PandaDoc

Best online platform for certified documents

Comments: I've liked using Pandadoc. It's really easy to use and easy for others as well. The templates and the user experience is what stands out for me

Pros:

The default templates were really helpful to get started with certain documents The UI UX is really good Sharing with others is easy as well

Cons:

I feel they could offer better pricing They are also not utilizing AI much where they could have made a good impact because most documents can be generated with few inputs.

PandaDoc an easier way to create and manage documents.

Comments: There is only one word to describe our experience with PandaDoc and that is exceptional. It has made it so easy for us to create and take charge of our documents all from a single platform. Its ease of use makes it really quick for us to create any kind of document that we are in need of.

Pros:

The user interface is very clean and I have liked how PandaDoc makes it easy to create and edit any kind of document. PandaDoc offers premium features like e-signature that ease our work of signing documents. It has a document tracking function that allow us to monitor how and where each and every document we have is being used. It has a secure and fast file sharing tool that help us to share documents safely without loosing any of their data.

Cons:

PandaDoc could not have been any better than it already is. No part of it that is disliked.

Fine for small business

Comments: We used it to send over contracts for signature. It was very basic but it worked.

Pros:

It was fairly easy to use and you can send pretty much any documents for signature.

Cons:

It didn't integrate with our system and reps had too much flexibility.

Finally, an e-signature solution equipped with powerful features to scale up productivity.

Comments: Insanely perfect integration capabilities and documents workflow streamlining.

Pros:

Secure software with everything we needed to create professional documents. Has ready-to-use and customizable templates.

Cons:

Unbeatable value for our business. No complications.

Creating and managing documents is so effortless with PandaDoc.

Comments: The experience with PandaDoc has turned to be a greater one than we had anticipated. It has made document creation and management become a lesser labour intensive task. PandaDoc allows us to create documents so easily and quickly. Moreso, its fantastic security tools has been making sure that our sensitive information remain safe.

Pros:

PandaDoc is a very flexible product and has been easy to customize to fit the needs at hand for creating specific documents. It has delighted us with its superior data safety functions that has been keeping our sensitive documents and information safe when working on them and sharing them. PandaDoc has an inbuilt e-signing feature that has made it easy to add signatures to documents without having to first print them. It provide us with audit trails that help track all the documents access activities to ensure no unauthorized access is permitted.

Cons:

PandaDoc has stayed true to the course giving us no troubles at all. We have not experienced any cons yet.

Pandadoc is a flexible signing tool

Comments: We used it as a way to present our proposals. It was synced with HubSpot and for 95% of the time it worked very well.

Pros:

It is a very flexible product, not unlike Word, it is very easy to adjust and you can add people for signatures. It is quite easy to learn too.

Cons:

Legal documents with their various clauses and punctuation are not easy to bring into Pandadoc as the formatting gets lost during the cutover if you are bring Word docs into Pandadoc. I had to change them to PDFs before bringing in, otherwise I would lose the punctuation.

Great for Business

Comments: Overall, we really enjoy using PandaDocs. Their support team is fantastic. They've helped us come up with solutions and workarounds for my teams specific issues.

Pros:

PandaDoc simplifies the process of creating documents quickly and efficiently. In just a few minutes, my sales reps can build a pricing table, draft a business case, add testimonials, and include signature blocks. Once the document is ready, it's essential for our workflow to include the PandaDoc approval process, ensuring that sales reps get managers approval before each quote is sent out.

Cons:

We no longer use the templates. Instead, we customize each contract for our clients directly in Google Docs. As a result, the template feature isn't useful for us. Once a document is in PandaDoc, it can't be edited, and if we spot errors like incorrect dates or names, we have to delete the document and start from scratch.

PandaDoc - Document Management

Comments: It makes managing documents easy and improves workflow efficiency. Despite minor challenges with customization and cost, its features are very helpful for business needs.

Pros:

It is user-friendly and makes creating, sending, and signing documents simple and efficient. Its templates save time, and the tracking feature helps monitor document status.

