PandaDoc reviews

Perfect for Proposal Management

Opmerkingen: I was very happy with it. Hope to use it again sometime

Pluspunten:

It made our sales processes easy by allowing us to digitally share our proposals and the customers can digitally sign it easily as it is very intuitive and actually guides you through the parts you need to sign. It also makes it very easy to prepare templates and you can work from that template, so you don't have to prepare a completely new document every time

Minpunten:

The box setting feature makes it hard to design it however you can sometimes

PandaDoc beats out Docusign for the win!

Opmerkingen: It helps me provide a service that I would normally have to pay a lot more for. In these times of economic uncertainty every dollar counts. I was introduced to this software by a bank. They sent me a document and I said "what the heck is PandaDoc". To my surprise it was not a bootleg version of Docusign which is what I thought it might be. Then I started to notice a few other began using it as well. After then I was sold.

Pluspunten:

It's free version is great! I really only ever used docusign for the signing features. This gives you this at no cost. It's a must for any business looking to add legitimacy to their business.

Minpunten:

Nothing really. It did what I needed it to do, and for free no less. It's effective, and both in terms of cost and functionality.

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.

Efficient Document Management with Advanced Features - My Experience with PandaDoc

Opmerkingen: Overall, my experience with PandaDoc has been positive. The software has helped streamline our document creation and sharing process, and its user-friendly interface has made it easy for our team to adopt. Additionally, the software's integration with other business tools has been incredibly useful in enhancing our workflow efficiency. While there have been some occasional technical issues, the PandaDoc support team has always been prompt and helpful in resolving them.

Pluspunten:

User-friendly interface and intuitive designAdvanced document creation and editing toolsFlexible document storage and sharing optionsSeamless integration with other business softwareMobile app available for on-the-go document managementStrong customer support and training resources

Minpunten:

Pricing can be high for some business needs and budgetsLimited design customization options for documentsOccasional glitches or technical issuesSome users may find the learning curve for advanced features steepThe mobile app has limited functionality compared to the web platform

Overwogen alternatieven: signNow en DocuSign

Redenen om over te stappen op PandaDoc: I chose PandaDoc over the alternative products because it provided a user-friendly platform that offered a variety of features, including e-signature, document storage, and customization options. PandaDoc also provided excellent customer support, which was a critical factor in my decision-making process. The pricing was also reasonable and aligned with my budget, making it a cost-effective solution for my business needs. Overall, I found that PandaDoc met all my requirements and offered the best value for money compared to the other products I considered.

Easy to use and very customer friendly, it works perfectly for everything we need.

Opmerkingen: Able to do our work online much obliged to this apparatus, which permits us to transfer our clients' records and effectively include signature and content areas for them to affirm. I can have clients total reports carefully which is speedier and simpler for both parties, they like to listen that PandaDoc could be a secure scrambled location, particularly when sharing installment data. The primary issue we unraveled was the time slack in completing a draft understanding, presently we may have to be plan a cite or just make and send the genuine understanding to the client so they can peruse and appreciate the terms and conditions, spares a parcel of migraines head afterward. A few of the foremost unmistakable benefits are, Virtual marks, questions and answers and, of course, trade and exchange of archives inside and to clients, it is basically utilized for B2B exchanges and contracts. It too makes it simple to exchange vital information to records, furthermore the formats are incredible and simple to customize.

Pluspunten:

I adore how simple it is to know when somebody has completed their records, and to send us the notice, our clients moreover adore that ready to do our work online thanks to this instrument. I truly like that you simply can customize what data you're searching for for the recipient to fill out, it's pleasant to have choices like checkboxes, mail, phone, CC information, dropdowns, etc., and to be able to check the specified boxes. The leading portion of the selection was the affect on our bottom line, the genuine advantage was the lessening in time to plan, assess and send bargains, presently we will customize on the fly and on the off chance that there's a issue or something that seem wreck the bargain, you'll be able alter it on the fly and not lose the energy or the bargain.

