PandaDoc Reviews

My main use case for PandaDoc is that it saves us an immense amount of time because we can use templates and customize them for each customer if needed. It is also a super easy way for us to keep track of all agreements and ensure that data of agreements is synchronized with our customer profiles in our CRM effectively.

A quick example of how I use PandaDoc in my daily workflow is that I chose it because it is suited for multi-year agreements, where it saved us time by creating templates and easily generating those templates with client information pulled from our CRM. PandaDoc is a very powerful tool and is very cost-effective, making it affordable for any size of organization.

In my opinion, the best features PandaDoc offers include ease of template creation, integration with other tools such as HubSpot, a user-friendly interface, and customizable templates.

The integration with HubSpot enhances the overall user experience for my team, especially for the less technical users.

PandaDoc has positively impacted my organization by being really helpful, especially as a game-changer when dealing with documents with our remote clients. We are able to send them the documents, and they can sign using their phone, so they do not have to come all the way to our office to sign the documents. They save a lot of time and cost, achieving approximately 70 to 80 percent time saved and cost savings from traveling. I also value the ability to obtain signatures from our clients, making us more efficient and saving time and money. The pricing model of PandaDoc is far superior to that of other competitors, thus being very cost-effective and affordable. It definitely helps us provide a better customer experience to retain our customers as they know we are very professional.

I think PandaDoc could be improved in that sometimes after uploading a Word file, a notification is already sent out without me having the opportunity to insert an e-sign box, which is frustrating.

Regarding needed improvements, I would say that the approval functionality is lacking. There are limited approval workflows, which can make it difficult if a contract is highly customized.

PandaDoc has been in my organization for a long time, and I have been using it for around five years.

PandaDoc is very reliable for us, with no issues of lagging.

In terms of scalability, PandaDoc has handled my growth well, so it is very scalable.

Regarding customer support, I have had good experiences with PandaDoc's support team, as they have been very responsive and proactive. It is one of the best customer support teams I have reached out to.

Before choosing PandaDoc, we previously used DocuSign.

We switched from DocuSign to PandaDoc because, even though both PandaDoc and DocuSign are very similar in terms of functionality and design, I preferred PandaDoc. It is also very easy to use, more cost-effective, and the support is very proactive 24/7. They are very professional, and it is very easy for our clients to use on their mobile phones to sign documents seamlessly, thus saving a lot of time and cost. On the other hand, I found DocuSign can be a bit complex, especially due to its robust features.

I have measured that 70 to 80 percent time and cost savings based on overall experience because before using PandaDoc, some of our clients would travel from far away to come and sign documents or we would meet at a certain point. We were wasting a lot of time, and there were many errors involved. Cost was also a factor through traveling, going to hotels, or meeting points. However, nowadays, we have eliminated all of that. We use PandaDoc where it saves 70 to 80 percent of our time.

Since starting to use PandaDoc, we have seen a return on investment with how easy it has become for our clients to sign documents. We have been able to retain them, save time and cost, and maintain professionalism. It is very user-friendly for both signees and senders.

My experience with PandaDoc's pricing, setup cost, and licensing is that it is very cost-effective, and it is one of the most cost-effective tools I have ever used, especially when dealing with clients to sign documents and manage documents.

Before choosing PandaDoc, I evaluated Ironclad as another option.

PandaDoc allows us to send documents, and clients can sign on the go or when working remotely or at their home, using a tablet or a phone. They are able to sign the document and then send it back to us. This saves time and cost.

I would add that PandaDoc allows clients to remotely execute documents, tracks the progress of document execution, and emails us when documents have been fully executed. It also provides an easy-to-use interface to place signatures, dates, and other information on our forms.

My advice to others looking into using PandaDoc is that I appreciate its e-signature capabilities, which make it easy to upload a document, add text to fill blank fields, and send the documents to one or multiple parties for e-signature. It saves time and cost and makes tracking the e-signature process and progress much easier and seamless.

PandaDoc has expedited our signature process, helping us get back to our clients and vendors much more quickly.

I would rate this product a 9 out of 10 based on my overall experience.

Hybrid Cloud

Amazon Web Services (AWS)

PandaDoc is used to retain records, send offer letters, analyze offers made, and track salary offered. Creating templates saves significant time for the business. It is also used across the wider HR team for updates in job information and by our leadership team to confirm important documents.

PandaDoc is appropriate for recruiting to use when sending candidates offer letters and contracts, in addition to the approval process for the recruitment process. It facilitates sign-off from the senior leadership team and hiring managers, and it is very well suited for that work.

