All PandaDoc Reviews
1-25 of 1,079 Reviews
Sort by
Lucas
Information Technology and Services, 2 - 10 employees
Used unspecified
OVERALL RATING:
4
Reviewed December 2023
PandaDoc Review: Awesome digital signature platform!
Jesus
Verified reviewer
Marketing and Advertising, 1 employee
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed October 2020
Jumping From RightSignature to PandaDocs
We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back. We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign. If you're a small business getting started and need free e-Signing, PandaDoc is a winner.
PROSThey provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".
CONSI'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.
Reason for choosing PandaDoc
PandaDoc had a free tier.
Reasons for switching to PandaDoc
RightSignature was too expensive for API access.
John
Fishery, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed December 2023
Fantastic solution for digitizing your signed documents
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.
PROSI 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.
CONSI'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.
Reason for choosing PandaDoc
Pandadoc looked a lot more professional compared to some of the alternatives we evaluated, but it was still priced low enough where we didn't have to go over budget to get all the additional advanced features.
Enrico
Consumer Services, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
PandaDoc Is the Best Software for Managing Business Documents
Managing business documents using PandaDoc is smooth and affordable. PandaDoc has been easy to use and reliable to manage.
CONSI do not dislike PandaDoc at all. PandaDoc has been so effective.
Ekta
Marketing and Advertising, 1 employee
Used daily for more than 2 years
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
3
FUNCTIONALITY
1
Reviewed June 2022
Latest software update is a debacle
Customer support is excellent and the agents do everything in their capacity to assist. I give them 5 stars. Unfortunately the so called "Customer Success Team" gets 0 stars from me. They are the ones who assist with more complex issues. Unresponsive and unhelpful. A content library that I built over the course of 2+ years for my business was invaluable and a huge time-saver. PandaDoc just decided to delete it without any notice, or opportunity to back up. My order of quotes is in a mess as they are all dated 22nd May 2022.
PROSVersion 1 was relatively easy to set up and use. I could duplicate documents, build a library of images and commonly used sub-headings and sections, resize images. In Version 2 it is easier to create tables and page breaks.
CONSVersion 2 was launched without any communication and/or notice. The team decided that it was okay to delete my content library that I had built over the course of 2.5 years. All quotes were automatically updated to a single date. So I am unable to sort quotes and proposals based on newest to oldest. The functionality to resize images is lost. The documents are clunky and useless.
Reason for choosing PandaDoc
I chose PandaDoc over others because they were the most competitively priced.
Reasons for switching to PandaDoc
PandaDoc have made decisions and over-written or deleted content that was created by their clients. The software is clunky and messy. The team is unhelpful.
Fatura
Food & Beverages, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed January 2024
A Multipurpose Document Management Software
I like that PandaDoc not only makes document management easy but also features amazing digital signature capabilities The software makes workflow management easy also is good in forms automation
CONSPandaDoc has been a deal breaker and no issues at all.
Yasith
Verified reviewer
Computer Software, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
FUNCTIONALITY
5
Reviewed December 2023
Best online platform for certified documents
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
PROSThe default templates were really helpful to get started with certain documents The UI UX is really good Sharing with others is easy as well
CONSI 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.
Reason for choosing PandaDoc
DocuSign felt expensive and did not have templates that we wanted to use. I felt the Pandadoc user experience is better as well.
Liberty
Marketing and Advertising, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2024
Great for Proposals
Great product for proposals. Once you customize your templates and create a library, it is very easy to use.
CONSPandaDoc goes down a lot. It also seems to go down a lot at the end of the month, which is when I use it the most.
Nina
Computer Software, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2024
PandaDoc Review - great product!
Overall its been a great experience! I use this several times a week and find it very reliable
PROSThe ease of creating new custom documents for the various clients/projects.
CONSSometimes the fields within the forms are finicky when moving them around the page
Joe
Marketing and Advertising, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed March 2024
Thanks Panda!
It makes getting signatures from our clients super easy on the important documents that we use for marketing agreements.
CONSI'm pretty new to using this program and don't have anything to add as a con.
Vendor Response
Hi Joe, thank you for the great review! We're happy to hear PandaDoc has made your life easier when it comes to document and signature workflows. Feel free to reach out if you ever need support!
Replied March 2024
Hrach
Verified reviewer
Marketing and Advertising, 11-50 employees
Used monthly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2024
Helpful for contract signing and many other document-related transctions
PandaDoc's intuitive interface simplifies document management and e-signatures. The customizable templates and collaboration features streamline the document creation process, while the e-signature functionality expedites approvals and closes deals faster.
CONSOccasional glitches in document formatting or sending processes can be frustrating. But that's not happening every day.
