PandaDoc Reviews & Product Details

PandaDoc is very easy to use. Last year, we were using DocuSign, but after conducting some research, we found that PandaDoc would be more cost-effective for our needs. It was one of the best decisions we made. It has been easy to use, straightforward to find information, and when we needed assistance with our bill, they were quick to respond and very helpful. As a school, we don't use it daily, but we do use it a few times a month, and it has been easy to set up our forms as templates and send them to parents. Review collected by and hosted on G2.com.

I really don't have much to say. One thing that was a bit frustrating at first was figuring out how to replace documents in a template. Once I figured it out, though, it was a snap. Review collected by and hosted on G2.com.

PandaDoc is consistently upgrading their product to make it more user friendly and intuitive. I appreciate the organization of the dashboard. When I do have questions, the help button and live helpdesk are very nice to have. The cost is the best out there, our company looks at other large e-signature companies every year ahead of our renewal and you can not beat the PandaDoc value.

We use PandaDoc everyday, multiple times per day and this tool creates a more productive work day for our sales team.

The implementation of PandaDoc was super easy, we had a dedicated team for training and follow up. Review collected by and hosted on G2.com.

The only thing I don't care for is when my client signs the system asks if they want to use PandDoc. I get it, they are looking for more business but it's a little confusing at times for the client.

Would like it if PandaDoc would integrate into Jonas Encore software system. Review collected by and hosted on G2.com.

As a non-profit, we are constantly looking at how to make processes easier & more efficient. PandaDoc has helped with our New Hire Paperwork process tremendously. While we don't use PanadaDoc for any type of sales documents, we do send out numerous a day to new hires throughout the state. Tracking their progress, sending reminders, and downloading the forms is super easy. Plus you can set up a template, add contact info and hit Send! Review collected by and hosted on G2.com.

I only have two true complaints..

1. Users are limited as to how many 'bulk-send' messages can be sent & there is no way to increase the amount besides paying per email.

2. Sometimes some of my recipients of documents claim they haven't received the email & when going into edit or add contact information for the person, it is difficult to navigate and resend. Review collected by and hosted on G2.com.

We send our clients a summary of their job which includes a customized job every time and also detailed attached plans. The other feature is the built in data base of products with pictures and drop down details… means no double data entering and is an interactive experience for clients.

We are the only company that uses this against our competitors. Review collected by and hosted on G2.com.

It was really hard and super frustrating to figure out how to use it at the start! Lack or integrations and CRM attached. Review collected by and hosted on G2.com.

My clients can sign documents from anywhere in the world

The receipt of the signature certificate that can prove the authenticity of the signatures

Easy integration with different tools. (hubspot for example)

The user-friendly interface

Many options fit all kinds of documents

Saving so much paper

Saving time spent on tracking signed documents and keeping a tight archive

Might be the best tool for digital documents on the market at this present moment Review collected by and hosted on G2.com.

The option for bulk send - I wish there was a customized option to bulk send hundred of documents at the same time (for contract renewal periods)

Preview options on dash board

Even more broken-down dashboard

More time-saving reactivation feature for expired documents Review collected by and hosted on G2.com.

It's super easy to send, create and track your documents. Having one software for all of that is amazing and super helpful. It does not require any skills or anything, works for users who are not tech-savy.The analytics are very helpful aswell, it lets you see when someone opens a document. Review collected by and hosted on G2.com.

There's only one thing I really d islike which is that - some of the "advanced" features if you want to call it that - are locked behind higher price tier plans and they are very pricey. The features are not even that good but are useful to have for everyone who can't afford the higher tier plans. Review collected by and hosted on G2.com.

I've been using PandaDoc for around 2-3 months now and I really appreciate how easy it makes the document generation and modification. The templates are straightforward to use, just select and modify, which has helped me to create professional-looking documents for my company quickly. The integration with other tools is also convenient, making it easy to manage workflows. Also, the tracking and analytics features are also useful, I can see when the client opened and engaged with my documents, which helps me to follow-up and work on feedbacks more effectively. I use the website version, which is implemented well. I use it regularly in my working hours all weekdays. Review collected by and hosted on G2.com.

One thing I found frustrating is the learning curve for the advance features. If some customization options in workflow could be more visible then it'll be better. Additionally, the platform sometime feels little slower, while the customer support replies to the mails within 1-2 days which is good. Review collected by and hosted on G2.com.

The platform is very easy to use with drag and drop features to build documents. When we send a document to a customer, PandaDoc provides statistics for how many times the document has been opened, how long they've been viewing it, etc. The documents can also be organized to keep track of everything. We utilize the program often to send many of the documents we use every day. The PandaDoc support team is typically very helpful. Review collected by and hosted on G2.com.

While the drag and drop features are nice, we would appreciate it if the documents/pages were more customizable (text, styling, etc.). Other applications can be integrated with PandaDoc but we were a bit confused with how to do so. Review collected by and hosted on G2.com.

Been using it in a professional environment for more than 1 year

The features are simply amazing-

The best part is the templates provided by PandaDoc which reduce a lot of workload for creating every new document from scratch.

Helps to work collaboratively with team members on a single document.

Makes quite easy to sign documents by following all legal rules.

Easily integrable with CRM applications like Salesforce. Review collected by and hosted on G2.com.

These are some areas which need a improvement-

Pricing- Its quite costly for a beginner to manage its own business.

Cloud based service so there is no offline functionality.

Limited Document Editing Functionality Review collected by and hosted on G2.com.

I like that we can have parents sign documents in their home and also be able to send the documents through their email. I also like that we can edit documents and add dates and signatures to all documents as well before it is finalized. Review collected by and hosted on G2.com.

I do not like it when I am logged out of Panda docs and I lose my progress on a document that I was uploading or sending for a signature. I also do not like when I log out of Panda doc and a previous document is still visible even several days after I have sent or completed the transaction with the document. Review collected by and hosted on G2.com.