PandaDoc has been a very helpful and comprehensive tool for us. Since we are also able to send clients documents to sign for their claim, we often send paperwork either by mail or through PandaDoc. Because most of our clients are not local at our office and are global, PandaDoc makes it very easy and convenient for us to collaborate through sending letters, documents, and signatures. They are able to save a lot of time since they don't have to drive all the way to our offices to sign the documents, and we are also able to save a lot of time.

Prefilling the forms in PandaDoc is simple, and being able to send forms via email or as a link is very helpful. Quote creation, integration with Salesforce, easy template creation, integration with HubSpot, a user-friendly interface, and customizable templates are great features.

Integration with Salesforce helps to enhance the overall user experience, especially for those less tech-savvy. Customizable templates allow for a tailored document creation process based on individual needs. Additionally, the ability to combine multiple documents in one go is a time-saving feature.

PandaDoc's user-friendly interface enables us to navigate efficiently and complete tasks easily.

PandaDoc is very cost-effective and affordable, making it an ideal solution.

The document tracking and analytics features in PandaDoc are very useful for our team. We are able to know when a customer has signed a document, when they have opened it, or when they have not yet, and we send them reminders to do so.

PandaDoc is very easy to use on both phones and tablets.

Other valuable features include the e-signature capacity, pricing table capacity embedded in the documents, fillable fields, pre-made customizable and reusable templates, which make PandaDoc a very standout tool.

Sometimes the fillable fields in PandaDoc don't automatically map properly, requiring manual adjustments, which can be somewhat time-wasting. An easier integrated invoicing as an included feature would be ideal so we don't have to use different software for invoicing and payment collection. If you want to have that feature, you must upgrade to the Business plan.

I have not experienced lag or downtime with PandaDoc. The performance has always been high and reliable 24/7.

PandaDoc can handle the growth of my organization and increased document volume easily.

The onboarding and training process for new users was very easy because of the support provided. The support team was readily available in case we had any issues.

I would rate the customer support of PandaDoc an eight out of ten, as it is very great, proactive, and responsive.

Positive

I previously used HubSpot CRM, and I switched because PandaDoc is more polished, professional, legitimate, cost-effective, and easy to use for both our clients and employees.

PandaDoc's automation capabilities have been used to streamline emails, helping to save time.

PandaDoc positively impacts our organization, allowing us to quickly retain new clients since their focus is on us, and they are very satisfied. We are able to update files quickly. It is a great mail alternative and more secure than that. We have saved time creating documents by utilizing templates, especially saving time by 60% to 65%. Time saved on branding and proposal generation is also significant since PandaDoc allows us to customize documents with our logo and copy and save the template for reuse. We also save time and money on legal fees, as PandaDoc allows us to generate legal documents ourselves by leaning on pre-made templates, like contractor agreements, statements of work, and standard NDAs. We save money on e-signature software since our clients don't have to move from one place to another to sign the documents.

I have probably saved about 40% on legal fees, which translates to a couple of thousand dollars.

We have seen a return on investment in several ways. I save money on e-signature software, and time saved creating documents by utilizing templates is a great place to start. Time saved on branding and proposal generation, as PandaDoc allows us to customize documents with our logo and copy and save templates for reuse, is also significant.

PandaDoc is very cost-effective and affordable, making it an ideal solution.

I evaluated other options such as Google Drive and DocuSign before choosing PandaDoc.

According to my experience, I would rate PandaDoc a nine out of ten overall. It is a very helpful tool.

I chose a nine out of ten rating because it is very convenient and easy to use for both our employees and clients. We have been able to retain our clients globally, sending documents, letters, and everything through PandaDoc with a professional appearance. They are able to sign it on the go, especially using their mobile phones, and they are very satisfied with our services. We are very happy about that, having saved time and cost, making it a great tool.

Integration with other tools in our workflow is very seamless, as we have integrated mainly with HubSpot.

My advice to others looking into using PandaDoc is to know that it is very easy to use, more polished, more professional, legitimate, cost-effective, highly reliable, and a recommended tool.

Hybrid Cloud

Amazon Web Services (AWS)

Our main use case for PandaDoc is that we use it on a daily basis to help do our job quicker and more efficiently. We needed a product to produce professional-looking proposals with digital signature capability. We tried several market-leading products, and PandaDoc was the only one that delivered the features we needed. It helps us to sign contracts for payroll and HR as well as gather the necessary documents to register with the IRS. We have also used this tool for document checklists and ACH authorization. It is an excellent tool for compiling customer proposals and external and internal documents or policies that need to be signed. We also use it for acceptable use policies, waiver forms, equipment forms, and any other document requiring a signature.

