PandaDoc Reviews

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.

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)

PandaDoc helps us get contracts out to customers for our SLG product, which enables our sales team to update and edit contracts per the agreed terms with the customer and allows our finance team to approve customer contracts easily.

We utilize PandaDoc to sign all of our services and our service agreements with our new clients. In addition to the service agreement, we also use PandaDoc for our agreements regarding recurring payments and our transportation agreement. We also have our new hires sign offer letters and job descriptions before they start employment. I have been using PandaDoc over the past four years, and we really enjoy using it.

We have unique ways to use PandaDoc by assigning open field reminders and creating new documents.

PandaDoc is very easy to use and integrates with Salesforce so finalized documents get attached to opportunities easily. It is also very easy to edit documents.

PandaDoc has impacted our organization positively because using it has only been beneficial for us since we are able to save a lot of time through the elimination of traveling costs where clients would have come in.

Since using PandaDoc, we have been able to save costs and time, with estimated savings of 40 to 50 percent.

PandaDoc also provides a paperless solution for employees and clients who could not meet in person, thereby saving a lot of costs and introducing a paperless process to many departments in my organization, thus increasing efficiency and reducing human error.

PandaDoc offers simple importing of existing PDFs, easy completion of forms, engaged support and development teams, and templates that are easy to standardize and reuse.

PandaDoc's template feature has helped our organization by allowing templates to be very easy to create and reuse, which enables us to save time, especially since we do not have to create other templates in order to send our agreements to be signed to our customers.

PandaDoc is a simple and effective document distribution and e-signature tool, which I appreciate.

The needed improvements for PandaDoc include that the workflow functionality is limited.

I have been using PandaDoc for the past four years.

If others want to reduce errors, save time and cost, I recommend that they use PandaDoc as the best e-signature management solution. I would appreciate a short poem or haiku that summarizes this review. My review rating for PandaDoc is 9 out of 10.

Private Cloud

Amazon Web Services (AWS)

My main use case for PandaDoc is for agreements and e-signatures. I will be using PandaDoc to generate the agreements after deal closure, and after the agreement review internally, I will be sending it to the client. They will verify, and then we will be sending it out for a signature.

I appreciate the HubSpot connectivity with PandaDoc, as that is helpful for our team. In my opinion, the best features PandaDoc offers are e-signature, editing, and the connectivity with HubSpot.

PandaDoc has positively impacted my organization by helping to move the approvals faster and get the agreements in. The approvals are now one or two hours faster. The HubSpot integration specifically helps my team by saving time, as we can connect directly from HubSpot to PandaDoc.

PandaDoc can be improved at the interface level, as it needs some improvement because it is not user-friendly. The pulling from the content library is a little bit difficult. We want to update any content library and pull it back into the agreement, and that area makes it difficult.

I have been using PandaDoc for the past eight months.

PandaDoc is stable.

PandaDoc's scalability is good.

The customer support is good.

Negative

Before using PandaDoc, we used DocuSign, where we were facing many troubles with signature and those kinds of things. After PandaDoc, it has become streamlined. We previously used DocuSign in our company, which was not that great or user-friendly, so we moved to PandaDoc.

I have seen a return on investment, and it is time saved.

The pricing experience is a little bit higher, and we want to reduce the pricing according to usage, so that is an area we want to focus on.

Before choosing PandaDoc, I evaluated other options such as DocuSign.

All features are good, and I do not have much to add about them. My advice to others looking into using PandaDoc is that it is a great tool for a growing company. I would rate this product an 8 out of 10.

Private Cloud

Other