PandaDoc reviews

E-signing in minutes

Opmerkingen: Have still using PandaDoc for follow-ups, gets the correct signature from the correct person once you get the setup done.

Pluspunten:

Can recognize signatures on images with mobile which makes the product unique, can create automated approval flow and ensures it gets signed correctly within bands, limits and in the correct order.

Minpunten:

The main dashboard should be simplified, we do not need to see everything in the main screen. The simpler (and faster), the better.

Fantastic solution for digitizing your signed documents

Opmerkingen: We've been using Pandadoc for about two years, and it's been a fantastic tool for managing our e-sign docs on the cloud. We usually get about a few dozen docs signed every month and it was priced a lot better for that scale. It's also pretty easy to set up and maintain, and rarely causes issues where we have to intervene manually. All in all, I strongly recommend Pandadoc, especially if you're still on paper docs.

Pluspunten:

I like how easy it is to get it up and running. We used the document scanning a lot in the beginning to move our standard agreements to the system, and that saved us tons of time from having to draw everything up from scratch. But the template library is also a great addition to save time when you have to create a doc on the system.

Minpunten:

I'd love to have the personalization tokens improved, like having the ability to automatically enter names and titles etc., based on the information of each contact.

Eerder overwogen alternatieven: DocuSign en SignFree

Redenen om over te stappen op PandaDoc: Pandadoc looked a lot more professional compared to some of the alternatives we evaluated, but it was still priced low enough where we didn't have to go over budget to get all the additional advanced features.

Does the job but improvements needed

Opmerkingen: Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.

Pluspunten:

Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.

Minpunten:

No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.

It seems that there is outstanding involvement and eagerness to collaborate with clients.

Opmerkingen: We streamlined the user experience and expedited our document signing procedure by using this tool.

Pluspunten:

With the tool, I can easily create contracts and proposals that are consistent with our company's image. It also looks highly professional without having to pay a steep fee to have someone else handle it for me.

Minpunten:

PandaDoc does a lot of things really well, therefore it's difficult to criticize it. It's not always a PandaDoc problem when consumers experience difficulties opening documents.

Eerder overwogen alternatieven: Adobe Acrobat Sign

Redenen om voor PandaDoc te kiezen: When creating proposals, there are a few UI bugs.

Overgestapt van: Proposify

Redenen om over te stappen op PandaDoc: More capability is available in PandaDoc's premium versions.

PandaDoc Provides Certified E-Signatures

Opmerkingen: Overall, PandaDoc is great for our purposes of getting e-signatures in a secure environment along with a certified copy of the transaction

Pluspunten:

1. Easy to set up and use 2. Audit trail is automatically created 3. Documents go to each person in order automatically

Minpunten:

Not many downsides here - the only issue I have (and it is personally) with the free version you cannot attach multiple files - so I am either forced to combine my documents or send 2 or more separate mails

Document E-Signatures and Automation

Pluspunten:

The ease of setting up template forms for multiple use was great

Minpunten:

It can improve in logic conditional format to set up each form better for the user to complete only necessary fields when another question was answered a specific way.

All things doc

Opmerkingen: PandaDoc is a good product and it doesn't have many cons. It comes at a reasonable price as well.

Pluspunten:

PandaDoc is a fast way to distribute documents and request e-signatures. Its very convenient that a CRM is available. Users can also integrate with other products if needed. PandaDoc keeps me notified and up to date. Their customer service is good. Most reps are knowledgeable and helpful.

Minpunten:

As a new customer when I first visited the website, I was disappointed with the amount of information available. I almost didn't try it. The only thing you see on the screen is a sign up sheet for a demo. I think customers would be more likely to try the demo and buy the product if some of the features were described. Maybe add some screen grabs.

Luxury documents and budgets are what PandaDoc stands for

Opmerkingen: We've found it incredibly useful for sending detailed quotations to potential clients. We have also used electronic signatures when necessary for the transaction at hand. Its reach has been significant for the records we maintain. This program is highly suggested as it is crucial for legalizing your business paperwork. The automated price estimates met my expectations, and you'll find them helpful.

