All PandaDoc Reviews

1-25 of 1,019 Reviews

Sort by

Reviews are by default sorted by Recommended to software buyers, driven by our proprietary algorithm reflecting the depth and quality of the review, recency of experience, and other factors. As a neutral reviews platform, the star rating of the review is not considered in the "Recommended" ranking, and there is currently no voting mechanism that would allow site visitors to influence the ranking.

Andrew

11 - 50 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

Reviewed May 2021

PandaDoc the Perfect Fit

User Profile

Hafizah

Verified reviewer

Telecommunications, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2021

Zoho Notebook is really the best

PROS

Using Zoho Notebook on my desktop pc or on my mobile device, I can easily take notes or save my thoughts. Not only written material but also music and pictures can be added to the note. However, the file size is limited. Using a digital notebook to save my notes is more safer than using a real notepad.

CONS

It does not allow an offline setting since it requires constant internet connections to view my notes in the software. If the note may be saved on my desktops as a backup option, it will greatly assist me in recovering my note if I lose internet access. Overall, most of the feature is really useful for me as i really in needs for a good digital notepad

Reasons for switching to PandaDoc

LibreOffice do not have an option for cloud storing and i had to use other application for it.

User Profile

Noorhidayu

Verified reviewer

Hospital & Health Care, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2021

PandaDoc works fine

PROS

The ease of use of the online document generation software is my favorite feature. PandaDoc's is quite intuitive once you learn the basics, thanks to its user-friendly layout. This software does not require substantial user training, which I appreciate as the PandaDoc administrator at my organization. This makes it easy to implement across the firm.

CONS

PandaDoc's price table can be inconvenient because it isn't designed to work as an Excel spreadsheet. Our sales representatives would voice their dissatisfaction with this regularly. In many circumstances, it restricts our capabilities or significantly increases the amount of time and work we must devote to certain documents, such as sales orders.

Reasons for switching to PandaDoc

Zoho Docs online storage can't store other files apart of the document that created from this software.

Sue

Construction, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2023

Automatic record

PROS

Automatic records are kept, auditable for future reference

CONS

Can be ignored in peoples email inboxes, often needs to be chaed

Aneta

Legal Services, 51-200 employees

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed July 2023

Past user

It was ok.

PROS

the reporting was easy to read and accessible.

CONS

I thought it would have been an easy system to use, but I was not a fan of it. Slow, kept freezing and not giving me what I asked for

Elaine

Individual & Family Services, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed 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.

Reason for choosing PandaDoc

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

Brian S

Verified reviewer

Consumer Services, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

Our 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.

CONS

Although 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.

Adam

Verified reviewer

Information Technology and Services, 10,000+ employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

I 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.

CONS

Some 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

User Profile

YoYo

Verified reviewer

Marketing and Advertising, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed March 2022

PandadDoc

Digital e-signatures for the company. For proposals, authorization forms, interviews, etc.

PROS

Main advantage over Docusign is that it's free tier and also it's way easier for salespeople to use with it's interchanging block and templates. Makes it easier to send proposals and doc if you have more than one package. Easier to use than docusign which is a plus.

CONS

A lot of times when sending via email, it'll get lost in spam. And the worse part about it is, they know about this and they still put the sending from your own @company domain only at the highest pricing plan (Enterprise).

Reasons for switching to PandaDoc

Try out the product that a lot of people were using and recommending.

Rudolph

Verified reviewer

Real Estate, 2-10 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed April 2023

PandaDoc beats out Docusign for the win!

It helps me provide a service that I would normally have to pay a lot more for. In these times of economic uncertainty every dollar counts. I was introduced to this software by a bank. They sent me a document and I said "what the heck is PandaDoc". To my surprise it was not a bootleg version of Docusign which is what I thought it might be. Then I started to notice a few other began using it as well. After then I was sold.

PROS

It's free version is great! I really only ever used docusign for the signing features. This gives you this at no cost. It's a must for any business looking to add legitimacy to their business.

CONS

Nothing really. It did what I needed it to do, and for free no less. It's effective, and both in terms of cost and functionality.

Reasons for switching to PandaDoc

I switched for the cost and stayed for the functionality.

