PandaDoc Reviews: 4.7/5 — Highly Rated

It is so easy to use! Makes getting signatures back from clients an absolute breeze.

Would like to be able to send reminders on the mobile app more easily

It makes getting signatures back from clients faster and less complicated

Users can upload documents, add details, and request signatures from others. It is not possible to make extensive edits to the document directly on Pandadoc.

It is not possible to make somewhat extensive edits using the free version of Pandadoc.

The contract drafting process is user-friendly and the contract can be easily allocated to the appropriate person for signature and details.

Panda offers a simple way to get my documents signed whether it is for my tax business or my masonic fraternity.

A few templates for free would be nice but no big deal. As my business grows more I may have to upgrade. I have been using them for years.

affordable and easy to use

Not only how easy and fast it is to send a proposal to clients, but also how quick it runs now. They updated how quickly the system can handle things since we've signed up and it's much much faster load times. Funny thing is, we started using Pandadocs I was keeping all of our signed agreement copies on our google drive, but didn't even notice that Pandadocs actually saves all of them anyway!

Sometimes editing a text box position can be tricky, but this has only come up once in the few years we've used it so far. Building a template from scratch was a bit hellish, I had no idea what I was doing, would love some more tutorials on this, maybe some kind of kick off call?

Solving the problem of time to send a proposal, and keep the info up to date. We've realized more proposals, more sales because of it. I use it daily, and I can honestly say it saves me a week or more of time on my work schedule because the creation of documents is so simple and easy to use and quick. We've realized more business and it also allows us to leave a better impression with each client we work with.

Free version: 1. Application stability and performance 2. User friendly interface 3. Document library 4. Saved messages (save hours and hours of precious time) 5. The free version provides everything that most other similar services have in paid versions and those features are enough for small businesses to get started.

There is very little to dislike about PandaDoc. However, if I am really picky I would say: 1. The fields it selects to fill up automatically in a form are often not accurate 2. It does not automatically switch between selected signatories when adding the signature fields. 3. It will be useful if repetitive texts and phrases can be easily saved for reuse.

PandaDoc has saved me many hours of long travel and given me the speed in getting contracts signed. It has provided the flexibility that was crucial for my business to make sure that the contracts can be signed without worrying about the availabilities in people diaries because now I send the documents electronically and they get signed flexibly as per the convenience of all signatories. This flexibility has also increased my reach beyond geographical constrainsts that previously applied.

It is super intuitive, very user friendly and gives multiple options

I wish it was more clear when my "free" version will expire. I always forget the parameters for that.

Remote capability to send contracts, manage and organize digital formats.

free to distribute files and obtain signatures from the required people

Currently Pandadoc is helpfull website to doing your activities like sharing document with more assignment needed and i was very helpful dan don't have any problem.

provide freedom of use for administrative users who are not very active in long-term document processing. base on situational when needed.

I must say that, working with PandaDoc, everything about its interface is very friendly and ideal for complex contracts. It is a lifesaver with the feature of drag and drop personal information, without any trouble. I love the fact that I can individualize each contract and also have features such as electronic signing, which give me an aura of professionalism. Another thing we’ve learned is that it’s good to follow the processing of each document, because this way nothing will be left behind or overlooked. PandaDoc has simplified the way I manage documents that are important to me in my daily activities.

However, there are some downsides. Lastly, I find it a little bit frustrating that PandaDoc is somehow limited when importing customized proposals especially from a Word document. However, there is a big number of documents and more effort needs to be put in because sometimes trying to convert these into PandaDoc format without messing the HTML code can seems like boring.task which totally needed improvement

PandaDoc has been a tremendous help in resolving the shortcomings that I had when it came to document management and tracking in my company. It has reduced paperwork for me significantly and as such, my main role entails more of what makes up the central part of it. Workflow The easy way of sending and receiving contracts that have been signed has also improved on my workflow making me to be less stressful and one who achieves more.

The fact that my templates auto-fill so simply from our CRM saves my team tons of time. Not to mention the service is super quick!

So far just document recovery. Its kinda easy to mess up a signed agreement, then have to ask the client to resign.

A scalable solution to agreements for our salespeople and clients, that ties direct to our CRM. Saves a lot of time from duplicate data entry and transposition.

PandaDoc is very user friendly through building out multiple templates and easily drag and dropping into place. Has cut down on the time to generate proposals by 50%.

Formatting sometimes gets thrown off as you move stuff around. Would be nice to copy and paste within tables. There are a few minor adjustments that would be nice to have on how Taxing works.

Keeping all of our proposals with the same look and feel, and having a central place for everyone to go to access the information. Our clients love that everything is now set for e-signature