Cons:

Sometimes, the platform can feel slow, especially when handling larger documents. Customizing templates for specific needs can be tricky without advanced knowledge. Also, the pricing may be high for small businesses or startups.

My PandaDoc Review

Comments: My overall experience with PandaDoc has been exceptional. I really like the ease of it being emailed to me and being able to sign automatically without having to print.

Pros:

I like the ease of opening the file and being able to view it and electronically sign it. I had no issues with signing or it being received on my mobile device.

Cons:

The only thing was the print/wording of the document that I opened and no way to make the font bigger.

#1 in Digital Signature Software

Pros:

Amazing document signer software that does it all

Cons:

To be honest, there's nothing I do not like

PandaDoc is Superior

Pros:

I love PandaDoc. I have used DocuSign and SignNow for similar jobs in the past- and PandaDoc is the easiest, most intuitive, and most cost-effective solution for digital signing. I use it to send job offers, HR documents, and to execute contracts with clients. I will always rave about PandaDoc! The best part? Clients find it easy to navigate- I get far fewer complaints using PandaDoc than I received with DocuSign or SignNow.

Cons:

I have yet to find anything I do not like about PandaDoc.

Fantastic solution for digitizing your signed documents

Comments: We've been using Pandadoc for about two years, and it's been a fantastic tool for managing our e-sign docs on the cloud. We usually get about a few dozen docs signed every month and it was priced a lot better for that scale. It's also pretty easy to set up and maintain, and rarely causes issues where we have to intervene manually. All in all, I strongly recommend Pandadoc, especially if you're still on paper docs.

Pros:

I like how easy it is to get it up and running. We used the document scanning a lot in the beginning to move our standard agreements to the system, and that saved us tons of time from having to draw everything up from scratch. But the template library is also a great addition to save time when you have to create a doc on the system.

Cons:

I'd love to have the personalization tokens improved, like having the ability to automatically enter names and titles etc., based on the information of each contact.

Awesome Usability + Easy learning-curve!

Comments: Overall, the benefits of PandaDoc's secure data storage, digital signature (multi and singular) and template options far outweigh the issue of phone resizing.

Pros:

I love that once you make a template in PandaDoc you can easily assign signature roles, adjust client information, and input custom variables so that everything is easily customized and doesn't have to be re-built from scratch.

Cons:

My biggest issue within PandaDoc is that you are not able to crop or resize photos within a frame once imported. You can re-size the frame itself but not the image.

Effective support for document management and enhancing transparency in correspondence

Comments: Managing documents has become easier with PandaDoc, editing, formatting, adding digital signatures and documentation are done from the same page. It has contributed to increasing transparency in all our dealings.

Pros:

PandaDoc is designed in a way that allows us to deal with all digital documents seamlessly. I liked the simplicity of designing the different forms and the automatic insertion of the names of companies or individuals to whom the form is intended to be sent independently so that we can send it to all of them at the same time. It is great that everything is done on the same page, and you can also request approval or review from the officials directly and document their responses before completing the work. It is great that we get immediate notifications of receipt of the document from the other party. PandaDoc helps us send quotes and other requests officially to provide confidence and documentation for all procedures. I liked the ease of requesting the addition of a digital signature as it is done securely and easily and without the need for the other party to have an account on PandaDoc.

Cons:

There are no negatives, PandaDoc is very practical and rich in tools that give various documents a unique organization and maintain our brand.

We could not operate without Pandadoc

Comments: Absolutely fantastic. Panda Doc is a critical part of our business. It has made the sales process far more efficient and created a seamless agreement signing

Pros:

Ability to integrate into Hubspot !! Ease of use, tracking and review of documents. Incredibly efficient and fantastic bespoke features

Cons:

Hard to think of any really. Maybe that it would be good to have more login seats available for our subscription level

PandaDoc - document management

Comments: PandaDoc is an essential "partner" that helps me to keep my docs in order and secured.

