PandaDoc Reviews

Robust and User Enabling Document Management Solution

Comments: We improved our order to cash cycle using the e-signing function since the delivery of the invoice is now instant instead of the 2-3 days taken for the physical invoices. We can also track the status of various documents using the dashboard and the workflow management.

Pros:

Intuitive User interface and easy to get started with, clean dashboard with everything neatly organised and accessible. Really love the signature function and the analytics available.

Cons:

The mobile app could be a bit more user-friendly.

Efficient Document Management with Advanced Features - My Experience with PandaDoc

Comments: Overall, my experience with PandaDoc has been positive. The software has helped streamline our document creation and sharing process, and its user-friendly interface has made it easy for our team to adopt. Additionally, the software's integration with other business tools has been incredibly useful in enhancing our workflow efficiency. While there have been some occasional technical issues, the PandaDoc support team has always been prompt and helpful in resolving them.

Pros:

User-friendly interface and intuitive designAdvanced document creation and editing toolsFlexible document storage and sharing optionsSeamless integration with other business softwareMobile app available for on-the-go document managementStrong customer support and training resources

Cons:

Pricing can be high for some business needs and budgetsLimited design customization options for documentsOccasional glitches or technical issuesSome users may find the learning curve for advanced features steepThe mobile app has limited functionality compared to the web platform

Alternatives Considered: signNow and DocuSign

Reasons for Switching to PandaDoc: I chose PandaDoc over the alternative products because it provided a user-friendly platform that offered a variety of features, including e-signature, document storage, and customization options. PandaDoc also provided excellent customer support, which was a critical factor in my decision-making process. The pricing was also reasonable and aligned with my budget, making it a cost-effective solution for my business needs. Overall, I found that PandaDoc met all my requirements and offered the best value for money compared to the other products I considered.

Pandadocs review

Comments: It is OK, not super intuitive, but it works - even though it takes some manual adjustments for the quote to come out nicely.

Pros:

It is quite easy to create a quote, based on the template that we have set up. The digital signature is good as well.

Cons:

The format is quite square, and it is bit hard to duplicate and move things to have it the way you would like to look. Sending multiple links to different people is a bit annoying as well. We had a previous integration that worked quite well. We now have an integration with Salesforce that's not as seamless, Pandadocs is not icking up clinet name, deal number etc, and it all has to go in manually.

Cost Effective Yet Feature Rich

Comments: PandaDoc helps us with Contract management and has eliminated the hassle of dealing with paperwork. This saves us time and is easy to manage with template creation. Also helpful for filling out common forms like W-9, Card authorization Form, etc.

Pros:

PandaDoc has all features of other Digital signature products yet is priced much lower. Comes with unlimited documents for signature in a year (unlike other products that cap the total number of documents). Also offers a referral / Partnership program.

Cons:

Only has sales specific tools - perfect for startups and small businesses but could be missing features for mature businesses that have departments other than sales.

Alternatives Considered: Adobe Acrobat Sign and DocuSign

Reasons for Choosing PandaDoc: Cost

Switched From: DocuSign

Reasons for Switching to PandaDoc: Cost and unlimited documents available for signature

PandaDoc, excellent integration for digital signatures

Comments: Unlike other electronic signature software, pandadoc has a variety of predesigned templates that can be used immediately, on its website it has a help center with several articles and tutorials on how to use its tools, something that could stand out is the integration that you have with other applications such as slack, Monday.com, Google workspace and Salesforce, PayPal, among others.

Pros:

I like pandadoc Since it is easy to use it is not a complex or confusing application, I have used it to create send and sign electronic documents, what I like about pandadoc is that I can follow up and see a detailed analysis of the documents, it is Useful to automate the creation of signature of the documents. PandaDoc is one of the software I've tried that integrates better with other applications I use constantly with Microsoft Word and Google docs.

Cons:

Some things that it has to improve is the customization of its predefined templates, details like color and order.