Pluspunten:

Using PandaDoc, I don't have to worry about designating an employee to generate quotations and distribute them to potential hires. Having a database of electronic signatures is helpful because of my prior company. My team and I use the same library and templates to assure any client that we provide the same service level.

Minpunten:

As a user, I would like the option of creating separate folders for different types of documents, inside which I might arrange things like price quotes by creation date.

Best Option for the Money

Opmerkingen: Very easy to use. Compared to their competition, much more affordable for the same features.

Pluspunten:

Affordable. Easy to use. Does everything I need for sending contracts and proposals.

Minpunten:

Haven't found anything yet. It really does everything I need.

Eerder overwogen alternatieven: DocuSign

Redenen om voor PandaDoc te kiezen: Affordability for the exact same features.

Overgestapt van: DocuSign

Redenen om over te stappen op PandaDoc: Affordability for the exact same features.

PandaDoc Review

Opmerkingen: It's easy to create professional-looking documents without any coding knowledge, and the drag-and-drop functionality makes it quick and simple to add images, logos, and other elements. I've also found the templates to be a valuable resource, and the ability to track document activity has been helpful in gauging client engagement.

Pluspunten:

As a UI designer, I was particularly impressed with PandaDoc's user-friendly interface and drag-and-drop functionality, which made it easy to create visually appealing documents without any coding knowledge. The platform's extensive library of templates and customizable fields further streamlined the document creation process, allowing me to quickly generate professional-looking proposals, contracts, and other business documents.

Minpunten:

I found PandaDoc's interface to be a bit cluttered and overwhelming, especially for first-time users. The abundance of features and options, while comprehensive, can make it difficult to navigate and find the tools you need.

PandaDoc works fine

Pluspunten:

The ease of use of the online document generation software is my favorite feature. PandaDoc's is quite intuitive once you learn the basics, thanks to its user-friendly layout. This software does not require substantial user training, which I appreciate as the PandaDoc administrator at my organization. This makes it easy to implement across the firm.

Minpunten:

PandaDoc's price table can be inconvenient because it isn't designed to work as an Excel spreadsheet. Our sales representatives would voice their dissatisfaction with this regularly. In many circumstances, it restricts our capabilities or significantly increases the amount of time and work we must devote to certain documents, such as sales orders.

Insane product versus obsolete pricing

Opmerkingen: Wonderful product discovering, harsh disappointment on the pricing model.

Pluspunten:

The visual template editor tool is completely insane; nothing to be compared to other existing SAAS out there. Tested like 7 other tools, really nothing compares.

Minpunten:

The pricing model for the first 2 plans (essential 29$ / business 49$) EXCLUDES THE API ACCESS, that can only be enabled — with extra-charges — with an enterprise plan. The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls). This is completely insane as of 2021 as it makes Pandadoc both unsuitable for automation workflows in human-sized companies, and inconsistent with its competition and its time. This is 21th century, every SAAS out there has an open API from starter plans, and there's a reason for this : an API is not an "enterprise" nor an "advanced" feature at all; every startup use them be it through code or no-code integrations. This is a pretty ridiculous situation where I love the product, already setup everything working like a charm, want to buy it, but am facing an inconsistent and prohibitive pricing model.

Eerder overwogen alternatieven: Formstack Documents

Redenen om over te stappen op PandaDoc: I did not, because of the prohibitive pricing model. I went with Docupilot which has a waaaaaaaaay less curated product, but a decent (and 2021-ready) pricing model

Newer to the product, BUT LOVE IT!

Opmerkingen: We have cut down the amount of time it takes to get signed legal documentation from customers which allows us to begin work on projects much sooner! Also, housing all documents in one place allows for ease of access should we need to find a specific document.

Pluspunten:

With software development being our field of specialty, we have many documents that we need our customers to read over and sign. The location to a printer for some was easy, but for others, it would take so long for them to print out the number of documents, sign them, scan them and send them back to our team in which they would live in a random folder in our drive. Using PandaDoc allows us to create templates for each of our legal documents and send them directly to the signer in which they can click a few buttons and send it back over to us and everything is housed neatly together in folders.

Minpunten:

It does get a little pricey the more users you add, but if you only have one person that needs to access the information it is well worth it.

