PandaDoc Pricing, Features, Reviews & Alternatives

Pros
They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".

Cons
I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them.

Cons
I am unable to replicate whole sections, just some of the content parts. This is infuriating. That strikes me as a little clumsy from the developer side. The document didn't allow me to write in Landscape mode, so I've been drafting my proposals slides in InDesign and afterwards copying/pasting them as photographs into the document, and this has resulted in some duplication of effort on my side, which is inconvenient given that one of the reasons I choose this software because I need a system to help reduce time wasted on drafting proposals.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.

Cons
No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.

Rating breakdown

Likelihood to recommend: 2/10

Pros
The ease of use of the online document generation software is my favorite feature. PandaDoc's is quite intuitive once you learn the basics, thanks to its user-friendly layout. This software does not require substantial user training, which I appreciate as the PandaDoc administrator at my organization. This makes it easy to implement across the firm.

Cons
PandaDoc's price table can be inconvenient because it isn't designed to work as an Excel spreadsheet. Our sales representatives would voice their dissatisfaction with this regularly. In many circumstances, it restricts our capabilities or significantly increases the amount of time and work we must devote to certain documents, such as sales orders.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Using Zoho Notebook on my desktop pc or on my mobile device, I can easily take notes or save my thoughts. Not only written material but also music and pictures can be added to the note. However, the file size is limited. Using a digital notebook to save my notes is more safer than using a real notepad.

Cons
It does not allow an offline setting since it requires constant internet connections to view my notes in the software. If the note may be saved on my desktops as a backup option, it will greatly assist me in recovering my note if I lose internet access. Overall, most of the feature is really useful for me as i really in needs for a good digital notepad

Rating breakdown

Likelihood to recommend: 10/10