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This is a fantastic peice of software!
What do you like best about the product?
My small business serves a limited number of customers; however, I must keep detailed records of all contracts and correspondence. PandaDoc allows me to limit the amount of physical paperwork necessary to be successful. PandaDoc is easy to use for both the client and the customer.
What do you dislike about the product?
There is one thing I dislike about PandaDoc. I dislike the limited number of tools in the free version as opposed to the Essential version ($19/month). I serve fewer than 50 customers a month. I would like a plan closer to $9/month.
What problems is the product solving and how is that benefiting you?
PandaDoc allows me to avoid sending physical contracts, by mail, to my customers. It also allows me to keep a digital copy of the contract that I can access in the field.
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Nice tool for small organizations with undefined processes
What do you like best about the product?
Flexible document management at the agent level
What do you dislike about the product?
Not scalable, missing features, administration is horrible.
What problems is the product solving and how is that benefiting you?
sigining documents with customers and partners
Easy to use, yet powerful
What do you like best about the product?
I really like the ease of use, and the ability to see when a proposal has been opened.
What do you dislike about the product?
For me; I haven't discovered any downsides yet. The program does what I need it to do and does it reliably.
What problems is the product solving and how is that benefiting you?
I primarily use it to present estimates or proposals along with our service contract and to do so while securing E-signatures is a big plus
Helpful and professional resource
What do you like best about the product?
I like that I can send documents and get signatures virtually. It helps my small business to be more efficient & professional.
What do you dislike about the product?
It is difficult to send the same document to multiple people without having to do separate documents.
What problems is the product solving and how is that benefiting you?
PandaDoc is making is a lot easier to get signatures on leases, contracts, waivers. It helps to make the process more productive and efficient. Yes, our business performance has improved.
PandaDoc integrates well with HubSpot Sales Hub, which makes it very easy for us to use.
What do you like best about the product?
We can pull over data from a HubSpot deal record fairly easily to help populate contracts. It's also helpful to be able to see if contracts are complete in HubSpot.
What do you dislike about the product?
Could be a little easier to pull in HubSpot data, but I don't have any complaints at this point. It's fairly easy to share contracts, to have people offer revisions if they choose, and to execute docs. I'm a fan.
What problems is the product solving and how is that benefiting you?
Quick contract creation and execution, consistent language in all contracts, tracking signer interactions, and allowing for collaborative review. This makes the contract process much more efficient for us.
Great system for document templates and digital signatures
What do you like best about the product?
Ease of use and the amount of templates for documents
What do you dislike about the product?
No text message reminders for clients to sign
What problems is the product solving and how is that benefiting you?
Generating client agreements and then requesting them to sign it
Love it. Simple to use
What do you like best about the product?
Ease of use. I recommend it to others all the time.
What do you dislike about the product?
I don't need it to try to ID spots for Signatures
What problems is the product solving and how is that benefiting you?
Remote Signature acceptance
PandaDoc has elevated our efficiency, communication, and organization.
What do you like best about the product?
It is very comprehensive with all of the required features, very easy to use and navigate.
What do you dislike about the product?
The online system can sometimes timeout which does not save most recent updates.
What problems is the product solving and how is that benefiting you?
Delivers timely contracts for review. It allows clients to easily review documents and apply signatures where applicable. The digital stamp and follow up notification is very useful.
Makes getting signed documents so easy!
What do you like best about the product?
I love how easy it is to get things signed. I used to have to send things, and then people printed and signed them, and it was inconvenient and time-consuming.
What do you dislike about the product?
Sometimes my customers are a little confused by e-signing and I have to explain things to them a bit.
What problems is the product solving and how is that benefiting you?
I ask my clients to sign a working agreement, which they can now do quickly and easily. It vastly simplifies my life, especially now that everything I do is virtual.
Love the functionality that is offered with a free account
What do you like best about the product?
There is quite a bit of functionality included with the free version. Many other sites either want you to purchase a full version after so many days or uses, or they limit the functionality to make it very cumbersome and basic (for a business) with the free version. Not PandaDoc! Yes, there are some cool functions that only come with a full/paid version but I've been using it for over a year for work and have not felt limited in any way. I am always able to send out complete documents without feeling like I need a workaround because the functionality isn't there.
What do you dislike about the product?
I do wish that there was an easier fix to changing the signer (and maybe I just haven't found it yet). I mistyped an email address and wasn't able to change it after completing the document, so I had to delete the document and start over. Not horribly painful but would just be nice to have an easier fix.
What problems is the product solving and how is that benefiting you?
Saves time and money for both my clients and me - no more mailing documents for a wet signature and no more email/print/sign/scan/email process that is very cumbersome and outdated now. Faxes never seem to come through clean, so this is an excellent alternative to faxing as well.
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