Effortless Document Management and Signatures
What do you like best about the product?
I like how PandaDoc offers easy electronic signatures and that I always know where to access all legal documents. These documents are autopopulated, which saves me time.
What do you dislike about the product?
I don’t dislike it
What problems is the product solving and how is that benefiting you?
PandaDoc provides easy electronic signatures, saving me time. I have access to all legal documents, and they're autopopulated, which streamlines the process.
Good to know
What do you like best about the product?
I believe that using an easy and reliable e-signature solution is essential today because it simplifies the signing process, saves time, and removes unnecessary friction compared to printing and scanning documents.
What do you dislike about the product?
.I am concerned about the publicity they are asking me to pay for, because it does not seem clearly justified or aligned with the value I would realistically receive from it.
What problems is the product solving and how is that benefiting you?
Esign fast and easy
Effortless File Management with PandaDoc
What do you like best about the product?
I like how PandaDoc helps me keep track of multiple files and organize them better. I really appreciate the reminders for when a document is going to expire, so I don't forget any important tasks and know what I need to go back and redo. The initial setup was also extremely easy.
What do you dislike about the product?
n/a
What problems is the product solving and how is that benefiting you?
PandaDoc helps me manage multiple files, track them better, and provides reminders for document expiration so I don't forget what needs revisiting.
Time-Saving Document Management with Stellar Support
What do you like best about the product?
I use PandaDoc for signing documents and notary, and it saves both time and money. I like the easy template creating and the careful customer care. The notary service works well and fast, which is great. Also, the initial setup was easy because there is great support.
What do you dislike about the product?
I don't like the automatic filling in repeating fields (like initials).
What problems is the product solving and how is that benefiting you?
I use PandaDoc to save time and money on document signing and notary. It's great for creating easy templates, and the notary feature works fast. Customer care is careful and supportive.
Real-Time Document Tracking That Boosts Pipeline Visibility
What do you like best about the product?
The ability to track document status in real time — including when a recipient views or signs — improves follow-up and pipeline visibility.
What do you dislike about the product?
For larger teams, maintaining version control across multiple templates also requires internal governance.
What problems is the product solving and how is that benefiting you?
PandaDoc solves the inefficiency of manual document preparation and fragmented approval processes. By centralizing templates, automating pricing calculations, and enabling electronic signatures within the same workflow, it reduces turnaround time and improves process consistency.
PandaDoc Makes Proposals and Contracts Fast with a Clean, Easy Interface
What do you like best about the product?
What i like best about Pandadoc is its ease of use and clean interface which makes creating and sending documents very simple. The ease of implementation was impressive because we were able to start using it without a long training period. I also appreciate the strong customer support which is responsive and helpful whenever we have questions. The platform offers a great number of features from templates to automated workflows and the ease of integration with CRM and payment tools make our process smooth. Because of its efficiency my frequency of use is almost daily especially for proposals and cotracts.
What do you dislike about the product?
One downside is that some advanced features can feel slightly overwhelming at first. The pricing can also be a bit high for small teams, especially if you want access to premium features. Occasionally formatting complex documents requires extra adjustments.
What problems is the product solving and how is that benefiting you?
Pandadoc solves the problem of slow and manual document management. Before using it we spent too much time creating proposals from scratch and tracking signatures manually. Now everything is automated, organised and trackable in one place. This has saved us significant time, reduced errors and helped us close deals faster.
Streamlines Document Processes, Needs Pricing Flexibility
What do you like best about the product?
I find PandaDoc to be an excellent app for complete agreement management, as it provides a 360-degree solution from creation to signature to payment. Its reputation as a top-rated platform in proposals, e-signature, and contract management highlights its efficiency in simplifying business document workflows. I appreciate the AI-powered workflow features that transition document handling from a manual burden to an automated process, allowing for faster document generation, enhanced collaboration, and smarter tracking. The integration with CRM systems like Salesforce, HubSpot, and Pipedrive is seamless, enabling automatic import of customer data and document generation directly within the CRM interface. Additionally, starting with a blank document is made easier with the availability of a wide variety of pre-made templates in the gallery, which accelerates the setup process.
What do you dislike about the product?
