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.

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.

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.

I have been using PandaDoc for three years.

PandaDoc is stable as there is no downtime or lagging noticed. It is very stable.

PandaDoc's scalability handles my organization's growth very efficiently.

The customer support of PandaDoc is very proactive and responsive 24/7. I rate the customer support nine out of 10.

Positive

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.

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.

My experience with pricing, setup cost, and licensing is very cost-effective and affordable.

I evaluated HubSpot Marketing Hub before choosing PandaDoc.

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.

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.

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.

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.

I have been using PandaDoc for five years and a few months.

PandaDoc is stable, as I have not experienced any lagging or downtime; so far, so good.

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.

Customer support is very proactive and responsive.

Positive

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.

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.

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.

Before choosing PandaDoc, I evaluated other options including DocuSign.

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.

My main use case for PandaDoc is that it has streamlined our sales proposal processes seamlessly, as we use PandaDoc to streamline all of the proposals and work orders that we send to our business prospects. PandaDoc templates ingest structured data from Zoho CRM and handle access and electronic signatures very well.

I decided to integrate PandaDoc with Zoho CRM for this process because I tried other integrations such as Salesforce, but they did not work according to our needs, allowing us to quickly and easily provide proposals to customers. PandaDoc allows us to import documents as well as create them from scratch, and while it can be tricky to get them looking exactly the way we want, their customer success team is responsive, friendly, and helpful. I can see where this platform would be even more helpful to smaller organizations without a CRM, as they offer contact, client, and workspace features along with many more options. Being able to create separate areas and restrict access allows us to operate on the principle of least privilege, further supported by the roles and licenses available.

While my main use case with PandaDoc initially only involved proposals, I have discovered that its automation, white labeling capabilities, and workspaces better enable the business flow.

The best features that PandaDoc offers include quoting, tracking when proposals have been opened and viewed, quick signatures, speeding the proposal-making process and saving time, standardizing the look and feel of a proposal to be much more professional, making electronic signatures easy, providing easy templates, a user-friendly interface, and integration with HubSpot or Zoho CRM.

The tracking feature is very helpful as we are able to track the customer if they have opened the document, where they have reached, if they have signed the document, and what challenges they may face, enabling us to help them, fill the fillable fields easily, and show them where they should put their signature. When they have signed the document, they are able to send it back to us.

PandaDoc has positively impacted our organization by enabling us to spend significantly less time creating documents, providing a better closing experience for customers, and enabling trusted electronic signatures. I can share specific outcomes or metrics that include an improvement of security from 30 to 55%, with a time saving of 60 to 85% when dealing with documents to be signed, and overall administration efficiency has also improved.

PandaDoc can be improved with up-to-date documentation that would be helpful, especially for new learners, along with better handling of license and license add-ons, and allowing coordination of fields across roles or user sections. I have not had any major issues, and any questions I had were answered promptly by the support team, so I have only highlighted the minor issues that need some final touches.

I have been using PandaDoc for the past five years.

PandaDoc is stable, as I have not experienced any lagging or downtime.

PandaDoc's scalability is very good, as it handles all the contracts we send and all the contracts we want to be signed, being fast and reliable.

The billing support is great, and technical engagement is also great. PandaDoc's customer support is one of the best, very responsive and helpful.

Positive

Prior to using PandaDoc, we were using HubSpot CRM.

It is very easy to customize templates and documents in PandaDoc to fit our business needs. My experience with pricing, setup cost, and licensing is that it is a very cost-effective tool, affordable by any size of organization.

I can share specific outcomes or metrics that include an improvement of security from 30 to 55%, with a time saving of 60 to 85% when dealing with documents to be signed, and overall administration efficiency has also improved.

I have seen a return on investment with a quicker turnaround on our contracts, making it a very cost-effective product for our company, saving us a lot of money, and efficiency has increased, with customer experience being great and the tracking ability of our customer's documents being top-notch.

It is very easy to customize templates and documents in PandaDoc to fit our business needs. My experience with pricing, setup cost, and licensing is that it is a very cost-effective tool, affordable by any size of organization.

Before choosing PandaDoc, I evaluated other options, including DocuSign.

PandaDoc integrates seamlessly with our other business tools or software besides Zoho CRM and HubSpot. PandaDoc handles document version control and collaboration among team members perfectly. PandaDoc helps me manage workflows and approvals within my organization very fast, with no wasting of time.

I advise others looking into using PandaDoc that it is one of the best document management tools, as it is very easy to use and very cost-effective, with support that has always been top-notch. It has really improved our quoting process and allows us to produce professional proposals to send to our clients, making it a very helpful tool. I appreciate the reminder system and templatization, as templatization greatly speeds up the drafting and sending of documents, and the collection of digital signatures ensures we are compliant legally. This helps us send proposals much faster and easily keep track of progress and viewing of the documents by our potential clients. I have also observed that we are able to save in our sales department one to two hours through customers saved on creating and filling out documents through the tracking document feature, and five to eight hours a week are saved on overall documentation thanks to the CRM integration.

I rate PandaDoc nine out of ten.