PandaDoc Software

Overall, it's a great tool for managing documents, proposals and contracts.

Pros

Analytics are fantastic, and it's very easy to configure templates. Multiple content library items make the process for updating templates really streamlined.

Cons

Inability to create a deadline for signing, lack of collaboration when sending a proposal, etc. I believe most of the "cons" are already being addressed but it would be so much better with functionality like that.

Pros

Good design
User & Customer friendly documents

Cons

PDF export on phone is complex at times.

Before digital contacts we struggled to get paperwork back, it definitely slowed the process down, thanks to PandaDoc we're much more efficient, and have much better contract management and record keeping.

Pros

Easy to setup. Nice and easy to use templates, including product tables and pricing. We have templates for our main products that are ready to go, and additional templates that are customised a bit more before sending. So much faster and more reliable than before.
Really like the link with our CRM (HubSpot) too, so easy to make a contract for a contact at the conclusion of a successful deal.

Cons

Pricing is per user, but we saw little benefit in having multiple users for the way we used the software.

We are cutting time spent on administrative tasks and, being a very geographical dispersed company, cutting costs on outcoming mail and paper.

Pros

For the ones (like me) who loathe paper, this is one of the best ways to keep track of all documents needed on HR Management. It cut's administrative time spent in about 50%.

Cons

The worst part (which is picky) is the fact that e-signatures is an independent product. My suggestion is that on creating a user he/she signs a piece of paper with their signature and the signature would be forever connected with that user.

We are new to the product but we made the move for ability to drag and drop into the scroll. The sales team was very helpful and helped us get set up quickly.

Pros

I love that contrary to our previous provider, we can drag and drop our forms into the scroll of the proposal.

Cons

We can not change the format to go page to page, it is a continuous scroll.

Pros

It made contracts very easy to template and use over and over again.

Cons

Hard to get started with it, as you start from scratch and have to make your own templates

Overall I have been really impressed with PandaDoc because of its ability to be leveraged in many different ways. For example we use PandaDocs for all of our HR documents from offer letters to compensation plans, company policies and even workplace compliance records. We also use PandaDocs for all of our sales documents from order forms, to renewals to scope of work documents. PandaDoc's ease of use paired with its capabilities has made it a company-wide staple.

Pros

My favorite part of the PandaDoc software is how easy it is to use. Once you understand the basics, PandaDocs is incredible intuitive primarily due to its user friendly interface. As my company's PandaDoc administrator I like that PandaDoc doesn't require extensive training to users. This makes it easier to roll out company wide.

Cons

PandaDoc's pricing table can be frustrating because it doesn't function like a typical excel-like spreadsheet. Our sales reps will constantly express their frustration about this. In many cases it limits are capabilities or greatly increases the time and effort we have to spend on certain documents specifically sales orders.

Easy setup, great once you figure out the usability and the ability to add digital signatures definitely outweighs the UI annoyances.

Pros

I like the audit trail for contracts, the workflow and real-time commenting.

Cons

The first time I used it, I found it REALLY hard to use compared to other SaaS products. Silly things like hover-over dropdowns that disappear when you click and the pain of creating your first contract that didn't work the way I expected to was annoying but you get used to it quickly.

Pros

Easy to use & integrates with other software and applications that we currently use. Allows for easy organization of contracts & other documents we send to clients. The templates make it easy to send out similar contracts when a few details are changed each time.

Cons

Wile PandaDoc handles digital very well, printing is a completely different story. Printing our contracts often lead to obvious formatting issues in the printed version.

Pros

I like that PandaDoc is an end-to-end solution for document management. It's very useful and convenient.

Cons

It is not cheap for small company to start with.

We require signatures on contracts and PandaDoc has proven to be a good tool for this.

Pros

The most attractive feature was how it has an integration with Hubspot, this allows our sales deals & contracts that need signing to be tied closely together in Hubspot.

Cons

I would say that when you have multiple users in the same account that it can cause a bit of confusion and can lead to extra time spent looking up docs.

Pros

Easy to use and integrates with other software and applications that we currently use. Allows for easy organization of on agreements or documents that we have to send out to other people. Templates feature makes it easy to send out similar contracts when only certain details are changed each time.

Cons

Although it is a good value for your money it can add up when you have a larger group of employees using the software.

Pros

In general, PandaDoc saved a substantial amount of time to our sales team for the steps related to contract signing, which where previously done manually

Cons

The only thing we noticed that we would recommend to be improved is adding the possibility to work at the same time on the same document in a smoother way for two different people

PandaDoc webapp and its chrome plug in extension work well in sync with Pipedrive. So I can track my documents status straight from my CRM. Documents overview is a useful feature too.

Pros

I enjoy using PandaDoc for sending quotes to my customers.

Cons

It seemed so confusing when I first started using it 2 years ago. UX and onboarding could be improved.

Very good for instant proposals and contract drafts, saves a lot of time.

Pros

Pandadoc saves a lot of time and money in drafting important documents
All the drafts and proposals are already ready in it.
Many documents are readily available with draft content and beautiful designs I just have to modify some fields and the document is ready.
This is awesome.
Firstly I came to know about pandadoc from google docs, there are few templates I liked it there so i took trial subscription of pandadoc and i really liked it.
We can even send signed documents as well as ask clients to sign it.we can also download pdf document and share.

Gives 15 days trial and full access to all documents :)

Cons

Need adobe support and digital signature support so everyone can digitally sign it, no need of pandadoc.

It helps me send more proposals (for example) for a shorter amount of time, compared with the software I was using before.

Pros

It does what it is supposed to do, it is easy to use, it offers templates, it offers doc builder featute, too.

Cons

There are some issues, when connectim with my clients, I always have to be aware and write to them, because the software sends regilar treads and they can't find the emails sometimes. This definitely needs improvement.

A solid product, some minor reliability issues but overall would implement again.

Pros

Easy to roll out, minimal training to get started

Cons

Tech support response is too often " we are not sure, will find out" then do not hear back.

Overall, this has been a great experience and we've actually recommended the platform to two of our clients.

Pros

This allows us to streamline our proposals to have a customized proposal for each client while starting about 50%-75% of the way there due to the saved templates. The collaboration between approval before sending out and vetting proposals is nice as well.

Cons

It can be a little bulky or glitchy when moving blocks around in the template. I think upon set up some of the brand formating that was set up also is the cause to some of the font colors and sizes changing randomly.

Customer support was hard to get a hold of and issues were left unaddressed. We used PandaDoc for a year we had decided not to renew but missed the deadline, so the product auto-renewed. When we notified PandaDoc they said they would not provide a refund due to the terms of service. This after we documented and presented the issues we were experiencing. The request was made twice and both times it was denied. Bad customer service, and slow response times. I cannot reccomend the product based on our experiences

Pros

On the surface it appears very easy to use however it is challenging to truly create print ready proposals, contracts and documents. Staff would invest considerable time attempting to add page breaks, and ensure formatting worked but then items would shift and the end product would present poorly.

Cons

PandaDoc fails if you or your client ever intends to print the document. For us contracts, proposals, etc all need to be printed and when they come out with formatting mistakes it reflects poorly on us as a company. The customer support is also not easy to get a hold of and they denied our request for a refund when we shared the issues we were having which was disapointing.

It is really time saver software. With PandaDoc, we had to have the capability to prepare better proposals faster. It is like an e-commerce software. You send a proposal and wait for its online confirmation. It's great.

Pros

I like most of its user interface design. You can easily create, send and track your proposals. You can get notifications when your proposal open and confirmed online.

Cons

It is relatively expensive. You have to subscribe the more expensive subscription packages to benefit some other great features.