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)

241 Reviews of PandaDoc

 

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Software Advice Reviews (3)
More Reviews (238)

Showing 1-3 of 3

Lawrence from DC Public Education Fund
Specialty: Education
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

PandaDoc

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Intuitive and very easy to learn. Also a little fun to drag the fields around. Makes it so much easier to get signatures, compared to using pen and paper!

Cons

If you start a document and send it out with the wrong email/name somewhere, that person/email becomes permanently associated with the document. Would be helpful if that wasn't a thing, but it's also extremely easy to start a new one.

 
 

Cesar from Mission Home Health Agency
Specialty: Medical
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Very professional

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Really professional looking program. I can customize my documents to whatever I need them to be. Very easy to manage sending and receiving signatures to and from our clients. Completely replaced the back and forth and trying to get signatures on contracts via fax. I can see when the recipient has opened the document or if they have any questions or concerns.

Cons

Sometimes it kicks out the clients when they are trying to submit the signatures. Also can be a little tough to set up new documents from scratch if you've never used the program before.

 
 

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 238

Marc from Revenue River

September 2017

September 2017

Slick proposal tool with integrations

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
Support

Time saved from proposal build out, visibility into who is looking at proposals and when they are signed.

Pros

It makes it very easy to streamline the proposal build out and review process so that you can spend more time closing and less time building documents.

Cons

Some of the editing tools can be a bit clunky and hard to fully use. There are also a lot of different tools within the editor that sometimes it can be hard to remember what to do with every one of them.

Source: Capterra
 

Dave from Fractal, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

The most extensible and customizable document automation around

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

It allows us to automate our document creation (to some degree) and to make beautiful documents.

Pros

I love how easy it is to style documents templates, especially if you know a little CSS (not necessary, just a bonus). Our documents look great thanks to Pandadoc. It's also very easy to make a template for just about anything, and it saves a ton of time in creating documents.

Cons

I wish API/Zapier access was available on lower tiers. It's not a costly service to offer and the value isn't there for small companies. It should be available on the first paid tier, like most other SAAS companies.

Source: Capterra
 

Monika from Jansen Communications

August 2017

August 2017

Huge timesaver!

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

I love PandaDoc for so many reasons. It's easy to use and affordable. It saves me a lot of time and makes the entire proposal-writing process less painful. But the electronic signature feature is the best. No more printing, signing, scanning and emailing - all barriers to getting quick signatures and closing the darn deal.

Cons

There are some annoying bugs that I know are being worked on, but I can work around them. If I had to pick one, it's the inability to set the font and font size so they carry through from one new document or template to the next.

Source: Capterra
 

Bill from iHostPoker Casino Parties
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

I can't imagine my business without Panda Docs.

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

So easy to use and it reflects the professionalism of my company. I love be able to see at a glance which quotes / contracts are completed and which I need to follow up on. Following up is a breeze with the templates that I have created.

Cons

I would like to be able to export my client list to a CSV file for use in an email marketing app. Other than that I am very happy with the product and the service.

Source: Capterra
 

Mia from New Genesis Housing LLC

August 2017

August 2017

Great product

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

Most effective way I found to get documents signed electronically and I like that I can use any form that I want to edit

Cons

I wish I could go in and edit the form after it's already created and the dragging, dropping, and resizing of boxes is a headache also

Source: Capterra
 

Cindy from Clever Banana Studios Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Good idea and product but seems to need a bit more work

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Easy to update the contract and for client to view. doesn't need to archive a lot of paper contract in the office.

Cons

API is only open for enterprise or higher plan, which has functions we do not need.
Hubspot integration doesn't work very well.
Pricing Table is a bit buggy sometimes and a bit limited, hope we can add text not just number in there, for example "FREE". Also there can only be one discount per pricing table, sometimes we give percentage then another amount discount, but can't seem to figure out how to do that with the pricing table.

Source: Capterra
 

Steve from iNarrator
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Our team find PandaDoc easy to use and clients like it too

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

Really speeds up the process of creating proposals especially when used with Pipedrive, it's super easy to get documents signed off by clients.

Cons

We need a fully functioning Zapier integration to take full advantage of PandaDocs power.
Also the document search feature could be improved.

Source: Capterra
 

Ben from Riafox
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Pandadoc has helped streamline our proposal and agreement process significantly

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

1. Faster release of documents
2. Faster response on agreements
3. Single source of record for documents
4. Segregation of document types

Pros

Pandadoc was relatively simple to get started and the ability to send the document straight from Pandadoc has been great in keeping track of documents.

Cons

Working between workspaces can be a little clunky. It can be combersome to move templates and documents between spaces.

Source: Capterra
 

Kate from InvitedHome

August 2017

August 2017

Great product for e-signature

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

PandaDoc is easy to use and simple to introduce new users to. Customer service is excellent. We're using PandaDoc to send 10-30 documents a week and are always finding new ways to take advantage of the e-signature capabilities. We use it for contracts, W-9s, and waivers.

Cons

Design functions and capabilities are pretty limited- we want to use PandaDoc to create really dynamic proposals, but it's impossible to do some of the things we wanted to. We have to resize images in order to make what we need fit within one page in our template (when you download a doc as a pdf it splits it into pages instead of being one continuous document), but we have to resize them in a photo editor first or use CSS, so it's not very user-friendly. With that said, it's a great product for simpler docs or contracts, which is really its main intended use anyways.

Source: Capterra
 

Tiffany from Horizon Hospitality LLC

August 2017

August 2017

We love PandaDocs overall and use it regularly for client contracts and proposals.

