What is PandaDoc?
PandaDoc is a versatile document management solution designed for the creation and oversight of various business documents. This software is not only robust and secure but also offers seamless integration with other tools. Users can swiftly create, monitor, and sign documents, making their workflow more efficient. With PandaDoc, organizations can effectively manage a wide range of documents, including proposals, quotes, contracts, and HR materials, ensuring that all necessary paperwork is handled with ease. Additionally, its user-friendly interface enhances the overall document management experience for businesses.
Pricing
Essentials - $19 per user per month
Business - $49 per user per month
Enterprise - price on request
Company Facts
Product Details
Product Details
PandaDoc Categories and Features
Workflow Management Software
Sales Enablement Software
Quoting Software
Proposal Management Software
Document Management Software
Digital Signature Software
Contract Management Software
CPQ Software
Billing and Invoicing Software
More PandaDoc Categories
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
PandaDoc is GREAT for my SME
Date: May 24 2022SummaryI absolutely love PandaDoc - I use it daily, and would absolutely thoroughly recommend to others. As a self-employed sole trader, working within outsourced HR - this has got everything I need with regard to Contract of Employment and onboarding forms/documents. It is so easy to use - even people that are not totally au-fait with using IT/the computer, it's so user friendly. I cannot recommend this app enough.
Positive- Ease of use, user friendly
- Visually appeasing - nice, fresh app
- Range of options, i.e. text, date, checkbox, signature
- Tracking - when viewed, completed
- Certificate of validity when signed (IP address)
- Free (although I am considering upgrading!)
- Just all round brilliantNegative- Cost to upgrade - as a sole trader, it's expensive for me
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- Cannot send a reminder on the free app -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Very useful for my company
Date: May 24 2022SummaryI definitely recommend PandaDoc for those who want to improve productivity and reduce the time between the signature of a quote and the payment.
PositiveThanks to PandaDoc, I am saving time because everything is automated.
The product catalogue is precious and the connexion with a payment method is very effective.NegativeIt is a real budget for my small company (but it worth it).
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Pretty darn good
Date: Jun 30 2022SummaryAbove average. We use PandaDoc all day and I really do like it. It can use a little bit of tweaking.
Positive- Saves paper!
- Easy to communicate
- FreeNegative- when you "edit" a document it says it will "clear" the signature and date. It would be SUPER helpful if it has *also* said, that all other inputs will still be saved.
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-Some areas we MUST have filled it, not just the signature and date. It would be great if those were mandatory since our students/clients skip some parts...
-loading time
-some parts are filled in on one side and not on our side. It's happening more frequently. -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Ease of use
Date: May 24 2022SummaryVery easy to use, convenient and I would recommend panda doc to any other business if they require an e-sign document service such as this one.
PositiveVery convenient and easy to use. Simple and easy to navigate, send documents, attach documents, etc in one simple webpage.
NegativeI would love for more of the pro features to be available on the normal site, would love to be able to choose the colors for the signatures that I am assigning, unless I can, I haven't noticed.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
The Best
Date: May 24 2022SummaryThe best, really top tier, and again, the easiest to use. I love it here I look forward logging into PandaDoc everyday lol.
PositiveSuper quick and the easiest to use and the templates and forms. I love it here and hope to be able to use it in any job I'm in thanks. God Bless y'all.
NegativeNo cons there is nothing bad about it. thanks so much.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
I Love PandaDoc
Date: May 24 2022SummaryMy overall experience has been fantastic! I needed to talk to customer service once, and they were helpful and accommodating and quickly solved the problem for me. I'm sold on PandaDoc and tell my colleagues about it.
PositivePandaDoc is easy to use and user-friendly. I like that I can always go back and get a previously signed document. I like the official certificate at the end when it is all signed. It's a little thing but sure does help when presenting the document to the judge. I like the emails that are sent to me as each person views and signs the document and I appreciate that the email addresses that I've typed in a stored so that I don't have to type each email in again for some of the same parties that I need signatures for several times in a row.