Gabriel

Verified reviewer

Real Estate, 1 employee

Used monthly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

FUNCTIONALITY

5

Reviewed July 2023

User friendly and intuitive

PROS

I first tried pandadoc when I was out of town but had to get a contract signed last minute. It was very quick to upload my PDF and get multiple other signers to sign quickly. I love that the UI is clean, beautiful, and very easy to use

CONS

I wish it was free, but I like all the features.

Reason for choosing PandaDoc

Pandadoc offered a free trial and pricing was comparable. I like the user experiences

Ben

Real Estate, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

4

Reviewed July 2023

Ease with e-signature

Easy to use for out of state/town clients when time is of the essence.

PROS

PandaDoc is super easy to use and upload documents to.

CONS

Should be an auto click to fill in the signature blanks.

Jessica

Verified reviewer

Consumer Goods, 11-50 employees

Used monthly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2023

Great for document creating, sharing, and signing.

PROS

Really, there's nothing not to like. Everything is easy to navigate, customizable, and professional.

CONS

I really don't have any complaints. It is always quick and painless.

Fortune

Verified reviewer

Information Technology and Services, 51-200 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed July 2023

PandaDoc Review & Feedback

Overall experience is 6/10

PROS

I love the easy usability and navigation

CONS

Allow users to enjoy the product during the trial period because the sign-up compulsory pop-up can be a turn-off.

Matthew

Entertainment, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed August 2019

Could Be Great With A Few Tweaks

I am able to send the quantity I need without any additional payments to PandaDoc.

PROS

The annual price is better than other competitors by a long shot. Can also send unlimited documents which is what we need since I send a lot of contracts.

CONS

1. The mobile cell phone signing feature is called"In Person Signing" which is not really very clear to the people I send documents to 2. Using an iOS device the mobile signature feature is flawed, many kinks that need to be worked out. Currently it is confusing to people how to actually sign from a cell phone. I put in a fixit request more than a month ago, they are supposedly working on it, but there has not been a fix as of today. 3. The input fields take longer to put in the document and assign to signers than competitors.

Reason for choosing PandaDoc

Price

Reasons for switching to PandaDoc

DocuSign was charging me $59 per month to send unlimited documents, but then I was contacted by them years after I first signed up and they wanted me to pay over $4,000 annually to do the same thing I've been doing for the last several years. They provide NO additional services, and expected us to pay an exorbitant rate. I am a small business, and many of my contracts are low in terms of revenue to my company, so paying an increased cost is not an option for us.

Javier

Non-Profit Organization Management, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2019

Great product. Rivals DocuSign and AdobeSign

We adopted this system to send out our organization's legal documents, and so far the experience has been great. I would highly recommend this e-signature product.

PROS

The interface to send out documents is great, and there are some better features offered than the other competitors (such as masked fields, a proposal making function, attachments you can make to the document, and a signature authentication page with each agreement). PandaDocs offers basically the same function as DocuSign, but it has some additional features and the cost is considerably cheaper.

CONS

Sometimes depending on the email server, the automated email sent by PandaDocs gets sent into the partners junk mail. Doesn't integrate with SharePoint.

Reason for choosing PandaDoc

DocuSign and AdobeSign charge using a transactional model (it gives you a set number of documents you can send), whereas PandaDocs uses a user based model with unlimited transactions.

Vincent

Marketing and Advertising, 11-50 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed August 2019

An AMAZING product if you are patient at first

Overall this is an amazing software that takes care of so many business needs with ease, mainly: - ESignatures - Proposal creation - Proposal tracking - Payments - Keeping track of pricing The learning curve is a bit steeper than other like products, however, once you get the hang of you you'll see that it is hands down the best software. Yes the pricing is usually higher than other proposal softwares, however, you'll find out that it is much much more than a proposal generation tool and the convenience and ease of having so many features in one place saves so much time and money needed to run and integrate multiple platforms to do the same thing.

PROS

the scope of features is unmatched by any other software the scope of native integrations into tools we already use tracking of users and activity HubSpot integration Dynamic pricing grids and ability to store products/services for ease of use later

CONS

Because of how powerful this tool is and how much it can do, the learning curve is much steeper than other products we've used. However, once you get the hand of it it blows everything out of the water

Reason for choosing PandaDoc

The alternative products threw way too much information at me and overwhelmed in the decision making process.

Reasons for switching to PandaDoc

Was lacking features that we needed.

Pierre

Environmental Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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...

PROS

The 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

CONS

definitively 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

Harris

Construction, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

</