While PandaDoc is highly regarded for its ease of use and document tracking, user feedback indicates several areas for improvement, particularly regarding cost, editing flexibility, and customer support.
What problems is the product solving and how is that benefiting you?
I use PandaDoc for managing agreements from creation to signature and payment. It streamlines document workflows, reduces manual tasks, and transforms document handling into an automated process, allowing faster document generation, enhanced collaboration, and smarter tracking.
PandaDoc: Easy Setup, Clear Interface, and Time-Saving Integrations
What do you like best about the product?
I like most about the PandaDoc that it is easy to use and clear interface. The ease of implementation is great because I was able to setup quickly without much technical help. It has good number of features like templates, e-signatures and tracking which I use frequently in my daily work. The ease of integration tools is quick and saves a lot of time. Also their customer support is responsive and helpful whenever I get stuck.
What do you dislike about the product?
Sometimes the pricing feels a bit high for small teams. A few advanced features take time to understand and loading large documents can occasionally be slow.
What problems is the product solving and how is that benefiting you?
Pandadoc solves the problem of manual paperwork and slow document approvals. It helps me create , send and track proposals digitally which speeds up my workflow and improves client response time
Digital proposals have transformed our workflows and now accelerate compliant client sign-ups
What is our primary use case?
PandaDoc is a game changer for our organization. We use PandaDoc to draft and submit business proposals as well as send clients our terms and conditions prior to them signing up with us as our customers. The reminder system and templatization greatly speed up the drafting and sending of these documents, and the collection of digital signatures ensures we are compliant legally. This helps us to send proposals much faster and easily keeps track of the progress and viewing of the documents by our potential clients.
PandaDoc is a great tool for sending proposals and terms and conditions to our customers for collection of digital signatures. The ability to templatize our documents and have collaborators help finish the document is invaluable. The dashboard is a game changer as it gives us one place to view all our active documents and the status of the documents.
Sending enrollment agreements is super easy, especially since PandaDoc works with HubSpot. Most of the time, I don't have to enter in numbers myself, so it makes for a much quicker turnaround.
I also love being able to change the expiration date since everyone has different enrollment deadlines. The functionality is endless and could be used for a myriad of things. Since we are able to create our own templates, it opens a world of possibility.
What is most valuable?
The best features PandaDoc offers include filling information for HubSpot, ease of use for those who are technologically challenged, and the ability to create several templates for all different instances.
PandaDoc has impacted my organization positively as it has been a game changer overall. It simplified the enrollment processes for us, created a system where all documents would be saved properly and not forgotten, and very securely. Also, it is very easy to use for both us and our clients.
Time saved creating documents and contract language has resulted in great efficiency and an excellent customer experience. We have been able to save approximately 50% of our time. I measure the 50% time savings through turnaround and quick document sending and creating through the templates.
What needs improvement?
There are not a lot of areas for improvement. However, it could have better integration with meeting tools so you can go over a proposal with clients face-to-face. It can be difficult to figure out which token to use so it can grab the information from HubSpot.
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?
PandaDoc is stable as there is no downtime or lagging noticed. It is very stable.
What do I think about the scalability of the solution?
PandaDoc's scalability handles my organization's growth very efficiently.
How are customer service and support?
The customer support of PandaDoc is very proactive and responsive 24/7. I rate the customer support nine out of 10.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I previously used Adobe Acrobat Sign before PandaDoc. The reason why we switched from Adobe is that it is kind of complex and not so cost-effective compared to PandaDoc.
What was our ROI?
I have seen a return on investment because this tool has helped improve cash flow from the ability to collect payments. It helps me keep track of which contracts a client has signed. Templates have allowed me to both standardize proposals yet allowed rapid customization for each specific customer while saving a lot of time.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing is very cost-effective and affordable.
Which other solutions did I evaluate?
I evaluated HubSpot Marketing Hub before choosing PandaDoc.
What other advice do I have?
PandaDoc is a very cost-effective tool, easy to use, and very secure. I would give it a nine out of 10 overall rating. I choose nine out of 10 because it is very user-friendly and the fastest possible option, plus the confirmation of which document has been viewed and completed by our clients is a great plus. It is very cost-effective, easy to use, and the support has always been proactive and affordable.