Eerder overwogen alternatieven: DocuSign

Redenen om over te stappen op PandaDoc: We looked at DocuSign because many of our customers use it because you can customize each of your documents and brand it directly to fit your company. The number of features PandaDoc's has compared to DocuSign was almost double giving us more uses for the software than just getting documents signed.

PandaDoc saved us during the Pandemic

Opmerkingen: This has really been a blessing to us - especially when the mandates are back in place for not allowing verbal signatues.

Pluspunten:

I love how easy it was to implement this product and all of the training we received. It was perfect to train the trainer and everyone we came in contact with at PandaDoc were so helpful and quick to lend a hand. Since there are still clients who aren't comfortable coming into the office, PandaDoc really helps us with obtaining the necessary signatures from our clients without having to have laptops or computers. They can easily sign from their phones.

Minpunten:

It is a bit difficult if you don't use it for a bit and then try to set up a form to be signed. Or if we have turnover and we have to train a new person to use it.

Eerder overwogen alternatieven: DocuSign

Redenen om over te stappen op PandaDoc: PandaDoc was listed as an integrated program with Zoom - we were hoping to be able to have clients sign while in Zoom sessions.

My go-to document program

Opmerkingen: I love PandaDoc. I have used it for invoicing, contracts, NDA’s, non competes, sub contractor agreements, and so much more. It is capable of so much! When integrating a system for a client, I try to make most of the process automated as I my client base is mainly small business owners who don’t have time to manually do each process.

Pluspunten:

Very user friendly, capable of doing many things (and everything expanding!) integrates with plenty of programs easily.

Minpunten:

There is not much I don’t like about PandaDoc- the only thing I can say here is when setting it up (for a small business owner to take over the program)- showing them the integration between Pipedrive and how to set it up using variables is not as user friendly to people who don’t usually see this.

Eerder overwogen alternatieven: DocuSign

Redenen om voor PandaDoc te kiezen: More complex than docusign for what I needed

Overgestapt van: DocuSign en Jotform

Pandadoc feedback from france

Opmerkingen: The product is really good and suitable for a daily basis use. I have still some fears to move from pdf to 100% digital quotes in France because of spam barrier but I know this would open a 50% rise in customer experience with many other possibilities as videos in templates, directly chating with customer inside the doc, all status change...

Pluspunten:

The features are very well minded. It is very egronomic and efficient with pipedrive integration. I appreciate the posibilities to get folders, drag and drop, managing many templates with libraries is very useful to set up a new one as easy as a drag and drop. To be honest I would love to be able to use pandadoc using more features included in my package

Minpunten:

definitively the 5 licences as a minimum. This is the second company I implement pandadoc for less users than 5 and I am not happy to pay for nothing. I am not happy with the date format with YYYY/MM/DD. As most of the european people we do use DD/MM/YYYY. So I have to select 2 date fields to get around this format in each document I edits from pipedrive (quotes with date of edition and date of expiration)

BEST SOFTWARE EVER!

Opmerkingen: This is certainly my favourite software that I have implemented at my workplace. If i've ever had an issue (which is rare), the customer support team is incredible - they're so helpful and come back to you so quickly. The software itself is so easy to use and very user friendly. The templates and content is so easy to create and really adaptable, you can do a lot with it without trying too hard. Being able to share it all with my team as required was so great as well. PandaDoc have really thought of most things and have the user experience as smooth as possible. Our clients have also commented on numerous occasions how easy it is to access and use also in comparison to other platforms.

Pluspunten:

Love that you can switch between workspaces, easy to monitor the document return rate and how much my team are achieving, easy to track documents and follow up, so easy to set up documents and templates, looks great, easy to use, customisable. It's accessible as long as you have internet which just makes everything so much easier if you spend some time working from home as well as in the office.

Minpunten:

It's quite tricky adding in custom fonts / increasing the list of fonts. Would be nice if there more design templates to chose from. More integrations - the CRM we use didn't work with PandaDoc. This didn't cause huge issues but would have been helpful and made the process slicker.

