PandaDoc Software


 

PandaDoc is a cloud-based electronic signature solution that allows users to make documents legally binding. The solution can also be accessed through mobile apps available for Android and iOS devices. PandaDoc is compliant with UETA and Federal ESIGN Act.

PandaDoc has built-in document templates that allow users to send the same document to multiple people, customizing the document for each person. The solution also lets users brand their documents. Within each template, a specific role can be set with interactive fields by users for the signers. 

PandaDoc maintains a full log of all transactions, ensuring a high level of security. Details including IP addresses, timestamps and user information are captured in the log details. PandaDoc provides API access in the enterprise edition which allows users to integrate their existing systems to build a digital document workflow.

 

PandaDoc - Signature options
 
  • PandaDoc - Signature options
    Signature options
  • PandaDoc - Dashboard
    Dashboard
  • PandaDoc - Document recipients
    Document recipients
  • PandaDoc - Document updates
    Document updates
  • PandaDoc - Drag and drop files
    Drag and drop files
Supported Operating System(s):
Web browser (OS agnostic)

163 Reviews of PandaDoc

 

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Software Advice Reviews (1)
More Reviews (162)

Showing 1-1 of 1

Analise from Dynasty Home Health Care Agency
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Nice features

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Nice features and very professional looking. Easy for our clients to use and submit signatures for required paperwork. Happy with the program.

Cons

Was slightly difficult to set up. Had some submission issues before but we've worked them out since then.

 
 
 
Showing 1-20 of 162

Simon from Ideal Drape Makers
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Fair

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Functionality

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Value for Money

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Sending of shipping 'Authority to Leave' forms.
Limited quoting functionality.

Pros

Presentation ... Good for some of our customer communications/formwork. Does the job but have cut down usage due to deficiencies in other areas.

Cons

Quoting is very painful Have given up on trying to use price list/catalogue feature as the workflow is too cumbersome. We have reduced user account as a result as it too difficult for our small salesforce to use effectively. We have provided a youtube screencast with suggested improvements previously. .. That was quite a while ago not seen any changes since.

Source: Capterra
 

Chris from Nicholson Group Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Great software, easy to use lots of great functions and constantly adding new abilities

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Pros

Online signatures, templates and library options helps us creat quotes quick and easy as well as maintain our design from quote to quote

Cons

No way to make items as done if handled off line. Not able to edit a table I've pasted from another source

Source: Capterra
 

Machell from OpMentors LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Pandadoc -All you need for document creation, management and e-signature!

Ease-of-use

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Increased efficiencies around our proposal creation process and streamlined the signature process.

Source: Capterra
 

David from Luke McMillan Music Co.
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

This product has made delivering and receiving our companies contracts a breeze!

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Functionality

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Pros

It is easy to tell when a customer has viewed a contract and it is great at keeping track of who has signed and who has not. The audit feature is also great in helping with that aspect.

Cons

Sometimes the token tools do not download correctly when saving as a pdf. This is very meaningless when it comes to the overall success of this product.

Source: Capterra
 

Adam from DPP Hydronics
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Increased ease of winning business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Less time chasing to see if we have won.
Really positive Feedback from clients.

Pros

Clients Love the professionalism and we love that we don't have to chase every paper quote as it prompts the client to sign and pay :)

Cons

If email is wrong there is no warning returned.
Can't delete a deal from within Pipedrive Extension.

Source: Capterra
 

Andrew from Onfleet

May 2017

May 2017

Best I've found, but still a few little annoyances.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

Document builder is easy to use and very useful once you migrate all your files. The interface is slick and users seem to enjoy it.

Cons

If you add a page when creating a template from an uploaded pdf, you can't remove it and have to start over.

If you have legal documents and a recipient needs to redline it, they can't download a word version of the file to do so.

Source: Capterra
 

James from HP Reliability Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Pandadocs enables me to scale my business and reduce the time to manage our sales process.

Ease-of-use

Functionality

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Customer Support

Value for Money

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Ease and simplicity in preparing quotes. It also make my sales process more sustainable, by enabling my VA to create proposal drafts with minimal effort.

Pros

The ability to setup standard text blocks, products, and pricing tables greatly reduces the time to prepare a proposal. Add to that the analytics, which lets me know when the document was opened, how much was read, etc., I can understand what is working and not working in my proposals.

Cons

I wish the software would integrate with more software packages, as I use Workflow Max for managing my job costs.

Source: Capterra
 

Eric from Revenue River Marketing
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

PandaDoc has changed the way we pitch and present. Real value, right away. Don't miss out.

Ease-of-use

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sales enablement, campaign management, client solutions

Pros

The ability to integrate with our CRM really helped efficiency and accuracy. The platform helped us make all of our assets stronger. The intelligence helps our sanity.

Cons

It's a young platform so there are areas for improvement with role designation and content editing. We've seen steady improvements in a short time.

