PandaDoc Reviews

Pros

The anilities to collect files from signers within the documents sent out

Cons

Customer support is only available via email and you have to go through a chat bot first.

Alternatives Considered

Reasons for Switching to PandaDoc

Pros

It's a really professional way for me to dispatch out contracts

Cons

The cost is really high in my opinion, I'd like there to be more features and integrations for the cost

Pros

Their billing methods are intentionally misleading. They will not refund you even if the error is on their end, and you are required to pay for the error until your next annual billing cycle. If you forget to remove a license before your annual due date, they charge you for the entire year. Customer service is like talking to a robot, no matter what the situation the CUSTOMER is wrong. Getting blood out of a turnup would be easier than getting a refund from this company.

Cons

Predatory billing, intentionally misleading, terrible customer service.

Pros

Robust and well thought through product. Really understood the needs of companies and are well equipped to delight them.

Cons

Reporting needs work. There's a lot of data missing from their reports and it is impossible to identify the difference between documents created in our production environment and our sandbox account. All shows up together.

Pros

At the time it was pretty much cutting edge software. CRMS have now made it pretty much obsolete.

Cons

I loved it! It is just more or less obsolete now with all the CRMS having pretty much the same quoting capabilities built in. The less subscriptions and platforms you have to use the better.

Pros

How easy it was to navigate and setup agreements for signature.

Cons

A lot of people were not familiar with PandaDoc so it would go unopened in their inbox or would go to spam.

Pros

I like the ability to collaborate on documents.

Cons

You have to cancel the entire document, if you want to make any amendments.

Pros

It is a very flexible product, not unlike Word, it is very easy to adjust and you can add people for signatures. It is quite easy to learn too.

Cons

Legal documents with their various clauses and punctuation are not easy to bring into Pandadoc as the formatting gets lost during the cutover if you are bring Word docs into Pandadoc. I had to change them to PDFs before bringing in, otherwise I would lose the punctuation.

Pros

pandadoc is a solid esignature tool. What I like the most is that it can help you quickly draft and send a contract while also being intuitive for the receiver.

Cons

not sure, there are some things they can improve though. User friendliness when drafting a new doc is one of them.

Pros

PandaDoc is easy to use and has many good features

Cons

The cost of it is bit more than other good options

Pros

I love PandaDoc. I have used DocuSign and SignNow for similar jobs in the past- and PandaDoc is the easiest, most intuitive, and most cost-effective solution for digital signing. I use it to send job offers, HR documents, and to execute contracts with clients. I will always rave about PandaDoc! The best part? Clients find it easy to navigate- I get far fewer complaints using PandaDoc than I received with DocuSign or SignNow.

Cons

I have yet to find anything I do not like about PandaDoc.

Pros

Pandadoc has wonderful integrations with GMAIL, Salesforce and Quickbooks. Their ability to work with al three platforms greatly improves our sales process.

Cons

The backward-compatibility with Salesforce is very tricky to set up. Importing and exporting CRMs to link documents has proved to be a struggle in the beginning.

Pros

PandaDoc is relatively easy to use. It is simple and gets the job done in a few pages of work.

Cons

It is a little bit basic compared to JotForm. It is a little glitchy or slow at times.

Pros

The user interface is very clean and I have liked how PandaDoc makes it easy to create and edit any kind of document. PandaDoc offers premium features like e-signature that ease our work of signing documents. It has a document tracking function that allow us to monitor how and where each and every document we have is being used. It has a secure and fast file sharing tool that help us to share documents safely without loosing any of their data.

Cons

PandaDoc could not have been any better than it already is. No part of it that is disliked.

Pros

PandaDoc is designed in a way that allows us to deal with all digital documents seamlessly. I liked the simplicity of designing the different forms and the automatic insertion of the names of companies or individuals to whom the form is intended to be sent independently so that we can send it to all of them at the same time. It is great that everything is done on the same page, and you can also request approval or review from the officials directly and document their responses before completing the work. It is great that we get immediate notifications of receipt of the document from the other party. PandaDoc helps us send quotes and other requests officially to provide confidence and documentation for all procedures. I liked the ease of requesting the addition of a digital signature as it is done securely and easily and without the need for the other party to have an account on PandaDoc.

Cons

There are no negatives, PandaDoc is very practical and rich in tools that give various documents a unique organization and maintain our brand.

Pros

PandaDoc simplifies the process of creating documents quickly and efficiently. In just a few minutes, my sales reps can build a pricing table, draft a business case, add testimonials, and include signature blocks. Once the document is ready, it's essential for our workflow to include the PandaDoc approval process, ensuring that sales reps get managers approval before each quote is sent out.

Cons

We no longer use the templates. Instead, we customize each contract for our clients directly in Google Docs. As a result, the template feature isn't useful for us. Once a document is in PandaDoc, it can't be edited, and if we spot errors like incorrect dates or names, we have to delete the document and start from scratch.

Pros

Ability to integrate into Hubspot !! Ease of use, tracking and review of documents. Incredibly efficient and fantastic bespoke features

Cons

Hard to think of any really. Maybe that it would be good to have more login seats available for our subscription level

Pros

It makes the document management a easy job, saved me a lot of time. Some important features for me are the construction estimates and quoting, more than a half of my job is done with the help of PandaDoc. The possibility to get digital signatures on your contracts and docs is crucial for and offers the liberty to do the job on the go. Document cloud offers a secure storage and available from any device wherever you are.

Cons

Is not perfect, but there are no cons worth mentioning here.

Pros

It is user-friendly and makes creating, sending, and signing documents simple and efficient. Its templates save time, and the tracking feature helps monitor document status.

Cons

Sometimes, the platform can feel slow, especially when handling larger documents. Customizing templates for specific needs can be tricky without advanced knowledge. Also, the pricing may be high for small businesses or startups.

Pros

easy to add sheets from templates / libraries

Cons

1- not so fun to copy a page from another offer... you have to open the previous one, copy as a template, open the new one, import the page... Can we not open two documents at the same time to allow copies ?
2-the tables are not so easy to modify: some troubles using the format "EURxxx" or sometimes it is "€xxx"
3-import an image must go through a file, not allowed directly using a screenshot

Pros

It was fairly easy to use and you can send pretty much any documents for signature.

Cons

It didn't integrate with our system and reps had too much flexibility.

Pros

it's affordable and somewhat easy to figure out yet does require some time with it.

Cons

The customer service is not excellent they are all overseas and I had to beg them to setup a call with me to help me figure out some of their more technical features

Alternatives Considered

Reasons for Switching to PandaDoc

Pros

Pandadoc made it very easy to send forms to my providers. The best part was the amount of compliments I received from people saying how easy it was to use.

Cons

There wasn't anything I disliked about Pandadoc. It has been nothing but helpful to me.

Pros

I like that we can make revision to PandaDoc easily, and have multiple signatories in one document, which is critical to our organization.

Cons

Nothing really, but if there one thing we would like to improve is it's integration to CRM apps.

Pros

Best tool for e-signing document , Feature to upload a document , create respective signing fields and sent directly via email to client.

Cons

Starter plans doesn't have CRM Integrations.