My expirience of use PandaDoc

Opmerkingen: PandaDoc is generally regarded as a comprehensive and feature-rich document management and electronic signature platform. Here are some aspects that I have highlighted as positive experiences:Ease of document creation: I appreciate the user-friendly interface and intuitive document creation process in PandaDoc. The platform offers a wide range of customizable templates and drag-and-drop functionality, allowing me to quickly create professional-looking documents without extensive design or technical skills.2. Streamlined document collaboration: PandaDoc provides robust collaboration features, enabling multiple users to collaborate on documents in real-time. I can easily track changes, leave comments, and assign tasks within the document, facilitating efficient collaboration and reducing communication barriers.3. Simplified electronic signature process: I find PandaDoc's electronic signature capabilities to be a significant time-saver. I can easily send documents for signature, track the signing progress, and receive signed documents back, eliminating the need for printing, signing, and scanning physical copies.But also I had issues with limited template selection, mobile app limitations and support response time

Pluspunten:

1. Collaboration and workflow management: PandaDoc provides collaboration features that enable multiple team members to work on the same document simultaneously. I can track changes, leave comments, and assign tasks, facilitating efficient collaboration and streamlining the document review process.2. Electronic signature capabilities: PandaDoc allows me to request electronic signatures from recipients, eliminating the need for printing, signing, and scanning documents. I can easily send documents for signature, track the signing process, and receive signed documents back, saving time and simplifying the signing workflow.3. Document tracking and analytics: PandaDoc offers insights into document activity, allowing me to track when recipients open documents, view specific sections, or interact with embedded media. I can access analytics to gain a better understanding of recipient engagement and make data-informed decisions.

Minpunten:

1. Limited template selection: While PandaDoc provides a range of templates, I have mention a desire for a larger and more diverse selection. Users in specific industries or with unique document requirements may find it challenging to find templates that suit their specific needs, requiring additional customization efforts.2. Mobile app limitations: I have encountered limitations or challenges when using PandaDoc's mobile app. I had Issues such as slower loading times, limited editing capabilities, or difficulty navigating the app on smaller screens.3. Support response time: I had delays or slow response times when seeking support from PandaDoc's customer service team.

Create business document easily

Pluspunten:

PandaDoc is mainly focused on preparing business paperwork, such as invoice documents or documents that require signatures, because it has a function that allows you to add an e-signature field. It will enable the paperwork to be totally digital, eliminating any need to print the document. This program is accessible from anywhere as long as you have an internet connection, making it ideal for people who alternate between working remotely and from the workplace.

Minpunten:

The new upgrades were a little challenging to adjust to. With the previous version, we could attach PDF files straight into the contract and have them seem like part of a contract. As a result, they can only be uploaded as an attachment, which means they're more likely to be overlooked in the process. This situation has resulted in additional methods for us, lengthening the time required to provide them to our clients.

Great product for sales teams - Some key features still missing though

Opmerkingen: The one thing we are solving is the way we are building and sending out comercial proposals. With Pandadoc we have everything organized and all the documents in the proper folders, so you can go back to them easily and see what's happing with the document. Also all the different templates already built in makes it very easy for the sales reps to build proposals in no-time. Additionally the Human Resources Department is using Pandadoc for employee documentation. We've been using it as the formal company's employee documentation platform and it's been great.

Pluspunten:

What I like best is the document builder features. The structure they gave to the product with the Templates and the content library I think is very useful because it lets you slightly change each document on specific sections which is something that happens a lot. I mean, templates work as a baseline document and then you can have multiple content library items that you pull in when needed.

Minpunten:

There are key features that I feel are missing. Nonetheless I have spoken to them several times and they've said to me that all of the features I mentioned are already on the roadmap of the product, in fact they delivered one of those in the last update. Things like document signature deadline, live collaborative document editing, task/comment assignment to other team members when building a document. Those three are the key missing features.

Pandadoc: its document organization system is amazing

Opmerkingen: Pandadoc we liked from the beginning for its sales training system. To this end, the platform provides content managers, collaboration tools, and online documents. In addition, it has helped us a lot with the management of budgets with its document management system with prices and discounts. It is without a doubt a document handling tool of all kinds, it is very versatile. We have been quite satisfied with our experience of using pandadoc. There are a lot of advantages when investing in the service. This platform integrates correctly with services like OneDrive. The use of API is highly recommended, for reasons of practicality, recommendable.