Minpunten:

I do not like programmed close of reports, so I need to resubmit each archive, you'll likely lapse the record, but you've got the alternative to resubmit it. The format of the introduction is the most noticeably awful downside I can think of, the front pages are simple to customize, but the substance pages are frequently troublesome to oversee. I loved the live chat choice that PandaDoc used to have and now not offers, a few issues are not that huge and may well be settled lovely rapidly with the assistance of a live individual, and a few issues are as well pressing to e-mail a ticket. It's a highlight I've continuously told everybody approximately and highlighted as a reason to sign up for PandaDoc over competing electronic signature suppliers. It would be ideal if you bring back live individuals, not bots!

Great digital signature solution is efficient, does everything we need and is easy to use.

Opmerkingen: The have to be yield proposition has been settled, the analytics portion is one of our favorite perspectives, it takes the mystery out of deciding whether or not our prospects have seen your substance and alerts us when they do, the included advantage is merely can see how long They go on each page. This may motivate you to mail them inquiring in case they have any questions, PandaDoc is effective in making advanced records and marking them carefully has changed the way we make proposals, contracts and anything that requires a signature or vital archives that require followed collaborations. The method of getting advanced marks is basic and simple to utilize, the field apparatuses permit you to form essentially any record by dragging each field into put on the reports, so no specialized abilities are required and it's extraordinary for clients.

Pluspunten:

I appreciate how basic it is to know when somebody has wrapped up their archives and send us a notice, our clients just like the truth that we are able total our commerce online much obliged to this innovation. We have been utilizing PandaDoc basically for the introduction of proposals and contracts. The capacity to alter CSS and genuinely customize your archives could be a colossal corporate advantage, estimating tables, as well as accepting installments and electronic marks, are basic and simple to join into papers. The stage is built naturally with helpful tips along the way, each layout has enlightening or tips for utilizing the format and made a difference with things I hadn't thought of. The redlining highlights are incredible when collaborating on a archive and permit you to spare unfinished work inside the stage to choose up where you cleared out off.

Minpunten:

PandaDoc has opened up modern conceivable outcomes for us and I cannot report any issues with the stage, as a legitimately official stage, I was concerned approximately collaborating with numerous parties and permitting get to to archives in advance, I found PandaDoc to be totally secure and following of the changes.

Great Product

Opmerkingen: My overall experience with PandaDoc has been very positive. The software is easy to use and navigate, the customer service team is responsive and helpful, and the integrations with other software make it a great tool for creating documents. The templates available make it easy to create professional looking documents quickly, and the ability to customize and add more features makes it even more powerful. Overall, PandaDoc is a great tool to create documents quickly and efficiently. them incredibly easy. Additionally, the customer service team is always available to help with any technical issues or questions that may arise. The platform also allows for integration with other services, which makes it easy to streamline document management.

Pluspunten:

It's incredibly easy to create documents and templates, and I'm able to customize them to fit my needs. It's also great that I can store documents in the cloud and access them from anywhere. The ability to track documents and view analytics on how they are used is also a great feature because it allows me to see who is opening and signing documents, as well as when they are doing so. Additionally, PandaDoc's customer service team is always available to help me with any issues, which is really helpful.

Minpunten:

There is nothing I dislike about PandaDoc.

Amazing tool

Opmerkingen: It's easy to use, has a lot of features, and is incredibly helpful for managing documents and contracts. It also allows me to easily collaborate with other people and make sure that everyone is on the same page. It's definitely improved my workflow and I'm very happy with it.

Pluspunten:

PandaDoc proved to be a great asset for me due to its user-friendly interface. I was able to craft documents that were both presentable and properly formatted in a short amount of time, thanks to the helpful templates available. Moreover, the platform allows me to store my documents securely and monitor their progress, giving me a sense of security.

Minpunten:

At this point, I have not found anything that I dislike.

