PandaDoc Software


 

PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership.

PandaDoc allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The built-in e-signature feature allows signers to approve and sign the documents from anywhere anytime.

PandaDoc analytics provides real-time statistics regarding who has viewed the proposal, how many times they saw proposal and how much time spent on the proposal. The dashboard provides an overview of proposal performance.

PandaDoc comes is available via a subscription-based pricing model on per user basis. It provides integration with Salesforce, HubSpot, SugarCRM, ProsperWorks and many more.

 

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
  • PandaDoc - Analytics
    Analytics
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

293 Reviews of PandaDoc

 

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Software Advice Reviews (6)
More Reviews (287)

Showing 1-6 of 6

Derek from AZZLY
Specialty: Medical
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

I recommend this Document Management tool all the time

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Pandadoc is a very easy to use application. My team loves that it is completely mobile. Documents can be sent, viewed and completed on any device. The platform is feature rich and surprisingly self explanatory. The eTutorials are great. They provide screenshots and video grabs of their latest features and more.

Cons

Wish the formatting were more like Microsoft Word or Excel. Building out a document or template can take longer then expected.

Review Source
 
 

Viktoria from QM ENV
Specialty: Other
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2017

December 2017

Automating made easy!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

So simple to use and can be accessed from anywhere - love the e-signature function

Pros

makes streamlining the document process so simple, automating documents is easy now and always accessible

Review Source
 
 

Harue from Cinter, LLC
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Very useful tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It makes sales document and financial document as well as HR documents paperless. And electronically integrated so it is seamless.

Pros

If you have document that require multi level signatures with certain order, this is a nifty tool. You can also audit how long the recipient spent time each page.

Cons

Creating form or document take some time. It requires some skills. Orientation or training is appreciated but it seems it is additional fee.

Review Source
 
 

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 287

Eric from objex

January 2018

January 2018

PandaDoc really helps us manage our contracts

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

PandaDoc is a big help in drafting and tracking our contracts and also in obtaining e-signatures on them. I would recommend the product.

Pros

PandaDoc is a big help in drafting and tracking our contracts and also in obtaining e-signatures on them.

Cons

Things could always be improved, but there's not a lot not to like here.

Review Source: Capterra
 

Peter from Metadata.io
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

Pandadoc makes sending & sharing contracts a piece of cake.

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

Customer Service

Pros

The customization of Pandadoc's contract templates and ease of creating something unique and captivating.

Cons

Sometimes the sync between Pandadoc and other CRM solutions can be daunting compared to other document software.

Review Source: Capterra
 

Olabintan from Union Bank

January 2018

January 2018

Perfect for digital signatures.

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

Whenever we have needed faraway clients to sign contract offers, Pandadoc always comes to the rescue, allowing our customers to sign contracts digitally.Thereby saving us days of waiting for documents to be delivered via post or courier.
It integrated perfectly with our CRM, thereby enabling us to send contract offers to leads already generated on our CRM.

Cons

I wish we could search for documents directly on the main dashboard, without the need to switch to the document or contact section.

Review Source: Capterra
 

Yi from Zenus, Inc.

January 2018

January 2018

We have a positive experience with PandaDoc.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

Although they offer a certificate after both parties signed the document, Adobe PDF doesn't recognize the signatures for some reasons. DocuSign, for example, will be recognized by Adobe and the pdf will pop up a line saying: Signed and all signatures are valid.

It doesn't mean that PandaDoc is not legal-binding, but we just want to make sure the documents will look great for our Fortune 500 clients.

Pros

-The interface is easy-to-use
-Templates are very nice and convenient
-The pricing table feature is awesome

Review Source: Capterra
 

Jeff from Recruiters Websites

January 2018

January 2018

Contract Signing tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

Legally binding agreement signing.

Pros

Pandadoc is Great for client signatures on contacts, proposals and any other legally binding document.

Cons

The API is only available at the highest level of pricing and needs more endpoint. Support is slow.

Review Source: Capterra
 


January 2018

January 2018

Easily allowed me to create professional and beautifully designed documents for my clients.

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

Wide variety of templates, easy to share information and share documents with others, lots of features to customize your work.

Cons

Occasionally difficult to edit the templates. Can be confusing as to how to use certain features of the program.

Review Source: Capterra
 

Preston from Denco Fence Company

January 2018

January 2018

Great extension for the Hubspot CRM platform.......

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

Efficiencies within the Hubspot CRM platform it's competitors aren't capable of

Pros

Auto-populating docs/templates/contracts with information from Hubspot CRM is a massive timesaver. Especially if you're dealing with a large number of clients on a daily basis

Cons

Haven't really run into any major issues up to this point...... I do wish you the blocks were a a little more customizable. Seem fairly limited

Review Source: Capterra
 

Holly from Incorporate Massage
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2018

January 2018

PandaDoc is Awesome!

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

Simplicity, efficiency, great looking proposals.

Pros

We just started using PandaDoc for proposals. It is seriously a game changer. We were just sending out word docs before, which was terrible. They looked awful and it was a pain to approve and make changes. PandaDoc simplifies the process from beginning to end. The customer support has been awesome (Thanks!). The price for what you get is killer. You just need to get PandaDoc.

