Quick Signer Makes Signatures and Multi-Doc Requests Easy
What do you like best about the product?
I like the quick signer option. It is easy to place signatures and items that need to be completed on a document. I like that you can add more than one document under the same request.
What do you dislike about the product?
So far I am content with PandaDoc. I haven't have any negative feedback. It is very useful.
What problems is the product solving and how is that benefiting you?
I like that the esignatures go directly to the signer's email, and is easy for anyone.
Document workflows have become faster while global teams collaborate and sign securely
What is our primary use case?
PandaDoc is used to retain records, send offer letters, analyze offers made, and track salary offered. Creating templates saves significant time for the business. It is also used across the wider HR team for updates in job information and by our leadership team to confirm important documents.
PandaDoc is appropriate for recruiting to use when sending candidates offer letters and contracts, in addition to the approval process for the recruitment process. It facilitates sign-off from the senior leadership team and hiring managers, and it is very well suited for that work.
PandaDoc has been a very helpful and comprehensive tool for us. Since we are also able to send clients documents to sign for their claim, we often send paperwork either by mail or through PandaDoc. Because most of our clients are not local at our office and are global, PandaDoc makes it very easy and convenient for us to collaborate through sending letters, documents, and signatures. They are able to save a lot of time since they don't have to drive all the way to our offices to sign the documents, and we are also able to save a lot of time.
What is most valuable?
Prefilling the forms in PandaDoc is simple, and being able to send forms via email or as a link is very helpful. Quote creation, integration with Salesforce, easy template creation, integration with HubSpot, a user-friendly interface, and customizable templates are great features.
Integration with Salesforce helps to enhance the overall user experience, especially for those less tech-savvy. Customizable templates allow for a tailored document creation process based on individual needs. Additionally, the ability to combine multiple documents in one go is a time-saving feature.
PandaDoc's user-friendly interface enables us to navigate efficiently and complete tasks easily.
PandaDoc is very cost-effective and affordable, making it an ideal solution.
The document tracking and analytics features in PandaDoc are very useful for our team. We are able to know when a customer has signed a document, when they have opened it, or when they have not yet, and we send them reminders to do so.
PandaDoc is very easy to use on both phones and tablets.
Other valuable features include the e-signature capacity, pricing table capacity embedded in the documents, fillable fields, pre-made customizable and reusable templates, which make PandaDoc a very standout tool.
What needs improvement?
Sometimes the fillable fields in PandaDoc don't automatically map properly, requiring manual adjustments, which can be somewhat time-wasting. An easier integrated invoicing as an included feature would be ideal so we don't have to use different software for invoicing and payment collection. If you want to have that feature, you must upgrade to the Business plan.
What do I think about the stability of the solution?
I have not experienced lag or downtime with PandaDoc. The performance has always been high and reliable 24/7.
What do I think about the scalability of the solution?
PandaDoc can handle the growth of my organization and increased document volume easily.
How are customer service and support?
The onboarding and training process for new users was very easy because of the support provided. The support team was readily available in case we had any issues.
I would rate the customer support of PandaDoc an eight out of ten, as it is very great, 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 HubSpot CRM, and I switched because PandaDoc is more polished, professional, legitimate, cost-effective, and easy to use for both our clients and employees.
How was the initial setup?
PandaDoc's automation capabilities have been used to streamline emails, helping to save time.
What about the implementation team?
PandaDoc positively impacts our organization, allowing us to quickly retain new clients since their focus is on us, and they are very satisfied. We are able to update files quickly. It is a great mail alternative and more secure than that. We have saved time creating documents by utilizing templates, especially saving time by 60% to 65%. Time saved on branding and proposal generation is also significant since PandaDoc allows us to customize documents with our logo and copy and save the template for reuse. We also save time and money on legal fees, as PandaDoc allows us to generate legal documents ourselves by leaning on pre-made templates, like contractor agreements, statements of work, and standard NDAs. We save money on e-signature software since our clients don't have to move from one place to another to sign the documents.
I have probably saved about 40% on legal fees, which translates to a couple of thousand dollars.
What was our ROI?
We have seen a return on investment in several ways. I save money on e-signature software, and time saved creating documents by utilizing templates is a great place to start. Time saved on branding and proposal generation, as PandaDoc allows us to customize documents with our logo and copy and save templates for reuse, is also significant.
What's my experience with pricing, setup cost, and licensing?
PandaDoc is very cost-effective and affordable, making it an ideal solution.
Which other solutions did I evaluate?
I evaluated other options such as Google Drive and DocuSign before choosing PandaDoc.
What other advice do I have?
According to my experience, I would rate PandaDoc a nine out of ten overall. It is a very helpful tool.
I chose a nine out of ten rating because it is very convenient and easy to use for both our employees and clients. We have been able to retain our clients globally, sending documents, letters, and everything through PandaDoc with a professional appearance. They are able to sign it on the go, especially using their mobile phones, and they are very satisfied with our services. We are very happy about that, having saved time and cost, making it a great tool.
Integration with other tools in our workflow is very seamless, as we have integrated mainly with HubSpot.
My advice to others looking into using PandaDoc is to know that it is very easy to use, more polished, more professional, legitimate, cost-effective, highly reliable, and a recommended tool.
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?