Pluspunten:

It is used for the management of contracts, with tools that allow even reviewing the life cycle of the same, and control their different versions. Pandadoc allows you to manage documents within the platform without having to be connected to the internet, and has an excellent integrated calculator for taxes. Pandadoc is recommended for its wide range of tools for managing all types of documents, stores and workflows. Your business process automation is excellent, and your Dashboard is extensively customizable. In addition, you can track the progress of each task. The training for pandadoc end users has been very profitable from the start. Thanks to that, it is easy for us to manipulate the platform.

Minpunten:

The pandadoc platform does not support the management of online payments, nor does it allow the billing of unforeseen expenses (emergencies). As a document manager, it fails to have optical character recognition, nor can it configure access controls for team members to stored documents.

Amazing tool

Pluspunten:

PandaDoc is incredibly user-friendly and straightforward. After trying out a few different document signing platforms, I found that PandaDoc was far and away the most enjoyable to work with. Building documents is a breeze and the final product looks incredibly professional. The templates and tokens are a real time-saver and the signing process is a breeze. I also appreciate the activity feed, which lets me know if a document has been seen.

Minpunten:

I have no complaints; everything is excellent and amazing.

Excellent Digital Signature Platform

Pluspunten:

We swear by PandaDoc, excellent software that means our client engagement letters can be sent, reviewed and signed digitally. So easy to use and send.

Minpunten:

Nothing at all, everything is fantastic and simple to use

Eerder overwogen alternatieven: DocuSign

Redenen om voor PandaDoc te kiezen: Price and features

Overgestapt van: Signable

If only it integrated with other products!

Opmerkingen: Excellent overall - form creation, editing, distribution, and management were all very easy.

Pluspunten:

We used this software to process employment related forms for contractors and employees at the college and it was mostly great. The text boxes could be a little simpler for editing (you can't highlight text and change it, you have to use arrow keys to move to the text like you're working at a DOS prompt). But for document tracking, signatures, and security it's fantastic. If you don't have the need to integrate with enterprise systems you can't find a better document/workflow management software.

Minpunten:

It doesn't integrate with much in the way of enterprise software. As time passed and our other software was updated it became more difficult to track some things because Panda didn't integrate with any of our critical systems. As a result we used Panda less because most of the new ERP systems (and HRIS, and Finance) include workflows, forms, and signatures today.

Well on its way to being perfect!

Opmerkingen: I use PandaDoc as a communication device for both proposals and documentation of my interactions with my clients (I have my own HR consulting business). I have found this software to be the perfect choice for me for many reasons. PROS - I am able to easily track the progress of my proposals and documentation for client interactions. My clients have no idea that when they open my communications, I am notified (which is awesome). The software is user-friendly and intuitive in that I was able to immediately pick up how to use the bells and whistles easily and without a tutorial (although tutorials are available). This is very important to me as I am a "skimmer" and feel that good programs should be easy, easy, easy. If I have to constantly refer to the users manual, I become frustrated and want to eliminate the program. I love the electronic signature feature - this has allowed me to execute proposals quickly. Additionally, I get proof that my clients have received the documentation I sent out - leaving absolutely no doubt that we are all on the same page regarding the advice I have given.
The customer service has been outstanding - I made a suggestion and was immediately given a response on the suggestion from a human being (versus an automated response). CONS: I see that this software is clearly always advancing - so this is by no means a list of complaints, but rather more of a wish list. I would like to be able to send attachments with my documentation. Many times, I have created an employee handbook, job application, Affirmative Action Program, etc., and if this was attached to my PandaDoc documentation, I would easily be able to track the changes accordingly. As I store my communications (per client) in specific folders, I would love it if I were able to have a reporting feature to combine the entire list of communications with my clients in one report for a mid-year and annual review process. My only problem with the software is that I am automatically put into SPAM or junk e-mail at the client end. This only happens with the PandaDoc software then I end up getting black-listed for all future correspondence. This starts with every new PandaDoc delivery - if this can be fixed, I would be so grateful. Other than this, I have no complaints. Please - keep making changes and updating features because this program can become a monster!