My go to tool for my e-Comm Agency

Pluspunten:

PandaDoc has been an essential tool for my e-commerce advertising agency, helping us streamline our document management and improve our overall productivity. The platform offers a user-friendly interface that allows us to quickly create, send, and track proposals, contracts, and other important documents.One of the standout features of PandaDoc is its document customization options, which allow me to create professional-looking documents that reflect our brand and resonate with my clients. The platform's drag-and-drop functionality and pre-built templates make it easy to add images, tables, and other elements to our documents, saving us time and effort.I also appreciate PandaDoc's collaboration features, which allow us to work seamlessly with clients and team members on shared documents. The platform's real-time commenting and feedback tools enable us to communicate with stakeholders in a clear and efficient manner, reducing the need for lengthy email chains and other communication channels.In addition to its functionality, PandaDoc offers excellent customer support, with a dedicated team available to answer any questions or resolve any issues that may arise. I have found their support team to be highly responsive and knowledgeable, providing us with the help we need to get the most out of the platform.Overall, PandaDoc has been a game-changer for my e-commerce advertising agency, providing us with the tools we need to create professional documents quickly and ef

Minpunten:

PandaDoc's pricing plans can be expensive, especially for small business like mine but again for those number of benefits it's still a good one.

PandaDoc Review

Opmerkingen: Having implemented PandaDoc prior to Covid, we were able to still do business with our customers remotely with the use of PandaDoc esign.

Pluspunten:

PandaDoc has changed how we interact with customers making signing contracts and sending proposals so much easier

Minpunten:

There are occasionally times I find that signed contracts don't automatically come to my inbox and document reminders need to be sent.

Best Contract and Signature Software

Opmerkingen: Pandadoc has allowed us to automate our entire proposal process, saving hours per work

Pluspunten:

The best thing about PandaDoc is connecting it to Zapier and automatically creating customized proposals without lifting a finger. Tracking when recipients view documents, and how long they spend viewing each page are great metrics to have for sales.

Minpunten:

There are a few things I would like to be available with automation through Zapier, although they are possible with API.

Overwogen alternatieven: Better Proposals en Qwilr

Redenen om voor PandaDoc te kiezen: I didn't like the formatting or functionality of Qwilr

Overgestapt van: Qwilr

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.

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

After six months of using Pandadoc

Opmerkingen: I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It allows clients to sign electronically and it notifies me when they have viewed the proposal which helps me track how engaged they are.

Pluspunten:

I like that Pandadoc notifies me when prospects view my proposals and it allows them to easily sign electronically without scanning and printing. I like that it gives me the ability to propose a pick list for clients and they can select which package or which services and it will automatically total them.

Minpunten:

I can't clone whole pages, just content chunks. And I can't move entire pages, just content chunks. This is annoying. I find that a bit clunky. I also have not liked the visual aspect as much as designing on my own, and it hasn't let me compose in Landscape mode, so I have instead been designing my own proposal slides in InDesign and then when the client is ready to sign I just copy/paste them as images into an agreement. This is creating some double work for me, which is annoying and part of the reason I wanted a software in the first place was to minimize time spent on proposals.

Overwogen alternatieven: HoneyBook, Proposify en Nusii

Redenen om over te stappen op PandaDoc: It had more integrations with other software and I didn't want to have to do everything manually.

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)

PandaDoc

Opmerkingen: I have had an excellent experience with PandaDoc. The platform is user-friendly and has many features that make creating and signing documents much easier than conventional methods. Additionally, the customer service team has been prompt and helpful when I have had inquiries or difficulties.

Pluspunten:

PandaDoc makes document customization and setup an effortless task, thanks to its helpful templates. I am also pleased with its capability for collaboration and monitoring, as well as its automated reminders, analytics and cloud-based storage. To top it off, the payment options are incredibly handy, and include credit cards and e-signing. I am delighted with the diverse set of features, and the convenience that PandaDoc brings.