Using PandaDoc for proposals and forms has changed my day-to-day workflow by making our documents look more professional, which helps our clients trust our services. It has also saved us time through sending the documents via PandaDoc. Clients just need to open their phone and sign the document, thereby saving a lot of time and cost. It has also reduced errors because the documents are digitally signed, not manually. It has been very easy to use for both our clients and customers and team members, and the customer support has also been excellent.

The best features PandaDoc offers include templates, dashboard, autofill option, and the ability to update documents without trashing the previous documents. The dashboard and the autofill option help me day-to-day, as autofill helps to prefill and walk our clients through where they are supposed to fill in what information and when. This helps to save time because we are able to walk them through contract signing, and it also makes it look more professional and easy.

I would add that the ease of constructing proposals, digital signing of documents, renewal reminders, and user-friendliness are important features. It also gives transparency into what the customer is filling out, especially with the fillable forms. PandaDoc has positively impacted my organization by significantly improving standardization across the company and efficiency in proposal writing. It is easy to use from both the client's and employees' perspectives, and we have also been able to save a lot of time and cost while reducing errors. In terms of time and cost savings, we have saved 30 to 40 percent of our time and 20 to 35 percent of costs, especially when meeting the cost of traveling. Proposals have increased, and it is faster to send the proposal by 50 percent. We have also increased our accuracy with approval workflows, with time saved using contract templates and sending, and increased visibility into the contract signing flow.

PandaDoc can be improved by making formatting and adding graphics and visual elements much easier. I would like to see many features enhanced. Better integrations would be valuable, and sometimes it can be slow to load, especially when dealing with a lot of documents, which should be improved.

I have been using PandaDoc for the past five years.

PandaDoc is very stable, but sometimes it can be slow to load.

PandaDoc's scalability is very scalable and handles my organization's growth efficiently.

The customer support is excellent, with a very proactive, responsive, and helpful experience. I would rate the customer support 9 out of 10.

Positive

We switched from DocuSign to PandaDoc.

My experience with pricing, setup cost, and licensing has been that PandaDoc is one of the most effective tools. The setup is very easy through the support, which helps in every step and every learning curve, making everything easy.

Before choosing PandaDoc, we also evaluated ConnectWise as an option.

I would advise others looking into using PandaDoc that it is much more cost-effective, easy to use, and has a better editor compared to other tools, making it a great choice. My experience with PandaDoc has been great, and I rate it an 8 out of 10. I rate it an eight because it is a very great tool where we send contracts to clients for approval and signing. It is a very seamless process that saves us time and costs while reducing errors. PandaDoc is a great tool, especially for professionals that require compliance but also ease of use. Forwarding documents to multiple people to sign is easy and hassle-free. It works great for our industry, which is advantageous. It is also very cost-effective, and any organization can afford it.

Hybrid Cloud

Amazon Web Services (AWS)

I chose to use PandaDoc because it is very cost-effective, easy to use, and has a very intuitive user-friendly interface. PandaDoc has enabled me to navigate efficiently and complete tasks easily through the user-friendly interface. I also appreciate that it integrates seamlessly with tools such as HubSpot, which enhances the overall user experience, especially for those who are not technically well equipped. In my organization, all contracts that go through our company are sent and signed via PandaDoc. We are incredibly contract-heavy in our line of work, and PandaDoc makes it incredibly easy and efficient while ensuring that we remain consistent in our contract management efforts.

As we are technically a very large company in our industry, we deal with a lot of contract negotiation that requires changes to be made to our standard agreements. PandaDoc allows me to monitor all of those changes and saves clauses into our content library for later use.

We are able to utilize the same agreements repetitively in our contract management life cycle, especially through the use of reusable templates which are easy to create. It is incredibly easy to use variables to edit information and check the balances that are used to ensure all required fields are filled in before sending. Sending makes it easy to ensure completion of every document and takes a lot of pressure off of our risk departments.

We also find that PandaDoc enables us to send marketing agreements to sign and pay for new contracts which include website builds and advertising. I also use PandaDoc as a secure document tool to request payment information from my clients.

PandaDoc offers several best features including contractual formatting, insights after sending documents, ease of template creation, seamless integration, user-friendly interface, and customizable templates.

After sending documents, we are able to know when a document is opened by our clients and what stage they are in. If they have signed the documents, we receive notifications. If they have not, we know where they are stuck, and we are able to follow up and help them if they encounter difficulties.

I love the reusable templates, as they make work easier and save a lot of time. They are customizable, allowing for tailored document creation processes based on individual needs. I also appreciate the ability to combine multiple documents in one go, which is very time-saving.