Essential Tool for Automation and Seamless Integration
What do you like best about the product?
I use PandaDoc for contract generation and appreciate how it integrates with HubSpot and authorize.net. It effectively eliminates the need for manual entry in contract creation, reducing errors and saving time. I find the immediate payment collection feature after contract signing really boosts cash conversion thanks to authorize.net's 'Charge' feature. Additionally, I appreciate how PandaDoc updates specific HubSpot records and uploads the signed contract PDF. The integrations are solid, and I enjoy the pricing structure which suits our small business needs since it's based on actual usage. Though I'm not a web developer, the built-in integrations let me automate effectively. Learning curve was there initially, but now it's smooth sailing. Overall, it's very user-friendly, and I'm excited to explore more features.
What do you dislike about the product?
I had issues setting up pricing tables. It would have been nice to use HubSpot variables to populate a pricing table when our business model is based on three core services that don't change except in price. I got around this by converting those variables into line items, but this involved using a HubSpot plugin and Zapier zap to make it simple and repeatable.
What problems is the product solving and how is that benefiting you?
PandaDoc automates contract generation from HubSpot, reducing manual entry errors and time. It integrates payments with authorize.net, improving cash conversion post-signing. I also value its ability to update HubSpot deal stages and its adaptable pricing structure.
Very Easy to Use, Smooth Experience with No Issues
What do you like best about the product?
Very easy to use. Never had any issues with this.
What do you dislike about the product?
The templates and editing of docs is different than other tools. Just takes a bit of getting used to.
What problems is the product solving and how is that benefiting you?
We send all of our docs for signature using PandaDocs. NDA, Invoices, Order Forms.
Seamless HubSpot Contract Signing with Easy Setup and Amazing Support
What do you like best about the product?
The contract signing feature integrated with HubSpot is amazing. My team loves how seamless the integration feels.
It’s very easy to use and simple to implement, and the customer support has been amazing as well.
What do you dislike about the product?
The Teams add-on is missing and isn’t included in the Business subscription, which can be a deal-breaker at times.
What problems is the product solving and how is that benefiting you?
Easy contract creation and e-signing when paired with Hubspot
Effortlessly Streamlines Document Creation
What do you like best about the product?
I use PandaDoc for creating templates and sending proposals and NDAs, and it really helps to streamline my working day. I like that it speeds up processes and makes the preparation of proposals and contracts particularly easy. Integrating it with our Slack channels was seamless, and the initial setup was very easy. Overall, I find it perfect just the way it is.
What do you dislike about the product?
i dont have anything bad to say about PandDoc
What problems is the product solving and how is that benefiting you?
I use PandaDoc for creating templates, proposals, and NDAs. It streamlines my day, speeds up processes, and makes preparing proposals and contracts easy, compared to creating documents from scratch before.
Cost-Effective and Efficient Signature Solution
What do you like best about the product?
I use PandaDoc for my tax preparation business, and it provides an easy-to-use method of acquiring signatures from clients at a reasonable cost. I appreciate being able to get required signatures from clients without in-person meetings. Even though there was a bit of a learning curve at first, after a short time, it became pretty simple for my needs.
What do you dislike about the product?
A little learning curve at the beginning.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to get required signatures from clients without in-person meetings at a reasonable cost, which is crucial for my tax preparation business.
Smooth, Easy-to-Use App with Well-Designed Organization Tabs
What do you like best about the product?
I really like the organization features. The tabs are well designed, and overall the app feels very smooth and easy to use.
What do you dislike about the product?
Having to go and find expired documents, along with dealing with the filter settings, is frustrating and makes the process more time-consuming than it should be.
What problems is the product solving and how is that benefiting you?
The organization for current customers could be improved.
Effortless Document Management, Perfect for Contracts
What do you like best about the product?
I like how easy PandaDoc is to use. I also enjoy being able to upload the contracts I need signed and fill in what I need, as well as what others have to fill in. The initial setup was very easy too.
What do you dislike about the product?
Sometimes I have to convert a PandaDoc file to a PDF to put it into our system, which might just be an issue on our end.
What problems is the product solving and how is that benefiting you?
PandaDoc clarifies where customers need to sign and what dates are needed, making contract processes smooth and clear.
Effortlessly Manages Client Agreements
What do you like best about the product?
I use PandaDoc for agreements with our clients, and it's easy to use without carrying a ton of paper. I find that everything is easy to access in case I need to make changes, and the electronic signatures and the format are easy to understand. PandaDoc keeps everything together and notifies me throughout the entire process. I appreciate how it allows for changes to proposals and sends an email once all documents have been signed. It helps me stay on track with clients during the agreement process. Switching to PandaDoc from DocuSign has been beneficial as it takes the guesswork out of acquiring a signature. Additionally, it’s easy to understand and easy to explain to clients who may not be familiar with electronic document signing.
What do you dislike about the product?
PandaDoc sends 4 emails with alerts when we submit a PandaDoc to a client for signature. This could possibly be reduced to 3...1 when the document is reviewed, 1 email when all parties have signed, and the last email allowing me to download, save, print, and share the completed document.
What problems is the product solving and how is that benefiting you?
I use PandaDoc because it's easy to access and modify documents, simplifies getting electronic signatures, and keeps everything organized with notifications. It helps manage client agreements efficiently.