Cyril
Textiles, 2-10 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
1
CUSTOMER SUPPORT
3
FUNCTIONALITY
5
Reviewed July 2021
Insane product versus obsolete pricing
Wonderful product discovering, harsh disappointment on the pricing model.
PROSThe visual template editor tool is completely insane; nothing to be compared to other existing SAAS out there. Tested like 7 other tools, really nothing compares.
CONSThe pricing model for the first 2 plans (essential 29$ / business 49$) EXCLUDES THE API ACCESS, that can only be enabled — with extra-charges — with an enterprise plan. The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls). This is completely insane as of 2021 as it makes Pandadoc both unsuitable for automation workflows in human-sized companies, and inconsistent with its competition and its time. This is 21th century, every SAAS out there has an open API from starter plans, and there's a reason for this : an API is not an "enterprise" nor an "advanced" feature at all; every startup use them be it through code or no-code integrations. This is a pretty ridiculous situation where I love the product, already setup everything working like a charm, want to buy it, but am facing an inconsistent and prohibitive pricing model.
Reason for choosing PandaDoc
I did not, because of the prohibitive pricing model. I went with Docupilot which has a waaaaaaaaay less curated product, but a decent (and 2021-ready) pricing model
Kalie
Information Technology and Services, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed August 2019
Newer to the product, BUT LOVE IT!
We have cut down the amount of time it takes to get signed legal documentation from customers which allows us to begin work on projects much sooner! Also, housing all documents in one place allows for ease of access should we need to find a specific document.
PROSWith software development being our field of specialty, we have many documents that we need our customers to read over and sign. The location to a printer for some was easy, but for others, it would take so long for them to print out the number of documents, sign them, scan them and send them back to our team in which they would live in a random folder in our drive. Using PandaDoc allows us to create templates for each of our legal documents and send them directly to the signer in which they can click a few buttons and send it back over to us and everything is housed neatly together in folders.
CONSIt does get a little pricey the more users you add, but if you only have one person that needs to access the information it is well worth it.
Reason for choosing PandaDoc
We looked at DocuSign because many of our customers use it because you can customize each of your documents and brand it directly to fit your company. The number of features PandaDoc's has compared to DocuSign was almost double giving us more uses for the software than just getting documents signed.
Carol
Mental Health Care, 201-500 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2022
PandaDoc saved us during the Pandemic
This has really been a blessing to us - especially when the mandates are back in place for not allowing verbal signatues.
PROSI love how easy it was to implement this product and all of the training we received. It was perfect to train the trainer and everyone we came in contact with at PandaDoc were so helpful and quick to lend a hand. Since there are still clients who aren't comfortable coming into the office, PandaDoc really helps us with obtaining the necessary signatures from our clients without having to have laptops or computers. They can easily sign from their phones.
CONSIt is a bit difficult if you don't use it for a bit and then try to set up a form to be signed. Or if we have turnover and we have to train a new person to use it.
Reason for choosing PandaDoc
PandaDoc was listed as an integrated program with Zoom - we were hoping to be able to have clients sign while in Zoom sessions.
Brittany
Marketing and Advertising, 2-10 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed December 2021
My go-to document program
I love PandaDoc. I have used it for invoicing, contracts, NDA’s, non competes, sub contractor agreements, and so much more. It is capable of so much! When integrating a system for a client, I try to make most of the process automated as I my client base is mainly small business owners who don’t have time to manually do each process.
PROSVery user friendly, capable of doing many things (and everything expanding!) integrates with plenty of programs easily.
CONSThere is not much I don’t like about PandaDoc- the only thing I can say here is when setting it up (for a small business owner to take over the program)- showing them the integration between Pipedrive and how to set it up using variables is not as user friendly to people who don’t usually see this.
Reasons for switching to PandaDoc
More complex than docusign for what I needed
Adam
Verified reviewer
Information Technology and Services, 10,000+ employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
FUNCTIONALITY
4
Reviewed January 2023
PandaDoc, excellent integration for digital signatures
Unlike other electronic signature software, pandadoc has a variety of predesigned templates that can be used immediately, on its website it has a help center with several articles and tutorials on how to use its tools, something that could stand out is the integration that you have with other applications such as slack, Monday.com, Google workspace and Salesforce, PayPal, among others.
PROSI like pandadoc Since it is easy to use it is not a complex or confusing application, I have used it to create send and sign electronic documents, what I like about pandadoc is that I can follow up and see a detailed analysis of the documents, it is Useful to automate the creation of signature of the documents. PandaDoc is one of the software I've tried that integrates better with other applications I use constantly with Microsoft Word and Google docs.
CONSSome things that it has to improve is the customization of its predefined templates, details like color and order.