PandaDoc has positively impacted my organization by decreasing the time to create documents from forty percent to approximately twenty-five percent. Efficiency in tracking sent agreements has been very easy and flawless. Collaborating on documents to approve changes has been excellent. It is also very easy to use and cost-effective for both our clients and our employees.

We have been able to remain professional and increase productivity when efficiency is high.

PandaDoc works very well overall. Sometimes deleting blocks, stroke rules, and rows in a template is glitchy. Adding artificial intelligence to speed up proposal writing should be enhanced, and integrating with tools such as Zapier at the lowest price tier should be considered.

Converting PDFs should be improved.

I have been using PandaDoc for the past six years.

PandaDoc is very stable.

PandaDoc's scalability is very good, as it can handle all our documents effectively.

The customer support has been very proactive and supportive.

I previously used DocuSign before PandaDoc.

I switched from DocuSign to PandaDoc because DocuSign was costlier and was not that easy for our clients, especially new clients, to use the document management system. It had some complex features, which is why we switched to PandaDoc. PandaDoc is extremely easy to use with minimal supervision and is a very cost-effective tool. It is also fast and reliable twenty-four hours a day, seven days a week.

I have seen a return on investment, with fewer employees needed because PandaDoc easily replaces the work of two of our administrative employees. I also appreciate that it is very time-saving in creating documents while using templates, integration with HubSpot, and improving the user experience. This leads to great employee efficiency and maintenance of standards, thereby increasing productivity.

PandaDoc is one of the most cost-effective and easy-to-use tools, which makes the pricing and setup cost very reasonable.

I look forward to seeing more functionality through integrations, as that would be very helpful.

PandaDoc is deployed in my organization on a private cloud.

We use Amazon Web Services as our cloud provider.

I purchased PandaDoc through the AWS Marketplace.

PandaDoc is well suited for when you may need to make on-the-fly adjustments to a document prior to sending. Templates are great, but sometimes they have to be changed by issuance. This is easy to adjust when needed, and it is also very cost-effective and easy to use.

PandaDoc creates forms and templates easily, allows for image uploading, and offers many other features that make it ideal for our use case.

I would rate this product a nine out of ten.

private cloud

Amazon Web Services

My main use case for PandaDoc is that I have been using it in my business for the past four to five years and it has provided a great digital contract solution for my sales team and the whole entire organization. It has been easy to set up templates and fast and efficient for my clients to review and sign digitally. Now fully integrated with my Salesforce CRM, PandaDoc has provided me with a great end-to-end solution for my sales and business contracts.

A quick specific example of how my team uses PandaDoc day-to-day is that it has been an excellent solution for fast and efficient contract signing for my sales and the whole entire organization. They are helping me close more deals in a quicker turnaround time for my business.

I also use PandaDoc regularly to create and send out contracts for my organization, which is part of my main use case. It helps me keep track of signatures and enter into client agreements quickly. It also allows me to easily send out signatures to my contractors or clients. I can also use it to customize templates so that I can reuse the same contracts with ease and pull in fields.

PandaDoc's best features include digital contracts, integration with Salesforce CRM, automated follow-ups to clients, visibility of when clients open the contract and how long they spend on each page, plus where they are up to. I can follow up straight after they have been reading the contract but have not yet completed it.

Out of those features, the most valuable one in my daily workflow is the visibility feature, as it helps me to follow up with clients when they have not yet signed the document. Also, the automated follow-ups of clients save a lot of time.

I would add that it helps to let both the client and vendor view contract terms, which I find very great about the features.

PandaDoc has positively impacted my organization by saving time with completing contracts faster. Additionally, time-saving with building templates that can be used for multiple use cases has contributed to great employee efficiency increasing.

I can estimate that my team saves thirty to forty percent of our time per contract, especially when creating templates, which I have been able to reuse. This is compared to my previous document software, which was Conga Sign.

One way PandaDoc can be improved is that it does not have the greatest notifying system; sometimes it can be annoying. Clients often do not seem to get the contracts once I send them over and cannot find them sometimes. It is also not clear which roles different contacts play. I have experienced some difficulties making edits to redline without removing signatures.

I have been using PandaDoc for the past four to five years.

PandaDoc is very stable; I have not experienced any lagging or downtime.

PandaDoc's scalability is excellent as it can handle my organization's growth, so it is very scalable.

PandaDoc's customer support is responsive and helpful. I have had to reach out to them and they have been very responsive and helpful.

I previously used DocuSign and Conga Sign.

I switched from DocuSign and Conga Sign to PandaDoc because PandaDoc serves its purpose, but I feel it is behind sometimes when I compare it to DocuSign. However, it is very easy to use, cost-effective, and has transparent pricing.

Before choosing PandaDoc, I evaluated DocuSign.