Minpunten:

PandaDoc can become costly rather quickly when you add on additional features. It would be beneficial to be able to view and test the final document. We use the pricing tables, often making certain features optional, but we cannot test them as we are not the recipients.

Streamline Your Document Management with PandaDoc

Opmerkingen: I must say, my experience with PandaDoc has been great so far. The software has truly revolutionized the way our team manages and handles documents. From creating and sending proposals to closing deals, PandaDoc makes it all incredibly easy.One of the things I love about PandaDoc is how intuitive and user-friendly the software is. With its drag-and-drop editor and customizable templates, creating professional-looking documents has never been easier. The eSignature functionality is another highlight of the software that has saved us so much time and effort.In addition to its great features, I have also found the customer support to be top-notch. Whenever we've had an issue, the support team has been quick to respond and always offers a helpful solution.Overall, I think that PandaDoc is a fantastic tool that has helped us streamline our document workflows and close deals faster. I would definitely recommend it to anyone looking to simplify their document management processes.

Pluspunten:

Personally, I cannot imagine managing our documents without PandaDoc. It has made document creation and management so much simpler and more efficient. The eSignature functionality, in particular, has been a real game-changer, helping us to significantly reduce the turnaround time for closing deals.What I appreciate most about PandaDoc is how user-friendly it is. The drag-and-drop editor and the numerous customizable templates make it incredibly easy to create professional-looking documents. The integration with our CRM has also been seamless, making our workflow more efficient.

Minpunten:

While I have found PandaDoc to have some excellent features, I must admit that I have also experienced some issues with the software. For example, the user interface can be a bit confusing at times, and it can take a while to get used to the different features and settings.Furthermore, customer support has been less than ideal. I've had a few technical issues that needed to be addressed, but the support team was slow to respond and did not offer a satisfactory solution.Lastly, I think that the pricing for PandaDoc is quite steep, especially for small businesses. While I can see how the software may be worth it for larger companies, the high cost can be a barrier for smaller organizations like ours.

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.

Newbie to PandaDoc but already got the hang of it

Opmerkingen: PandaDoc is easy to navigate for a beginner and it is effortless to learn how to use. PandaDoc provides many options for users with questions - a help center, video tutorials, email support and a live chat (my favorite feature).

Pluspunten:

I am brand new to PandaDoc, unlike my team who has more experience, but have found it very easy to navigate as a novice. I love how effortless it is to upload the respective document and get it right to a client's computer within seconds. Yes, there is a level of work you must complete beforehand - prepping the document, editing the document, making sure it is good to go, but otherwise, it is as simple as uploading, formatting it correctly, and sending it to obtain signatures. We now have a binding agreement between client and team. I also am a huge advocate for Live Chat features on websites and lucky for me, PandaDoc provides that feature for its users. PandaDoc also serves as a place to keep track of previous agreements and records. Everything is preserved and safe within this software. The search feature comes in handy here to reference exactly what you are looking for.

Minpunten:

Formatting issues - this may not be a PandaDoc issue, but if your third-party software such as PowerPoint has your brand font uploaded and downloaded from the internet, there is a chance the font may not upload exactly as is. This is a problem I face almost every single time I am using PandaDoc. Our brand font is called Catamaran, it has been downloaded to my computer, but when I go to upload to PandaDoc, 9 times out of 10, the font will not carry over as it is formatted via third-party software. Nothing else is affected besides the fact fonts become inconsistent with our brand.

Has some big shortcomings

Opmerkingen: I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't write a bad review, but this is more of a warning to others so they don't get surprised like I did.

Pluspunten:

Cool name.