Reasons for switching to PandaDoc
PandaDoc has integration with multiples software
Pierre
Environmental Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
Pandadoc feedback from france
The product is really good and suitable for a daily basis use. I have still some fears to move from pdf to 100% digital quotes in France because of spam barrier but I know this would open a 50% rise in customer experience with many other possibilities as videos in templates, directly chating with customer inside the doc, all status change...
PROSThe features are very well minded. It is very egronomic and efficient with pipedrive integration. I appreciate the posibilities to get folders, drag and drop, managing many templates with libraries is very useful to set up a new one as easy as a drag and drop. To be honest I would love to be able to use pandadoc using more features included in my package
CONSdefinitively the 5 licences as a minimum. This is the second company I implement pandadoc for less users than 5 and I am not happy to pay for nothing. I am not happy with the date format with YYYY/MM/DD. As most of the european people we do use DD/MM/YYYY. So I have to select 2 date fields to get around this format in each document I edits from pipedrive (quotes with date of edition and date of expiration)
Reason for choosing PandaDoc
The pipedrive integration was more efficient. I had a prior experience admin and using pandadoc
Vendor Response
Hi Pierre, Thanks for the feedback -- I shared your comment about date formatting with the Product Team. As for the concern about spam barriers in France, we have a few solutions for dealing with that while maintaining the digital document experience (along with tracking, etc. for you). 1. You can "white-label" your email delivery address so that documents are sent from your domain. - https://support.pandadoc.com/hc/en-us/articles/360007816574-Whitelabel-your-PandaDoc-delivery-emails) 2. You can generate a direct link for each recipient and email that directly to them. I'd recommend sending the document via PandaDoc first and then generating the document link(s) and sending as a fail-safe. - https://support.pandadoc.com/hc/en-us/articles/360009912654-Share-document-link-with-your-recipients) Hope this helps. Thanks again for taking the time to share your feedback!
Replied October 2019
Antonio
Verified reviewer
Automotive, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed May 2023
Easy to use and very customer friendly, it works perfectly for everything we need.
Able to do our work online much obliged to this apparatus, which permits us to transfer our clients' records and effectively include signature and content areas for them to affirm. I can have clients total reports carefully which is speedier and simpler for both parties, they like to listen that PandaDoc could be a secure scrambled location, particularly when sharing installment data. The primary issue we unraveled was the time slack in completing a draft understanding, presently we may have to be plan a cite or just make and send the genuine understanding to the client so they can peruse and appreciate the terms and conditions, spares a parcel of migraines head afterward. A few of the foremost unmistakable benefits are, Virtual marks, questions and answers and, of course, trade and exchange of archives inside and to clients, it is basically utilized for B2B exchanges and contracts. It too makes it simple to exchange vital information to records, furthermore the formats are incredible and simple to customize.
PROSI adore how simple it is to know when somebody has completed their records, and to send us the notice, our clients moreover adore that ready to do our work online thanks to this instrument. I truly like that you simply can customize what data you're searching for for the recipient to fill out, it's pleasant to have choices like checkboxes, mail, phone, CC information, dropdowns, etc., and to be able to check the specified boxes. The leading portion of the selection was the affect on our bottom line, the genuine advantage was the lessening in time to plan, assess and send bargains, presently we will customize on the fly and on the off chance that there's a issue or something that seem wreck the bargain, you'll be able alter it on the fly and not lose the energy or the bargain.
CONSI do not like programmed close of reports, so I need to resubmit each archive, you'll likely lapse the record, but you've got the alternative to resubmit it. The format of the introduction is the most noticeably awful downside I can think of, the front pages are simple to customize, but the substance pages are frequently troublesome to oversee. I loved the live chat choice that PandaDoc used to have and now not offers, a few issues are not that huge and may well be settled lovely rapidly with the assistance of a live individual, and a few issues are as well pressing to e-mail a ticket. It's a highlight I've continuously told everybody approximately and highlighted as a reason to sign up for PandaDoc over competing electronic signature suppliers. It would be ideal if you bring back live individuals, not bots!
Brian S
Verified reviewer
Consumer Services, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed June 2023
Electronic signature software, document creation and collaboration, ready and easy to use.
PandaDoc has spared a part of time, compared to our past application (Adobe Shapes), in making proficient recommendations, all inside our CRM application. The programmed updates have been a extraordinary offer assistance in liberating up time to spend serving clients and prospects, PandaDoc has been a advantageous device for our group to work on trade reports online from anyplace through its easy-to-use interfacing and thousands of pre-established report layouts to encourage a more dexterous and effective handle of collaboration and collection of electronic marks.