I have seen a return on investment as it allows me to enter into agreements with clients faster. It saves time with creating templates which can be used later. It saves cost, as forty to fifty percent of my cost is saved, especially because I do not have to move from one place to another to go and sign the documents.

PandaDoc is a great tool, especially when sending contracts to my clients. It is very easy to use and cost-effective. It has helped my company find contract writing mistakes before they get to my clients and cause confusion, thereby reducing errors. It has helped increase my sales productivity by allowing me to get contracts back more quickly. It has helped with employee efficiency in contract writing. It is a very useful tool for any organization looking to streamline their contract signing processes.

I have additional thoughts about PandaDoc as I have been able to use this software to help me, especially through the HR process. They help me with my recruiting process.

I would rate this product an eight out of ten.

My main use case for PandaDoc is that it has been a game changer, especially in my organization because it saves our sales reps hours per week on documentation. We use PandaDoc to make our sales process secure, efficient, and professional. Using the entire integration with HubSpot, our sales representatives are able to create and prefill agreements quickly and send them to customers with the click of a button. We use the two-way synchronization with HubSpot to ensure our data is flowing seamlessly. We have recently started to use PandaDoc rooms to create an even more professional buying experience for our customers, and it has been incredible.

We also use PandaDoc for sign-off on customers' contracts and to collect deposit payments, which allows us to track all quotes we have sent out and also verify customers have reviewed them and spent time on each page. It also offers a secure way for them to process payment easily.

PandaDoc offers many best features including audit trail, tracking, instant updates, customer support, ease of use, seamless integration, intuitive user interface, ease of template creation, and customizable templates.

Out of those features, we find ourselves using the customizable templates the most, which allows for a tailored document creation process based on individual needs. I also love the ability to combine multiple documents in one go, which is very effective by saving us time. Integration with HubSpot and Salesforce has been great and enhances the overall user experience, especially for the sales representatives in my organization. It makes it very easy to use for anyone in my organization.

The intuitive and user-friendly interface makes it very easy to navigate and complete the onboarding process.

PandaDoc has positively impacted my organization by being very helpful in streamlining our processes.

One area that PandaDoc needs to improve is the design of documents, which is a bit limiting when compared to something such as Word or Google Docs.

It is not immediately clear how to add custom images, and this should be improved.

Additionally, the learning curve to design documents is steep at first, but it becomes easy after a couple of designs as you get used to it.

I have been using PandaDoc for five years and a few months.

PandaDoc is stable, as I have not experienced any lagging or downtime; so far, so good.

PandaDoc grows with my organization's needs, keeps scaling, and can handle all the documents that we have been sending and managing back and forth.

Customer support is very proactive and responsive.

Positive

I previously used Zoho Contracts, but PandaDoc is much easier to use and creates more professional documents than other platforms we have evaluated. It also has very handy features such as reminder emails, suggestions, and templates that we found to be more robust than other platforms. It is also very cost-effective compared to other products we have evaluated.

I have seen a return on investment, with huge time savings in drafting and sending documents to clients. Approximately thirty to fifty percent of time is saved in drafting and sending the documents, and I also love the easy-to-view dashboard that saves time in checking the status of any documents and provides insights such as clients' views versus signs. We are able to guide our clients on where to sign and what to do. It has also streamlined the editing and back and forth of documents with clients, as you can turn on suggestions for clients to make changes if required.

My experience with pricing, setup cost, and licensing leads me to state that this is one of the most cost-effective tools, so it is very affordable.

Before choosing PandaDoc, I evaluated other options including DocuSign.

My advice to others looking into using PandaDoc is that it has been one of the best tools in managing documents, especially for when you want a great e-signature tool. It is great for sending proposals and terms and conditions to customers for collection of digital signatures. It really helps that you can templatize your documents and have collaborators help you finish the document for you. The dashboard is also a game changer as it gives you one place to view all your active documents and the status of the documents. You can even use this to collect payments as it seamlessly integrates with other software such as QBO.

It has been a great tool that helps us send proposals much faster and easily keeps track of progress and viewing of the documents by our potential clients while maintaining a professional look. I give this product a rating of nine out of ten.

Hybrid Cloud

Amazon Web Services (AWS)

PandaDoc is a game changer for our organization. We use PandaDoc to draft and submit business proposals as well as send clients our terms and conditions prior to them signing up with us as our customers. The reminder system and templatization greatly speed up the drafting and sending of these documents, and the collection of digital signatures ensures we are compliant legally. This helps us to send proposals much faster and easily keeps track of the progress and viewing of the documents by our potential clients.

