PandaDoc Reviews & Product Details

I find PandaDoc incredibly useful as it makes onboarding new clients super easy. It instills trust as a very trusted software and is easy to use. I like the different templates available, making it simple to edit and send out contracts quickly. It also helps send reminders to clients, which speeds up their signing process. The feature that reminds clients to sign contracts is particularly valuable, as it allows me to prompt them without having to reach out physically. The ability to save templates is fantastic because it speeds things up for different departments to sign or send out contracts. Integrating with Salesforce is super easy and makes tracking contracts on actual opportunities super straightforward. Setting up was a breeze; I just logged in, and everything was ready with all templates at my disposal. I would highly recommend PandaDoc, rating it a nine or even a ten due to its ease of use. Review collected by and hosted on G2.com.

I honestly don't have any bad things to say about Panda Doc Review collected by and hosted on G2.com.

I find PandaDoc to be very user-friendly, which is crucial for my role in the business development team. It gives me the freedom to tailor each proposal correctly to my clients and prospects. I really like being able to easily access already existing tables and the ability to show and hide items that need editing. The library feature is another big plus, as it allows me to add additional information to my proposals. Moreover, it syncs seamlessly with my Gmail and Slack, which streamlines my workflow. It's the best proposal generation tool I've used in my career, and setting it up was super simple. I work in a company with over 300 employees, and I would rate my likelihood of recommending it as a 10 out of 10. Review collected by and hosted on G2.com.

There is an extra row that appears on our proposal when building that I always have to delete. Review collected by and hosted on G2.com.

I like that PandaDoc makes everything easier and also gives a professional appearance. Before, I managed all the contracts by hand and didn't have a reliable platform to manage signatures. Now everything is done in minutes, automatically and super professionally, thanks to PandaDoc. Additionally, I switched to it because it is more professional, intuitive, and simple than other platforms, and it was recommended to me by a colleague. Review collected by and hosted on G2.com.

Well, everything works quite well, but if I had to polish one aspect, it's how intuitive it is. At first, it takes time to get used to what a document is, what a template is, how to place the recipients, and there are times when I've sent, when I've sent myself documents I didn't want to send, or I've sent clients documents I shouldn't have sent. Because there is a learning curve, which if the platform were a bit more intuitive, it would be overcome more easily. Review collected by and hosted on G2.com.

I really like PandaDoc's simple interface, making it easy to understand how to upload documents and work with them. We also created different folders for each department, allowing them to use it independently. It's great to see the status of the document in the candidate's profile, like when a signature is pending or signed. The integration with our ATS is smooth, and having the signed documents attached to the candidate's profile makes things much easier. The initial setup was absolutely easy, thanks to our account manager who helped us with everything quickly. PandaDoc provides value to our legal and recruitment teams, and I have nothing negative to mention. We just have positive feedback from the recruiting team. Review collected by and hosted on G2.com.

I think that it's not possible to edit the document right in the platform, but I'm not sure. Review collected by and hosted on G2.com.

I really enjoy PandaDoc because it makes it easy for my clients to see that they've accessed the documents. I love how easy it is to keep templates, as I don't like reinventing the wheel over and over again. It's very intuitive and simple, which really suits my 'learn as you go' style, because I don't like reading a lot of instructions or watching videos. I find it very easy to use and navigate. I really appreciate the ability to use templates the most, allowing me to build forms and then customize them for each use. I also like to use PandaDoc with Canva, which adds to its versatility. It was affordable, easy to understand, and I liked it right from the receiver side when somebody first sent me a document through PandaDoc. The initial setup was very easy—I tried the free trial and knew it was perfect, so I signed up. Overall, I recommend PandaDoc all the time and would rate it a ten. Review collected by and hosted on G2.com.

I really don't have any dislikes, perhaps because I simply use if for what I need. Review collected by and hosted on G2.com.

PandaDoc is super easy to use and super intuitive, which makes my life easier. It allows me to edit documents without having to fill every single item again, making it a pretty cool tool. I appreciate that it's the best tool for what I need to do. The automatic signature detection feature is really helpful when I upload documents that need a customer's signature. Instead of printing and getting manual signatures, I can just send an e-document for e-signature, which is pretty useful. The initial setup was incredibly easy; someone explained it to me in ten minutes, and I immediately understood what to do. It's perfect for our small team as well, with three of us using it effectively. Review collected by and hosted on G2.com.

One thing I would change is that I don't always get messages when the customer replies to the email we sent out with PandaDoc. I don't always get a response in my email inbox. Review collected by and hosted on G2.com.

What I like the most about PandaDoc is that we can do the whole process in, like, less than a minute. It's very easy and simple to use. After that, all we have to do is just send our clients a link, and they'll be able to sign whatever forms they have to sign in under a minute. It makes it valuable to me because having the ability to get that done under a minute allows us to get more business done, move faster, and have our clients satisfied. It improves our efficiency by having a certificate of completion, allowing us to be on point with all the documents and regulations we have to follow. It also improves the client's credibility with us, having a document that they signed and a copy of their own. The process is self-explanatory; it's pretty straightforward. It already uses an AI-generated system, which allows us to make the process even quicker for the clients. The initial setup was very easy, and I think it's a pretty reasonable price for all the services included. Review collected by and hosted on G2.com.

The pricing be a bit high,some advanced features feel unnecessarily complex for everyday documents workflow Review collected by and hosted on G2.com.

I enjoy the easy to use platform to build documents/templates to increase efficiency. The dashboard is a life saver as it allows me to easily check where a client is at with a document and allows me to chase them when required Review collected by and hosted on G2.com.

I find that I some times have issues with numbering and tables, however I think is is moreso from me having an MS Office mentality and that it will just take some time to get used to PandaDocs instead Review collected by and hosted on G2.com.

I like how convenient PandaDoc is. I'm able to text or email a document for parents to review and sign according to their preference. I appreciate that everything I need is all contained in one website, making it easier to lump together or send multiple documents to families. The reminder tab is helpful, letting families know if they missed a part or didn't complete a document. I also value the activity area where I can see if a parent has viewed the document, which helps guide them if they have any questions or concerns. The initial setup was very convenient, and the seamless process made it easy to get started. Review collected by and hosted on G2.com.

Something on PandaDoc that doesn't always work the best is when families are signing documents. Sometimes the signature is not saved all the way through, so the document is in a pending status even though I can see the person's signature on the document. Review collected by and hosted on G2.com.

I love that I can edit forms even after I’ve started a signature request. I also really appreciate the integration that lets me download multiple forms separately from a single signing package request, which is immensely valuable for my line of work. It saves much-needed time by making it easier to organize different groups of documents into separate folders. This program is a much better value, for a cheaper price, than any other program I've subscribed to in the past. Review collected by and hosted on G2.com.

The only complaint I have is sometimes the program lags in the middle of trying to setup new contacts. Review collected by and hosted on G2.com.