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Easy to use and customize
What do you like best about the product?
My team did a competitive analysis between PandaDoc and DocuSign and decided from an engineering perspective, PandaDoc was much more customizable. We use the forms via APIs and have had a really good experience. I like the options to customize settings, defaults, branding, and notifications. Overall - super happy with it!
What do you dislike about the product?
I wish fields didn't have to be assigned to a role. It's probably the biggest reason we will eventually have to move away from PandaDoc because our most common forms have 2 people working on it, without strict requirements on who completes which fields.
What problems is the product solving and how is that benefiting you?
We collect information from a variety of people in various states. We have document bundles of various templates to streamline what is normally a long, arduous, archaic documentation collection process.
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Brilliant software & easy to use
What do you like best about the product?
It's so simple to use. Upload your document, drag & drop fields (siganture, date, etc) and it's done.
Simply click send and the documents are on the way to clients to review and sign.
Simply click send and the documents are on the way to clients to review and sign.
What do you dislike about the product?
I can't find anything bad about it. They've done a great job designing this!
What problems is the product solving and how is that benefiting you?
Getting clients to approve documents in a timely manner and via postal options was time consuming and required chasing of clients to complete the task.
Using Pandadoc has improved my turnaround speed.
Using Pandadoc has improved my turnaround speed.
Excellent tool for many situations
What do you like best about the product?
Have loved using PandaDoc for a long time, starting as a 'free' user for the free e-signing capability (excellent), and now as a paid user
By features:
- Content Library
- Templates
- Forms (which we embed on our website for self-paced forms and to reduce friction in the process)
- Integration to Hubspot (where we trigger new proposals from)
By features:
- Content Library
- Templates
- Forms (which we embed on our website for self-paced forms and to reduce friction in the process)
- Integration to Hubspot (where we trigger new proposals from)
What do you dislike about the product?
I think the quote builder functionality should be included in my subscription tier; it doesn't make sense if it is at higher tier pricing or how you can add it to your proposals, but when you want to use it, you get the trigger to pay.
What problems is the product solving and how is that benefiting you?
Repeatable quotes and proposals
Reducing friction in the sales process
Ability to get my team to draft proposals prior to my review and this give scale to our sales capability
Reducing friction in the sales process
Ability to get my team to draft proposals prior to my review and this give scale to our sales capability
User-friendly and Intuitive
What do you like best about the product?
I find PandaDoc to be very user-friendly and intuitive to use. You can quickly and efficiently create contracts and track their stage. It's also suitable to be used by larger Sales or Customer Success teams. It makes our job very easy.
What do you dislike about the product?
There isn't anything in particular that I dislike in PandaDoc. Sometimes could be a bit slow but nothing too much to worry about. In general, I think it is an awesome tool!
What problems is the product solving and how is that benefiting you?
PandaDoc is helping us remove out the manual work required for contract management and contract administration. It helps us automate the process of drafting and sending our contract proposals and tracking their status.
working on PandaDoc is very helpful and saves times
What do you like best about the product?
I can conclude agreements online and abroad. You can make amendments easily, without additional meetings with the parties.
What do you dislike about the product?
When asking to sign the agreement, I don't know whether the appropriate person is signing it. In the case of company Directors, we need to have power of attorney, but with PandaDoc, I can not control who is signing the document.
What problems is the product solving and how is that benefiting you?
Most of our clients and living abroad and instead of signing in PDF file and sending it back and forth using emails, we can sign it online. I am also notified when the agreement is signed by both parties.
Great way to simplify the signing process and track document status.
What do you like best about the product?
Love that I can easily track the status of all documents in one place. Scheduled followups keeps the task top of the inbox and the entire process is much easier than wet signatures with electronic document returns. Really simplifies our contracting process.
What do you dislike about the product?
I wish the electronic signatures included a date stamp and typed name and title. These additions would result in less work for both initiator and signer. I also wish I could correct documents that haven't been signed without resending them.
What problems is the product solving and how is that benefiting you?
Makes it easy for everyone to sign electronically and return signed documents, even those with less technology know how or even those without office scanners.
Efficient Document Management with PandaDoc: A Year-Long Review
What do you like best about the product?
Having used PandaDoc for a year now, I can confidently say that it is a top-tier document management system that effectively handles documents with reliability and ease. The platform's user-friendly interface allows for streamlined document creation, while its tracking and monitoring features provide real-time progress updates, ensuring that essential documents are managed efficiently. Overall, PandaDoc is an outstanding tool for managing documents, and I highly recommend it.
What do you dislike about the product?
None. PandaDoc: Flawless Document Managemen
What problems is the product solving and how is that benefiting you?
PandaDoc has been an invaluable solution for our e-signature needs. Prior to using the platform, our document signing process was manual and time-consuming, requiring multiple back-and-forth exchanges between parties. With PandaDoc, we can easily create, send, and sign documents, drastically reducing turnaround times and simplifying the process for everyone involved. The platform has also improved the overall accuracy of our documents, ensuring that all necessary fields are completed and signed before the final version is saved. Overall, PandaDoc has been a game-changer for us, streamlining our document management and making the signing process a breeze.
Panda doc has been great
What do you like best about the product?
Very easy to use for saving and editing templates. Easy drag-and-drop features to update variables on the document. Makes sending and tracking contracts sent easy for someone that doesn't want the hassle.
What do you dislike about the product?
Editing the document once the template has been made can be cumbersome. not super userfriendly to take away or change the fields you want as a part of the template.
What problems is the product solving and how is that benefiting you?
Sending contracts to sign. Panda Doc makes it easy to send the document to multiple people that I need signatures from and track who has signed and what is outstanding.
PandaDoc is essential for new and growing business owners
What do you like best about the product?
Affordable, easy to use, easy to access past documents
What do you dislike about the product?
None that I have encountered. It has been straight forward and easy to use.
What problems is the product solving and how is that benefiting you?
PandaDoc has made it easy for me to obtain client signatures almost immediatley.
PandaDoc has really helped me close more
What do you like best about the product?
The level of customization makes the document looks impressive, additionally like how we can set up renewals and expiration for the contract and how it sends the details to each stake holder.
What do you dislike about the product?
It has some glitches on the mobile devices. I think if we can get full access via phone it would be very much time saving and productive.
What problems is the product solving and how is that benefiting you?
Streamline Process for approvals and transparency between all the stakeholders. We're really happy with the customization and it has helped us close more business by staying on top of each contract/proposal
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