PandaDoc Reviews & Product Details

We really enjoy the ease of use in PandaDoc. We are able to brand out proposals and agreements pretty quickly. Our clients like the ease of use for signing document as well.

Some of the edit feautres are inconsistant from assest to asset within the document (like deleting a line in a table sometimes deletes a line and sometimes it wipes out the whole table and I have to CMD Z to get it back.

We are able to keep up with proposals easlity and setting expiration dates helps as well.

it saves time and allows me to get documents signed so easily. i absolutely love using it. its my go to while doing the work that i do

absolutely nothing. Its the best thing ever invented

having to come in contact with the public especially with covid back on the rise

Love how customizable their documents & templates are. Their very slick and modern design features have helped us stand out from our competitors.

Honestly nothing, I think it's pretty close to perfect.

Providing accurate / transparent quotes to our prospective customers while helping us have a highly professional appearance.

I started using Panda in early 2021. Our IT Team switched us obver to Proposify for six months, which more than doubled (or even tripled ) the amount of time it took to create and edit a proposal. We have been back with Panda for around 12 months now and are really happy with the many improvements made in this time. We also love the way Panda integrates with Hubspot, Zapier, Xero etc.

Not really a dislike, but we would like to give more users access to view, but we have reached our capacity

Automations and integrations between multiple platforms (Hubspot, Zapier, Xero) is great

Pandadoc is seriously so easy to use and saves me a ton of time. I am able to save countless templates inside the software, and easily jump in and create new proposals with ease.

I haven't explored any sort of automations, but would certainly be cool if there was a way to set up an automatic proposal creation when I was to reach a certain stage in our CRM.

I need proposals created quickly, and having a central area to be able to do so has been great. It garners quick responses with its signature reminders, and helped solve a gap in our sales process.

I really appreciate the automatic function of not having to worry about whether a client sends the signed document. It's automatic once they click on finish.

It took me a little while to figure out how to drag the signature and text blocks over for the electronic signing.

I appreciate the ease and consistency of electronic sighing even with elderly clients who are generally sceptical of technology.

It does a great job of putting the signatures where you need them, attachments for proposals to back up your quote and people respond very quickly. When they don't it reminds them that they need to get this done. I have been very happy with it for the last 2.5 years and it is a necessary tool for my job.

Sometimes it can be a little hard to get around and add attachments, but that is because I am a little rusty at times. Nothing a good fresher can't fix.

Get's things for signature, and it is easy to have it forwarded. I must have sold $500,000 worth of deals in the last 18 months alone just based on using this, for speedy transactions.

PandaDoc has been a lifesaver for me and my company. With the pandemic, not all of our clients have felt comfortable returning to our services in person. PandaDoc has made it super simple to send clients documents to review and sign. Wish I'd known about this program when we first went into lockdown. It would have saved me a ton of time and stress!

The biggest issue is having to have an email. Not all of my clients share their emails. I like being able to text links to clients, but I wish we could enter their phone numbers instead of needing the email, just to copy and text the link. I am sure it's to verify the correct person is signing the document, but it's sort of inconvient.

Throughout lockdown, I worked from home and needed parents to review and sign documents. It was near impossible to get the signatures I needed from clients and coworkers. PandaDoc has changed the game and I'm finally caught up on months, if not years, worth of signatures that have been piling up since the start of the pandemic.

I love that in Pandadoc you can add documents and attachments, switch out signers if needed, add collaborators and editors. It is such a helpful tool! I also love that PandaDoc will send you notifications as to when customers view documents, and as soon as they finish signing. It helps you keep track of documents effortlessly and I love it! I seriously don't have anything bad to say about Pandadoc. It's probably the best software out there for documents.

I don't have anything bad to say about PandaDoc at all. It's seriously a great tool. It's better than Adobe or any other document software on the market, and it's only going to get better over time! It's definitely made my life easier.

Being able to create docs seamlessly, being able to track progress of document viewing and e-signatures. Being able to edit discount amounts in real time. etc!

The platform has the capacity to generate quotes in 15 minutes using the templates. Allows you to export customer order information from the CRM. Templates can be easily modified or duplicated. It has a content library that makes work easier.

The least useful thing is the reports section, because the report on openings and reading time is enough for me. I don't think there are any disadvantages to using Pandadoc.

Prepare quotes with information that highlights the benefits of our service, in a short time and with a professional appearance.