PandaDoc

Comments: I have had an excellent experience with PandaDoc. The platform is user-friendly and has many features that make creating and signing documents much easier than conventional methods. Additionally, the customer service team has been prompt and helpful when I have had inquiries or difficulties.

Pros:

PandaDoc makes document customization and setup an effortless task, thanks to its helpful templates. I am also pleased with its capability for collaboration and monitoring, as well as its automated reminders, analytics and cloud-based storage. To top it off, the payment options are incredibly handy, and include credit cards and e-signing. I am delighted with the diverse set of features, and the convenience that PandaDoc brings.

Cons:

PandaDoc can become costly rather quickly when you add on additional features. It would be beneficial to be able to view and test the final document. We use the pricing tables, often making certain features optional, but we cannot test them as we are not the recipients.

Streamline Your Document Management with PandaDoc

Comments: I must say, my experience with PandaDoc has been great so far. The software has truly revolutionized the way our team manages and handles documents. From creating and sending proposals to closing deals, PandaDoc makes it all incredibly easy.One of the things I love about PandaDoc is how intuitive and user-friendly the software is. With its drag-and-drop editor and customizable templates, creating professional-looking documents has never been easier. The eSignature functionality is another highlight of the software that has saved us so much time and effort.In addition to its great features, I have also found the customer support to be top-notch. Whenever we've had an issue, the support team has been quick to respond and always offers a helpful solution.Overall, I think that PandaDoc is a fantastic tool that has helped us streamline our document workflows and close deals faster. I would definitely recommend it to anyone looking to simplify their document management processes.

Pros:

Personally, I cannot imagine managing our documents without PandaDoc. It has made document creation and management so much simpler and more efficient. The eSignature functionality, in particular, has been a real game-changer, helping us to significantly reduce the turnaround time for closing deals.What I appreciate most about PandaDoc is how user-friendly it is. The drag-and-drop editor and the numerous customizable templates make it incredibly easy to create professional-looking documents. The integration with our CRM has also been seamless, making our workflow more efficient.

Cons:

While I have found PandaDoc to have some excellent features, I must admit that I have also experienced some issues with the software. For example, the user interface can be a bit confusing at times, and it can take a while to get used to the different features and settings.Furthermore, customer support has been less than ideal. I've had a few technical issues that needed to be addressed, but the support team was slow to respond and did not offer a satisfactory solution.Lastly, I think that the pricing for PandaDoc is quite steep, especially for small businesses. While I can see how the software may be worth it for larger companies, the high cost can be a barrier for smaller organizations like ours.

Amazing tool

Comments: It's easy to use, has a lot of features, and is incredibly helpful for managing documents and contracts. It also allows me to easily collaborate with other people and make sure that everyone is on the same page. It's definitely improved my workflow and I'm very happy with it.

Pros:

PandaDoc proved to be a great asset for me due to its user-friendly interface. I was able to craft documents that were both presentable and properly formatted in a short amount of time, thanks to the helpful templates available. Moreover, the platform allows me to store my documents securely and monitor their progress, giving me a sense of security.

Cons:

At this point, I have not found anything that I dislike.

PandaDoc Review

Comments: I think that Pandadoc is an excellent choice for businesses that need to effectively manage their sales and document process. With a user-friendly interface, top-notch electronic signature functionality, and advanced workflow options, Pandadoc is a smart choice for businesses of all sizes.

Pros:

As a user of Pandadoc for 9 months, I must say that I was impressed with the ease of use of this platform. Creating, customizing, and tracking documents such as contracts and invoices became a breeze thanks to the user-friendliness of Pandadoc. I also appreciated the electronic signature functionality that greatly improved transaction speed.

Cons:

Regarding the negative aspects, I found that the customization options are somewhat limited, which can be a disadvantage for businesses that need to further customize their documents. Additionally, the cost of Pandadoc can be a bit high for small businesses with a tight budget.

Effortless Document Management with PandaDoc

Comments: PandaDoc is a great option for businesses looking for a hassle-free solution for document management. Its comprehensive features and integrations make it a great fit for teams of all sizes. If you're looking for a platform that makes it easy to manage your documents, PandaDoc is definitely worth considering.

