PandaDoc Reviews: 4.7/5 — Highly Rated

it is a very simple method to get signatories in an official way. most importantly, the platform is very user-friendly compared with other platforms. This is recommended by a government authority.

I have suggested this to some other friends and they are not able to access it free for their signatories. It implies that some of the users may not comfortable with the platform.

it is time saving when getting signatories from many persons.

you can easily upload existing documents when onboarding, make duplicates on an ongoing basis, quickly send out documents to clients, everything kept in one place which makes it easy for the whole team to have visibility. Hubspot integration is excellent, it's nice to be able to quickly click into a contract while on a company/deal/contact profile

Nothing that I've experienced so far - it's saved a lot of time from manually creating documents each time, and is much more professional than sending clients a PDF/word doc

We used to use Canva for proposals and Word for contracts. Using PandaDoc for proposals is way easier because I can pull contact/company/deal fields from Hubspot to prepopulate the proposal. I used to spend 15 minutes editing contracts in Word, now with the Hubspot integration with PandaDoc I click 3 buttons and the document is created. It's helped so much that I'm now writing this review as a thank you to them.

So simple to use. Pandadoc has made getting clients to sign agreements and documents remotely a piece of cake. I love the fact that you can do most things on the free version of PandaDoc too

It s not always easy to know which paid-for functionality you have selected until you get to try to send your mesage

Time to get docs received and signed. PandaDoc keeps all my clients' documents in one place which is super helpful

Quick access to uploaded forms and ease of links and email transmission PandaDoc is a great go to for documents you need to have filled out and signed - easy to track dated material

Not sure?? I have not had issues yet with this process

Electronic signatures easy to transmit to others

User Friendly, Autosave, VERY Responsive, No quality drop on uploaded pictures, Autosizing for uploaded pictures, Drag and drop text boxes as well as photos, NEVER any waiting/loading issues

The only issue i can find is not having the ability to markup or autosize photos that you are using on your templates. Other than that I cannot think of any issues with the program.

Generating multiple forms a day. Allow utlization of the same template with no accidental saving over a "master template" These features save me countless hours.

It is so easy to set up an electronic document.

What's not to like? Since i started using pandadoc i absolutely love it.

Pandadoc has helped save time for me. Also, reduces the trouble of clients having to come in person to sign documents.

Connectivity and available integrations make work really easy.

Very helpful integration workflow, we can integrated all our toolset.

Connectivity and Data points from oir other tools.

The overall cost to our business is low compared to other sites

Sending reminders to complete a form could be made as an easier task

We have not incurred any problems with PandaDoc

Easy to use, simple to navigate, and efficient for producing any documents that require signatures.

Nothing so far! We have adobe as well but this works best with google workspace in our opinon.

Sending documents over to clients that aren't local and signatures are needed.

I have been using PandaDoc for requesting signatures for my small business for a few months now and I am absolutely loving it! It has made the process of requesting signatures so much easier and faster. The user interface is very intuitive and easy to use, and the customer service is outstanding. The best part about PandaDoc is that it allows me to easily customize the documents that I need to be signed.

The biggest downside of PandaDoc is that if not using the free plan, the pricing can be a bit expensive for some businesses. Additionally, there are limited customization options for documents, which can be a problem for businesses that need to tailor documents to their specific needs. Overall, PandaDoc is a great tool for small businesses that need to quickly and easily request signatures, but it can be a bit pricey and lacks customization options.

PandaDoc has been a lifesaver for my small business. It has allowed us to quickly and easily request signatures for contracts and other documents, saving us time and money. We no longer have to worry about printing out documents, having them signed, and then scanning them back in. PandaDoc has made the process much simpler and more efficient. We can now send documents for signature electronically, and the signer can sign from anywhere. This has allowed us to close deals faster and keep our business running smoothly. PandaDoc has been a great addition to our business and we highly recommend it!

