PandaDoc Reviews & Product Details

Super easy and the support team is very friendly and easy to work with. Their online video support is even better

Nothing yet. All is working well and is easy to use iwth great client support.

getting docs signed from clients is super important and pandadoc makes it easy.

The best part about PandaDoc is that is super easy to edit any document, all the templates makes you feel very professional and it has the perfect message for every section.

To be honest i definitely would love to have more options to change the letter designs, because sometimes is good to make different changes to remark some words that have a special meaning in the message.

Sometimes i am very streseed and i do not have the insipartion to write a good and a very professional document, and PandaDoc has messages that says what i want to describe. It is just phenomenal.

That I am emailed once someone views and completes the documents.

When the product freezes and deletes everything I have done.

They are finally upgrading the service. My documents use to freeze none stop where now they are not.

Easy to navigate, it has a wide range of tools from Sales Proposals through to Order forms, the option to send a link rather than email direct from the system is very useful for us too.

I havent come across anything as yet, I guess the restrictions on access would be a bug bear but thats only because we havent purchased enough admin licences !?

Its allowing us to track quotations to our customer base (both renewal and new business), keeping everything in one place. Its also linked to our salesforce crm, giving us a fully automated process from opportunity to closed won.

The ease of use while offering lots of features. Really important to me is also the handling of clients to guarantee an easy completion of proposals, quotes, and contracts.

There is nothing that I really dislike about PandaDoc. Probably more integrations for payment and project management tools like ClickUp could help to improve the overall experience.

PandaDoc helps us to create contracts and proposals quickly and intuitively. Furthermore, we depend on a digital signature solution that meets high acceptance from our clients who reside mainly abroad. The ease of use from both ends and the features to improve the probability of closing deals and contracts are highly important to me.

Templates and the document interface make it easy to create proposals that stand out. From video to images to tables, it's the best electronic proposal delivery.

I once had an issue with images not rendering, but support was good investigating it to resolution.

PandaDoc helps me send high quality proposals quickly and integrates with my hubspot data for quick creation.

I am able to quickly send out quotes and renewal to my customers

They tend to know what users want which is great but it is never included in the current plan that you are on.

I can electonically have the document signed.

PandaDoc allows us to use it's full suite of tools to create awesome proposals and makes us more efficient in getting docs signed and stored.

I cant think of anything that they have not already thought of.

Creating personal proposals for each client, the ability to save templets and store our docs once received back from client.

I like how simple it is to send out docs and recieve them back. Allows me to be the top closer in my company

none really. It is very easy from both sides of the fence.

Handling contracts around the nation

It is easy to have templates in the system which makes onboarding people a breeze. You can also save email templates so you don't have to worry if you're leaving out some important info!

It can be tricky to edit documents that have already been completed by one signer if they need to be updated before another signer views and/or signs the document.

It is great for contract management and e-signatures. We use this all the time for our Staff Aug Business and makes it so easy with the saved templates.