NegativeSometimes mistakes happen, and an email address is typed in incorrectly. I wish there were a way to go back and change the email address once it is discovered instead of creating the document all over again. That is my only concern.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Great solution for online contracts
Date: May 26 2022SummaryRecommended for any small or medium business that wants to keep things simple. Google API connections to our CRM.
PositiveWe use PandaDoc to manage all of our online contracts. It's an easy to use tool for anyone in our sales team to self create their own service agreements.
NegativeSaved fields could be easier to manage, so we extract repeatable entries in contracts.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Perfect for real estate
Date: Apr 14 2022SummaryI am so happy with PandaDoc and everything it offers my business as a real estate agent. I have let all of my work colleagues know about and now they are using it on a daily basis and love it. PandaDoc looks and feels professional and is an asset to my business. The clients that receive the documents for signing also like the easy to navigate process and have been very impressed with everything to do with PandaDoc.
Do yourself a favour and give PandaDoc a go and you will not be disappointed.PositivePandaDoc enables me to quickly upload contracts, listing forms and other required documents and send to clients and buyers for easy signing. It is a very simple and easy to navigate application that saves time and money. You can send contracts to multiple buyers and have them returned, fully signed in minutes.
NegativeIt would be a lot more functional being able to enter information directly to the document when in the app however there seems to be that ability in the upgraded subscription version. There really is not any other negative I can provide.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Love using PandaDoc!
Date: Apr 15 2022SummaryAs mentioned above, all pros and no cons. Love this product and will highly recommend it to any user and organization!
PositiveLove the automation and the easy access to review & approve documents and proposals! This is a must use for any organization! So glad the company changed to this new platform. PandaDoc all the way!!
NegativeCan't think of anything at this time and really enjoy using this product.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
My experience with using PandaDoc
Date: May 24 2022SummarySo far very satisfied with the product; hoping that PandaDoc would offer additional features in their free version for professionals.
PositiveThe greatest feature is that it is free; client friendly as well, packed with features with the selected plan.
NegativeOn occasion, I had to guide clients to retrieve the document from their spam folder.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Optimal Signature Software
Date: Jun 08 2022SummaryGreat for anyone who needs e-signatures on a daily or weekly basis for proposals, or authorizations. It has an easy initial start-up and pricing scales with your business.
PositivePandaDoc makes digital e-signatures easy and affordable. It was easy to set up and the free tier makes initial commitment a breeze.
NegativeIt tends to get lost in the spam when being sent off. I believe you can pay more to ensure this doesn't happen, but seems like it should be a given.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
One of the best alternative to traditional filing systems
Date: May 24 2022SummaryThis has been a great blessing for the tedious nature of my work. We have to document and get high volume of signatures or initials on legal documents on a daily basis. This was extremely stressful in the past due to scheduling multiple meetings with clients. But with PandaDoc, I can get 10 times more work done on an average day, thanks to it's convenience.
PositiveConvenience for me and my clients, no need to meet in person.
Ease of use.
User friendly design.
Ability to make flexible modifications and how easily it caters to different needs.
Automated reminder features, saves a ton of remainder calls and time.NegativeNothing so far, always learning a new feature every week.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
One of the best out there!
Date: May 24 2022SummaryOverall PandaDoc is fantastic! We initially came in very skeptical and we had some bumps at the very beginning. PandaDoc went above and beyond to make things right for us and to keep us as customers. When renewal time came around, I had no time getting it approved from my upper management because they were so happy with the product and service we have received. Now, I can't speak highly enough of PandaDoc to everyone!
PositiveCustomer service is A++! This company truly cares about not only their customer's happiness, but their success as well. They also offer top notch help & support available 24/7 for any questions you have on using the software. Out of all the important things a document signing service should offer, I really feel Customer Service and Support/Training are the two most important things and PandaDoc does both very well. In the Support and Training area, they have training videos, live chat, email and phone support. I always receive prompt call backs and emails. Their customer service and help/support is the best of anyone I've ever worked with. They also do quarterly check ins to help you assess how you can use PandaDoc to become more efficient and address any concerns you have with using PandaDoc. I also love the the Dashboard as I am able to see everything at a glance. They also offer fantastic audit tracking of your documents sent so you can easily see all of activity of your documents.