Pros:

PandaDoc provides a seamless solution for document management and collaboration. The platform offers a wide range of features for creating, editing, and signing documents, as well as tracking their progress. PandaDoc also integrates with other tools, making it easy to manage documents as part of larger workflows.

Cons:

The platform's user interface may not be as intuitive as some users would like, and the learning curve may be steep for some users. PandaDoc also requires a lot of manual effort to set up and maintain, and its customizability options may not be enough for some businesses.

PandaDoc works fine

Pros:

The ease of use of the online document generation software is my favorite feature. PandaDoc's is quite intuitive once you learn the basics, thanks to its user-friendly layout. This software does not require substantial user training, which I appreciate as the PandaDoc administrator at my organization. This makes it easy to implement across the firm.

Cons:

PandaDoc's price table can be inconvenient because it isn't designed to work as an Excel spreadsheet. Our sales representatives would voice their dissatisfaction with this regularly. In many circumstances, it restricts our capabilities or significantly increases the amount of time and work we must devote to certain documents, such as sales orders.

Insane product versus obsolete pricing

Comments: Wonderful product discovering, harsh disappointment on the pricing model.

Pros:

The visual template editor tool is completely insane; nothing to be compared to other existing SAAS out there. Tested like 7 other tools, really nothing compares.

Cons:

The pricing model for the first 2 plans (essential 29$ / business 49$) EXCLUDES THE API ACCESS, that can only be enabled — with extra-charges — with an enterprise plan. The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls). This is completely insane as of 2021 as it makes Pandadoc both unsuitable for automation workflows in human-sized companies, and inconsistent with its competition and its time. This is 21th century, every SAAS out there has an open API from starter plans, and there's a reason for this : an API is not an "enterprise" nor an "advanced" feature at all; every startup use them be it through code or no-code integrations. This is a pretty ridiculous situation where I love the product, already setup everything working like a charm, want to buy it, but am facing an inconsistent and prohibitive pricing model.

Alternatives Considered: Docupilot and Formstack Documents

Reasons for Switching to PandaDoc: I did not, because of the prohibitive pricing model. I went with Docupilot which has a waaaaaaaaay less curated product, but a decent (and 2021-ready) pricing model

Could Be Great With A Few Tweaks

Comments: I am able to send the quantity I need without any additional payments to PandaDoc.

Pros:

The annual price is better than other competitors by a long shot. Can also send unlimited documents which is what we need since I send a lot of contracts.

Cons:

1. The mobile cell phone signing feature is called"In Person Signing" which is not really very clear to the people I send documents to 2. Using an iOS device the mobile signature feature is flawed, many kinks that need to be worked out. Currently it is confusing to people how to actually sign from a cell phone. I put in a fixit request more than a month ago, they are supposedly working on it, but there has not been a fix as of today. 3. The input fields take longer to put in the document and assign to signers than competitors.

Great product. Rivals DocuSign and AdobeSign

Comments: We adopted this system to send out our organization's legal documents, and so far the experience has been great. I would highly recommend this e-signature product.

Pros:

The interface to send out documents is great, and there are some better features offered than the other competitors (such as masked fields, a proposal making function, attachments you can make to the document, and a signature authentication page with each agreement). PandaDocs offers basically the same function as DocuSign, but it has some additional features and the cost is considerably cheaper.

Cons:

Sometimes depending on the email server, the automated email sent by PandaDocs gets sent into the partners junk mail. Doesn't integrate with SharePoint.

Alternatives Considered: DocuSign

Reasons for Switching to PandaDoc: DocuSign and AdobeSign charge using a transactional model (it gives you a set number of documents you can send), whereas PandaDocs uses a user based model with unlimited transactions.

An AMAZING product if you are patient at first

Comments: Overall this is an amazing software that takes care of so many business needs with ease, mainly:
- ESignatures
- Proposal creation
- Proposal tracking
- Payments
- Keeping track of pricing The learning curve is a bit steeper than other like products, however, once you get the hang of you you'll see that it is hands down the best software. Yes the pricing is usually higher than other proposal softwares, however, you'll find out that it is much much more than a proposal generation tool and the convenience and ease of having so many features in one place saves so much time and money needed to run and integrate multiple platforms to do the same thing.

