All PandaDoc Reviews
1-25 of 1,069 Reviews
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Lucas
Information Technology and Services, 2 - 10 employees
Used unspecified
OVERALL RATING:
4
Reviewed December 2023
PandaDoc Review: Awesome digital signature platform!
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.
Habibah
Verified reviewer
Telecommunications, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2021
Good document editor with e-sign feature
I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and immediately notify me when they see the proposal, which allows me to watch their level of engagement.
PROSI appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them.
CONSI am unable to replicate whole sections, just some of the content parts. This is infuriating. That strikes me as a little clumsy from the developer side. The document didn't allow me to write in Landscape mode, so I've been drafting my proposals slides in InDesign and afterwards copying/pasting them as photographs into the document, and this has resulted in some duplication of effort on my side, which is inconvenient given that one of the reasons I choose this software because I need a system to help reduce time wasted on drafting proposals.
Reasons for switching to PandaDoc
DocuSign is too expensive and has feature that I don't need.
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.
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.
Alexia
Verified reviewer
Business Supplies and Equipment, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Great tool for sending personalized contracts in minutes
I use PandaDoc for creating business proposals for my clients. I like that my proposal documents look professional and are full of interesting and clickable content such as Youtube videos, external links, etc.
PROSThe integration of PandaDoc with Hubspot is fantastic in my opinion. Because this integration pulls data from all of my customers' Hubspot accounts onto the document that I'm working on, I can quickly and easily customize the client contracts that I use. It significantly simplifies the process of sending files.
CONSI do not like the restricted methods in which you can design a personalized proposal document. I find this to be very frustrating. In point of fact, they assert that you may import a Word document, and the software will immediately convert it into a PandaDoc document for you. I gave it a shot, and unfortunately, it did not work in the least. Both the written content and the visuals were jumbled up. In addition to this, you are unable to add custom HTML code, which, in my opinion, should be a feature that they offer.
Reason for choosing PandaDoc
I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.
Reasons for switching to PandaDoc
I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.
Atour
Research, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed November 2023
It seems that there is outstanding involvement and eagerness to collaborate with clients.
We streamlined the user experience and expedited our document signing procedure by using this tool.
PROSWith the tool, I can easily create contracts and proposals that are consistent with our company's image. It also looks highly professional without having to pay a steep fee to have someone else handle it for me.
CONSPandaDoc does a lot of things really well, therefore it's difficult to criticize it. It's not always a PandaDoc problem when consumers experience difficulties opening documents.
Reason for choosing PandaDoc
More capability is available in PandaDoc's premium versions.
Reasons for switching to PandaDoc
When creating proposals, there are a few UI bugs.
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
Alys
Verified reviewer
Marketing and Advertising, 1 employee
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed June 2022
Must have software for all social media managers
After trying a number of tools to streamline my onboarding process I was feeling at a loss. They were all so difficult to set up and couldn’t be customised in the way I required. PandaDoc solved this problem allowing me to send my proposals, contracts and gather an initial payment from clients in one go! It has saved me so much time and makes my onboarding process look so professional.
CONSThere are some features only available on the paid plan which does limit what you’re able to do with some documents but there are often workarounds for this.
Reasons for switching to PandaDoc
Dubsado was expensive, difficult and time consuming to set up, and didn’t have the level of flexibility and customisation I needed in my business
Craig
Accounting, 2-10 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed November 2023
PandaDoc Provides Certified E-Signatures
Overall, PandaDoc is great for our purposes of getting e-signatures in a secure environment along with a certified copy of the transaction
PROS1. Easy to set up and use 2. Audit trail is automatically created 3. Documents go to each person in order automatically
CONSNot many downsides here - the only issue I have (and it is personally) with the free version you cannot attach multiple files - so I am either forced to combine my documents or send 2 or more separate mails
Reasons for switching to PandaDoc
QuickBooks was more costly and did not provide any further benefits than PandaDoc
Ashley
Design, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2023
Awesome Usability + Easy learning-curve!
Overall, the benefits of PandaDoc's secure data storage, digital signature (multi and singular) and template options far outweigh the issue of phone resizing.
