I love using PandaDoc for building sales quotations because it increases the speed at which we can create and send out proposals as everything is digital. The ability to save past quotes as templates is a huge time saver and efficiency booster for our team. I particularly appreciate the ability to add PDFs and JPGs as attachments to our sales quotes for terms, conditions, engineered drawings, and brochures, which adds a polished edge to our brand appearance. The 'Convert to Template' function is great, allowing us to make small changes to past documents and distribute them quickly without reinventing the wheel. We have excellent customer support, and we are always taken care of, which keeps us coming back year after year. Review collected by and hosted on G2.com.

There is really nothing we "dislike" about PandaDoc. It is a wonderful tool backed by a talented and attentive team! Review collected by and hosted on G2.com.

I like using PandaDoc because it makes it easy to quickly get a quote out the door, and I appreciate the ability to create professional-looking sales quotations swiftly. It's great that PandaDoc is cloud-based and easy to use, which simplifies our workflow. The template creation feature is incredibly valuable, as it allows us to customize templates for unique situations with ease. I also find the product catalog very useful for organizing and separating our products by product line. Setting up PandaDoc was very easy, which was a relief coming from a client-server based product that required too much maintenance. Review collected by and hosted on G2.com.

I'd like to see the integration with Salesforce be a little easier to use and understand. Review collected by and hosted on G2.com.

I like the ease of generating a proposal/quotation for our software systems. I find the make a copy helpful so I can make several variations of a proposal without starting over for each one. Review collected by and hosted on G2.com.

don't like the way all documents are displayed by listings. Would like to have the agility to, create a folder per client so I can keep all of their different quotes and proposals together to locate quickly and modify. Review collected by and hosted on G2.com.

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.

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.

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.

PandaDoc sometimes cannot read some PDF files with signatures from other services. There is a bug. 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.