Easiest Document Signing Experience with PandaDoc
What do you like best about the product?
I find PandaDoc very easy for customers to use, even for those who aren't tech-savvy, which makes the document signing process a breeze. It's simpler than DocuSign, making it easy to open documents, view them, and find signature boxes. I also appreciate that it's easy to walk customers through signing, which is crucial for insurance documents. It's integrated with Slack and works well, adding value to my workflow. Additionally, having a growing team on it is easier, and the initial setup was quite easy.
What do you dislike about the product?
Making it more obvious to change the automatic reminders
What problems is the product solving and how is that benefiting you?
PandaDoc makes it easy to walk customers through signing insurance documents and is simpler than DocuSign. It's easy for non-tech savvy customers to use and helps with onboarding a growing team.
Effortless Document Management and Customization
What do you like best about the product?
I like how easy it is to drag and drop in different templates, signature fields, date fields, and other necessary fields in PandaDoc. It really makes organization straightforward, allowing us to stay on top of everything we need to manage. The ease of use for team members to insert signature or date fields or any other prepopulated sections makes it simple and fast to get contracts out the door. Also, the initial setup was very easy.
What do you dislike about the product?
We do not have any issues with Pandadoc currently.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to quickly create contracts and forms, ensuring accuracy with our base templates.
Easy to Use with Flexible Sharing and Approval Levels
What do you like best about the product?
Very easy to use, document can be shared with many people, different level of approvals
What do you dislike about the product?
I cannot download document if it is not approved
What problems is the product solving and how is that benefiting you?
approved agreements by clients and approving internal documents
PandaDoc Makes Sending Formatted Contracts Easy
What do you like best about the product?
PandaDoc is easy to use and great for sending out formatted contracts easily!
What do you dislike about the product?
Our systems that we were paying for already have this feature built into it so it’s easy to find other options.
What problems is the product solving and how is that benefiting you?
Secure, professional, and easy contract design and template creations.
Streamlined Document Handling with Seamless Payments
What do you like best about the product?
I like that PandaDoc is simple and easy to use. The integrations, especially with CRMs, are also a positive aspect for me as they simplify our workflow. Additionally, the initial setup was very easy.
What do you dislike about the product?
I wish that it would automatically see the amount of the document we're uploading and upload that. I have to go and change it every time something changes.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to simplify the review and sign-off process for custom metal fabrication specs. It makes payments seamless, and its integrations streamline our workflow.
Digital signing has transformed how I create agreements and now saves me time on every document
What is our primary use case?
My main use case for PandaDoc is for creating a document for signing and acknowledgement.
A specific example of a document I have created and sent for signing or acknowledgement using PandaDoc is an NDA document that needed to be sent to a vendor for signature.
When I sent that NDA to the vendor, I found the process smooth, and the workflow stood out positively to me.
What is most valuable?
The best features PandaDoc offers include the ease of creating a document and getting it signed, and the signed copies are also delivered to the parties, which is great.
What makes the document creation process easy for me in PandaDoc is that drafting the document is straightforward.
PandaDoc has positively impacted my organization by helping in creating the document and getting it signed, reducing the manual work of creating and sending it via mail, and sending the signed copies back again.
What needs improvement?
I think PandaDoc could be improved, especially in terms of the UI, which could be improved somewhat.
For how long have I used the solution?
I have been using PandaDoc for three years.
What do I think about the stability of the solution?
What do I think about the scalability of the solution?
PandaDoc's scalability is good.
How are customer service and support?
The customer support for PandaDoc is good.
Which solution did I use previously and why did I switch?
We did not use a previous solution.
How was the initial setup?
I have seen a return on investment with PandaDoc, and I can share that time has been saved.
My experience with pricing, setup cost, and licensing for PandaDoc is that it is good, the setup is easy, and we can use it with ease.
What was our ROI?
Since using PandaDoc compared to my previous process, I have saved time, and it is completed in minutes.
PandaDoc helps with handling amendments to documents, making that process easier and saving time.
Which other solutions did I evaluate?
I did not evaluate other options before choosing PandaDoc.
What other advice do I have?
My advice to others looking into using PandaDoc is that it is a good product, so I recommend it. I would rate this product an 8 out of 10.
Sleek, Intuitive Workflow Automation with Great CRM Connectivity
What do you like best about the product?
The ability to automate workflows and connect to our CRM is a huge plus. The interface is sleek and intuitive and a huge step up in overall professionalism for our organization
What do you dislike about the product?
the formatting with templates can often get a bit funky. Ensuring things format to PDF correctly is a major pain when working with long documents. There are certainly work arounds but it almost involves purposely braking the system to get it right. If it could work closer to how word or Indesign operate, that would be more ideal with the complexity of the agreements we generate
What problems is the product solving and how is that benefiting you?
Credibility and consistency. Visually, we made a major leap and with approval workflows it allows me to better manage our discounts and pricing before sending to customers
Cost-Effective, Easy to Use, Stellar for Small Teams
What do you like best about the product?
I like PandaDoc for its ease of use. It's very simple to throw a Word document or a PDF at it, and it restructures and puts in the right format. I also appreciate that it takes the layout I use and makes the most of it, maximizing the ease for people being able to use it. Additionally, I love that it's significantly cheaper than alternatives like DocuSign and appreciate how it's very quick and cost-effective for guaranteeing that the right signatures receive the documents securely.
What do you dislike about the product?
When I feed it a Word document with tables in the past, it's struggled with that. I haven't tried recently since they've redesigned it, and maybe it's better now. But it used to struggle and put the wrong people in the wrong place.
What problems is the product solving and how is that benefiting you?
I use PandaDoc weekly to send out agreements quickly and cost-effectively, ensuring the right signatures receive documents securely. It also allows cc'ing multiple people, keeping everything signed and correctly managed.
Easy to Navigate and User-Friendly, Though Frequent Changes Can Be Confusing
What do you like best about the product?
The platform is easy to navigate and user-friendly.
What do you dislike about the product?
It seems to change a lot, which can be confusing at times.
What problems is the product solving and how is that benefiting you?
It helps me manage a high volume of clients and the documents I create.
Effortlessly Streamlines Contract Management
What do you like best about the product?
I use PandaDoc for finalizing contracts and sending change orders, and it has been a game changer for our department. I love the ease of use and appreciate that it's user-friendly, making it simple for our customers to figure out with minimal assistance. The auto-fill feature and the ability to import custom documents are fantastic. I love that I can place fields as needed and easily make changes. It speeds up the entire process, allowing us to get virtual signatures on most documents and improve our ordering process. Reviewing older documents is very simple and user-friendly too.
What do you dislike about the product?
I wish there was an easier/more direct way to download the signed document to my computer. I typically have to refresh the page to get the 'download' icon to appear. This should appear after the signature is received. For me, the initial setup was a little challenging, but that’s because I wasn’t added to the correct team (user error).
What problems is the product solving and how is that benefiting you?
PandaDoc eliminates the need for in-person visits for contract finalization, making it easy for customers to use with minimal assistance, and it speeds up the workflow with features like auto-fill and virtual signatures.
