All PandaDoc Reviews
1-25 of 1,019 Reviews
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Andrew
11 - 50 employees
Used less than 2 years
OVERALL RATING:
4
Reviewed May 2021
PandaDoc the Perfect Fit
Hafizah
Verified reviewer
Telecommunications, 1,001-5,000 employees
Used daily for more than 2 years
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
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.
CONSIt 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.
Noorhidayu
Verified reviewer
Hospital & Health Care, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2021
PandaDoc works fine
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.
CONSPandaDoc'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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2023
Automatic record
Automatic records are kept, auditable for future reference
CONSCan be ignored in peoples email inboxes, often needs to be chaed
Aneta
Legal Services, 51-200 employees
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed July 2023
Past user
It was ok.
PROSthe reporting was easy to read and accessible.
CONSI 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
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.
PROSQuick 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.
CONSNo 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
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.
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
YoYo
Verified reviewer
Marketing and Advertising, 2-10 employees
Used weekly for less than 2 years
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.
PROSMain 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.
CONSA 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
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.
PROSIt'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.
CONSNothing 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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
FUNCTIONALITY
5
Reviewed July 2023
User friendly and intuitive
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
CONSI 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
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.
PROSPandaDoc is super easy to use and upload documents to.
CONSShould 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
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.
Really, there's nothing not to like. Everything is easy to navigate, customizable, and professional.
CONSI 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
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
PROSI love the easy usability and navigation
CONSAllow 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
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.
PROSThe 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.
CONS1. 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
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.
PROSThe 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.
CONSSometimes 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
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.
PROSthe 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
CONSBecause 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
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
Harris
Construction, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT