PandaDoc Reviews & Product Details

I like that I can track analytics on the contracts - like if it's been viewed, for how long, etc. It has a helpful integration with Salesforce.

It can be glitchy and sometimes I have to restart it multiple times for it to cooperate.

Quick electronic signature for closing deals.

So easy when you need to fill in the blanks

I am having a problem sometimes with it letting both tenets sign. And it switches the resident to the co-signor

The time it takes to fill PandaDoc against the other companies is alot less

What I like best about PandaDoc is the integration with SalesForce. I also like how much it speeds deals up. Having customers able to use PandaDoc instead of mailing papers back and forth is a game-changer. I also the recent panda update that shows the new features and updates that they are working on and have pushed out to the public. Having clarity and transparency to the users is huge and really nice to see.

Sometimes it is a bit choppy and I need to reload to get it to work properly. If The app hasn't been reloaded in a while the doc settings can be moved around in the document view.

I am able to send quotes electronically to my prospects and customers instantly. Pandadoc really speeds up the process of getting deals done. Another problem we are solving by using Panda is creating quote templates quickly to be auto-filled by the SF integration and pushed out to customers.

I love the speed of generating a customised/perrsonal document, for signing, like a proposal or quote, once you have templates set up.

The editor is super unfriendly. Yes there are responsive blocks for most items (headings, text, images, video etc) but lining things up, customising heading/text colour, working with images, working with fields (at least editing after placement) are all nightmares. Also, the pricing table is pretty restrictive. You can mostly work around it, but you have to work around it.

Speeding up proposals, NDA's, quotes etc. What used to take days is now minutes. Once you get over the template editing woes, and have your templates set up, the workflow from Hubspot, through to payments, and Xero, is sublime.

It is helpful with organizing documents, but it isn't always easy.

It isn't set up like a normally document would be. You have to guess the sizes of the fonts when you choose the headers or main body. You also have to guess what font it is. Not user friendly but you get used to it. Sometimes it glitches and it won't allow you to move certain blocks to where you want them to be.

Organizing professional documents, allows me to create multiple templates to choose from.

The quoting function that allows clients to electronically sign to accept or pay immediately by credit card is great. It has streamlined our approvals process and our payment receipts for new projects.

Emailing from Pandadocs needs a lot of development. The system emails that clients receive have very little editing options and looks pretty ugly. Also the sending email cannot be set. it comes from a pandadocs email address. It does not say do not reply, so we have had a few cases where clients have tried sending emails to that address and they get lost. The reporting is not very good. It is hard to search for old documents and you cannot access a report to work out percentage of documents that have been signed etc.

We wanted customers to be able to accept quotes online and sign for them. And also have customers pay if required so that we did not lose the clients between quote acceptance and prepayment. This has happened and it is a much smoother process now.

It's great that it helps store all of our client contracts in one place, it's been very useful and we've even built custom integrations to connect PD with our internal DB.

I wish clients could request or create edits directly to the contracts themselves. We've found this as a major downfall of the system.. Our clients need to redline & markup our contracts as well as pass through their law departments before final approval & signing but, this functionality isn't currently supported and because of this, we've had to go back to using Word Docx which include track changes etc.

standardization on contracts - helps keep everyone on the same page.

Slick-looking. Creates marginal improvement to our workflow.

Tons of problems with clients not being able to sign due to browser issues. We've had to create our own resource that tells people how to clear their caches.

Document building, document editing, e-signature

I like the ability to create bespoke and easily customisable documents which can be used either for fee proposals or professional reports.

I am now moving away from the software for our quoting processes as its double effort as we use our integrated invoicing software now for this.

I will be looking at new ways to use pandadoc going forward as currently, it has become slightly surplus to requirements. I had been promised a detailed look at the software and how it could be used for my business, however, this never happened.

I love how easy it is for our clients to receive, review, and sign off on orders, contracts and more. It's also great the way you can save visuals and sections of documents into the content library for easy future use.

The layout & graphic options are extremely limited making it hard to align templates with brand guidelines. Even simple things like the inability to have side-by-side tables for comparison, or the inability to select colours by HEX or RGB - you're limited to a very restricted colour pallet. The template building tools are also somewhat difficult to use - they certainly aren't very intuitive. It feels like the UI was designed by a developer rather than a UI designer accustomed to thinking about user experience and flow.

Pandadoc has reduced the graphic design load on our marketing department. Now, designs can be done once as templates and elements in the content library, and our sales and executive teams are able to create their own proposals, quotes, presentations, and more without asking for graphics support the majority of the time. Pandadoc has also been amazing in increasing our ability to get contracts and quotes signed quickly via electronic signature. We're happy to be rid of paper contracts and complicated filing systems.

Look and feel for the quotations being sent out. Easiness and flexibility to create rather advanced pricing tables. Tracking and statistics e-signing

Lack of some features, critical to us: * activity tracking is basic and could be very much improved * rather stable product but occasional bugs * team-work far from efficient (cannot reallocate quotes from on rep to another, limited flexibility on team read/write rights)

issuing tailor-made proposals and quotes to prospects, with decent level of customization for each prospect, despite rather high number of quotes / representative being sent out every day. e-Signature wasn't what we were after but is very neat and useful.