Pros:

the scope of features is unmatched by any other software the scope of native integrations into tools we already use tracking of users and activity HubSpot integration Dynamic pricing grids and ability to store products/services for ease of use later

Cons:

Because of how powerful this tool is and how much it can do, the learning curve is much steeper than other products we've used. However, once you get the hand of it it blows everything out of the water

Alternatives Considered: Proposify

Reasons for Choosing PandaDoc: Was lacking features that we needed.

Switched From: Nusii

Reasons for Switching to PandaDoc: The alternative products threw way too much information at me and overwhelmed in the decision making process.

Good.

Comments: Some efficiency and design options.

Pros:

The analytic's built into it and the notifications we receive. Also, the somewhat easy configuration of each template. I would like to be able to create a document on a tablet though!! Unless thats an options now? :) The catalog section does need some work though. I would like to see other changes or options to us with regard to catalog items and how they document themselves as well as options for after a project has been completed and accepted by customer. It would be great to be able to edit the document without changing any words, items, quantities, options but rather be able to lets say re-add a column after the fact and print it to make it easier on purchasing to order the parts being approved by customer. Would be really cool too to integrate a calculator option. Like a pop-up calculator option while figuring our numbers. my two or three cents. :)

Cons:

We are so used to other, stand-alone systems, that have features such as 'tab' to move to next field that it causes some frustration with our team when we are unable to do that within a pricing table or any table. the other nice thing would be to see line items show up in sequential order-- EX: If I label line item 1 as (Option A) it stays on top of the price list. then when I add a second row, section or catalog item, it defaults to being placed below the first item. Currently this does not happen. We can move them after the fact though...just kind of annoying how it auto-formats that way. Also, would like to see more fonts added in. The fonts available get the job done but still, there should be a larger library of them. Pricing/Cost---would be awesome to be able to have a price table have a back-end with actual item pricing and SKU's that can be printed after a document has been completed. Cant do this now. Duplication: Would be awesome to duplicate a document that you didnt know you would need again. Same line items and quantities and pricing. I know you can convert to Template but that's not really what we would like. We want it to be as easy as hitting, 'duplicate document' BUT it changes the quote.sequence number to be different than the original. Now all you have to do is change the customer information and BAM, quick turn-around for contractors looking for numbers on the same project we are bidding. Cant do this now. Otherwise, PandaDoc is awesome!

BEST SOFTWARE EVER!

Comments: This is certainly my favourite software that I have implemented at my workplace. If i've ever had an issue (which is rare), the customer support team is incredible - they're so helpful and come back to you so quickly. The software itself is so easy to use and very user friendly. The templates and content is so easy to create and really adaptable, you can do a lot with it without trying too hard. Being able to share it all with my team as required was so great as well. PandaDoc have really thought of most things and have the user experience as smooth as possible. Our clients have also commented on numerous occasions how easy it is to access and use also in comparison to other platforms.

Pros:

Love that you can switch between workspaces, easy to monitor the document return rate and how much my team are achieving, easy to track documents and follow up, so easy to set up documents and templates, looks great, easy to use, customisable. It's accessible as long as you have internet which just makes everything so much easier if you spend some time working from home as well as in the office.

Cons:

It's quite tricky adding in custom fonts / increasing the list of fonts. Would be nice if there more design templates to chose from. More integrations - the CRM we use didn't work with PandaDoc. This didn't cause huge issues but would have been helpful and made the process slicker.

My takes on PandaDoc

Pros:

I like that you can transition between work-spaces. PandaDoc offers a simple to measure document return rates but also how much my team accomplishes. Moreover, it is quick to track paperwork and follow it up. It's easy to put up papers and templates, and it looks nice, is simple to use, and can be personalized. This application is available as long as it is connected to the internet, making things a lot easier if you work remotely and in the office.

