I really like that with PandaDoc API, I can build documents right inside the website without needing to upload a premade document. This is super helpful because if I forget a section or specific point, I can easily add tables, images, texts, or whatever else is needed directly on the platform. This feature eliminates the need to redo and re-upload documents, which was an issue with previous signature tools I used. It makes handling document creation much more flexible. Review collected by and hosted on G2.com.

I would like for calc fields to be a little more built out, maybe not full if statements but multiply by certain things or just have a little more flexibility when building out finance quotes or models. We wanted to be able to have reps send out the agreement and after the customer signs, be prompted to pay 20% of the contract price inputted. But you're not able to do percents or percents based off another input. Review collected by and hosted on G2.com.

PandaDoc API is most helpful to me in automate document creation, sending, tracking, and signing inside our own system.

When someone fills out a Wisdom House inquiry form

The system automatically generates their contract with the correct pricing

Sends it for e-signature

Saves a copy for our records. Review collected by and hosted on G2.com.

It’s not really a dislike or a downside; however, it does require us to have a lot of systems in place and to monitor them closely so we can get the most out of the information being put out. Review collected by and hosted on G2.com.

I use PandaDoc to send customers' contracts to sign. It makes it easier to have customers review and sign the order documents I need versus sending them PDFs and requiring them to print, sign, and either scan and email them back or send back in US mail. Using digital signing just makes things a lot easier. Review collected by and hosted on G2.com.

The biggest problem I have with PandaDoc is that there's no one to actually talk to, ever. There's no one to talk to about features, which is a big problem. The occasional webinars they have for new features are terrible and come across as a 'dog and pony show.' The presenters seem much more focused on their performance (theatrics...praising each other, etc.) than providing substantive information. Aside from the webinars, in using the service, when there are issues, there's no one to speak to, which is extremely frustrating, especially concerning billing and understanding why my account renewed a certain way. The plans constantly change and we customers are left without anyone to speak to, just adding to the frustration and overall confusion. Review collected by and hosted on G2.com.

I love using PandaDoc API for syncing with HubSpot. It offers a seamless connection between proposals, agreements, and our company deals in HubSpot, making access and revising proposals for any given deal much simpler. This saves me valuable time and minimizes frustration. The seamless access to deals and proposals, syncing them for simple access, is a feature I really appreciate. PandaDoc is more user-friendly and has a direct API sync with our HubSpot CRM and sales tools, which was a key factor in switching from DocuSign. Additionally, the initial setup was simple. Review collected by and hosted on G2.com.

I would like the API to show my status on a given agreement or proposal more clearly in the reports I use. It's nice to see the status of a given proposal from PandaDoc in a HubSpot deal, but then when I'm looking in my reports and dashboards at deals that will close soon, the status from the PandaDoc API doesn't show up in my sales reports. When I'm looking at my sales reports, I want to see if an agreement/proposal in PandaDoc has an updated status of 'sent,' 'draft,' 'approved,' 'viewed,' and so on. Review collected by and hosted on G2.com.

I love using the PandaDoc API because it helps us create proposals, quotes, and data rooms quite often. I like the fact that our customers can sign directly with just an eSignature and billing address, and that gets sent back to us, making it really convenient for receiving quotes. It's wonderful to be able to create a data room with a bunch of different resources about our company so our customers can do their diligence, see documents, IT-related information, quotes, and reviews all in one place. It was very easy to set up, and I'd say it's a pretty straightforward process. Review collected by and hosted on G2.com.

I feel like PandaDoc could be a bit better if it was more reliable in landing in our customer's inbox. Sometimes it gets thrown into spam. If it could land in our customer's inboxes, that would make the whole experience a bit better. Review collected by and hosted on G2.com.

I like that PandaDoc API looks super professional and really allows us to put our best foot forward for customers. It makes everything uniform throughout the company and really lets us showcase what our company can do. The initial setup was fairly easy. Review collected by and hosted on G2.com.

The user interface is very difficult to understand, and I also don't like the fact that you can't get any help from a live person when you need to do things. It's extremely hard for me to figure out how to use it. I want to create a template to use but it is difficult to figure out how to do it. I would really appreciate speaking to a person and have them walk me through the process, having support online is a major turnoff for me. Review collected by and hosted on G2.com.

I find PandaDoc API incredibly user-friendly and organized, making it easy to use. It helps me stay on top of my tasks effectively. I enjoy using the app because after I'm done with a client, I can just open it up and talk into the phone to log my sales calls, which is really convenient. It's short, sweet, and organized, and I can easily create follow-ups. It has replaced the handwritten notes I used to keep, making things a lot easier. The initial setup of PandaDoc API was absolutely easy. Review collected by and hosted on G2.com.

It seems a little clunky with all the lines I could fill in, such as what type of business it is and the town, city. Review collected by and hosted on G2.com.

I like how it's really easy to upload my terms and conditions document. Adding text boxes, a signature, or a date box is quick, easy, and simple, and then it automatically sends out. I also like that it tells me when my client has signed. Review collected by and hosted on G2.com.

I would like an easier way to find my documents. It feels like I have to keep clicking different pages to find my original documents. It would be really nice if things were filed more easily, and the home page or create a document page where the templates are was easier to find. I am forever going backwards and forwards between those two. Review collected by and hosted on G2.com.

I like using PandaDoc API for legal contracts because the contract language is always stored, making it handy for quick contract creation. I find it easy to share and make edits to contracts. I also appreciate how quick and efficient it is. The interaction with Salesforce is really good, which enhances my workflow. Additionally, the initial setup was very easy. Review collected by and hosted on G2.com.

I think sharing contracts to third parties could be beneficial if it becomes easier. Review collected by and hosted on G2.com.

The PandaDoc API makes it very easy to automate document creation and signing workflows. It’s reliable, well-documented, and saves a lot of time compared to manual processes. Review collected by and hosted on G2.com.

While the PandaDoc API is powerful, the documentation can sometimes feel limited when dealing with more complex use cases. A few more detailed examples or use-case based guides would make implementation easier. Review collected by and hosted on G2.com.