About PandaDoc

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 re...


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Supported Operating System(s):

Mac OS, Linux, Web browser (OS agnostic), Windows 10

760 Reviews of PandaDoc

Average User Ratings

Overall

4.47 / 5 stars

Ease-of-use

4.5

Value for money

4.0

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(460)

460

4 stars

(220)

220

3 stars

(54)

54

2 stars

(12)

12

1 stars

(10)

10

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 760 results

October 2020

User Profile Picture

Jesus from Blue Squares Creative, LLC

Verified Reviewer

Company Size: 1 employee

Industry: Marketing and Advertising

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

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.

Pros

They 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".

Cons

I'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.

Reasons for Choosing PandaDoc

PandaDoc had a free tier.

Reasons for Switching to PandaDoc

RightSignature was too expensive for API access.

August 2019

Kalie from City Software Group

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

4.0

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.

Pros

With 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.

Cons

It 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.

Reasons 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.

April 2021

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

April 2021

PandaDoc the Perfect Fit

Great product and will recommend to anyone needing a similar solution for their problems.

Pros

Functionality is perfect for what we looking to have it do. Easy to set up the documents you need to have signed and on the back end easy for the user to sign and return.

Cons

It does take some time to set up the formatting for the documents, but the support team is great to assist with that.

Reasons for Switching to PandaDoc

Pandadoc was easier to use and less expensive.

March 2021

Elaine from COMMUNITY SERVICES CONSORTIUM

Company Size: 51-200 employees

Industry: Individual & Family Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

March 2021

Does the job but improvements needed

Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.

Pros

Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.

Cons

No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.

Reasons for Choosing PandaDoc

It was experimental to try a slightly less expensive product at a promotional price for our nonprofit agency needs.

January 2021

Paul from AMI

Company Size: 51-200 employees

Industry: Events Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2021

Panda Doc Review

Enjoy using Panda Doc, only wish it had the profit/margin visibility on a line item basis. Other than that we have been very satisfied.

Pros

Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.

Cons

No visibility on profit/margin %s on a line item / Individual SKU basis - only on the bottom line cost. Poor design

Reasons for Choosing PandaDoc

Cloud Based and DocuSign / Real Time Tracking / Notes