Digital workflows have reduced contract errors and save time across sales and HR teams
What is our primary use case?
PandaDoc helps us get contracts out to customers for our SLG product, which enables our sales team to update and edit contracts per the agreed terms with the customer and allows our finance team to approve customer contracts easily.
We utilize PandaDoc to sign all of our services and our service agreements with our new clients. In addition to the service agreement, we also use PandaDoc for our agreements regarding recurring payments and our transportation agreement. We also have our new hires sign offer letters and job descriptions before they start employment. I have been using PandaDoc over the past four years, and we really enjoy using it.
We have unique ways to use PandaDoc by assigning open field reminders and creating new documents.
How has it helped my organization?
PandaDoc is very easy to use and integrates with Salesforce so finalized documents get attached to opportunities easily. It is also very easy to edit documents.
PandaDoc has impacted our organization positively because using it has only been beneficial for us since we are able to save a lot of time through the elimination of traveling costs where clients would have come in.
Since using PandaDoc, we have been able to save costs and time, with estimated savings of 40 to 50 percent.
PandaDoc also provides a paperless solution for employees and clients who could not meet in person, thereby saving a lot of costs and introducing a paperless process to many departments in my organization, thus increasing efficiency and reducing human error.
What is most valuable?
PandaDoc offers simple importing of existing PDFs, easy completion of forms, engaged support and development teams, and templates that are easy to standardize and reuse.
PandaDoc's template feature has helped our organization by allowing templates to be very easy to create and reuse, which enables us to save time, especially since we do not have to create other templates in order to send our agreements to be signed to our customers.
PandaDoc is a simple and effective document distribution and e-signature tool, which I appreciate.
What needs improvement?
The needed improvements for PandaDoc include that the workflow functionality is limited.
For how long have I used the solution?
I have been using PandaDoc for the past four years.
What other advice do I have?
If others want to reduce errors, save time and cost, I recommend that they use PandaDoc as the best e-signature management solution. I would appreciate a short poem or haiku that summarizes this review. My review rating for PandaDoc is 9 out of 10.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Digital signatures have transformed how our clients sign remotely and we save significant time
What is our primary use case?
My main use case for
PandaDoc is that it is the best e-signature solution on the market right now, and we often need to have clients execute documents from retainers to settlement agreements. Having clients come to our office simply to sign documents these days is an enormous waste of time for both our clients and our staff.
PandaDoc enables us to email our clients quickly and easily to e-sign their documents while also providing us with tracking so that we can see the progress, whether they've opened the document to review it, and when they've signed it.
The dashboard makes the process very simple to sign the documents easily.
A specific example of how I recently used PandaDoc for a client is when we sent clients an inventory to sign, and it was quick and efficient. They were able to sign on time and send the inventory back to us easily.
PandaDoc also allows our clients to execute documents remotely.
What is most valuable?
The best features PandaDoc offers include ease of template creation, integration with tools like HubSpot, a user-friendly interface, and customizable templates. The integration with HubSpot helps my workflow by being very seamless, and it has become very valuable, especially enhancing the overall user experience, particularly for those less technically savvy.
Also, the use of template creation and the simplicity of creating and managing templates for various documents streamlines our document creation, and we're able to reuse the templates again and again, saving a lot of time.
The user-friendly interface enables us to navigate efficiently and complete tasks easily.
PandaDoc has positively impacted our organization since we started using this tool. I love the ability to obtain signatures from our clients. It makes us more efficient, saving time and money, especially eliminating the cost of traveling. The pricing model for PandaDoc is far superior to other competitors, so we have been able to save a lot of time on the price it offers. It's very competitive.
What needs improvement?
One way PandaDoc can be improved is that sometimes the automatic placement of fields is incorrect.
I would also like to mention that it could detect text similar to a PDF editor. That would be beneficial if it did so.
For how long have I used the solution?
I have been using PandaDoc for a period that demonstrates my sustained investment in this solution.
What do I think about the stability of the solution?
PandaDoc is stable.
What do I think about the scalability of the solution?
PandaDoc's scalability is very good. It grows with our organization's needs and can handle it efficiently.
How are customer service and support?
The customer support is amazing, very unparalleled, supportive, and solution-oriented.
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.
The reason why I switched is because of ease of use and simplicity for the customer experience. DocuSign was complicated and costlier.
How was the initial setup?
My experience with pricing, setup cost, and licensing is that the price is more competitive compared to its alternative. The setup was straightforward and easy.
What was our ROI?
I have seen a return on investment through time saved collecting signatures. It's definitely a better customer experience compared to our previous tool.
We have been able to save relatively 50% to 60% time compared to our previous tool, or compared to when our clients would come to our office and sign documents. Also, we have been able to save a lot of cost, 40% through the elimination of traveling cost.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing is that the price is more competitive compared to its alternative.
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 makes it possible to collaborate and coordinate among people. It is reliable and functional to fulfill the needs of any organization. It is also easy to use, cost-effective compared to other alternatives, and saves a lot of time and cost as well.
PandaDoc is deployed in our organization using a hybrid cloud.
We use Amazon Web Services as our cloud provider.
I would rate this solution a 9 out of 10.
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?
Effortless Document Automation with PandaDoc
What do you like best about the product?
I like that PandaDoc is simple and easy to use. I enjoy the reminders and editing option, which help us avoid following up with emails and having to redo documents. The initial setup was organized, making the transition smooth.
