PandaDoc Reviews & Product Details

Having all document templates for legal, quotations etc. in one place.

There is not anything negative that I can think of at this time

Provides quick and simple price quoting for all level of users

It's simple to use and provides a nice tool to streamline how customers receive proposals.

The lack of 2-way integration with Hubspot is a bit irritating - it doesn't pull £ values through.

Streamlining proposals

I manage multiple PandaDoc instances, many with multiple workspaces for business units, some workspaces with dozens of end users in various roles. We use the tool for in house HR, Legal, Channel sales, and direct sales. It's so customizable and scales great for our unique team needs. - Document template creation tool is powerful and very intuitive once you get to know it (it's a little confusing at first because there are so many options) - You can create BEAUTIFUL documents and alternate versions on the fly - Document and template management is super easy for admins, and usage is super easy for end users - Document management is easy for all sorts of end users (ie. sales reps can manage their own documents) - Document generation within CRM is wonderful for end users ... don't need multiple tabs open - Document automation options make managing alerts and expirations very simple for users - Post-completion automation and document file save back to CRM platforms works great - Integrations to other platforms (Salesforce, Hubspot, etc) are really customizable - TONS of custom options when integrating to SFDC (multiple options to sync to Opportunities, Opp products, and/or Orders, Order Products, etc) - Two-way sync (write back) to CRM can be done very easily with Zapier - Support chat is highly available and email support usually responds in under 24hrs - Helpdesk is highly searchable and includes good documentation

- Takes a bit of time to learn template builder (or you pay for them to build for you) - Setting up enterprise-level integrations to SFDC can take time to learn - The document emails sent to recipients are simple and not very customizable

Share proposals, orders, MSA, and other documents. Services our CPQ needs. document generation by sales reps, custom document building, automation with CRM systems to move deals down pipeline. We also use it for legal and HR related forms.

Very easy to use. It saves time and paper.

I can't think of anything this site is missing.

I no longer have to rely on students to bring important documents home for signatures.

Outside of the amazingly low price, I love how user friendly the system is and all the things you can do with the program. I have multiple users set up and it makes it so easy to keep track of everything. If you accidentally delete a document it is still stored in the deleted area until you delete from that area (which saved me on a few that were accidentally deleted by myself). I was using Docusign and talk about horrible prices and customer service. PandaDoc was the best decision I made to signing electronically. I use this program daily multiple times and it makes my job so much easier.

I havent found anything yet that I do not like about PandaDoc.

I no longer have to pass around agreements via email, fax, etc. when using PandaDoc. I can set up for all involved parties and track if they viewed, etc. I really like the program and again have nothing bad to say.

I think is user-friendly, with an intuitive interface that makes it easy to create and manage documents.

PandaDoc lacks certain features or capabilities that are available in more specialized or comprehensive solutions

I'm excited to share how PandaDoc has played a crucial role in optimizing our document delivery processes to partners. Using this intuitive and efficient platform, we've significantly improved the way we share essential documents related to base installations with our valuable partners. PandaDoc has not only simplified document creation and distribution but has also enhanced the security of the entire process. With robust electronic signature features and secure document sharing, we ensure that information is transmitted and received securely, reducing the risks associated with unauthorized access.

Pandadoc is user friendly, looks amazing and is so easy to use. I've not had a single client complain about Pandadoc. The customer service is quick to help with any issues i've had. I use Pandadoc about 10x a day 5 days a week, so i've gotten rather great about using it.

The Text verfication credits have to be purchased. They need to create a package where it offers that as an unlimited. There doesn't seem to be a search feature, to search for a signed document in your inbox.

I'm able to get document's over to our client's quickly and they're able to sign and have the document automatically sent back to me for processing.

PandaDoc simplified our subcontract process. We used to edit a paper copy of our subcontract, email it to the subcontractor, they would review and sign or review and edit; it would come back to us for final signature or approve or deny of edits; it would then either get emailed to them as a final executed subcontract or more back and forth with edits and approvals. Portions would have to de downloaded for signature, uploaded. It was a very big hassle that would not always go smoothly. PandaDoc does all the vollying and the elctronic editing and signing is great, a real timesaver.

When I save a created subcontract to use as a template, it doesn't save the information that will be repeated. i have to usually type it in twice for it to "stick". I wish I could attach downloadable documents to our subcontracts - this may be user error.

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While I've worked in HR for 15+ years, I'd not used PandaDoc until a year ago. It has been a game changer! I use it to create documents, assign them to others, and wait for the signed and time stamped documents to arrive in my inbox. Pandodoc provides a great first impression to our new hires! With this quick, efficient, and secure system. I'm able to create and save frequently used templates and file them in easily accessable folders. The documents are electronically signed and you can set a signing order as well, which is a great convenience. Each participant is notified that they have a task to complete. All you need is their email and you're on your way to securely sending documents.

I haven't found any downsides to using PandaDoc.

PandaDoc allows me to send professional looking documents to our employees with ease.

Paperless, easy to use. This is very useful and makes every clients happy.

I cannto tell any dislike in this app, this is perfect.

Most of our clients are from other places of Alberta applying to rent an apartment and cannot sign the document in person.