The platform is incredibly easy to set up and use from day 1. I needed to improve our contract quality, approval processes, and speed to send/sign. Hubspot integration, contract templates, reusable content snippets, and configurable data elements turned our contract creation process from hours to just a few minutes. Automated approval processes, client reminders and built-in digital signatures make the signing process smooth. We also use Zapier to store signed copies and contract data in systems of record.

I would like to see data integration with accounting systems setup as a standard part of the product. We have a combination of one-time project contracts (single invoice) and subscriptions (monthly recurring invoices) that we setup manually. Unfortunately using Zapier, in this case, is too complicated.

PandaDoc manages our entire contract lifecycle (CLM). It is the orchestrator between hubspot and each contract's final destination in our document management system. Without Panda our contract creation process took literally 10x as long and we still didn't get the benefit of automated reminders, digital signature, and easy integration.

Clients are able to access their documents thru the links sent. Many of my clients have appreciated the cloud security offered by the app.

There have been occasions where Pandadoc communication to clients has got into their spam folder. I have generally educated clients to check their spam folder to check whether the email has somehow gone there

Completion of evidential documents in support of tax filing

The ease of obtaining signatures after all the information is uploaded and situated. Moving the boxes for signatures, checkboxes, dates, etc, is easy. Pandadoc now allows editing of the document after it has been sent.

In the feature we have through work, there is no way to edit without completely redoing the entire document (i.e., if you forgot a signature or need to edit a name). If you upgrade, you can now edit the document, which is convenient and worth the upgrade.

I have just realized the feature to make certain areas mandatory, which is helpful when ensuring that all signers complete the appropriate boxes and cannot miss anything. Most of my meetings are not in person, and I meet online. Therefore, having the ability to obtain signatures via Pandadoc is highly convenient!

It's easy to use and extremely user-friendly! I recommend it to all the contractors I work with when they are looking for a solution to signing documents online.

The free version has a few restrictions but it makes sense. It would be great to have template options for free users. I would like to be able to make an either/ or box that requires only one box to be filled out.

They are solving e-doc signing solutions for the everyday person who doesn't need something special like adobe sign. It's always been such a pain to print sign and scan a document to a client and I no longer have to do that!

Pandadoc is very intiutive in the handling and the possibilty to sign digitally makes everything so much easier. I also really love the automated reminders.

I feel that in some new templates it is a bit difficult to move the spaces for the customers to filll in information to the right spot. I does not seem to be possible to move these fields freely.

Due to the automated reminders, I am saving lots of time that I would usually spend with calling the customers over and over again. As most customers fill and sign the contracts online, there are also less mistakes with e-mail adresses or other information due to bad handwriting.

As a small business, we didn't need a large document signing program so we tried Panda Docs and OMG we love them!! So easy to use, it has helped streamline our forms and get the signatures without any confusion or push back from the signers (a miracle all by itself). Thank PandaDocs for making our lives so much more efficient!

Nothing we dislike here! Easy to use and no instructions are needed for our signers.

As a mental health practice we have forms we need our therapists to sign for our HR and for our clinical department. The issue was we didn't need a large expensive package so pandadocs filled that need for us which we greatly appreciate.

PandaDoc is a fantastic tool for managing document completion and providing an easy solution for e-signature needs and collecting information. I rarely have to explain to those receiving items via PandaDoc how to use the tool--it's quick and SO user-friendly!

There is a small learning curve when starting out setting up documents, as far as which type of feature should be used for each individual signing/completion function. However, the support center has many helpful resources to guide you through, and customer service is top notch! It's difficult to say anything I dislike, because I truly love this tool so much! It has made my daily functions so much smoother.

Collecting information and signatures from multiple parties is no longer the biggest frustration of my day! It has eliminated the back-and-forth and the need for printing documents to complete, scan and return. Requesting revisions is also a breeze.

I like best the simple yet efficient way the software opperates! Easy to figure out my way around it!

