We've had an excellent experience using PandaDoc at our law firm. The platform has made handling documents significantly easier, helping us streamline our workflows while reducing administrative time. One of the features we value most is how it simplifies the entire document process—from drafting and sending documents to collecting electronic signatures. The timely notifications keep our team informed every step of the way, ensuring nothing falls through the cracks and allowing us to provide a more responsive experience for our clients. The integration with our CRM has also been a major advantage. It keeps our client information synchronized, eliminates duplicate data entry, and makes our document management process much more efficient. Overall, PandaDoc has become an essential part of our practice. We highly recommend it to any law firm looking to improve efficiency, simplify document management, and create a smoother experience for both staff and clients.

It was great when we first started as a founding customer in 2011. The contract view analytics were what attracted us.

I appreciate that PandaDoc is user friendly and offers very similar features to DocuSign but at a lower price point. I find it convenient that once I assign a document to approvers, I am notified again only when it's completed by all signers, which is helpful for managing approvals across a global organization. I also like that files are retrievable after signing for up to a year, which serves as an extra storage feature. The search feature to locate signed files is another aspect I find valuable. The initial setup and training were pretty easy and straightforward.