Review Source: Capterra
 


January 2018

January 2018

Straight Forward

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

Ease of use and accessibility in sending contracts

Pros

Accessible through browser and app, easy to use and very straight forward. The tracking is very accurate and timely which allows you to be notified when a client has checked the proposal, if the client has completed and signed the proposal. The reminder and follow up options is also a great feature.

Cons

Lack of template or presets. The massive cost in having this access which you are actually not using daily.

Review Source: Capterra
 

Andrew from CryptoCPAs LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Panda Doc is integral to our business

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

Workflow automation and storage. Great integrations so I can keep my time focused on doing taxes.

Pros

Easy to code and great complimenting integrations that can really help with automating workflow. Invoicing and getting signatures has never been easier.

Cons

high cost for extra users and too many notification emails. This may be something I can turn off, but in the meantime it is annoying to get a total of 4 emails for someone receiving, viewing, paying, and completing a document.

Review Source: Capterra
 

Russell from Financial choice

January 2018

January 2018

Exciting to deal with

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

Ease of use. I think the fact that you can use it on any device is a plus.

Cons

No local support. It does not automatically sync with local data bases and needs to have an updated API

Review Source: Capterra
 


January 2018

January 2018

Great experience for users and customers.

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 software because it is easy for our users but even more easy for the customer. There is no hesitation on how to use the program, previous products used the customers were hesitant.

Cons

There is really nothing we don't like about the software, but we would love to be able to create a document from the mobile app.

Review Source: Capterra
 

Tudd from E6d

January 2018

January 2018

Cheaper than Quickbooks

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

Relatively inexpensive and gets you invoicing and estimating with general ease. Quickbooks is great but not terribly affordable if you're not using it for tons of work. Pandadocs is great for infrequent but necessary work

Cons

Not terribly modifiable. I'd like there to be a section for descriptors only that doesn't automatically add units of measure and amounts.

Review Source: Capterra
 

Isela from TMF Tours and Travel
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

Great add-on tool to take you business to the digital age

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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My favorite benefit is being able to track in real time who is looking at and interacting with our proposal or contracts.

Pros

Easy to use interface, great for tech beginners or more advanced users
Great personalizing options (photos, backgrounds)

Cons

I wished there was the ability to make more advanced tables and add more complex formulas to the tables provided.

Review Source: Capterra
 

David from 82 Events LLC
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

PandaDoc has helped me grow my business!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Made it easier for me to send high-quality proposals and contracts to my clients.

Pros

I like that the software integrates with my CRM system (Insightly). Using the integration, a majority of my contracts and proposals "auto fill" which saves me a lot of time and prevents errors.

Cons

As a small business owner, I think one of my biggest dislikes is the overall cost of the product. It's actually more expensive than the CRM system that I use to keep track of my clients. While PandaDoc is definitely one of my favorite proposal and contract software solutions, the high price is one thing that keeps me shopping around for a better deal somewhere else.

Review Source: Capterra
 

Morgan from Marketing and Advertising

January 2018

January 2018

Pretty easy to use and figure out.

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

One of my favorite parts of this software is the email reminders. You can set up the proposal to send out a reminder to the recipient every so often to remind them to look at it. I also like in the price table, items can be optional and the client can pick and choose what they want. The fallible tokens are nice too. We don't forget to change the client name from document to document anymore.

Cons

We would like to be able to separate reoccurring costs from the one time costs in the total. That would make it easier for the clients to see what they owe now and what costs will be ongoing.

Review Source: Capterra
 

Howard from KeyedIn Solutions, Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2018

January 2018

PandaDocs has expedited so many of our business process and improved collaboration.

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

Streamlined business process and increased collaboration.

Pros

We use PandaDocs to send out the majority of our HR documents and I have been so impressed with how simple it makes the process. It allows us to keep all of our documents in one place and streamlines the signing and returning process. The fact that it takes the scanning element out of the process is incredibly helpful and time-saving.

I have to also mention that the customer service we have received has been absolutely incredible.

Cons

Some of the features seem very limited, specifically the pricing table. I know it would greatly help our company if the pricing table could function more like an excel spreadsheet. The pricing table seems to be very limited in its functionality.

Review Source: Capterra
 

Kurt from Centiment
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

PandaDoc saves our sales reps an incredible amount of time

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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Saves lots of time creating quotes and invoices.

Pros

It integrates incredibly well with our Hubspot CRM and the capabilities continue to the rest of our tech stack through the easy Zapier integrations. Beautiful interface!

Cons

I would like to see the ability for the Zapier integration to receive inputs rather than just trigger Zaps. I understand it only in Beta now. This would open it up to far more data inputs.

Review Source: Capterra
 


January 2018

January 2018

Decent

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

There are some good options and features within pandadoc. Seems perfect from a small startup to mid size company

Cons

There are some limitations when it comes to screen placement on the quote. Not as much freedom as I would like

Review Source: GetApp
 

Nick from Gameflow Interactive LLC

January 2018

January 2018

It's been wonderful to automate our proposal process.

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 turnaround time for proposals.

Pros

Love the Hubspot integration, and the flexibility over look and feel. The signature functionality is a really great upgrade.

Cons

Just some details - I've had a number of clients be weirded out by the default "JD" sample in initials, literally asking "Who is JD and why do they need to sign this?" Mostly minor stuff.

Review Source: Capterra