PandaDoc Reviews & Product Details

It has a big range of features suited to our needs for building proposals, contracts and anything else that needs parties to review and sign (eg NDAs). The canvas/layout editor is quite easy to use given how many features there are in it, and it is only a very shallow learning curve before you can do things really quickly.

The tracking and reminders are handy features. Seems to be easy from the signer's side as well, they can choose to upload their own signature, sign it by drawing or select from a varity of fonts as the "signature". Review collected by and hosted on G2.com.

Sometimes the searching function is difficult to use, I forget where to look to actually find a specific document. That's probably more user-error than anything though :) Review collected by and hosted on G2.com.

I love how easy the platform is to use, the blocks to insert, similar to building a blog page or website and I appreciate the ease of use. I also enjoy the fact that I can see when a client opens a document or interacts with it. This is essential to my work. Pandadoc was easy to set up and implement into my day-to-day working. I am always receiving emails from their team willing to teach me or assist me, great customer support. Review collected by and hosted on G2.com.

There is only one flaw I have found with Panda doc, some limitations with editing but you can adjust and work around easily. Review collected by and hosted on G2.com.

I run a small cleaning company, and PandaDoc has been a game-changer for how I handle client agreements and payments. It’s simple, reliable, and does exactly what I need without being overly complicated. The ability to send out documents effortlessly and keep track of them in real-time has been such a time-saver. I love that I can see when a document has been opened, how many times it’s been viewed, and when it’s been signed. Knowing exactly where everything stands gives me peace of mind and makes my workflow so much smoother.

One feature I appreciate a lot is the stripe integration. Having payments built right into the document is incredibly convenient. My clients can handle everything in one place, which means less back-and-forth and more time saved for both of us.

I’ve tried several e-sign platforms, and PandaDoc is hands-down the best. It’s affordable and packed with useful features that make my job easier. For instance, I can create custom products and quickly add them to a table when preparing estimates for clients. This small feature has been a huge help in making my proposals look professional and polished.

Overall, PandaDoc is easy to use, reliable, and well worth the investment. If you’re looking for a tool that simplifies contracts, payments, and document management, I can’t recommend it enough. It’s made running my small business so much easier, and I use it on a daily basis. Review collected by and hosted on G2.com.

While I really appreciate PandaDoc’s automatic field recognition, it drives me crazy when it doesn’t work properly. If the platform doesn’t recognize a field, I have to adjust it manually every time I add something to the document, because the fields don’t move automatically. This can get frustrating, especially since it’s such a small but recurring issue. For auto-recognized fields, everything works perfectly, but when it doesn’t, it’s a bit of a hassle. Maybe I haven’t figured out the best way to handle this yet, but it’s one thing that bugs me. Review collected by and hosted on G2.com.

PandaDoc makes beautiful proposals a snap! Templates allow you to leverage best practices across your proposal types and content libraries make it incredibly easy to personalize! What's best is that you can look at the data associated with your proposal templates to see what's working and what's not. At the proposal level you can even see insights down to the page level. If you are serious about improving your proposals, I know of no better tool. Review collected by and hosted on G2.com.

As with any feature filled tool, it can be a little overwhelming. I strongly recommend working with the account teams at PandaDoc to share your challenges. Each time they have delivered high quality suggestions. Review collected by and hosted on G2.com.

Panda Doc allows you to see in real time if the receipient has viewed the document and it allows them to sign virtually any where by using their mobile number or email address. By having the feature that the person can sign on their phone can eliminate time because everyone has their phone with them at least 99% of the time. Review collected by and hosted on G2.com.

To date, I have not had any issues or concerns with this program. Review collected by and hosted on G2.com.

PandaDoc CPQ streamlined our entire contracting process with a custom-built solution tailored to our needs. It has continuously helped us maintain and improve the process. The implementation was fully aligned between our team and the PandaDoc product team, ensuring we were informed about every change and update. Review collected by and hosted on G2.com.

The only downside I’d mention is that, since the feature is highly customized, most changes usually need to be made by the PandaDoc product team. However, they are extremely responsive and always deliver top-quality results. Review collected by and hosted on G2.com.

We've been using PandaDoc literally hourly in our company since 2017, and it has completely transformed the way we handle proposals. Before PandaDoc, we were stuck building proposals in Excel and Word, which was time-consuming and lacked a professional touch. With PandaDoc, we've been able to fully brand our proposals, customize them to our liking, and present a much more polished and professional experience to our clients.

The efficiency boost it has brought to our sales team and company as a whole is measurable. It's streamlined our workflow, saving us valuable time while enhancing the professionalism of our documents. Just recently, a local company reached out while deciding between PandaDoc and Adobe/Docusign. Since we had already sent them proposals through PandaDoc, they wanted to hear about our experience. I could only give positive feedback, and after that conversation, they chose to move forward with PandaDoc.

We have no plans to switch anytime soon because it has been an outstanding addition to our company. Review collected by and hosted on G2.com.

If I had one piece of feedback, it would be the addition of Dark Mode, which I know many users (myself included) would benefit from daily. Other than that, PandaDoc has been a game-changer, and I highly recommend it to any business looking to streamline and elevate their proposal process. Review collected by and hosted on G2.com.

PandaDoc is extremely helpful in the field of Human Resources. When sending an offer letter, I can easily upload our template and input specific details in real time. From there, I can send the offer letter directly to our candidate for review and signature. Additionally. you can create an order for sginatures- this allows me to request a signature from the hiring manager first prior to the candiate viewing. The process takes me no longer than 5 minutes due to the easy features! Review collected by and hosted on G2.com.

Sometime, PandaDoc offers to input signature fields based on where they think they would go. This can be inaccurate, so I always manually input the fields I want myself. Review collected by and hosted on G2.com.

I use PandaDoc everyday for work, I love that it tells me when clients open the document to sign, how many times they have opened and the exact time it's been signed. It is very easy to understand and navigate. Review collected by and hosted on G2.com.

I tried turning one of my documents into a template for future use, but it did not work, or I can't find where the template went. But other than that I love using Panda Doc! Review collected by and hosted on G2.com.

I like how convenient it is to build out templates that I use often for my documents. I love how everything stays organized within PandaDoc, and how easy it is to use. I also love that you can see the status of your eSign documents, such as when they were sent, when they were viewed, and when they were signed. It's simple to use for both the user and the customer, which makes it a breeze to do business with. My company uses it as the platform to send out our customer agreements, and being able to quickly use my templates to send quotes to customers makes my customer service above average. We use PandaDoc for quotes, proposals, agreements, and additional customer orders. Review collected by and hosted on G2.com.

The only thing I dislike is that after you've sent an eSign document, that you cannot add additional people to the document unless you resend the entire document. This makes it a bit inconvenient if a customer or client asks for additional people to be added onto the document, and you have to go back in and resend to everyone. I did find a work around for this though - if forwarding is on in the document, you can simply tell the customer to forward to whoever else they would like on the document.

EDIT: They have fixed this and it is now very easy to add someone to a document after it has been sent! No qualms any longer! Review collected by and hosted on G2.com.