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

Contracts signed quick, filed fast. Eliminates paper storage and paper waste.

Pros

Ease of use. User-friendly, eliminates paper. The biggest reason for using was to eliminate paper and get contracts signed fast/cloud stored.

Cons

Several customers have had issues with not receiving the contracts to their email, there are also a list of bugs I need to start writing them down as I go but did not realize I'd get a survey. Customer support is slow to respond when I need a contract signed quick.

Source: Capterra
 

Jodi from Get Storied Inc.

August 2017

August 2017

Decent UX, not as intuitive as I'd like though.

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

Quick signing of documents - thats the primary use we have. I like that I can assign fields to specific users as well.

Cons

That my completed documents aren't stamped in some way showing it was signed electronically with the date.

Source: Capterra
 

Nicole from Design Womb
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

PandaDoc is beautifully designed, works with ease, and the support team is fantastic.

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

Nice clean beautiful looking docs. A place to keep all of my docs not just proposals, and they look fantastic!

Pros

The user interface works really nicely and things are easy to find for the most part. The support team has been extremely helpful. I transitioned from an old proposal platform to PandaDoc and they helped me through every step of the way.

Cons

I don't have a lot to complain about but I was a little sad to see that some features I was using in the old platform I used were only part of a higher priced package for larger studios and agencies, such as the password protection feature. I would say analytics secondary, there is plenty for what you need but I wish I could review my win rate and more insightful data to help plan for the future in an easier way. (I might just need to learn more!)

Source: Capterra
 

Janning from Cooper Process Automation, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Does the signature tracking well. Lacking in basic formatting options and retention.

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Are we still talking about PandaDoc? Or are we talking about Capterra now? I thought I rated PandaDoc on the last page, but "Thanks! We received your review. We'd love to learn more about your experience with this software." is confusing ... doesn't seem like a specific enough question.

Pros

The main user interface and its components are great!

The dashboard is helpful for an overview of what's in the pipeline (Sent->Viewed->Completed->Draft ... although I think draft should be first). If I am anticipating someone to review and sign a document in the next 24-48 hours, I can easily see when it is moving along the process by hitting refresh occasionally (on my web browser) without actually being in the document itself.

The icons on the left navigation bar make sense after you use it for awhile (Dashboard->Documents->Templates->Catalogs->Contacts). I like how templates can quickly and easily generate documents when set up properly.

The folder system is intuitive and not too cluttered.

Cons

The document editing system is a bit clunky.

The lack of basic formatting options can be frustrating. To me, the two most sensible reasons for using a software like the one PandaDoc provides is, 1) to keep a tight reign on important legal documents, and 2) to have a way of accomplishing the former electronically.

It would be ideal if I could port from Word or Google Docs and have it retain the outline format, but even if that didn't happen quite correctly, it's not even an option to change the ordered list type without custom CSS. This is particularly important for legal documents, which almost always has nested ordered lists.

It would also be ideal if a hard tab could be added. Using a specified number of spaces in conjunction with the justify text alignment produces substantially inconsistent results.

Also, it would be nice to have the two-column text layout be available for actual text in text blocks, not just for the text on the cover. It seems strange to only have that available for the cover.

Thanks for soliciting our feedback!

Source: Capterra
 

Israel from Stay At Blue Mountain

August 2017

August 2017

Efficient enough. It does what we want it to.

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 manage and navigate through. The templates portion is helpful as are the Contacts and dashboard.

Cons

The name still appears as "Pandadoc" to our recipients. It would be great if we can change that to the name of our company.

Source: Capterra
 

Daniel from RightBlue Labs

August 2017

August 2017

very easy to use

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

simplicity and functionality. I can do everything i need in terms of e-signatures. I Like the collaboration and the feed as well

Cons

I suppose I could use more functionality when editing documents (for instance importing a word document and being able to edit it on the page rather than importing a brand new doc)

Source: Capterra
 

Kylie from Arinex
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

Great program and the team have been very supportive.

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

Easier access to product via the content library for consistency.

Pros

It's dynamic, professional look with analytics for greater intel. We can customise the look and feel using a style guide to represent our brand.

Cons

Needs some more functionality around formatting. More inline with Microsoft programs i.e. multiple highlight and select to move or delete text.

Source: Capterra
 

erin from Intrepid Group

August 2017

August 2017

setting up the account and initial templates were challenging, although we still love the product

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

Attractive proposals, pre set themes and a professional end product. great having a basically unlimited library or content and images

Cons

can be very clunky when editing large pieces of text (just randomly changes colour, font, size, dot points move around) , would be good to have a few more features designed for proposal that are printed out ( page break previews) Being based in Australia it's also challenging to get support when PD unexpectedly goes down.

Source: Capterra
 

John from JTE Marketing Group

August 2017

August 2017

PandaDoc for business proposals

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 ease of writing proposals once templates are built out and content is plugged in and the ease of searching contacts.

Cons

The mobiles apps are very basic. I wish there was an easy way to manually void and delete proposals.

Source: Capterra
 

Greg from DigiGroup entertainment

August 2017

August 2017

Great proposal system

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

We love the fact that it's so easy to send out proposals and info about our services so quickly and easily.

Source: Capterra
 

Stephanie from Community Hired
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Professional package should be called "basic" plan

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

Overall, I'm indifferent about the benefits versus the costs. I will likely switch when my membership term is up.

Pros

I love that it's easy to adjust and move the fields around that need signing. I also like that it's reliable.

Cons

Integration are not made available to paying customers below business plan. I feel it's misleading that these integration are advertised but only a small note says it's for higher tier customers.

Source: Capterra