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.

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".

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.

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.

I 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.

I 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.

Panda Doc offered me complete documents solution for the business and the clients. Everything is stored on cloud and easy accessible for every parties.

Managing the contracts for all the clients and the new ones was very difficult. PandaDoc offered me a complete solution for managing contracts, getting them signed and shared with all all departments. The price is the best on the market and support team does his job.

Used a little over 6 month and no problems or cons encountered.

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.

Version 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.

Version 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.

Is a great tool to manage your contracts, invoices and others. Easily to setup and get it running. It saves you a lot of time when it comes to documents hassle.

Is not the cheapest in his category, would be great if they offered some discounts.

Managing business documents using PandaDoc is smooth and affordable. PandaDoc has been easy to use and reliable to manage.

I do not dislike PandaDoc at all. PandaDoc has been so effective.

The thing I like the most about PandaDoc is its integration capabilities with our CRMs. We're able to access customer contract information across multiple platforms and report on this data.

The thing I liked the least about PandaDoc is the limitations on the roles I can assign to users. I'd like for certain users to only view certain documents but, at least for now, couldn't find a way to do so.

Great product for proposals. Once you customize your templates and create a library, it is very easy to use.

PandaDoc goes down a lot. It also seems to go down a lot at the end of the month, which is when I use it the most.

Overall its been a great experience! I use this several times a week and find it very reliable

The ease of creating new custom documents for the various clients/projects.

Sometimes the fields within the forms are finicky when moving them around the page

It makes getting signatures from our clients super easy on the important documents that we use for marketing agreements.

I'm pretty new to using this program and don't have anything to add as a con.

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.

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.

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

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.

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

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

Really great! User friendly and I also like how much progress the product makes! It is fun to see new features.

I really like how easy it is to organize documents and collect signatures. I like assigning signers and others who are responsible for filling in certain information.

Sometimes importing documents from word can lose their formatting, and I am very particular about that. I just plan for more time for inputting new documents.

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.

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.

Some things that it has to improve is the customization of its predefined templates, details like color and order.

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...

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

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)

Able to do our work online much obliged to this apparatus, which permits us to transfer our clients' records and effectively include signature and content areas for them to affirm. I can have clients total reports carefully which is speedier and simpler for both parties, they like to listen that PandaDoc could be a secure scrambled location, particularly when sharing installment data. The primary issue we unraveled was the time slack in completing a draft understanding, presently we may have to be plan a cite or just make and send the genuine understanding to the client so they can peruse and appreciate the terms and conditions, spares a parcel of migraines head afterward. A few of the foremost unmistakable benefits are, Virtual marks, questions and answers and, of course, trade and exchange of archives inside and to clients, it is basically utilized for B2B exchanges and contracts. It too makes it simple to exchange vital information to records, furthermore the formats are incredible and simple to customize.

I adore how simple it is to know when somebody has completed their records, and to send us the notice, our clients moreover adore that ready to do our work online thanks to this instrument. I truly like that you simply can customize what data you're searching for for the recipient to fill out, it's pleasant to have choices like checkboxes, mail, phone, CC information, dropdowns, etc., and to be able to check the specified boxes. The leading portion of the selection was the affect on our bottom line, the genuine advantage was the lessening in time to plan, assess and send bargains, presently we will customize on the fly and on the off chance that there's a issue or something that seem wreck the bargain, you'll be able alter it on the fly and not lose the energy or the bargain.

I do not like programmed close of reports, so I need to resubmit each archive, you'll likely lapse the record, but you've got the alternative to resubmit it. The format of the introduction is the most noticeably awful downside I can think of, the front pages are simple to customize, but the substance pages are frequently troublesome to oversee. I loved the live chat choice that PandaDoc used to have and now not offers, a few issues are not that huge and may well be settled lovely rapidly with the assistance of a live individual, and a few issues are as well pressing to e-mail a ticket. It's a highlight I've continuously told everybody approximately and highlighted as a reason to sign up for PandaDoc over competing electronic signature suppliers. It would be ideal if you bring back live individuals, not bots!

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.

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.

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.

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.

PandaDoc 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.

At this point, I have not found anything that I dislike.

With PandaDoc, we have been able to improve our capabilities in managing the review processes of contracts, offers, and other necessary documents by the officials of the organization, as well as the process of sending to subcontractors, suppliers, and customers to make the electronic signature done quickly and securely.

PandaDoc works great, and the interface is very easy to use. It is great how we can prepare contracts in full detail without complications, as the drag and drop feature helps to accurately locate personal information, the electronic signature area, and any other additional information, and it is good that we can make several copies of the same contract and customize it to suit the type and level of signatures and approvals that you need. I like the fact that we can track the contracts sent and know where they are actually located, which enables us to significantly speed up the processes.

I don't have too many problems with PandaDoc; all the tools are simple and easy to use, and the constant updates have greatly improved the automation.

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.

It 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.

The 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.

Quoting is great with it, which helps a lot in many of our transations.

The client-editable quotes are awesome. The UI is good (UX needs some work, below). Content re-use is great. Love the signing and notifications.

Clunky interface (pretty, but not smooth). Makes it hard for us to get work done sometimes because we're waiting for the interface or having to move things around because they jump. The design philosophy and UI are great, but the UX leaves a little to be desired. Also, some refinements like keyboard shortcuts, maybe a favorite or most used bar. In addition, we'd love more integrations. We're big into Google Apps, I'd love calendar linking that told us when we sent something (calendar item), when it expires (calendar item), etc. The lack of sorting options, and default sorts that "stick" in the documents/ templates list is killing us. Open a folder, wait, sorted by default (age? Which is the least helpful when dealing with dozens/hundreds of docs). Sort by name. Wait. Would be AMAZING to be able to set "sort by [name] [date] [recent] [X] as default" so we don't have to resort and reload every single time we go looking for a document. For heavy users, this is a real burden, wasting time waiting for the product to be usable, instead of doing work. It's a good standalone product and helps a lot when we have a document built and send out multiple versions. Building documents is still a little clunky. And some of those "native" integrations such as calendar would be great, to make it less standalone.

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.

Cool name.

#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.

We use Panda Docs mainly to send out contracts to our customers. We are a painting contracting company that does a good deal of business and we send out 40 or so proposals or contracts a week. We already have estimating software that creates a very professional proposal, so we just upload that proposal to Panda Docs and then drop in a signature and date line on the contract page for the customer to complete. It's quick and easy to do and we like how simple the process is. It is very helpful to get an email when one of my customers opens my proposal as it allows me to follow up with them more strategically. One of the best features of Panda Docs is letting the customer sign my contract electronically and having it come straight back to me via email. My customers don't have to receive my email with my proposal as an attachment, print it, sign it, scan it and then email it back to me. That takes a lot of time and makes it harder to complete the contract. In today's world of doing things on the fly, Panda Docs fits right in. I tell customers that they can sign my contract from their phone all the time. Anything that saves me time and makes it easier to get my contracts signed and returned is worth the money.

Ease of use and simple uploading of documents

Found it a little hard to make a template the way we wanted it to look, so we just upload our current proposals into Panda Docs

We onboarded PandaDoc to upgrade our contract signing process from a simple Google Sheet that our clients had to print, sign and scan. So just that switch has made a huge difference. Since then we have also found many other use cases - such as employee contracts and performance review forms

Lots of really useful features that are really simple to use. Lots of integrations also available via Zapier which has saved us a tonne of time on processes

There are some features that are quite complex and take a bit longer to get used to or set up