PandaDoc Reviews

Seamless service which clients enjoy using & can happily sign-off on documents that they would usually have to sign by hand.

Clients find it simple & easy to sign-off digitally.
Straightforward user interface.
Free version works great.

Date formats auto default to USA date/month.
Can't resend packagers/reminders under the free version.

Overall we are happy with PandaDoc, unfortunately, we don't always have the time to keep up with the updates, it would be beneficial to have a workshop running through the last 6-12 months updates, so we can maximise our product.

PandaDoc is simple to use for both our company and clients, we have found an improvement in our sales rate, would highly recommend!

The auto expiry date of proposals issued to clients can be frustrating, as most of our projects are up to six months before the client requires our product, yet they are unable to open their proposal once it expires. This is a concern as they may move onto a competitors proposal rather than have to go to the trouble of contacting us so the proposal can be reissued.

Not really something I would go back to if I have other options. It should be a lot easier and more intuitive to use.

Nice for mobile and convenient... if you have an account already set up and prepared. Not a lot to say otherwise.

Needed an account to sing a document. Is very buggy and kinda hard to use. Documents don't import properly.

We implemented PandaDoc because Salesforce was able to create and send quotes easily.
We can know send quotes with a bunch of document both generic and specific to the client.

Easy to use.
Works well with Salesforce.
Easy to deploy to the sales rep.
Different quotes templates that our sales can use.

Would like more features about invoices and payment follow up.

Really like using PandaDoc, it is very user friendly.
Our customers like the ease and how quick it takes to complete.
It comes back to the user very quickly.

Super easy to use.
Quick and easy set up .
User friendly.
Easy for our customer
Returns back to us very quickly.

Wish you could go back and edit the same document.
Right now you have to delete and re-do.

In short, the application is not suitable for organizations that are engaged in formulating and processing external or more elaborate contracts. However, the management of various documents such as transfers, contracts for human resources or inventory procedures the application is highly recommended and has an added value that are fully customizable.

PandaDoc has provided us with an extensive facility to manage different types of documents in a very simple way with a vast amount of templates and functions to generate contracts with employees or external services, documents for human resources or proposals to the board. Most notably, each document can be customized with the company logo or modified as required.

For companies who have functions of buying and selling products the application has certain limitations in terms of contracts. It does not provide a section to create contracts for sales to customers or purchases from suppliers. Similarly, we can not make government contracts in case you need to have agreements of some kind.

Very useful for proper contract management, PandaDoc has all the essential functions that an office worker needs to keep the legality of their documentation as up to date as possible, and at the same time it has such extensive templates that all document drafting sessions have different formats.

Even while maintaining a large number of fully public templates for documents, the PandaDoc system allows the user to use self-created templates, which can be easily imported into the platform when a completely new document needs to be created. It is also possible to work with blank sheets of paper.

PandaDoc unfortunately does not have any self-help system when you need to translate a component in the text you are working with, unlike other services of greater relevance in the office market, such as Microsoft Word, which despite being only a text editor can be used in conjunction with online translators.

We conclude that this is a software with a good structure for processing invoices and calculations in general, so it is feasible to use it to work with budget documents. Actually, PandaDoc works in all kinds of office situations that require better mobility of content on and off the network.

The variety of documents that we can manage within PandaDoc is excellent if we need to cover a job where several documents are required at the same time, since with the PandaDoc platform we can superimpose documents to create comparisons, or to move information from one to another.

In terms of inconveniences with the use of PandaDoc, we think that there were no problems either during the testing period we had with the platform, or after acquiring it. The software is an excellent acquisition to share documents and to be able to manage everything related to our tax calculations and payments in general.

We really like that the PandaDoc platform is not overloaded when running multiple documents at once, and that you can import unlimited amounts of electronic signatures that are stored in some cloud without any problems, which is useful in general document signing processes (such as payroll) that require signatures from all employees.

What captivates us about PandaDoc is the ease with which we can create document designs with a predetermined base or entirely from scratch, managing to adapt them to our website by integrating these documents through cascading sheet editing programs. PandaDoc is generally good for creating and exporting documentation to any platform.

PandaDoc can be integrated with productivity improvement services, so it is possible to divide document management into different categories, allowing us to focus on specific work topics while other teams are working on other topics. On this basis we decided that there are no negative points about PandaDoc that can be exposed.

Overall PandaDoc shows good features with the handling of documents, and the electronic signature management tool is possibly the best of its kind that we have been able to deal with. We like that PandaDoc has so many mechanics when reviewing several documents in parallel, without the platform collapsing.

PandaDoc functions as a top-notch administrative system for managing online information, more specifically documents, whose formats can vary completely, but PandaDoc executes them with great ease. This service specializes in managing electronic document signatures, so that they can be seamlessly added to any document.

In contrast, PandaDoc does not provide us with a fast cloud connection system, and in any case, it does not have its own cloud in which we can store all the documents managed during the work from our account. This shortcoming makes it mandatory to have an external storage service to be able to work with PandaDoc.

I remember that before using PandaDoc, we had a meager rate of closed deals; we evaluated why there was this problem. We realized that many deals were left in the middle due to time, trust, and distance, so we decided to buy this software, and we increased the contracts to potential customers. PandaDoc is very efficient; you will be able to control your arrangements in a straightforward way. It is highly efficient and practical to build a new image in the business world.

PandaDoc is highly successful because it has given a very high performance in business through digital signature; it contains an excellent and professional-looking interface. The interface is straightforward and with a lot of originality in the formality. The support is excellent.

I wish you were a little more specific in describing your requirements before paying the subscription. I had to ask support about the benefits of the software in general.

This is not an option for companies where optimal use of non-internal contracts is a must. However, it offers very useful functions in terms of document management with its document assembly tools or file type conversion, and it is also very complete in its use of collaboration tools between employees.

One of the most notable advantages found within this application is the ease of management of organizational documents, including proposals, contracts, human resources documents and much more. The most useful thing to consider is the creation, stamping and tracking of electronic signatures that can be captured in the documents.

One of the most prominent disadvantages lies in its lack of features within its contract management software. It does not allow the creation of specialty or government contracts, nor does it manage contracts for sales (customers) or on the purchasing side (suppliers).

Pandadoc helps in creating the sales documents, proposals and quotes. Real time alert notification helps us to know when your documents were viewed and signed by the customer. The features are very easy to use and can be used by all team sizes. There are various tools that can use for the interactive quotes and it creates with in a minute.

Pandadoc helps in creating documents/contract papers. Real time alert for every step when your document is viewed and signed. Features are very simple to use. Provide 14 days free trial package. The customisable template provide interactive quotes or contract within no time. Drag and drop technique is perfect for the signature. Safe and Secure.

Sometimes it lags and says to reload the page else everything is perfect

For improvement of workflow management PandaDoc is the best tool. It manages workflow and documents. It gives me great automation for my work.

Best tool for the sales team to track and manage workflow. Online invoicing can also be done easily. It also comes with document indexing and archiving makes the best solution for a management tool.

I never encountered any problems with this software.

Overall it's a great option and is well priced as well in comparison to their competitors. I'd recommend it.

Easy to set up templates so you can reuse documents. Easy interface so you can quickly get up and running.

Nothing that I can think of as for a con right now.

After trying many e-sign platforms finally I found PandaDoc it's just amazing. It works great for me in every aspect. I highly recommend this tool.

PandaDoc is reliable, secure and offers a centralized hub to electronically sign documents. Best solution for businesses to sign contracts from anywhere. Simple to send documents.

It worked great for me. Nothing to share about cons.