Cons:

Adding custom typefaces and expanding the font collection might be difficult. There should be more layout templates to choose from. We needed more integration option because our CRM didn't operate with PandaDoc. This didn't create any significant complications, but it would have made the process go more smoothly.

If you will be processing payments via Stripe, this application is not for you!

Comments: The tool is easy and intuitive to use and looks flashy on the surface. Pull back the covers a bit and it becomes incredibly apparent that their product designers have not built a strong tool. Integrations that make life more difficult for users should be amended. On top of all that, PandaDoc support is among the worst I've ever encountered.

Pros:

Ease of configuration and use. Creating new and amending existing documents is a dream. And the native CRM integrations make managing agreements at the customer level very straight forward.

Cons:

The Stripe integration is inherently broken. A paid invoice will invariably result in a net-new customer being created in Stripe (even if the paying party already exists as a customer in your stripe account). This wrecks your stripe analytics and requires manual reconciliation. Worse, when notified of this issue, PandaDoc has stated that "the integration works as expected" and that they have no desire to resolve it. But to get that answer, I had to go through a month long battle with PandaDoc Support to figure out why it was messing up Stripe records.The support team is offshore (managed by a third party outsourcing company) and wildly ineffective. If you expect clear communications about the issues you're reporting and plans for resolution, look elsewhere. Your tickets will sit in unaddressed for weeks on end. When a support rep finally responds, they will likely not respond to the issues you've raised (I've literally had support reps provide guidance to me that was clearly meant to address another customer's challenges as it was entirely unrelated to mine). And only once you escalate to your AE will support finally take you seriously. In an age when we must all do more with less, managing another company's support team is the worst investment you can make.

Simplistic and Effective

Comments: Overall, I like PandaDoc much better than other electronic document signature applications I have used. Their pricing is very competitive, especially considering the features offered. This will be a product we continue to use, as it takes the hassle out of the physical signature process and saves our sales team substantial time and effort. I would definitely recommend this product to any business that is heavily reliant on any form of signed documentation.

Pros:

The PandaDoc user interface is very intuitive. The Dashboard display gives you an excellent breakdown of your outgoing documents, include Sent, Viewed, and Completed categorized. This feature helps our organized keep track of the current state of our contracts, and essentially lets us know which documents require reminders or further attention. Uploading a document to the application for signature is as simple as drag and drop, and the application is set up to send out notifications when the recipient has viewed the document, as well as signed the document.

Cons:

Unfortunately, Panda Doc does not work well with non-PDF uploads, particularly MS Words documents. Uploading such formats often changes the layout or configuration of the document, causing extra work to adjust or simply redo. The admin panel is also challenging to navigate. Finding the correct path to adjust our company billing took some time; much longer than it should have. The template feature is nice to have, but if you need to make any adjustments, you essentially need to discard your entire template and re-upload, which is time consuming to a point where the feature is almost not worth using. It would also be beneficial to have automated reminders for unsigned documents, as opposed to having to complete this task manually.

Our favorite e-signature and proposal building platform

Comments: Our company loves using PandaDoc to impress our clients with great proposals in a fast and effective manner. We will continue to license the product moving forward.

Pros:

PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business. It is way more than just an e-signature platform!

Cons:

There really are no major cons here. As a SaaS company, at times it is hard to get a member of PandaDoc's support team on the phone, but their library of best practices is helpful.

Alternatives Considered: DocuSign

Reasons for Switching to PandaDoc: More features

Issues With Product, No Refund

Comments: Customer support was hard to get a hold of and issues were left unaddressed. We used PandaDoc for a year we had decided not to renew but missed the deadline, so the product auto-renewed. When we notified PandaDoc they said they would not provide a refund due to the terms of service. This after we documented and presented the issues we were experiencing. The request was made twice and both times it was denied. Bad customer service, and slow response times. I cannot reccomend the product based on our experiences

Pros:

On the surface it appears very easy to use however it is challenging to truly create print ready proposals, contracts and documents. Staff would invest considerable time attempting to add page breaks, and ensure formatting worked but then items would shift and the end product would present poorly.