PROSI love that once you make a template in PandaDoc you can easily assign signature roles, adjust client information, and input custom variables so that everything is easily customized and doesn't have to be re-built from scratch.
CONSMy biggest issue within PandaDoc is that you are not able to crop or resize photos within a frame once imported. You can re-size the frame itself but not the image.
Reasons for switching to PandaDoc
PandaDoc allowed for online storage to allow our teams to work more effectively from remote locations on different computers.
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
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
Heather
Verified reviewer
Accounting, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2018
All-around great proposal software and automation tool.
PandaDoc has allowed us to streamline our proposal process tremendously. Because of the content library, template functions and ease of use, we've been able to double the number of proposals we put out in the same timeframe before implementation. The analytics reporting feature has assisted in increasing our win rates. We can hone in on the areas of our proposals that resonate with our prospects, allowing the follow-up meetings to be more focused - discussing targeted, relevant themes, services and needs. PandaDoc's development team is very open to feedback and ideas on how to improve the platform. It's refreshing to work with a company that takes your input and one-off special requests to not only deliver on those requests for you but roll out these changes across the board for all of their users. Having a say in the process of polishing and tweaking a product to work best for us is a value-added benefit. The various plug-ins for other software, such as CRM systems, is useful for collaboration between departments. The ability to customize the CSS to fit our brand is essential. We can customize templates with designs that fulfill each of our needs. Having multiple workspaces under one account is extremely helpful keeping documents separated for different departments and projects.
CONSThere are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future. From time to time we will run into small formatting issues due to a glitch in the coding. More often than not, they are isolated to one document. For a couple of issues we ran into, the development team was able to provide a timely fix, and the issues have been non-recurring. In the past few years that we've been using the platform, we have only had three instances where the software was down, two of those instances were for less than an hour. Even with the downtime, we have never missed a deadline to deliver a proposal, even in an industry where RFPs are common.
Yevstakhii
E-Learning, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2023
My expirience of use PandaDoc
PandaDoc is generally regarded as a comprehensive and feature-rich document management and electronic signature platform. Here are some aspects that I have highlighted as positive experiences:Ease of document creation: I appreciate the user-friendly interface and intuitive document creation process in PandaDoc. The platform offers a wide range of customizable templates and drag-and-drop functionality, allowing me to quickly create professional-looking documents without extensive design or technical skills.2. Streamlined document collaboration: PandaDoc provides robust collaboration features, enabling multiple users to collaborate on documents in real-time. I can easily track changes, leave comments, and assign tasks within the document, facilitating efficient collaboration and reducing communication barriers.3. Simplified electronic signature process: I find PandaDoc's electronic signature capabilities to be a significant time-saver. I can easily send documents for signature, track the signing progress, and receive signed documents back, eliminating the need for printing, signing, and scanning physical copies.But also I had issues with limited template selection, mobile app limitations and support response time
PROS1. Collaboration and workflow management: PandaDoc provides collaboration features that enable multiple team members to work on the same document simultaneously. I can track changes, leave comments, and assign tasks, facilitating efficient collaboration and streamlining the document review process.2. Electronic signature capabilities: PandaDoc allows me to request electronic signatures from recipients, eliminating the need for printing, signing, and scanning documents. I can easily send documents for signature, track the signing process, and receive signed documents back, saving time and simplifying the signing workflow.3. Document tracking and analytics: PandaDoc offers insights into document activity, allowing me to track when recipients open documents, view specific sections, or interact with embedded media. I can access analytics to gain a better understanding of recipient engagement and make data-informed decisions.
CONS1. Limited template selection: While PandaDoc provides a range of templates, I have mention a desire for a larger and more diverse selection. Users in specific industries or with unique document requirements may find it challenging to find templates that suit their specific needs, requiring additional customization efforts.2. Mobile app limitations: I have encountered limitations or challenges when using PandaDoc's mobile app. I had Issues such as slower loading times, limited editing capabilities, or difficulty navigating the app on smaller screens.3. Support response time: I had delays or slow response times when seeking support from PandaDoc's customer service team.
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.