We really like that as a team we can store documents in a single library and collaborate on them together. We regularly use the document approval process as well which is excellent and the template features are great. The ability to embed video in the documents is extremely helpful in our sales process, we often have customers tell us how impressive a proposal with embedded video is and we have found it very effective in assisting with our sales conversion. Document analytics are also very well implemented, the ability to see how long a contact spent on a part of a document is also very helpful, it really helps us judge how serious a prospect is and what part of our proposals get skipped over and what parts stick with the customer. Overall the platform is very good and for the most part functions very well.

The name is PandaDoc. Seems silly but this is such a huge sticking point for us that we will most likely be evaluating other solutions shortly. We constantly have issues with different companies and service providers that get documents and e-mails that say PandaDoc on them and instantly will reject signing or in some case even looking at them. Although it seems like a light, cheeky modern kind of name for a company, it drums up feelings of mistrust with people. Our customers and service providers have become so accustomed to services like DocuSign, which has a straightforward business kind of name that they trust that brand. I have heard everything under the sun about the name and have had to explain to people over and over that documents really are from us for signature. I don't think this is something that can be corrected in any way but rebranding or allowing total white labeling with no hint of PandaDoc anywhere. Their support is slow, and we are on an enterprise plan. Generally, they get back to us the same day but honestly that's not fast enough. Almost every service we use allows some phone in or at the very least a live chat that shows how long the wait is which helps expedite things. Supposedly there is phone support but every time I call their phone system either hangs up or goes to voicemail. I have been less than impressed with

Creating all kinds of documents quickly and easily. Much less double entry then other systems require. Shorter sales cycle with some deals. We really think this has helped us win some deals.

Being able to design a professional looking document

Not being able to copy whole pages over without making new pages and copying only the text No spell check function

Enabling us to design professionla looking proposals

Pandadoc is an excellent electronic signature platform. It is free, easy to learn, convenient for the signer because of its accessibility and overall it is user-friendly.

Updated to add: There was a recent change to the free version of PandaDoc and I can no longer send an email from within the platform that contains a link, PandaDoc or otherwise. The only thing I dislike is that an email address is required for a signer. I would like to be able to use just a phone number in some instances.

I am solving the problem of having to physically meet with people to have them sign documents for my business. This has saved not only time and money but it has been an excellent option during this global pandemic.

I like that I can send templated contracts to clients for approval.

I'm a design firm so I'd love to have my templates a bit nicer looking, and control over fonts. Lots of bugginess in fonts specifically on sizing and formatting. I;'m not finding that all clients esp existing clients want to keep signing the contracts, but I use it to track various bigger initiative projects.

I can have relatively quick process to manage contracts.

It’s one of the few that have a quoting/contracting integration to HubSpot. Software is easy enough to use.

Claimed Configure/Price/Quote functionality is incredibly underwhelming at best. Not much to configure except adding rows of data and subtotaling, difficult to configure recurring revenue options. The Editor 2 experience is much better than first, although does not have feature parity as explained. However there are features in 2 that aren’t in 1, etc. The Redlining “functionality” is only available on Enterprise version, paid annually. Except, all it is, is enables your countersigner to download a DOC version, hope they turn track changes on, then hope they upload back to you.

Wanted to find a system integrated with our HubSpot Sales Enterprise, that would enable us to configure quotes for our products based on multiple levers. The proposal generation was also key, as we use ValueSelling framework and extensively deliver content via documents that need to be interactive. Lastly, needed a contract generator based on chosen levers, to configure the contract as needed and be available for redlining or online editing, as to not track a ton of copies.

The fact that I can make clients sign and follow up quotes.

Mobile app is not too complete and I can't make all the same things I do on web.

To quote my clients. And to sign documents.

I like that it is cloud based and has some great features

It has a lot of work to do for it to replace some solutions out there. I think that the document design tools are good but there is not a flexibility to design the document the way you want. This too often forces you to have too many pages due to bad spacing. Some of the features are lacking more comprehensive options such as tax and there is almost no quality reporting.

Inisghtly

Design of website & simplicity, most of the functionality

Movement of text fields within a created template over time Once deleted - gone If someone edits - gone Indenting text doesn't always stick Copy/Paste messes with formatting sometimes Just a lot of technical issues Can't change email address of client after sending document - no simple way of fixing Can't make multiple fields 'required' - ie, client has to select one of three check boxes, client has to fill in Direct Debit or Credit Card details

Consistency across the business

The analytics tracking are great, and for a contract signing it can't be beat.

1) Very poor for proposals 2) Very difficult to customize for proposals 3) CSS doesn't jive with other CSS - I had a developer take two weeks try to figure out how to put in a custom font and despite the knowledgebase we gave up.

The contracting is great. Contracts and credit card forms get signed a lot quicker.