Cons:

PandaDoc fails if you or your client ever intends to print the document. For us contracts, proposals, etc all need to be printed and when they come out with formatting mistakes it reflects poorly on us as a company. The customer support is also not easy to get a hold of and they denied our request for a refund when we shared the issues we were having which was disapointing.

Well on its way to being perfect!

Comments: I use PandaDoc as a communication device for both proposals and documentation of my interactions with my clients (I have my own HR consulting business). I have found this software to be the perfect choice for me for many reasons. PROS - I am able to easily track the progress of my proposals and documentation for client interactions. My clients have no idea that when they open my communications, I am notified (which is awesome). The software is user-friendly and intuitive in that I was able to immediately pick up how to use the bells and whistles easily and without a tutorial (although tutorials are available). This is very important to me as I am a "skimmer" and feel that good programs should be easy, easy, easy. If I have to constantly refer to the users manual, I become frustrated and want to eliminate the program. I love the electronic signature feature - this has allowed me to execute proposals quickly. Additionally, I get proof that my clients have received the documentation I sent out - leaving absolutely no doubt that we are all on the same page regarding the advice I have given.
The customer service has been outstanding - I made a suggestion and was immediately given a response on the suggestion from a human being (versus an automated response). CONS: I see that this software is clearly always advancing - so this is by no means a list of complaints, but rather more of a wish list. I would like to be able to send attachments with my documentation. Many times, I have created an employee handbook, job application, Affirmative Action Program, etc., and if this was attached to my PandaDoc documentation, I would easily be able to track the changes accordingly. As I store my communications (per client) in specific folders, I would love it if I were able to have a reporting feature to combine the entire list of communications with my clients in one report for a mid-year and annual review process. My only problem with the software is that I am automatically put into SPAM or junk e-mail at the client end. This only happens with the PandaDoc software then I end up getting black-listed for all future correspondence. This starts with every new PandaDoc delivery - if this can be fixed, I would be so grateful. Other than this, I have no complaints. Please - keep making changes and updating features because this program can become a monster!

Super slow recently - impossible to do simple tasks in PandaDoc

Comments: Every week PandaDoc gives us a disclaimer that their service will be down to make it run faster. But really, it feels like every week PandaDoc gets slower and slower. Recently I spent 30 minutes just trying to duplicate one document and change a name of the recipient. The main reason why we decided for PandaDoc was efficiency - but recently it's actually making our jobs more difficult, not easier. Please fix this ASAP, turn off freemium accounts if you have to, but if we pay thousands of USD a year, we want the service to work smoothly.

Pros:

Pretty much has all you need + HubSpot integration + document analytics are nice. But recently it's been lagging and simple tasks take forever to perform. It's frustrating.

Cons:

Speed. Super slow to do anything. Also with more features, they keep adding, the product is becoming more complex to use and it's harder to find anything. We were forced to migrate to Editor 2.0. which was super painful as we had to redo all our templates and everything is more complicated in new editor.

Great app but too bad it is always marked as spam

Comments: We are a managed IT service provider that uses PandaDoc to deliver proposals to prospects.

Pros:

Great feature set. Makes it very easy to build out and deliver proposals and lets you attach other documents. It fits pretty much all our needs except for one critical fundamental flaw.

Cons:

I've used this for about two years now, and unfortunately, I have to find another solution. Our proposals continually end up in our prospects' spam folder. It makes us look unprofessional and I've even lost a prospect completely because I had to try and walk them through finding the proposal email in spam. When I contacted PandaDoc support, they pointed the finger back at me and said I should upgrade if I want the feature to send from my own email domain (which still might not fix the issue of being marked as spam). I should mention that I am already on a paid version. Getting the proposal in front of the client is far too important of a feature to skimp on. Other cloud apps that send on our behalf do not have this issue, so I know it can be remedied. PandaDoc would rather you pay more to avoid them having to fix a fundamental flaw in their product.