are in the paid version. Great product.
PandaDoc is instrumental in getting signatures quicker allowing us to close deals faster!
What I love about Pandadoc is the ease of use. It is SO user-friendly, you can create an infinite amount of templates to make your document-sending life a breeze!
There's nothing to dislike about PandaDoc. PandaDoc has been able to provide everything that I need! No matter what the situation is, PandaDoc has me covered!!
As a real estate investor and business consultant, I constantly need to send contracts to sellers to purchase their property and business associates to consult them!
The platform is very easy to use and the account manager is very attentive to your needs. It works wonders for documentation and storage as you can keep everything in the same place without having to have things scattered around.
I'd say that the pricing and the plans aren't 100% suitable for very small businesses. We had to stop the subscription due to pricing, If they had other plans with fewer features, we probably would have taken it.
I'd say the way everyone can sign and share documents within and outside a company. Before, we used to struggle for document signatures but with Pandadocs, it's very simple. Also, form builders are amazing!
Building templates that I can repeatedly use or vary as needed is super helpul. I can quickly upload existing PDFs, Word Docs, images or build my own fields and it converts it into an easy to use, single doc with the right fields to be filled in and signed.
I'd like to be able to more easily make edits to existing documents that have already been saved as a PDF, making it editable for some fields. Maybe this exists and I just haven't figured out how to use it?
As a franchisor, we're able to easily send documents, track the date we send them (for legal purposes) and collect key information/signatures from new franchisees. It also accelerates our contracting process with new vendors and gives valuable insights into how they've interacted with the document.