PandaDoc Reviews & Product Details

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.

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.

Its drag and drop feature is the best feature of its core features and is what I like the most. Its pre-made template helps me a lot while starting any professional work, it is easy to use, and I can implement my other apps with it to make my work easier. I have been using it for the last 1 year, and I am enjoying it, their support doc is very useful. Review collected by and hosted on G2.com.

They need to enhance their few formatting feature but apart from that, the over all app is good. Review collected by and hosted on G2.com.

Using it in a professional background ,I have found PandaDoc to be useful in many ways-

Offers premade templates which reduces the time required to write the document from scratch.

It allows to add e-signs very easily which are even legally approving.

Enables collaboration with my team members.

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

Personally I feel these are some cases where PandaDoc could work upon-

For a beginner starting out, the Pricing is very high and the free version provides very limited features.

Very less customization options. Review collected by and hosted on G2.com.

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.