What do you dislike about the product?
for adding approval loop, its takes long time to find and fix the error
What problems is the product solving and how is that benefiting you?
I use PandaDoc for automated documentations linked to HR systems. It's simple and easy to use, with reminders that help avoid follow-up emails and an editing option that prevents redoing work.
PandaDoc Streamlines Proposals with Templates, eSignatures, and Real-Time Deal Tracking
What do you like best about the product?
What we like most about PandaDoc is how much it streamlines our entire document workflow from creation to signature. The template system and content library make it easy to standardize proposals and agreements while still allowing quick customization when needed. The drag-and-drop editor saves our team hours compared to manual document formatting, and the real-time status tracking (views, comments, signed) gives us clear visibility into where deals stand without constant follow-ups.
The eSignature experience is seamless for clients, which has noticeably shortened turnaround times and reduced friction during closing. We also appreciate the integrations with our CRM and the ability to automate repetitive steps, which keeps everything organized and reduces human error. Overall, PandaDoc helps us move faster, look more professional, and maintain consistency as we scale.
What do you dislike about the product?
While PandaDoc is very powerful, some of the more advanced features come with a learning curve, especially for new users or non-technical team members. Setting up templates, variables, and integrations can feel overwhelming at first and usually requires upfront time investment to get everything configured correctly.
Occasionally, the editor can feel a bit rigid when working with more complex layouts, and small formatting changes don’t always behave as expected, which can slow things down when you’re trying to move quickly. Pricing can also escalate as teams grow and require additional features, which may be a consideration for smaller organizations.
That said, once the system is fully set up, these issues become less impactful. Improving onboarding resources, simplifying advanced configuration, and offering more flexible layout controls would make the experience even smoother.
What problems is the product solving and how is that benefiting you?
Before PandaDoc, we struggled with slow, manual document creation, inconsistent proposals, and long turnaround times caused by back-and-forth edits and signatures. Tracking document status required manual follow-ups, and version control was a constant issue as multiple stakeholders were involved.
After implementing PandaDoc, we centralized our entire document workflow. Templates, variables, and content libraries allow us to create consistent, professional documents in minutes instead of hours, while built-in eSignature and real-time tracking significantly reduced delays. We now have clear visibility into when documents are viewed, commented on, and signed, which helps our team prioritize follow-ups more effectively.
As a result, we’ve reduced document turnaround time by an estimated 30–50%, improved accuracy, and eliminated much of the administrative overhead tied to proposals and agreements. PandaDoc has helped us move faster, maintain consistency at scale, and close processes with far less friction.
Exceptionally reliable and user-friendly application
What do you like best about the product?
For my Immigration and Tax business, PandaDoc is a super user-friendly app, extremely reliable and easy to use. The signature function simplifies my life. The initial setup was wonderful, and everything for me is perfect. I give it a 10 and have already recommended it many times. It is a highly recommended application.
What do you dislike about the product?
there is nothing that I don't like
What problems is the product solving and how is that benefiting you?
I use PandaDoc for my Immigration and Tax business, it is super friendly and reliable. It helps me when I don't have the client nearby and simplifies my life with signatures.
Contact & Deal Data Auto-Synced Into Docs for Error-Free Records
What do you like best about the product?
It pulls the contact and deal data directly into the document, minimizing human error and ensuring your records are always synced.
What do you dislike about the product?
While they have a mobile app, it is primarily for tracking and quick signing. Creating or heavily editing a complex document on a tablet or phone is notoriously difficult.
What problems is the product solving and how is that benefiting you?
"Master Templates." With Variables (Tokens), you only type the client’s name or the defendant's address once, and PandaDoc populates it throughout the entire 10-page document. This ensures your legal filings remain consistent and professional.
Streamlined Contract Management at a Great Price
What do you like best about the product?
I like PandaDoc because it's simple and makes it easy to edit names while keeping the previous information. Changing a specific answer without altering the templates is also helpful. Plus, the initial setup was extremely easy, which I really appreciated.
What do you dislike about the product?
I don't like that I have to create a username just to share a link. It would be great if I could share links more easily without that step.
What problems is the product solving and how is that benefiting you?
I find PandaDoc makes it easy to change contracts without altering the templates, and I can edit names while keeping previous information.
Polished, Professional Proposals with Seamless Client Signing
What do you like best about the product?
I appreciate how polished and professional the proposals look. It elevates the presentation of my consulting services and makes the entire signing process seamless for clients. The ability to track when a document is opened is also incredibly useful for follow-ups.
What do you dislike about the product?
Some of the more useful analytics and integrations are locked behind higher pricing tiers, which can be a bit steep for a smaller consulting operation.
What problems is the product solving and how is that benefiting you?
It helps me present a more polished, professional image to my clients. Instead of sending static PDFs, I can send interactive proposals that are easy for clients to sign on any device. This has improved my turnaround time and makes my consulting business look much more established.
Easy to Use
What do you like best about the product?
Panda doc is very easy to use and create templates. The proposals are easy to create and they look very professional.
What do you dislike about the product?
There is nothing I don't like about the program.
What problems is the product solving and how is that benefiting you?
We use another softw3are and the proposals are not as clean and user friendly.
Easy-to-Use Templates with Great Tracking and Integrations
What do you like best about the product?
Easy to use templates with great tracking an integrations.
What do you dislike about the product?
Editing documents that have been sent but not signed.
What problems is the product solving and how is that benefiting you?
We had unused workspaces on our account. We do not know who created them. A quick chat, and the account was updated.
