PandaDoc

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.