Jay S.
JS
Jay S.
Small-Business (50 or fewer emp.)
"Efficient Proposal Management with Stellar Features"
5/5
What do you like best about PandaDoc?

I love the fact that I can see when I send a proposal out; the person I sent it to has received it and looked at it. I also love the AI tools that PandaDoc has. The templates you can build are really nice. It makes things a lot easier and much more efficient, as we no longer have to use just Word docs. Everything is saved as templates, which is a big plus. The initial setup of PandaDoc was very easy, with no complaints at all. I would definitely recommend it to all my colleagues and give it a 10 out of 10. Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

Nothing Review collected by and hosted on G2.com.

KK
kim.kosik@artcorpsolutions.com K.
Small-Business (50 or fewer emp.)
"Time-Saving with Minor Editing Challenges"
3.5/5
What do you like best about PandaDoc?

I like PandaDoc for its ease of use and the ability to add tokens, which makes signing and filling out fields easy. It's handy to upload a document and use it multiple times without hassle and the time savings when adding documents to our CRM is significant. The ability to sign documents and save them effortlessly, while providing ease of signing to recipients and allowing for a consistent use of documents with all of our clients, is quite valuable. Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

It is sometimes difficult when editing documents as it is not always easy to make changes without losing information. Deleting items can cause issues, particularly if updating an outline or anything requiring bullets. Copy/paste and adding pictures/images can be difficult as they do not always easily transfer over or get added to the document without problems. Review collected by and hosted on G2.com.

Verified User in Government Administration
CG
Verified User in Government Administration
Small-Business (50 or fewer emp.)
"User-Friendly End-to-End Document Management with Fast eSignatures"
4/5
What do you like best about PandaDoc?

It helps organization to create templates and send to end user to capture signature which is end to end document management. It also speeds up to capture electronic signature, real time tracking and manage documents securely online.

It also helps us to integrate the feature in CRM applications. Very much user friendly Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

I feel lack of control over the component customization, say for example - adding a normal table, visibility of text boxes using show and hide logics, visibility of signature boxes, UI arrangement of some components are getting misplaced sometimes when sent to end user and generated as PDF. Review collected by and hosted on G2.com.

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Streamlines Document Management with Ease"
5/5
What do you like best about PandaDoc?

PandaDoc makes life so much easier when it comes to getting documents signed. I have a ton of templates already saved, which makes it easy whenever I send the same documents out to different clients. It's very quick and easy to use. I love that I can insert a link for a document instead of always sending it via email. This feature helps because I can just embed the link in my email, and clients can click to sign their document. It's all in one email and simplifies the process. PandaDoc is free for the most part unless you're sending over a certain amount of emails, and their processes are easier to deal with. The initial setup was very easy and self-explanatory. It makes life easier with a quick and seamless process. We all share an account, so we can keep an eye on each other's contracts too. Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

nothing Review collected by and hosted on G2.com.

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Perfect for Solo Entrepreneurs, Intuitive and Economical"
5/5
What do you like best about PandaDoc?

I love how PandaDoc makes it easier for me to get documents signed and completed. It's convenient for my clients and myself since we don't have to meet up or coordinate schedules. Everything can be done at our convenience and eliminates the hassle of reading handwriting or printing a lot of documents. The interface is very easy to use and intuitive. I find the platform smooth, functional, and quick, yet capable. I also really appreciate the features like assigning signature order, allowing people to sign in any order, and the flexibility with required or optional fields. PandaDoc feels versatile and economical, especially compared to DocuSign. Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

Nothing I am completely satisfied with PandaDoc and have no reason to complain. Review collected by and hosted on G2.com.

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Effortless Document Signing with PandaDoc"
5/5
What do you like best about PandaDoc?

I find PandaDoc's system very cool and extremely useful. One of the coolest features is the ability to send documents directly and have them signed electronically without needing to send a PDF. This makes my process faster as the person can just click a link to sign the document, and I get the information I need right away. It's a very cool feature that allows me to send documents quickly, which is great for my role as a contracts coordinator. PandaDoc is also a very cool app and website; it's one of the easiest ways to send documents for e-signatures. The initial setup was very easy—I just signed in with my credentials and could start uploading and sending documents. It's a very friendly and easy-to-use platform, which is why it met the needs of my entire team. Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

N/A Review collected by and hosted on G2.com.

Verified User in Staffing and Recruiting
US
Verified User in Staffing and Recruiting
Enterprise (> 1000 emp.)
"Excellent Document Solution with Room for Automation Improvement"
5/5
What do you like best about PandaDoc?

I love that we have templates that we can use, and we can also verify information all the time. I really like that we have the ability to accept and move forward only after verifying several times that everything is correct before sending it to the end person to sign. I appreciate having the opportunity to verify the document repeatedly, even by different people if possible. It’s a really great feature in PandaDoc. Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

The last time I received information from PandaDoc that was approved, I did not get the link directly. It would be great if, once confirmed and approved, the contract would automatically be sent to the signers. Currently, I have to come back to verify, create, and send the links, which takes more time. I think it would be better if the links were sent automatically after approval. Review collected by and hosted on G2.com.

Derek B.
DB
Derek B.
Enterprise Sales Executive
Mid-Market (51-1000 emp.)
"Easy Tracking and Notifications, Works Very Well"
4.5/5
What do you like best about PandaDoc?

Solution works very well, tracking is easy and I am notified when opened and signed. I am not comfortable using the email editor when sending as it is more difficult than just copying the link and adding to my normal email. Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

Nothing really, just I think the email editor should link back to the normal email solution for the end user (outlook or gmail). Review collected by and hosted on G2.com.

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Effortless Document Management and Tracking"
4.5/5
What do you like best about PandaDoc?

I find PandaDoc easy and simple to use, especially for tracking documentation and knowing where it stands. It's great because I'm always aware of who's viewed the documents and where they are in the workflow, which helps me follow up with the right people. I use it a lot for document creation and appreciate that it tracks who's viewed the document. The transition from HubSpot to PandaDoc is seamless, which also helps. When I first started using it, there was just a brief learning curve since it's quite intuitive. The initial setup was super easy, and I had no problems getting started. Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

I still haven't figured out how to edit a contract that needs ammending. I'm sure there is a way, but I haven't figured it out, and can't find help on this. For now, I just edit a contract locally and upload a new document into pandadoc, but I'd like to be able to do this directly from PandaDoc. Review collected by and hosted on G2.com.

Rakesh J.
RJ
Rakesh J.
Consultant Gynecologist and Medical Educator
Hospital & Health Care
Small-Business (50 or fewer emp.)
Guest users or non-business users of the software, not included in G2 scores.
"Efficient Tool for Managing Patient Consent Forms and Medical Documents"
5/5
What do you like best about PandaDoc?

I use PandaDoc to create patient consent forms and medical documents in my daily practice. It helps me prepare professional documents that can be shared digitally with patients. The e-signature feature saves time and makes documentation more organized during busy clinical work. Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

In the beginning, it takes some time to understand all the features and settings. Also, when working with longer documents, loading may feel slightly slow. However, once familiar, it works well for regular documentation tasks. Review collected by and hosted on G2.com.