PandaDoc Reviews & Product Details

In the PandaDoc The drag-and-drop editor is works like a magic because it lets me build out proposals that look way more professional than anything I could do in Word. I really appreciate the number of features it has, especially the tracking, because it lets me know the second customer has opened the document. We use it with such high frequency every single day because the ease of integration is so smooth with our CRM. It’s honestly made the whole process faster for us. Review collected by and hosted on G2.com.

The biggest issue in the PandaDoc for me was the ease of implementation because getting all our old templates moved over took way longer than I liked. And I also think the customer support could be a bit faster when I have to message for the help about a glitch. Review collected by and hosted on G2.com.

The PandaDoc has the drag and drop editor which makes it easy to use for document creation and editing. And getting setup it very quick and direct to the point and also it comes with the so many pre-made templates, so i can directly use it. Also it provides integration with the so many CRMs that allows me to take data directly into my documents with tokens, so that eliminates manual data entry errors. Review collected by and hosted on G2.com.

In the Pandadoc sometimes UI becomes laggy when editing large documents with the complex layouts and also it takes little bit time to reflect on the UI. And Also the Customer Support takes time to respond on the urgent technical issues. Review collected by and hosted on G2.com.

In the PANDADOC the UI is so Simple and Clean with The Drag and Drop Editor which makes it very easy to use everyday. And it integrates with popular CRMs, so I can pull customer data direclty into my contracts which eliminates the manual data entry. Also it provides advanced tools with the reusable clauses and built in payment processing. And it allows me to build interactive documents from the scratch without any coding skills. Review collected by and hosted on G2.com.

In the PANDADOC setting up my initial templates library can be take extra time. And the phone support for the personalized support takes little bit longer time than expected. Review collected by and hosted on G2.com.

What I appreciate most about PandaDoc is how quickly and easily I can create professional-looking documents. The drag-and-drop editor, along with hundreds of customizable templates and an intuitive user interface, allows me to save about three hours on paperwork. Additionally, the ability to track when a document has been viewed or signed gives lawyers full visibility into client engagement. Overall, it’s a straightforward, effective, and user-friendly solution for managing proposals, contracts, and approvals. Review collected by and hosted on G2.com.

It can be frustrating when importing existing documents into Word, as the formatting does not always transfer smoothly throughout the entire file. Additionally, some advanced features and template control options are restricted to higher-tier plans, which can feel limiting as teams expand. Review collected by and hosted on G2.com.

What I like best about PandaDoc is how easy it is to use. The interface is clean, the features are straightforward, and it makes creating and sending documents incredibly simple. It saves me a lot of time, especially with templates and tracking. I also like that I can see when someone opens a document because it helps me follow up at the right moment. Overall, it makes my workflow faster and helps me stay organized. Review collected by and hosted on G2.com.

There is not much I dislike about PandaDoc. The only thing I would mention is that a few features could be a bit easier to find like content library. Review collected by and hosted on G2.com.

I have been using PandaDoc frequently to create work documentation, annotate errors across various areas, and prepare model Readme files for different projects and features. It has also been helpful for a range of administrative tasks. What stands out most to me is PandaDoc's seamless implementation and integration with other tools such as OneDrive and Google Drive. For administrative proposals, I appreciate being able to use ready-made templates and implement e-signatures for official recognition, all while receiving real-time notifications when documents are opened. Review collected by and hosted on G2.com.

Nothing much to dislike in the application. It's been very simple and easy to use and is beginner friendly. Review collected by and hosted on G2.com.

I like how easy PandaDoc makes it to create, send, and track proposals. The templates save a ton of time, the drag-and-drop editor keeps everything consistent, and the real-time notifications let me know exactly when a document is viewed or signed. It brings order to the process in a way that feels clean and dependable, which makes life a whole lot easier on busy days. Review collected by and hosted on G2.com.

I do wish PandaDoc had an internal spell check feature. I also wish it were easier to rearrange the order of documents. Review collected by and hosted on G2.com.

It is very easy to use , even for the people who do not deal with documents all the time . The implementation was quick and were able to start sending documents almost immediately. I use it frequently for proposal and contracts and the number of features like template, e-signatures , etc. It also offers easy integration with the other tools like CRM system. Whenever i need an help customer support was responsive and helpful Review collected by and hosted on G2.com.

Some features are only available with the higher plans, which can feel limiting to smaller teams. Also a bit more customisation in templates would be nice. Review collected by and hosted on G2.com.

I love PandaDoc for its ease of use, which makes managing documents straightforward and convenient. The in-person signing feature is incredibly valuable as it facilitates a direct and personal way to finalize agreements. I also appreciate the comprehensive document storage offered by PandaDoc, as it keeps all my files in one place, allowing for effortless document management without needing to save them elsewhere. The search functionality further enhances this by making it easy to locate specific documents quickly. Additionally, the initial setup was super easy, accompanied by great support, which was reassuring and helpful. This combination of user-friendly features and solid support makes PandaDoc an exceptional tool for managing independent contractor drivers' forms and legally binding documents, proving to be a critical asset in my workflow. Review collected by and hosted on G2.com.

Sometimes formatting templates can be a challenge. Review collected by and hosted on G2.com.

I like that PandaDoc integrates nicely with our platform, making it easy to manage client and trade partner signatures. The design is appealing, and the API integrations are excellent. The white-labeled signatures add a professional touch. I also enjoy that PandaDoc is rooted in the sales world, allowing users to add graphics and photos to documents. The templates are a handy feature. I appreciate that it can be integrated with our native software and even more with Stripe and QuickBooks. It was somewhat easy to roll out initially. The support and documentation provided by PandaDoc have been very helpful. Review collected by and hosted on G2.com.

The pricing model per user has been a bit challenging. Review collected by and hosted on G2.com.