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Been UsingPandaDoc for Years!
What do you like best about the product?
I run a busy family law firm and every case requires several e-signing steps. PandaDoc makes it simple and affordable for business owners and clients alike!
What do you dislike about the product?
It would be nice if documents didn't expire for longer, but the platform is great as is.
What problems is the product solving and how is that benefiting you?
Getting document signed electronically with a link that I use in my emails. I can send a link to my clients for signing.
Recommendations to others considering the product:
If you want a e-signaure platform that is free, PandaDoc is great.
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User-friendly and efficient
What do you like best about the product?
PandaDoc is easier to use, quick, efficiently stores all our documents, and has been easier for all our customers to navigate, and all for a lower price than competitors like DocuSign or HelloSign.
What do you dislike about the product?
PandaDoc works great, and I can't think of anything I don't like about it. The option to auto-fill documents hasn't ever worked out for us, but I don't really want that feature anyway
What problems is the product solving and how is that benefiting you?
PandaDoc allows us to get immediate and easy signatures from clients while it is on their minds, ensuring that they do sign and everyone ends up with quick and identical clear copies of everything signed.
Works the easiest of proposal & approval software
What do you like best about the product?
How easy it is to get started and for recipients to work and sign
What do you dislike about the product?
Pricing it's a bit steep for a company like ours, and that has made collaboration harder.
What problems is the product solving and how is that benefiting you?
Allowed us to have a centralized proposal building and template resource, and then visibility over the flow and approval workflow.
Completely meets our needs
What do you like best about the product?
It just does everything we need it to do. Simple to use.
What do you dislike about the product?
Slightly slow at times but overall it works great.
What problems is the product solving and how is that benefiting you?
Distance selling is easier with PandaDoc
It's my "go-to' proposal and invoice tool!
What do you like best about the product?
I like that the Hubspot Integration allows me to create documents directly from a Hubspot Contact or Company and it is smart enough to remember when it gets signed and to keep a copy on the contact record. This is a big deal when you're deep into contract execution and clients start to forget what they signed.
What do you dislike about the product?
The token's are not also so clear - and you can end up with templates with two different tokens that essentially mean the same thing to me, but am sure they have a use case in other scenarios that make sense.
What problems is the product solving and how is that benefiting you?
It allows me to create customizable templates which I can easily call up and modify as needed. I can (and often do) create NDAs, the first step in our engagement process, while I am talking to a contact, and send it for signature before we've hung up the phone. That conveys that we know what we are doing and we have a engineered engagement process.
Get's The Job Done
What do you like best about the product?
PandaDoc gets the job done, notifies you often and makes it easy for multiple users to work together.
What do you dislike about the product?
It takes a little time to get to know. It is not always user-friendly right away.
What problems is the product solving and how is that benefiting you?
It eliminates the in-person onboarding paperwork process. Making onboarding quicker and more efficient overall.
Love using PandaDoc, super easy!!!
What do you like best about the product?
I like that it is easy to use, and I get updates via email once the documents are signed so I can stay on task.
What do you dislike about the product?
I haven't found any downsides yet. It works perfectly for our office.
What problems is the product solving and how is that benefiting you?
Pandadoc allows us to get signatures for insurance documents. This is highly beneficial to clients that do not live locally or are too busy to come in and sign documents. I can import multiple files and send them over as one file for signatures.
Better than docusign
What do you like best about the product?
I find the centralized document storage to be very helpful. As an administrator I can see every document that is used is signed by anyone on my team. Documents used to get lost in various peoples personal folders when we used docusign.
What do you dislike about the product?
I think as with most of these kinds of subscription based softwares, I find it annoying that some things I would call "basic" are a part of the upgraded package vs standard. There are more things I would like to do with the tool but haven't been able to because some of the templated features are more.
What problems is the product solving and how is that benefiting you?
It is the only document signing tool that we use. It also is a great back up repository for all the contracts we have in place. It is also a good place to get organized and put it into a review cycle.
I use it for contracts and it works perfectly fine
What do you like best about the product?
Customizability, ease of use, and also helps me keep all of my contracts organized.
What do you dislike about the product?
Downtime screwed me over one time. It is a little bit pricy when you want to include more users.
What problems is the product solving and how is that benefiting you?
I am getting all of my contracts signed and centralized all in the same spot. It is very easy to send contracts, with the copy link function since sometimes it gets lost in the inbox.
Simple to use & improves the client experience
What do you like best about the product?
Easy to create new documents. Simple to incorporate pre-existing documents we use on a regular basis with our clients. Clients like that it is easy to use and they can sign documents in advance rather than taking extra time during a meeting.
Customer support has been responsive in assisting me with documentation and how to optimize PandaDoc functions to best serve our customers. I greatly appreciate this!
Customer support has been responsive in assisting me with documentation and how to optimize PandaDoc functions to best serve our customers. I greatly appreciate this!
What do you dislike about the product?
When downloading a signed document to a PDF, some of the documents have issues where the formatting changes after the customer has interacted with the document. I've worked directly with customer support to resolve this, and the forms look much better now. However, some of the formatting issues have persisted. For example, only a few lines on a chart disappear.
What problems is the product solving and how is that benefiting you?
A lot of time was previously dedicated to completing documents manually and spending time with clients during meetings while they complete and sign forms.
Now we can send the document to the customer in advance via email and they are able to complete it when it's convenient for them. Both parties then have a digital copy of the signed agreement.
Now we can send the document to the customer in advance via email and they are able to complete it when it's convenient for them. Both parties then have a digital copy of the signed agreement.
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