PandaDoc Reviews

Summary: So far very satisfied with the product; hoping that PandaDoc would offer additional features in their free version for professionals.

Positive: The greatest feature is that it is free; client friendly as well, packed with features with the selected plan.

Negative: On occasion, I had to guide clients to retrieve the document from their spam folder.

Summary: Overwhelmingly happy with the product and we tell other small businesses about this great tool. Our clients find it easy to view and respond to. We are seeing an increase in closings and policies sold.

Positive: Our business has seen more closings on quote sent than before since using PandaDoc. Being a travel insurance company that doesn't have a store front, our PandaDocs give a professional and sharp first impression with our clients. We love it! And drastically changed our business for the better!

Negative: Sometimes it runs slow when toggling between workspaces.

Summary: I would highly recommend PandaDoc to any organization that is looking for the next level in developing fast, professional, consistent proposals. I think the team is amazing to work with and they are always looking to improve and enhance their product.

Positive: We have a sales force of 130 reps, PandaDoc allows us to update our templates and offer tons of prewritten content to help enable our reps to have professional documents. Also like the analytics to help you know who is looking/how long to help drive a better understanding of what is happening with the deal.

Negative: It can be difficult to find library photos as they are uploaded they are mixed in with all the other photos. Not really that useful for others when they are looking to add a photo to their proposals. Also think the integration with the CRM could be better as certain info is not shared which make some of the analytics not very useful.

Summary: Easy to use and create professional-looking documents that you can send for signing very easily.

Positive: It holds all of our templates and documents in one easy-to-manage place. Made our selling process seem much more professional.

Negative: I would like to see more variety of templates to use.

Summary: A very good platform for electronic signatures. The company is always trying to improve its product and adapt to new realities. The price is reasonable and the gain in performance is there.

Positive: -The learning curve of the platform is reasonable. There are many options, but the tutorials are well done and allow you to quickly understand which options are used in each of the situations related to our daily lives.
-The gain in performance is truly incredible. Once the templates are created, managing signatures and forms is really easy.
-I love the bulk option which allows you to send a multitude of forms at the same time.

Negative: -The limitations on the bulk and form options which is 250. The price to add uses of its options is much too expensive.

Summary: Excellent tool for small business - we are able to look good while quickly meeting our customer needs.

Positive: We are able quote business with speed and a professional appearance and make it easy for our clients.

Negative: No cons found - just need to understand features.

Summary: The best, really top tier, and again, the easiest to use. I love it here I look forward logging into PandaDoc everyday lol.

Positive: Super quick and the easiest to use and the templates and forms. I love it here and hope to be able to use it in any job I'm in thanks. God Bless y'all.

Negative: No cons there is nothing bad about it. thanks so much.

Summary: Great product.

Positive: Works well and increases productivity for my accounting firm and provides convenience for my clients.

Negative: None. I am very satisfied with the product. I recommend it.

Summary: I use it for over 2 years I believe and always recommend it. Also my customers are always very impressed by how easy it is to use PandaDoc. Usually, they switch to PandaDoc after getting to sign my documents.

Positive: Easy to use.
Easy features.
Secure interface.
Friendly user.
Easy to reach someone real and talk to quickly.

Negative: I don't see any cons really. I like it a lot overall.

Summary: I’ve tried a bunch of e-signature services and found PandaDoc the simplest and most feature-reach. The mobile app is especially great when you’re dealing with time-sensitive docs and lots of templates!

Positive: - clear objective of helping close deals
- flexible workflows with lots of customizability
- great mobile app with real time notifications
- super recipient-friendly UX

Negative: - slightly slow to load in some areas
- no Japanese support

Summary: Very easy to use, convenient and I would recommend panda doc to any other business if they require an e-sign document service such as this one.

Positive: Very convenient and easy to use. Simple and easy to navigate, send documents, attach documents, etc in one simple webpage.

Negative: I would love for more of the pro features to be available on the normal site, would love to be able to choose the colors for the signatures that I am assigning, unless I can, I haven't noticed.

Summary: We implemented PandaDoc because Salesforce was able to create and send quotes easily.
We can know send quotes with a bunch of document both generic and specific to the client.

Positive: Easy to use.
Works well with Salesforce.
Easy to deploy to the sales rep.
Different quotes templates that our sales can use.

Negative: Would like more features about invoices and payment follow up.

Summary: We've been using PandaDoc for over a year and a half now, and we're very happy with it. It really lightens my workload a lot and automates a lot of my work.

Positive: -Automated workflows
-Simultaneous editing options
-Signature roles
-Different ways of signing digitally

Negative: -Lay-out editing could be easier sometimes
-Pricing tables are sometimes difficult to use

Summary: I absolutely love PandaDoc - I use it daily, and would absolutely thoroughly recommend to others. As a self-employed sole trader, working within outsourced HR - this has got everything I need with regard to Contract of Employment and onboarding forms/documents. It is so easy to use - even people that are not totally au-fait with using IT/the computer, it's so user friendly. I cannot recommend this app enough.

Positive: - Ease of use, user friendly
- Visually appeasing - nice, fresh app
- Range of options, i.e. text, date, checkbox, signature
- Tracking - when viewed, completed
- Certificate of validity when signed (IP address)
- Free (although I am considering upgrading!)
- Just all round brilliant

Negative: - Cost to upgrade - as a sole trader, it's expensive for me
- Cannot send a reminder on the free app

Summary: Seamless service which clients enjoy using & can happily sign-off on documents that they would usually have to sign by hand.

Positive: Clients find it simple & easy to sign-off digitally.
Straightforward user interface.
Free version works great.

Negative: Date formats auto default to USA date/month.
Can't resend packagers/reminders under the free version.