PROSOur clients no longer need to rush to our office over lunch since we can send them a full document through email that they can electronically sign at their leisure. I like how you may save pages as templates to use in other templates; the example document library is enormous. I like how the dashboard shows the status of every papers, such as Sent, Read, Expired, and Closed, I appreciate its user interface's sleek design, which makes it simple to browse and explore even for inexperienced people.
CONSAlthough some fundamental data is missing from the dashboard views, PandaDoc is quite responsive when it comes to introducing new features to the system. While PandaDoc is excellent for document production, collaboration, and electronic signatures, it lacks the extensive document editing and customization capabilities of Microsoft Word or Google Docs. Actually, I'd want the option to "send a reminder" to be on the front screen and more easily accessible.
Prudencia
Verified reviewer
Research, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed March 2023
Amazing tool
It's easy to use, has a lot of features, and is incredibly helpful for managing documents and contracts. It also allows me to easily collaborate with other people and make sure that everyone is on the same page. It's definitely improved my workflow and I'm very happy with it.
PROSPandaDoc proved to be a great asset for me due to its user-friendly interface. I was able to craft documents that were both presentable and properly formatted in a short amount of time, thanks to the helpful templates available. Moreover, the platform allows me to store my documents securely and monitor their progress, giving me a sense of security.
CONSAt this point, I have not found anything that I dislike.
Abdallah
Civil Engineering, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
An integrated solution for managing electronic signature procedures
With PandaDoc, we have been able to improve our capabilities in managing the review processes of contracts, offers, and other necessary documents by the officials of the organization, as well as the process of sending to subcontractors, suppliers, and customers to make the electronic signature done quickly and securely.
PROSPandaDoc works great, and the interface is very easy to use. It is great how we can prepare contracts in full detail without complications, as the drag and drop feature helps to accurately locate personal information, the electronic signature area, and any other additional information, and it is good that we can make several copies of the same contract and customize it to suit the type and level of signatures and approvals that you need. I like the fact that we can track the contracts sent and know where they are actually located, which enables us to significantly speed up the processes.
CONSI don't have too many problems with PandaDoc; all the tools are simple and easy to use, and the constant updates have greatly improved the automation.
Sarah
Marketing and Advertising, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed September 2019
Pandadoc: its document organization system is amazing
Pandadoc we liked from the beginning for its sales training system. To this end, the platform provides content managers, collaboration tools, and online documents. In addition, it has helped us a lot with the management of budgets with its document management system with prices and discounts. It is without a doubt a document handling tool of all kinds, it is very versatile. We have been quite satisfied with our experience of using pandadoc. There are a lot of advantages when investing in the service. This platform integrates correctly with services like OneDrive. The use of API is highly recommended, for reasons of practicality, recommendable.
PROSIt is used for the management of contracts, with tools that allow even reviewing the life cycle of the same, and control their different versions. Pandadoc allows you to manage documents within the platform without having to be connected to the internet, and has an excellent integrated calculator for taxes. Pandadoc is recommended for its wide range of tools for managing all types of documents, stores and workflows. Your business process automation is excellent, and your Dashboard is extensively customizable. In addition, you can track the progress of each task. The training for pandadoc end users has been very profitable from the start. Thanks to that, it is easy for us to manipulate the platform.
CONSThe pandadoc platform does not support the management of online payments, nor does it allow the billing of unforeseen expenses (emergencies). As a document manager, it fails to have optical character recognition, nor can it configure access controls for team members to stored documents.
Sunitha
Verified reviewer
Program Development, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
FUNCTIONALITY
4
Reviewed March 2023
Amazing tool
PandaDoc is incredibly user-friendly and straightforward. After trying out a few different document signing platforms, I found that PandaDoc was far and away the most enjoyable to work with. Building documents is a breeze and the final product looks incredibly professional. The templates and tokens are a real time-saver and the signing process is a breeze. I also appreciate the activity feed, which lets me know if a document has been seen.
CONSI have no complaints; everything is excellent and amazing.
James
Verified reviewer
Management Consulting, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed September 2022
Excellent Digital Signature Platform
We swear by PandaDoc, excellent software that means our client engagement letters can be sent, reviewed and signed digitally. So easy to use and send.
CONSNothing at all, everything is fantastic and simple to use
Reasons for switching to PandaDoc
Price and features
Masturah
Verified reviewer
Telecommunications, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed July 2021
Good document generation software for business document
PandaDoc is more focus on creating a business documentation like invoice document or document that need signature, as PandaDoc has a feature that can add a field for a e-signature. It let the documentation is fully digital and no need to print the document anymore.
CONSI would love if they can constantly adding a new feature or tools, as the pricing scheme for using the premium plan is quite high and the adding values will justifying the price tag. Converting the document to other document format is not available in here.