Myra M.
MM
Myra M.
Small-Business (50 or fewer emp.)
"Easy Navigation, but Unreliable Performance"
4/5
What do you like best about PandaDoc?

I like that PandaDoc is easy to navigate and I can see when the document has been viewed. It's also easy to help the consumer fill out the document remotely. The reminder option is valuable as it helps ensure that documents are completed within our strict timeline. Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

I think it's great. However sometimes it is slow and the links malfunction. Or the site is not working at all. Because of the high volume of documents that are sent out, it's frustrating when someone can't access them because they have to call in or miss the deadline needed for the signing and must start the process again. Review collected by and hosted on G2.com.

Nick S.
NS
Nick S.
Marketing Consultant
Marketing and Advertising
Small-Business (50 or fewer emp.)
"Simplifies Signing, But Needs PDF Improvement"
2.5/5
What do you like best about PandaDoc?

I find PandaDoc's user-friendly interface really easy to navigate. The referral program is a great addition because it lets me earn money by referring the product. I also like how when you send a document to be signed, the person on the receiving end gets an email notice that doesn't end up in the spam folder. Additionally, I can easily share a document to sign via a link. The initial setup was very easy as well. Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

PandaDoc sometimes cannot read some PDF files with signatures from other services. There is a bug. Review collected by and hosted on G2.com.

Verified User in Construction
AC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Digital Signatures That Keep Scheduling Fast and Smooth"
4.5/5
What do you like best about PandaDoc?

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.

What do you dislike about PandaDoc?

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.

Verified User in Writing and Editing
UW
Verified User in Writing and Editing
Small-Business (50 or fewer emp.)
"Really handy tool"
4.5/5
What do you like best about PandaDoc?

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.

What do you dislike about PandaDoc?

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.

Verified User in Public Relations and Communications
UP
Verified User in Public Relations and Communications
Small-Business (50 or fewer emp.)
"Such a time saver!"
5/5
What do you like best about PandaDoc?

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.

What do you dislike about PandaDoc?

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

Bradley F.
BF
Bradley F.
Director of Sales
Mid-Market (51-1000 emp.)
"Efficient Workflow, Seamless CRM Integration"
4.5/5
What do you like best about PandaDoc?

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.

What do you dislike about PandaDoc?

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

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Flexible Document Management with Room for Improvement"
3.5/5
What do you like best about PandaDoc?

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.

What do you dislike about PandaDoc?

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.

John C.
JC
John C.
MGMR
Small-Business (50 or fewer emp.)
"Effortless Document Management, Needs Direct CRM Integration"
5/5
What do you like best about PandaDoc?

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.

What do you dislike about PandaDoc?

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

Miklos  C.
MC
Miklos C.
Agent / Consultant
Small-Business (50 or fewer emp.)
"Streamlined Multi Business Must Have"
5/5
What do you like best about PandaDoc?

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.

What do you dislike about PandaDoc?

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.

Sean H.
SH
Sean H.
Small-Business (50 or fewer emp.)
"Easy to use, but problems on mobile devices"
4.5/5
What do you like best about PandaDoc?

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.

What do you dislike about PandaDoc?

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.