There is nothing to dislike! I've used many E signature softwares and no one came close to PandaDoc

Easy way to get customers signing contracts without having to explain them what to do

Easy to use, helpful, essy signaturung, good overview

Nothing, because from the very first start it was esse to use

Communication with our clients, sending and signing with clients

I love the ease of selecting documents and templates that I need to access.

I would like the emails and names to automatically read a name rather than inputting it again.

Reaching out to people and getting them to complete these documents is easier. We can track when it was viewed and follow-up with ease.

I like that PandaDoc handles processing signatures of work documents that I send to my clients to sign electronically without the hassle of printing and signing these documents on paper.

I like every feature of PandaDoc and how it helps customers like myself and my organization complete the important work we do daily.

PandaDoc is solving the problem of having too much paperwork printed for signing purposes. I'm more productive now using PandaDoc.

PandaDoc is user friendly. I enjoy the customization of templates and that you can access other documents uploaded by your teammates.

Some of the pre-filled functions arent always accurate. I uploaded an standard W9 form and although it recognized the document and created prefilled options, it missed the signature and so I had to go back and add the field.

PandaDoc allows our organization to send documents to our clients and gather important information about them in a secure way. Unlike sending a document in an email, it's simple and secure. Our clients also like that they dont have to download any software or pay a fee to complete the documents we send them.

Easily integrates with Salesforce, simplifies agreements

Nothing to note, I like Pandadoc for my needs

Agreement process complexity. Integrates with Salesforce, making it easy to have clean, simplified agreements even for complex arrangements

I really like the ease of use post-implementation. I'm able to quickly deploy documents so we can get a close on calls, but I'm also able to edit and redeploy quickly if necessary. The templates and content library are HUGE when it comes to consulting. We have a ton of different contract types and dynamic pricing, so we are able to get custom proposals out to clients without any hassle or peer review. This has saved us SO. MUCH. TIME.

We use the salesforce integration and while that works perfectly, the only thing i do not like (and this is nitpicking) is the pop open in new tab when looking at a document for a salesforce record.

Pandadoc is helping us with contracts, proposals, all of that stuff. We are about to start using the payment gateway integration as we redefine our sales process. We are also going to use it for performance reviews. We barely scratch the surface of the capabilities.

The user interface is intuitive on desktop and mobile, the pricing tiers are reasonable, and the integrations (such as payments) work well. Definitely better than competing products such as DocuSign.

No dislikes. The product is straightforward, gets the job done, and is a complete solution to my organization's needs.

I use PandaDoc for contracts and payments. The benefit is my business can be 100% paperless and more productive.

No need for offline tools, we can store our templates online and everyone can log in, populate the fields and send out the document without any chance of making an error.

A lot of our clients simply don't know how to execute a document when they receive the prompt from PandaDoc, this sometimes leads to us having to resort to the old school way of signing documents

Eliminating chance of error, unified document look and feel that matches our brand and handy online storage for our executed agreements - all in one place is a big advantage!

Our sales team began using PandaDoc to improve our proposals. Now, documents are easier to build and look more professional. We have received compliments from clients, too.

We enjoy how easy PandaDoc is to use and how much time it saves. However, on the front end, it take a good amount of work to get all of our templates created and working properly.

PandaDoc helped us align our sales proposals' appearance and provided more functionality for our clients. We are now creating and sending documents that include our media guides, proposals, and spec sheets.

Contracts could be uploaded, shared and signed with great ease while tracking the progress in real-time

Nothing, but I believe that readymade templates and designing capabilities will help

Panda is helping me in getting my contracts signed online without sending the hard copies and helping me complete statutory requirements while getting my contracts signed online saving huge number of hour / days and effort.

no need to maintain any additional data required for any documents

sometime server crashed and it create problems

Panda doc is solving our document approval problem, and it helps us to maintain record for the same

Super helpful for sending contracts to clients. Makes the process so simple.

Took a little bit of time to learn, but overall no big criticisms.

Helps me solve paper contracts.