I love the PandaDoc document builder and CPQ feature because it's really nice and makes templating so much easier, especially since I used to do all my docs in LaTeX, which was a pain. I also find the legally binding signatures feature helpful as it allows me to know the status of the signer and send custom reminders. The initial setup was very straightforward, with a good collection of templates ready to be customized. Review collected by and hosted on G2.com.

I find a way that people in the capital markets don’t laugh at our firm for not using DocuSign. I feel that PandaDoc’s overall brand identity can be a bit childish at times. Review collected by and hosted on G2.com.

The digital signature has been a game changer for our business! It allows customers to quickly accept and get on the schedule. The set-up of it notifying me by email keeps the process running smoothly Review collected by and hosted on G2.com.

I don't think the set-up is perfect, but there is always room to improve. I would like the form to do better at prompting customers about check boxes without the requirement to select them Review collected by and hosted on G2.com.

The interface has changed a little over time, but it's cleaner now and looks great. Still has all the great functionality I look for. Review collected by and hosted on G2.com.

It seems that whenever I log in, there's an update to how many free documents I can upload in a set period of time. It's always enough for my level of use, just a bit odd that it changes so often. Review collected by and hosted on G2.com.

I love the ease of use. You setup a template and use it over and over. The autofill (variables) help you not miss any pertinent data. You can add collaborators from your team to review and suggest changes. Once you send the document to a signer, they can suggest edits (or not). I love the option to send a document via link. Its useful when following up with a signer. Review collected by and hosted on G2.com.

There is definitely a learning curve, but once you know what you're doing, its fantastic! Review collected by and hosted on G2.com.

I appreciate PandaDoc for its ease of use and seamless integration with our CRM, which keeps our sales team efficient. The analytics when a prospect is looking at an agreement are really helpful. PandaDoc saves my entire team a bunch of time every day. Plus, the initial setup was extremely easy, and making changes and updates is simple since we know how to use the system. Review collected by and hosted on G2.com.

there's not much missing with this tool as we use it Review collected by and hosted on G2.com.

I find PandaDoc really easy for creating and sending contracts, and I love being able to see the status of who's viewed and signed them. I appreciate that it provides a lot of different options, allowing me to send contracts through PandaDoc directly if someone doesn't want to use an email hyperlink. The flexibility with variables is fantastic, helping me make contracts exactly how I want them. Integrating PandaDoc with HubSpot is great as it links contracts to deal records seamlessly. Getting started with PandaDoc was pretty straightforward, and after one training session, I was able to use it without any problems. Overall, these features have been really valuable for structuring our contracts flexibly, which helps drive strong business outcomes. Review collected by and hosted on G2.com.

We do experience a bit of lag here and there where sometimes when I'm trying to bang a contract out, there seems to be a little bit of downtime or buffering. It usually comes back online. It's just in the moment when I'm trying to run through my day sometimes it can be a bit challenging. Review collected by and hosted on G2.com.

I like how I can quickly access and drag documents into PandaDoc, and arranging them is super fast as well. It's also great that I can store my clients' names, so I can quickly access them and add them to documents. Plus, ease of use and pricing were big reasons for switching to PandaDoc. The initial setup was extremely easy, which was a big plus. Review collected by and hosted on G2.com.

I wish there was a way to attach PandaDoc to my CRM without a third party. Review collected by and hosted on G2.com.

I like the new layout systems, more akin to word but with all the variables tools the community has been asking for. Review collected by and hosted on G2.com.

Easier drop down or cog wheel access to tools like formating and color to speed things up. Also the dragging feature of some fields needs to be optimized. Review collected by and hosted on G2.com.

I appreciate how simple PandaDoc is to use, which simplifies my work. I find the template feature particularly useful, as it allows me to always include the basic positions in offers for heat pumps. The initial setup of PandaDoc was also very easy. Review collected by and hosted on G2.com.

When I access it via the phone or iPad, I often can't edit anything because the page keeps crashing. Review collected by and hosted on G2.com.

I highly recommend the platform because it's great for creating quick contracts on the fly and proposals right in front of my customers, so they can immediately say, "wow", I'll sign it today.' It's a great tool to keep a record of all signed contracts in one simple place. I like the fact that I can create new templates quickly and roll forward existing contracts from other clients for new clients. It's really easy for me to quickly open PandaDoc, duplicate an existing contract, and customize it right in front of their eyes. Review collected by and hosted on G2.com.

It would be nice if there were a way to have a core template document that's easy to use moving forward, like a master template. It would be helpful to manage master templates for various core packages as a quick pick list. The initial setup took more time than expected. Review collected by and hosted on G2.com.