NegativeOnly 1! Trying to modify the name and/or email of the Signer is extremely cumbersome. I wish there was an easier way to do this. That is the only negative I can think of.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
PandaDoc overview
Updated: Aug 03 2022SummaryVery beneficial for e-signatures and going paperless. Documents stay confidential. Users sign a signature agreement sheet agreeing that the signature is valid.
PositiveIf you have used an email address previously, it will pre-populate when typing it again. You can also send reminder emails to people when waiting on responses. Making items mandatory is helpful. Emails keeping up with the status of the document are also helpful.
NegativeOn the basic version, you cannot edit a document or change an email address. You would have to completely start over. This is time consuming.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Best e-document program and it's free
Date: Apr 15 2022SummaryI have been very happy using the free edition available on-line. This edition fits my budget and provides me with the electronic signature service I need.
PositiveAside from the price, (who doesn't like free?), I love the signature certificate can be printed on the back of the document...kind of like a notary stamp.
This feature allows my contracts to have the signatures authentication easily traceable.NegativeI only use PDF documents with PandaDoc. If I find the document's content needs a revision, I go back to the original document and make the change using the initial software, re-save the document as a PDF, then re-import it into Panda-doc for electronic signature.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Administration made easy
Date: May 24 2022SummaryWe've been using PandaDoc for over a year and a half now, and we're very happy with it. It really lightens my workload a lot and automates a lot of my work.
Positive-Automated workflows
-Simultaneous editing options
-Signature roles
-Different ways of signing digitallyNegative-Lay-out editing could be easier sometimes
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-Pricing tables are sometimes difficult to use -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
PandaDoc review
Date: Apr 14 2022SummaryOverall, this e-signature solution will fulfill most needs. Their free option is great for simple businesses and should be sufficient.
PositivePandaDoc is an easy to use electronic signature application. In a matter of minutes you can upload a document, insert signature fields, and send it out for signature. The system will email it out directly to any email address you input. Alternatively, you can obtain a link so that you can send out an email from your address and include a link to the document needing signature.
NegativeThe only con is the date is defaulted to a date field format other than Month/Day/Year and the default is one that isn't normally used. So you have to go through a few extra clicks to change the date field format to a standard DD/MM/YY or DD-MM-YY.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Tried a bunch of them and PandaDoc is the shiznits
Date: May 24 2022SummaryI’ve tried a bunch of e-signature services and found PandaDoc the simplest and most feature-reach. The mobile app is especially great when you’re dealing with time-sensitive docs and lots of templates!
Positive- clear objective of helping close deals
- flexible workflows with lots of customizability
- great mobile app with real time notifications
- super recipient-friendly UXNegative- slightly slow to load in some areas
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- no Japanese support -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
PandaDoc review
Date: May 24 2022SummaryPandaDoc will cover 99.9% of what you need and you can create and send docs for signature in minutes.
PositiveThe ease of use is great. You don’t have to be technical or a super user to figure it out. The speed of doc creation is unmatched.
NegativeIt’s not as customizable and flexible as DocuSign.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
PandaDoc review
Date: Dec 10 2022SummaryWe really enjoy using PandaDoc. It offers a comprehensive suite of document management and automation tools, including templates, signature requests, collaboration features, and more.
One negative which applies to most SaaS platforms is always pricing when scaling.PositiveThe templates make it easy to create professional-looking documents, the ability to integrate with a wide range of third-party applications is also really good, it makes it easy to manage documents within our existing workflow.
NegativeThe UI & UX is good, but the interface can be confusing and difficult to navigate.
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Not a huge deal but when scaling, it is important to realize pricing is subscription-based, which can be expensive for some users.