PandaDoc is deployed in my organization in a hybrid model. The cloud provider we use with our hybrid deployment is Amazon Web Services (AWS). PandaDoc's performance and speed are very reliable and fast.
The onboarding process for new users in my team is very easy as PandaDoc is easy to learn, especially through the integration with HubSpot. All types of technical users can use PandaDoc. PandaDoc's reporting and analytics are good as we can track sent documents to our clients and their status easily.
Which deployment model are you using for this solution?
hybrid
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
Streamlined document workflows have saved sales teams hours and now create secure, professional deals
What is our primary use case?
My main use case for PandaDoc is that it has been a game changer, especially in my organization because it saves our sales reps hours per week on documentation. We use PandaDoc to make our sales process secure, efficient, and professional. Using the entire integration with HubSpot, our sales representatives are able to create and prefill agreements quickly and send them to customers with the click of a button. We use the two-way synchronization with HubSpot to ensure our data is flowing seamlessly. We have recently started to use PandaDoc rooms to create an even more professional buying experience for our customers, and it has been incredible.
We also use PandaDoc for sign-off on customers' contracts and to collect deposit payments, which allows us to track all quotes we have sent out and also verify customers have reviewed them and spent time on each page. It also offers a secure way for them to process payment easily.
What is most valuable?
PandaDoc offers many best features including audit trail, tracking, instant updates, customer support, ease of use, seamless integration, intuitive user interface, ease of template creation, and customizable templates.
Out of those features, we find ourselves using the customizable templates the most, which allows for a tailored document creation process based on individual needs. I also love the ability to combine multiple documents in one go, which is very effective by saving us time. Integration with HubSpot and Salesforce has been great and enhances the overall user experience, especially for the sales representatives in my organization. It makes it very easy to use for anyone in my organization.
The intuitive and user-friendly interface makes it very easy to navigate and complete the onboarding process.
PandaDoc has positively impacted my organization by being very helpful in streamlining our processes.
What needs improvement?
One area that PandaDoc needs to improve is the design of documents, which is a bit limiting when compared to something such as Word or Google Docs.
It is not immediately clear how to add custom images, and this should be improved.
Additionally, the learning curve to design documents is steep at first, but it becomes easy after a couple of designs as you get used to it.
For how long have I used the solution?
I have been using PandaDoc for five years and a few months.
What do I think about the stability of the solution?
PandaDoc is stable, as I have not experienced any lagging or downtime; so far, so good.
What do I think about the scalability of the solution?
PandaDoc grows with my organization's needs, keeps scaling, and can handle all the documents that we have been sending and managing back and forth.
How are customer service and support?
Customer support is very proactive and responsive.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I previously used Zoho Contracts, but PandaDoc is much easier to use and creates more professional documents than other platforms we have evaluated. It also has very handy features such as reminder emails, suggestions, and templates that we found to be more robust than other platforms. It is also very cost-effective compared to other products we have evaluated.
What was our ROI?
I have seen a return on investment, with huge time savings in drafting and sending documents to clients. Approximately thirty to fifty percent of time is saved in drafting and sending the documents, and I also love the easy-to-view dashboard that saves time in checking the status of any documents and provides insights such as clients' views versus signs. We are able to guide our clients on where to sign and what to do. It has also streamlined the editing and back and forth of documents with clients, as you can turn on suggestions for clients to make changes if required.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing leads me to state that this is one of the most cost-effective tools, so it is very affordable.
Which other solutions did I evaluate?
Before choosing PandaDoc, I evaluated other options including DocuSign.
What other advice do I have?
My advice to others looking into using PandaDoc is that it has been one of the best tools in managing documents, especially for when you want a great e-signature tool. It is great for sending proposals and terms and conditions to customers for collection of digital signatures. It really helps that you can templatize your documents and have collaborators help you finish the document for you. The dashboard is also a game changer as it gives you one place to view all your active documents and the status of the documents. You can even use this to collect payments as it seamlessly integrates with other software such as QBO.
It has been a great tool that helps us send proposals much faster and easily keeps track of progress and viewing of the documents by our potential clients while maintaining a professional look. I give this product a rating of nine out of ten.
Which deployment model are you using for this solution?
Hybrid Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