PandaDoc is a great tool for sending proposals and terms and conditions to our customers for collection of digital signatures. The ability to templatize our documents and have collaborators help finish the document is invaluable. The dashboard is a game changer as it gives us one place to view all our active documents and the status of the documents.

Sending enrollment agreements is super easy, especially since PandaDoc works with HubSpot. Most of the time, I don't have to enter in numbers myself, so it makes for a much quicker turnaround.

I also love being able to change the expiration date since everyone has different enrollment deadlines. The functionality is endless and could be used for a myriad of things. Since we are able to create our own templates, it opens a world of possibility.

The best features PandaDoc offers include filling information for HubSpot, ease of use for those who are technologically challenged, and the ability to create several templates for all different instances.

PandaDoc has impacted my organization positively as it has been a game changer overall. It simplified the enrollment processes for us, created a system where all documents would be saved properly and not forgotten, and very securely. Also, it is very easy to use for both us and our clients.

Time saved creating documents and contract language has resulted in great efficiency and an excellent customer experience. We have been able to save approximately 50% of our time. I measure the 50% time savings through turnaround and quick document sending and creating through the templates.

There are not a lot of areas for improvement. However, it could have better integration with meeting tools so you can go over a proposal with clients face-to-face. It can be difficult to figure out which token to use so it can grab the information from HubSpot.

I have been using PandaDoc for three years.

PandaDoc is stable as there is no downtime or lagging noticed. It is very stable.

PandaDoc's scalability handles my organization's growth very efficiently.

The customer support of PandaDoc is very proactive and responsive 24/7. I rate the customer support nine out of 10.

Positive

I previously used Adobe Acrobat Sign before PandaDoc. The reason why we switched from Adobe is that it is kind of complex and not so cost-effective compared to PandaDoc.

I have seen a return on investment because this tool has helped improve cash flow from the ability to collect payments. It helps me keep track of which contracts a client has signed. Templates have allowed me to both standardize proposals yet allowed rapid customization for each specific customer while saving a lot of time.

My experience with pricing, setup cost, and licensing is very cost-effective and affordable.

I evaluated HubSpot Marketing Hub before choosing PandaDoc.

PandaDoc is a very cost-effective tool, easy to use, and very secure. I would give it a nine out of 10 overall rating. I choose nine out of 10 because it is very user-friendly and the fastest possible option, plus the confirmation of which document has been viewed and completed by our clients is a great plus. It is very cost-effective, easy to use, and the support has always been proactive and affordable.

PandaDoc is deployed in my organization in a hybrid model. The cloud provider we use with our hybrid deployment is Amazon Web Services (AWS). PandaDoc's performance and speed are very reliable and fast.

The onboarding process for new users in my team is very easy as PandaDoc is easy to learn, especially through the integration with HubSpot. All types of technical users can use PandaDoc. PandaDoc's reporting and analytics are good as we can track sent documents to our clients and their status easily.

hybrid

Amazon Web Services (AWS)

My main use case for PandaDoc is that it has streamlined our sales proposal processes seamlessly, as we use PandaDoc to streamline all of the proposals and work orders that we send to our business prospects. PandaDoc templates ingest structured data from Zoho CRM and handle access and electronic signatures very well.

I decided to integrate PandaDoc with Zoho CRM for this process because I tried other integrations such as Salesforce, but they did not work according to our needs, allowing us to quickly and easily provide proposals to customers. PandaDoc allows us to import documents as well as create them from scratch, and while it can be tricky to get them looking exactly the way we want, their customer success team is responsive, friendly, and helpful. I can see where this platform would be even more helpful to smaller organizations without a CRM, as they offer contact, client, and workspace features along with many more options. Being able to create separate areas and restrict access allows us to operate on the principle of least privilege, further supported by the roles and licenses available.

While my main use case with PandaDoc initially only involved proposals, I have discovered that its automation, white labeling capabilities, and workspaces better enable the business flow.

The best features that PandaDoc offers include quoting, tracking when proposals have been opened and viewed, quick signatures, speeding the proposal-making process and saving time, standardizing the look and feel of a proposal to be much more professional, making electronic signatures easy, providing easy templates, a user-friendly interface, and integration with HubSpot or Zoho CRM.

The tracking feature is very helpful as we are able to track the customer if they have opened the document, where they have reached, if they have signed the document, and what challenges they may face, enabling us to help them, fill the fillable fields easily, and show them where they should put their signature. When they have signed the document, they are able to send it back to us.

PandaDoc has positively impacted our organization by enabling us to spend significantly less time creating documents, providing a better closing experience for customers, and enabling trusted electronic signatures. I can share specific outcomes or metrics that include an improvement of security from 30 to 55%, with a time saving of 60 to 85% when dealing with documents to be signed, and overall administration efficiency has also improved.