Nicolas
Information Technology and Services, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2017
Great product for sales teams - Some key features still missing though
The one thing we are solving is the way we are building and sending out comercial proposals. With Pandadoc we have everything organized and all the documents in the proper folders, so you can go back to them easily and see what's happing with the document. Also all the different templates already built in makes it very easy for the sales reps to build proposals in no-time. Additionally the Human Resources Department is using Pandadoc for employee documentation. We've been using it as the formal company's employee documentation platform and it's been great.
PROSWhat I like best is the document builder features. The structure they gave to the product with the Templates and the content library I think is very useful because it lets you slightly change each document on specific sections which is something that happens a lot. I mean, templates work as a baseline document and then you can have multiple content library items that you pull in when needed.
CONSThere are key features that I feel are missing. Nonetheless I have spoken to them several times and they've said to me that all of the features I mentioned are already on the roadmap of the product, in fact they delivered one of those in the last update. Things like document signature deadline, live collaborative document editing, task/comment assignment to other team members when building a document. Those three are the key missing features.
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.
Ted
Education Management, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
2
EASE OF USE
1
VALUE FOR MONEY
2
CUSTOMER SUPPORT
3
FUNCTIONALITY
1
Reviewed August 2016
Has some big shortcomings
I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't write a bad review, but this is more of a warning to others so they don't get surprised like I did.
PROSCool name.
CONS#1. No text wrapping in fields. If you put a field on a form and someone types past the end of the field, it does not wrap text. It also does not tell them they hit the character limit. So what happens? Anything extra is lost with no way to retrieve it. Quote from support "Unfortunately this is a known issue. At this time there is no way to retrieve any information in these situations. " Yes, in 2016, a software company creating fillable fields is not capable of wrapping text or telling a user they are at the limit. #2 No batch sending. Want to send the same document to 20 people to complete individually? You have to manually add all 20 contacts, then manually send each one of them an individual form that requires an 8 step process. That's 160 steps to send 20 people the exact same form. #3 No way to identify required fields. Creating a doc with lots of fields with a mix of required and not required? There is no way to differentiate them visually. To check your work you must click on each field and see if the box is checked for it to be required. Nightmare of epic proportions.
Vendor Response
Hi there! I realize this response is long overdue, so first and foremost thank you for your honest feedback. Although this is our first public response, I can assure you that our team took your comments into account. The truth is that we are not the company or the product that you once knew. Since 2016, we have introduced a brand new editor built on user feedback like yours, equipped with overall better performance as well as features that you mentioned such as bulk send and required fields. If you're still in the market for document automation software, drop us a line and our team would be happy to show you Editor 2.0. We hope to have the opportunity to work with you again, and I sincerely apologize for your previous experience with us.
Replied March 2020
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.
Mark
Higher Education, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed December 2022
If only it integrated with other products!
Excellent overall - form creation, editing, distribution, and management were all very easy.
PROSWe used this software to process employment related forms for contractors and employees at the college and it was mostly great. The text boxes could be a little simpler for editing (you can't highlight text and change it, you have to use arrow keys to move to the text like you're working at a DOS prompt). But for document tracking, signatures, and security it's fantastic. If you don't have the need to integrate with enterprise systems you can't find a better document/workflow management software.
CONSIt doesn't integrate with much in the way of enterprise software. As time passed and our other software was updated it became more difficult to track some things because Panda didn't integrate with any of our critical systems. As a result we used Panda less because most of the new ERP systems (and HRIS, and Finance) include workflows, forms, and signatures today.
Joe
Wireless, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed March 2019
VP of Sales - Review of Pandadoc
This tool is key to our sales operations at this point. We appreciate the updates and can tell that the people at Pandadoc are actively working to make improvements to the platform.
PROSPandadoc allows us to easily customize our quotes and proposals. I appreciate the tracking feature to know when clients open or view the info we present. Electronic signature piece simlifies our processes. In addiiton, I like to accept/reject process which allows my reps to send me deals with discounting or changes in terms to quickly review.
CONSI don't like the fact that emails sent from this tool often get stuck in the client's spam filter. We typically send a manual copy in addition to the electronic version because of this. It might be that our clients, healthcare IT, are a little more zealous on blocking incoming emails than other industries. Our CRM integration is not the best (Hubspot) it may be that we haven't set it up as good as we could have. However, the basic integration we have does provide some value.