I find PandaDoc very easy to use, with intuitive features. I like that I can route documents and message clients, making it easier to follow up and get things signed off. It’s flexible, with integrations for Salesforce and HubSpot, and workflows through email or a CRM. I also like that signature and field lines are available to help coordinate internal and client signatures, even though I usually add them manually. I can see how many times a client has viewed a document and whether it has been changed or routed, which helps keep both sides accountable. Routing documents for internal sign-offs and getting finance to review and approve them is also helpful. Setup was very easy; it took me around 30 minutes to understand the routing, and PandaDoc is effective most of the time. I think it’s a really good document-signature tool for small and medium-sized businesses.

It’s easy to use—simple enough that I can teach myself how to navigate the UI without much trouble.

The PandaDoc team has continued to build on their existing features and add many more. Each iteration has fixed major issues and provided new tools to keep our processes moving.