PandaDoc can be improved with up-to-date documentation that would be helpful, especially for new learners, along with better handling of license and license add-ons, and allowing coordination of fields across roles or user sections. I have not had any major issues, and any questions I had were answered promptly by the support team, so I have only highlighted the minor issues that need some final touches.

I have been using PandaDoc for the past five years.

PandaDoc is stable, as I have not experienced any lagging or downtime.

PandaDoc's scalability is very good, as it handles all the contracts we send and all the contracts we want to be signed, being fast and reliable.

The billing support is great, and technical engagement is also great. PandaDoc's customer support is one of the best, very responsive and helpful.

Positive

Prior to using PandaDoc, we were using HubSpot CRM.

It is very easy to customize templates and documents in PandaDoc to fit our business needs. My experience with pricing, setup cost, and licensing is that it is a very cost-effective tool, affordable by any size of organization.

I can share specific outcomes or metrics that include an improvement of security from 30 to 55%, with a time saving of 60 to 85% when dealing with documents to be signed, and overall administration efficiency has also improved.

I have seen a return on investment with a quicker turnaround on our contracts, making it a very cost-effective product for our company, saving us a lot of money, and efficiency has increased, with customer experience being great and the tracking ability of our customer's documents being top-notch.

It is very easy to customize templates and documents in PandaDoc to fit our business needs. My experience with pricing, setup cost, and licensing is that it is a very cost-effective tool, affordable by any size of organization.

Before choosing PandaDoc, I evaluated other options, including DocuSign.

PandaDoc integrates seamlessly with our other business tools or software besides Zoho CRM and HubSpot. PandaDoc handles document version control and collaboration among team members perfectly. PandaDoc helps me manage workflows and approvals within my organization very fast, with no wasting of time.

I advise others looking into using PandaDoc that it is one of the best document management tools, as it is very easy to use and very cost-effective, with support that has always been top-notch. It has really improved our quoting process and allows us to produce professional proposals to send to our clients, making it a very helpful tool. I appreciate the reminder system and templatization, as templatization greatly speeds up the drafting and sending of documents, and the collection of digital signatures ensures we are compliant legally. This helps us send proposals much faster and easily keep track of progress and viewing of the documents by our potential clients. I have also observed that we are able to save in our sales department one to two hours through customers saved on creating and filling out documents through the tracking document feature, and five to eight hours a week are saved on overall documentation thanks to the CRM integration.

I rate PandaDoc nine out of ten.

Hybrid Cloud

Amazon Web Services (AWS)

My main use case for PandaDoc is that it is the best e-signature solution on the market right now, and we often need to have clients execute documents from retainers to settlement agreements. Having clients come to our office simply to sign documents these days is an enormous waste of time for both our clients and our staff. PandaDoc enables us to email our clients quickly and easily to e-sign their documents while also providing us with tracking so that we can see the progress, whether they've opened the document to review it, and when they've signed it.

The dashboard makes the process very simple to sign the documents easily.

A specific example of how I recently used PandaDoc for a client is when we sent clients an inventory to sign, and it was quick and efficient. They were able to sign on time and send the inventory back to us easily.

PandaDoc also allows our clients to execute documents remotely.

The best features PandaDoc offers include ease of template creation, integration with tools like HubSpot, a user-friendly interface, and customizable templates. The integration with HubSpot helps my workflow by being very seamless, and it has become very valuable, especially enhancing the overall user experience, particularly for those less technically savvy.

Also, the use of template creation and the simplicity of creating and managing templates for various documents streamlines our document creation, and we're able to reuse the templates again and again, saving a lot of time.

The user-friendly interface enables us to navigate efficiently and complete tasks easily.

PandaDoc has positively impacted our organization since we started using this tool. I love the ability to obtain signatures from our clients. It makes us more efficient, saving time and money, especially eliminating the cost of traveling. The pricing model for PandaDoc is far superior to other competitors, so we have been able to save a lot of time on the price it offers. It's very competitive.

One way PandaDoc can be improved is that sometimes the automatic placement of fields is incorrect.

I would also like to mention that it could detect text similar to a PDF editor. That would be beneficial if it did so.

I have been using PandaDoc for a period that demonstrates my sustained investment in this solution.

PandaDoc is stable.

PandaDoc's scalability is very good. It grows with our organization's needs and can handle it efficiently.

The customer support is amazing, very unparalleled, supportive, and solution-oriented.

Positive

I previously used Adobe Acrobat Sign.

The reason why I switched is because of ease of use and simplicity for the customer experience. DocuSign was complicated and costlier.

