PandaDoc Reviews & Product Details

I run a small cleaning company, and PandaDoc has been a game-changer for how I handle client agreements and payments. It’s simple, reliable, and does exactly what I need without being overly complicated. The ability to send out documents effortlessly and keep track of them in real-time has been such a time-saver. I love that I can see when a document has been opened, how many times it’s been viewed, and when it’s been signed. Knowing exactly where everything stands gives me peace of mind and makes my workflow so much smoother.

One feature I appreciate a lot is the stripe integration. Having payments built right into the document is incredibly convenient. My clients can handle everything in one place, which means less back-and-forth and more time saved for both of us.

I’ve tried several e-sign platforms, and PandaDoc is hands-down the best. It’s affordable and packed with useful features that make my job easier. For instance, I can create custom products and quickly add them to a table when preparing estimates for clients. This small feature has been a huge help in making my proposals look professional and polished.

Overall, PandaDoc is easy to use, reliable, and well worth the investment. If you’re looking for a tool that simplifies contracts, payments, and document management, I can’t recommend it enough. It’s made running my small business so much easier, and I use it on a daily basis. Review collected by and hosted on G2.com.

While I really appreciate PandaDoc’s automatic field recognition, it drives me crazy when it doesn’t work properly. If the platform doesn’t recognize a field, I have to adjust it manually every time I add something to the document, because the fields don’t move automatically. This can get frustrating, especially since it’s such a small but recurring issue. For auto-recognized fields, everything works perfectly, but when it doesn’t, it’s a bit of a hassle. Maybe I haven’t figured out the best way to handle this yet, but it’s one thing that bugs me. Review collected by and hosted on G2.com.

I love how easy the platform is to use, the blocks to insert, similar to building a blog page or website and I appreciate the ease of use. I also enjoy the fact that I can see when a client opens a document or interacts with it. This is essential to my work. Pandadoc was easy to set up and implement into my day-to-day working. I am always receiving emails from their team willing to teach me or assist me, great customer support. Review collected by and hosted on G2.com.

There is only one flaw I have found with Panda doc, some limitations with editing but you can adjust and work around easily. Review collected by and hosted on G2.com.

I like how convenient it is to build out templates that I use often for my documents. I love how everything stays organized within PandaDoc, and how easy it is to use. I also love that you can see the status of your eSign documents, such as when they were sent, when they were viewed, and when they were signed. It's simple to use for both the user and the customer, which makes it a breeze to do business with. My company uses it as the platform to send out our customer agreements, and being able to quickly use my templates to send quotes to customers makes my customer service above average. We use PandaDoc for quotes, proposals, agreements, and additional customer orders. Review collected by and hosted on G2.com.

The only thing I dislike is that after you've sent an eSign document, that you cannot add additional people to the document unless you resend the entire document. This makes it a bit inconvenient if a customer or client asks for additional people to be added onto the document, and you have to go back in and resend to everyone. I did find a work around for this though - if forwarding is on in the document, you can simply tell the customer to forward to whoever else they would like on the document.

EDIT: They have fixed this and it is now very easy to add someone to a document after it has been sent! No qualms any longer! Review collected by and hosted on G2.com.

What I like best about PandaDoc is how organized it is! I also like how when we apply the box for signatures it changes colors to specify the person. Also how it also allows you to like where the other person can add there payment info, if we wish to request that. The contact list/book is also nice, the way it lets us add all info like email, phone numbers, name, etc. Oh and the option at the end when you send an attachment or file it lets you type a message for like a rmeinder. That's also neat. Review collected by and hosted on G2.com.

There is nothing that I dislike about PandaDoc! I honestly love everythin PandaDoc has to offer. It's super easy to manage and work with. The organization though is my favorite part! I can understand it all. Review collected by and hosted on G2.com.

PandaDoc is an awesome e-signature platform that truly stands out! It's incredibly user-friendly, making it easy for anyone to create, send, and sign documents without any hassle. The interface is intuitive, and the setup process is smooth, which saves a lot of time compared to other tools.

PandaDoc also comes packed with all the necessary features you need—from templates, document tracking, and custom fields to seamless integrations with other apps. It has everything you'd want for managing documents in one place, making it perfect for both small teams and large organizations.

Overall, it's a well-rounded solution for e-signatures and document management, and I highly recommend it to anyone looking for an efficient and reliable platform. Review collected by and hosted on G2.com.

All is great. I really can't remember anything especial. Review collected by and hosted on G2.com.

Pandadoc makes the process of collecting signatures from clients so easy. We use it frequently to have our clients sign off on BAS statements, Single Touch Payroll filings, TPAR reports, and other authority documents. Our clients find it really easy to use and our team have been able to implement it with no issues. Review collected by and hosted on G2.com.

We would love it if Pandadoc integrated with Karbon as this is the program we use the most to interact with clients. It would save us a bit of time if the two programs could talk to each other. Review collected by and hosted on G2.com.

I use PandaDoc to obtain sign-off during project delivery. Having the ability to have multiple templated documents that I can send out to clients at the push of a few buttons is valuable. It's taken what was once an email to something more formal, thorough and professional. This is something that I use every week, sometimes more often. It's really easy to set up templates and add these to your library for recurring use. Review collected by and hosted on G2.com.

I have yet to discover a downside to PandaDoc - so far, it's been a really useful tool and something that has helped to improve our process. Review collected by and hosted on G2.com.

I love PandaDoc's integration with Salesforce. With a couple clicks in Salesforce, PandaDoc ingests all the necessary fields from the opp record, and outputs a polished & custom order form. The interface and UI are very intuitive. Much better than the other CPQ apps I've used in previous roles. Review collected by and hosted on G2.com.

I wish I was able to creat workflows so that if I add certain products to the order form, it will automatically add certain content blocks from the content library to the document. Maybe this is already possible and we just need a hiigher tier plan. Review collected by and hosted on G2.com.

PandaDoc is very affordable for small businesses. It has enough features to help streamline the "get a contract signed" process. I love the feature of being able to assign information and signature fields to different users and that PandaDoc notifies me when everyone has completed their part. Review collected by and hosted on G2.com.

There aren't many downsides to PandaDoc, but if I'm being really nitpicky...

* Creating documents can be a little tedious in getting data fields to align properly with the text.

* If you are copy & pasting from existing Word (or other) documents, the initial "paste" requires some dilligence in getting it properly formatted to PandaDoc.

* Printing out a PDF of an agreement often comes out really misaligned - to the point of being indecipherable.

Once that's all done, functionally, PandaDoc is great! Review collected by and hosted on G2.com.

Using PandaDoc has made my work life easier when requesting sign documents from the families. I work for Early Intervention and alot of paper work has to be provided to familes, before PandaDoc I would have to mail families a physical copy and waited for them to return sign documents. PandaDoc has allowed for the family to recieve the document, review, edit, sign and return all in the same day! The best part is that you can send a reminder to the persons email you're requesting a signature from. PandaDoc has helped me keep my documents ogranzie and easy to track whose documents is pending or being reviewed. YOU MUST GET PANDADOC, you won't regret it! Review collected by and hosted on G2.com.

There're no dislike in PandaDoc, every tool that is provided is self explaintory and simple to use. The families I work with love to sign and return documents, it easy! One thing I would like for PandaDoc to work on is allowing to edit the document after the person has completed or signed it. Review collected by and hosted on G2.com.