Pros:

It makes the document management a easy job, saved me a lot of time. Some important features for me are the construction estimates and quoting, more than a half of my job is done with the help of PandaDoc. The possibility to get digital signatures on your contracts and docs is crucial for and offers the liberty to do the job on the go. Document cloud offers a secure storage and available from any device wherever you are.

Cons:

Is not perfect, but there are no cons worth mentioning here.

PandaDoc, easy to use and some progress to make

Comments: building offer using previous ones or using blank sheets

Pros:

easy to add sheets from templates / libraries

Cons:

1- not so fun to copy a page from another offer... you have to open the previous one, copy as a template, open the new one, import the page... Can we not open two documents at the same time to allow copies ? 2-the tables are not so easy to modify: some troubles using the format "EURxxx" or sometimes it is "€xxx" 3-import an image must go through a file, not allowed directly using a screenshot

Great. Even on free plan

Pros:

Plenty of valuable features on the free plan. Simple and intuitive

Cons:

The auto allocate field feature doesn’t always ID signature fields. But this is being picky

Pandadoc Review

Comments: My overall experience with Pandadoc is amazing. Never has given me an issue.

Pros:

Pandadoc made it very easy to send forms to my providers. The best part was the amount of compliments I received from people saying how easy it was to use.

Cons:

There wasn't anything I disliked about Pandadoc. It has been nothing but helpful to me.

Luxury documents and budgets are what PandaDoc stands for

Comments: We've found it incredibly useful for sending detailed quotations to potential clients. We have also used electronic signatures when necessary for the transaction at hand. Its reach has been significant for the records we maintain. This program is highly suggested as it is crucial for legalizing your business paperwork. The automated price estimates met my expectations, and you'll find them helpful.

Pros:

Using PandaDoc, I don't have to worry about designating an employee to generate quotations and distribute them to potential hires. Having a database of electronic signatures is helpful because of my prior company. My team and I use the same library and templates to assure any client that we provide the same service level.

Cons:

As a user, I would like the option of creating separate folders for different types of documents, inside which I might arrange things like price quotes by creation date.

Best tool to e Sign contacts and documents

Comments: Great tool to sign contracts and documents , email client and track the current status.
Also has remainder email feature to get updates when someone signs the document.

Pros:

Best tool for e-signing document , Feature to upload a document , create respective signing fields and sent directly via email to client.

Cons:

Starter plans doesn't have CRM Integrations.

My outstanding experience with PandaDoc.

Pros:

It is simple to generate custom proposals,quotes and contracts with PandaDoc.I can easily create,edit, share and manage documents with PandaDoc.It is possible to sign documents electronically with PandaDoc.

Cons:

Everything work perfectly with PandaDoc hence I have nothing to complain.

A complete documents solution

Comments: Panda Doc offered me complete documents solution for the business and the clients. Everything is stored on cloud and easy accessible for every parties.

Pros:

Managing the contracts for all the clients and the new ones was very difficult. PandaDoc offered me a complete solution for managing contracts, getting them signed and shared with all all departments. The price is the best on the market and support team does his job.

Cons:

Used a little over 6 month and no problems or cons encountered.

A Great Way to Manage Documents With PandaDoc

Pros:

With PandaDoc, there is so much I like. Firstly, it makes signing easy and supports multi-party signing. The software comes with forms automation features and contract management is easy too. The software makes workflow and document management easy making it even better suited for business use.

Cons:

Well, PandaDoc is the best I have used in my career

Efficient Document Management with a Few Hiccups

Pros:

The ability to create, send, and track documents all in one platform is incredibly convenient. The e-signature feature has streamlined my workflow, saving me time and hassle. It also integrates smoothly with other tools, which is a huge plus.

Cons:

My experience with PandaDoc has been mostly positive. It has simplified the process of sending out contracts and getting them signed electronically, which has greatly improved efficiency. I appreciate how easy it is to use, but wish the pricing was more accessible for smaller companies.