My experience with pricing, setup cost, and licensing is that the price is more competitive compared to its alternative. The setup was straightforward and easy.

I have seen a return on investment through time saved collecting signatures. It's definitely a better customer experience compared to our previous tool.

We have been able to save relatively 50% to 60% time compared to our previous tool, or compared to when our clients would come to our office and sign documents. Also, we have been able to save a lot of cost, 40% through the elimination of traveling cost.

My experience with pricing, setup cost, and licensing is that the price is more competitive compared to its alternative.

Before choosing PandaDoc, I evaluated other options, including DocuSign.

My advice to others looking into using PandaDoc is that it makes it possible to collaborate and coordinate among people. It is reliable and functional to fulfill the needs of any organization. It is also easy to use, cost-effective compared to other alternatives, and saves a lot of time and cost as well.

PandaDoc is deployed in our organization using a hybrid cloud.

We use Amazon Web Services as our cloud provider.

I would rate this solution a 9 out of 10.

Hybrid Cloud

Amazon Web Services (AWS)

My main use case for PandaDoc was preparing proposals. We had a lot of one-off projects, and we used PandaDoc to prepare the quotes for these projects. These could be very small projects and PandaDoc would just have one or two pages, or very big projects such as campaigns where we would break down things in even more detail and the document could have quite a few pages. The projects I worked on with PandaDoc were creative projects, so anything ranging from simple design requests such as designing a banner to videos, to full-blown tenders where we would have to present a quote in lots of detail. In general, I worked on lots of creative projects and campaigns. In the creative realm, the complexity and the type of service offered changed a lot, and so did our quotes, and PandaDoc was used for them.

It made preparing proposals a much quicker job when comparing with Google Docs.

PandaDoc offered the best feature in its template functionality, which made things a little bit easier. We would have everything saved when it came to all the legal jargon, and it allowed us to quickly fill in the table with the job titles and the services, and it would calculate everything immediately. It also allowed us to add video, which was a game changer. More specifically, it really made our lives easier when it came to tracking if someone had opened the proposal or not because we could send them specific links and we could see how much time they had spent even reading a specific page. PandaDoc has positively impacted my organization by enabling faster turnaround times.

I wish PandaDoc included a database of rates, or perhaps I didn't see that at the time. It would be helpful to have some sort of dropdown option, such as an accordion option. When it came to very complex quotes, we ended up having lots and lots of pages and having an interactive quote where the client could see the total for a section and if they want to get into more detail, they could open that up. That could make things much easier to still provide the clients with the details they might need to pass procurement, but at the same time, offer something that is digestible at first sight.

It would be good to have something in PandaDoc that allows us to toggle different options for the total. In complex projects, there are a lot of clients that ask for optional deliverables and therefore, the total changes quite a bit. If there would be an option to offer a total that shows the base value, and if you click there, you see the base value with this extra element that you ask, and if you click somewhere else, you can see with this extra element that you ask as well, that could really help. Basically, a kind of dynamic total, a dynamic sum up of the tables where we could tell PandaDoc to mark table one and two as the base value that is unchangeable, and table three and four correspond to optional deliverables that the client can select or not and that will naturally affect the total value.

I used Pandadoc for around 2-3 yers.

From time to time, PandaDoc was very slow. I remember one or two days where it was very hard to use it, but that was rather the exception than the rule.

PandaDoc did handle my growing needs as my team or projects increased. However, the pricing I mentioned before was an issue for scalability, and also, perhaps connected with that, only a few people were allowed to create templates in PandaDoc, which limited our action when dealing with new scenarios. As a normal user, I didn't feel that PandaDoc was scalable, at least in the context of my company at the time.

I don't remember reaching out to customer support at the time, or if I did, I think it was okay. Generally, they tried to solve the issue within 24 hours or at least flagged what was going on.

Previously to PandaDoc, we just used Google Docs. At my current company, I use another solution, so that has been after using PandaDoc.

I wasn't responsible for choosing PandaDoc, so I cannot answer that question, but I use an alternative now at my current job. I'm currently using Scoro, and when it comes to proposal preparations, it seems to hold a little bit more data. That said, Scoro misses the part of PandaDoc where we actually have some more information in a document format while Scoro is more geared towards numbers only.

My advice for others looking into using PandaDoc is to keep things organized because there is a folder structure, and when several people are inside your company, trying to keep that folder structure organized can be very challenging. If one person doesn't do their job, things start to get disorganized. That said, the search feature in PandaDoc helps quite a lot, and it is able to search not only by the name of the proposal but also by items included inside that proposal, which was very helpful. I would recommend looking at the competition. My overall rating for this product is 7.