Source: Capterra
 

Megan from HireMojo
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Overall our experience has been very positive, great product, and wonderful support.

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Functionality

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Support

This product enabled us to integrate with Salesforce and helped move our company forward.

Source: Capterra
 

Gino from Fruition Sciences
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Great, easy, data organizing.

Ease-of-use

Functionality

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Ease of use and organization are the biggest benefits for us as a company.

Pros

Connections to other outlets, organizing and projecting projects needing to be done. We as a company have been able to track more users and leads from our website and transferred those into sales.

Cons

Sometimes it has not updated when I typed a long note or didn't keep right details thought I entered.

Source: Capterra
 

Danny from NTE Assurance
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Great proposal software. Highly recommend it

Ease-of-use

Functionality

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Ease of creation of proposals. Quick customer feedback. Integration to CRM.

Pros

Analytics and feedback relative to the proposals is great. Also really like the clean and highly professional feel to the software

Cons

I would really like to see some additional editing and review pieces added, specifically related to commenting in specific locations and red/green lines of edits.

Source: Capterra
 

Tony from Leap.ai
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Convenient. Quick. Well-designed.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Time saver. Looking to have the company be paper-free within 18mo.

Pros

Convenience-factor. It's super easy to create docs, duplicate & edit and keep track of pending actions.

Cons

It's not easy to copy paste into a sharing environment. Often times, I need feedback from the lawyer or CEO and it's not easy to collaborate.

Source: Capterra
 

Georgia from Artists & Fleas

May 2017

May 2017

I use Panda Doc daily for esignature documents

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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online signatures means less paper work and the templates make it all go faster than using Word.

Pros

The ability to have required fields, signatures and also include an email is great. I like that it tracks what still needs to be filled out.

Cons

that the fields pop up 5 pages below where you want them to be. That you can't resend without assigning things again in edit mode. That I have to sign an agreement before it is sent. I'd like to be able to sign it after the other person does.

Source: Capterra
 

Christina from CSG Strategic Tax Consultants

May 2017

May 2017

Reliable and useful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The ability to track if a proposal has been opened, read & completed & how many times a proposal has been looked at

Cons

Needs to have more ability to customize a little better. Also when you download the form it looks different from the one on the computer (spacing changes)

Source: Capterra
 

Mathieu from EnviroPub Media
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

time saver

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

How it's easy to build a perfect looking document without any knowledge in graphic design. Everything you need is just a click away.

Cons

Sometimes, there is a lack of latitude when you want to do a more personalized document but it's normal when you want to build an easy UX saas.

Source: Capterra
 

Ann from Stringcan
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Great experience - a lot of features are available on premium accounts though which it too bad.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Faster to create proposals.

Pros

Being able to use drafts for proposals in an easy way.
Being able to send the documents directly on the app and to have electronic signature.
Being able to customize your document

Cons

The fact you cannot use "blocs or other features if you are not on premium accounts. Some functionalities seem crucial to a well functioning software, but only accessible on premium.
For example, we don't use many templates because we don't have access to content bloc/library to choose from so we just copy a document and make the changes.

Source: Capterra
 

Ed from Genesee Media Corporation
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

This has streamlined our workflow

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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Support

We close business faster and at a higher rate and we get paid more quickly.

Pros

My favorite part of PandaDoc is the catalog. We can drag and drop items from the catalog to quickly create contracts and proposals. We've closed more business because we can produce proposals and get them signed so fast. It also allows us to create beautiful looking documents online. We also like Stripe integration because we can take payments at the same time the contract is approved.

Cons

We've had a little trouble adjusting the order of our email notifications and approvals, but one of our staff is working on this with PandaDoc support.

Source: Capterra
 

Wadih from 1808VISAS
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

great so far

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

faster contract, proposal and other templates drafting
I have reduced more than 50% of the time I spent in editing these documents

Pros

easy to use, nice layout, the templates are also easy to create

Cons

sometimes the font changing or size changing of the text doesn´t work (it´s quite irritating when that happens)

Source: Capterra
 

Denis from Simppler Inc.

May 2017

May 2017

Digitalization and tracking of all of the paper in my post-sale life is a dream!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy to manipulate and re-use templates
Salesforce field mapping and in-CRM document creation
Reminders for signatures

Cons

It's difficult to bulk download proprietary documents - have to do this one by one
Some fields (like checkboxes) don't shift properly when blocks are moved
Importing a PDF imports it basically as an image file - ie, you can't manipulate content within the PDF within Pandadoc.

Source: Capterra
 

Shannon from Videoloco
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

I appreciate the ease of creating new documents with templates, and use of the library.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
Value for Money
Value
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Pros

What I like best about Panda doc is the simplicity and ease of use. The templates are easy to build, and once created and sent to respondents, the workflow tracking helps ensure we don't miss any signatures.

Cons

Fluidity of the template boxes are sometimes not easy to insert, signer names at times do not populate.

Source: Capterra