Minpunten:

#1. No text wrapping in fields. If you put a field on a form and someone types past the end of the field, it does not wrap text. It also does not tell them they hit the character limit. So what happens? Anything extra is lost with no way to retrieve it. Quote from support "Unfortunately this is a known issue. At this time there is no way to retrieve any information in these situations. " Yes, in 2016, a software company creating fillable fields is not capable of wrapping text or telling a user they are at the limit. #2 No batch sending. Want to send the same document to 20 people to complete individually? You have to manually add all 20 contacts, then manually send each one of them an individual form that requires an 8 step process. That's 160 steps to send 20 people the exact same form. #3 No way to identify required fields. Creating a doc with lots of fields with a mix of required and not required? There is no way to differentiate them visually. To check your work you must click on each field and see if the box is checked for it to be required. Nightmare of epic proportions.

Panda Docs Review

Opmerkingen: We use Panda Docs mainly to send out contracts to our customers. We are a painting contracting company that does a good deal of business and we send out 40 or so proposals or contracts a week. We already have estimating software that creates a very professional proposal, so we just upload that proposal to Panda Docs and then drop in a signature and date line on the contract page for the customer to complete. It's quick and easy to do and we like how simple the process is. It is very helpful to get an email when one of my customers opens my proposal as it allows me to follow up with them more strategically. One of the best features of Panda Docs is letting the customer sign my contract electronically and having it come straight back to me via email. My customers don't have to receive my email with my proposal as an attachment, print it, sign it, scan it and then email it back to me. That takes a lot of time and makes it harder to complete the contract. In today's world of doing things on the fly, Panda Docs fits right in. I tell customers that they can sign my contract from their phone all the time. Anything that saves me time and makes it easier to get my contracts signed and returned is worth the money.

Pluspunten:

Ease of use and simple uploading of documents

Minpunten:

Found it a little hard to make a template the way we wanted it to look, so we just upload our current proposals into Panda Docs

Very Disapponting - TIME and MONEY Wasted

Opmerkingen: I’m extremely frustrated with PandaDoc’s lack of support. The have taken absolutely NO ownership of their performance issues and claim they cannot troubleshoot my problem. Funny that this all started after they rolled out some product updates early in 2019. Stay away!

Pluspunten:

I purchased this software for its integration capabilities with Pipedrive. I spent weeks building out templates and entering tokens for seamless connection with our CRM.

Minpunten:

This software has serious performance issues. All was working well until about 6 weeks ago, when the platform started to move painfully slow. I’ve literally had 50+ customer complaints as they are unable to use the software to sign documents that we send. At this point, we are using PandaDoc to merge the fields only. We then download the proposal and upload in DocuSign to send to our clients.

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

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.

PandaDoc is incredibly simple to use and create and send documents with just a few clicks.

Opmerkingen: All in all, PandaDoc was a great tool for quickly and easily managing documents and eSigning them. The customizable feature set was especially useful, and I was pleased with the convenience and ease of use.

Pluspunten:

I liked the fact that I could easily access my documents and drag and drop fields to customize them. I also liked how quickly I could send documents out for signature and track their progress. The intuitive user interface was a major plus too.

Minpunten:

The only downside to my experience with PandaDoc was the lack of integration with some other business software I use. This meant I had to use other platforms to access and send documents, which was a bit of a hassle.

VP of Sales - Review of Pandadoc

Opmerkingen: This tool is key to our sales operations at this point. We appreciate the updates and can tell that the people at Pandadoc are actively working to make improvements to the platform.

Pluspunten:

Pandadoc allows us to easily customize our quotes and proposals. I appreciate the tracking feature to know when clients open or view the info we present. Electronic signature piece simlifies our processes. In addiiton, I like to accept/reject process which allows my reps to send me deals with discounting or changes in terms to quickly review.

Minpunten:

I don't like the fact that emails sent from this tool often get stuck in the client's spam filter. We typically send a manual copy in addition to the electronic version because of this. It might be that our clients, healthcare IT, are a little more zealous on blocking incoming emails than other industries. Our CRM integration is not the best (Hubspot) it may be that we haven't set it up as good as we could have. However, the basic integration we have does provide some value.