App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

PandaDoc Logo
PandaDoc

Write a review

Create, edit, track, and eSign documents quickly and easily

visit website

(92)

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. Learn more

PandaDoc Features

Features Summary

Functionality

4.3

/5

1.1K

Total features

131

16 categories

PandaDoc features

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Approval Workflow

Common features of CPQ software

API
Access Controls/Permissions
Activity Dashboard
Approval Process Control
Approval Workflow
Audit Trail
Bills of Material
CRM

Price starts from

19

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.3

/5

1.1K

Price starts from

19

/user

Per month

visit website

Total Features

131

Unique features

  • Engagement Tracking

  • Progress Tracking

  • Sales Reports

  • Automated Quoting

Functionality

4.7

/5

8.5K

Price starts from

10

Per month

visit website

Total Features

70

Features in Common

63

Unique features

  • Government Contracts

  • File Recovery

  • Reporting/Analytics

  • Compliance Management

Functionality

4.7

/5

2.7K

Price starts from

12.99

Per month

learn more

Total Features

26

Features in Common

25

Unique features

  • Compliance Management

Common PandaDoc comparisons

PandaDoc logo
Docusign logo
PandaDocvsDocusign
PandaDoc logo
Concord logo
PandaDocvsConcord
PandaDoc logo
Bitrix24 logo
PandaDocvsBitrix24
PandaDoc logo
Proposify logo
PandaDocvsProposify
PandaDoc logo
Adobe Acrobat Sign logo
PandaDocvsAdobe Acrobat Sign
PandaDoc logo
Qwilr logo
PandaDocvsQwilr

Reviewers who mentioned features said:

AvatarImg
AvatarImg

Hafizah S.

Telecommunications, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Zoho Notebook is really the best

Reviewed 3 years ago
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

AvatarImg
AvatarImg

Noorhidayu S.

Hospital & Health Care, 10,001+ employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

PandaDoc works fine

Reviewed 3 years ago
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.

JM
AvatarImg

Jacob M.

Computer Software, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

If you will be processing payments via Stripe, this application is not for you!

Reviewed a year ago

The tool is easy and intuitive to use and looks flashy on the surface. Pull back the covers a bit and it becomes incredibly apparent that their product designers have not built a strong tool. Integrations that make life more difficult for users should be amended. On top of all that, PandaDoc support is among the worst I've ever encountered.

Pros

Ease of configuration and use. Creating new and amending existing documents is a dream. And the native CRM integrations make managing agreements at the customer level very straight forward.

Cons

The Stripe integration is inherently broken. A paid invoice will invariably result in a net-new customer being created in Stripe (even if the paying party already exists as a customer in your stripe account). This wrecks your stripe analytics and requires manual reconciliation. Worse, when notified of this issue, PandaDoc has stated that "the integration works as expected" and that they have no desire...

JS
AvatarImg

John S.

Fishery, 11-50 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Fantastic solution for digitizing your signed documents

Reviewed 6 months ago

We've been using Pandadoc for about two years, and it's been a fantastic tool for managing our e-sign docs on the cloud. We usually get about a few dozen docs signed every month and it was priced a lot better for that scale. It's also pretty easy to set up and maintain, and rarely causes issues where we have to intervene manually. All in all, I strongly recommend Pandadoc, especially if you're still on paper docs.

Pros

I like how easy it is to get it up and running. We used the document scanning a lot in the beginning to move our standard agreements to the system, and that saved us tons of time from having to draw everything up from scratch. But the template library is also a great addition to save time when you have to create a doc on the system.

Cons

I'd love to have the personalization tokens improved, like having the ability to automatically enter names and titles etc., based on the information of each contact.

AT
AvatarImg

Atour T.

Research, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

It seems that there is outstanding involvement and eagerness to collaborate with clients.

Reviewed 6 months ago

We streamlined the user experience and expedited our document signing procedure by using this tool.

Pros

With the tool, I can easily create contracts and proposals that are consistent with our company's image. It also looks highly professional without having to pay a steep fee to have someone else handle it for me.

Cons

PandaDoc does a lot of things really well, therefore it's difficult to criticize it. It's not always a PandaDoc problem when consumers experience difficulties opening documents.

AR
AvatarImg

Verified reviewer

Marketing and Advertising, self-employed

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

After six months of using Pandadoc

Reviewed 5 years ago

I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It allows clients to sign electronically and it notifies me when they have viewed the proposal which helps me track how engaged they are.

Pros

I like that Pandadoc notifies me when prospects view my proposals and it allows them to easily sign electronically without scanning and printing. I like that it gives me the ability to propose a pick list for clients and they can select which package or which services and it will automatically total them.

Cons

I can't clone whole pages, just content chunks. And I can't move entire pages, just content chunks. This is annoying. I find that a bit clunky. I also have not liked the visual aspect as much as designing on my own, and it hasn't let me compose in Landscape mode, so I have instead been designing my own proposal slides in InDesign and then when the client is ready to sign I just copy/paste them as images into an agreement. This is creating some double work for me, which is annoying and part of the reason I wanted a software in the first place was to minimize time spent on proposals.

AvatarImg
AvatarImg

Hrach G.

Marketing and Advertising, 11-50 employees

Used monthly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Helpful for contract signing and many other document-related transctions

Reviewed 2 months ago
Pros

PandaDoc's intuitive interface simplifies document management and e-signatures. The customizable templates and collaboration features streamline the document creation process, while the e-signature functionality expedites approvals and closes deals faster.

Cons

Occasional glitches in document formatting or sending processes can be frustrating. But that's not happening every day.

LM
AvatarImg

Luke M.

Media Production, self-employed

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Best Contract and Signature Software

Reviewed 2 years ago

Pandadoc has allowed us to automate our entire proposal process, saving hours per work

Pros

The best thing about PandaDoc is connecting it to Zapier and automatically creating customized proposals without lifting a finger. Tracking when recipients view documents, and how long they spend viewing each page are great metrics to have for sales.

Cons

There are a few things I would like to be available with automation through Zapier, although they are possible with API.

CC
AvatarImg

Cyril C.

Textiles, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

Share this review:

Insane product versus obsolete pricing

Reviewed 3 years ago

Wonderful product discovering, harsh disappointment on the pricing model.

Pros

The visual template editor tool is completely insane; nothing to be compared to other existing SAAS out there. Tested like 7 other tools, really nothing compares.

Cons

The pricing model for the first 2 plans (essential 29$ / business 49$) EXCLUDES THE API ACCESS, that can only be enabled — with extra-charges — with an enterprise plan. The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls). This is completely insane as of 2021 as it makes Pandadoc...

KL
AvatarImg

Kalie L.

Information Technology and Services, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Newer to the product, BUT LOVE IT!

Reviewed 5 years ago

We have cut down the amount of time it takes to get signed legal documentation from customers which allows us to begin work on projects much sooner! Also, housing all documents in one place allows for ease of access should we need to find a specific document.

Pros

With software development being our field of specialty, we have many documents that we need our customers to read over and sign. The location to a printer for some was easy, but for others, it would take so long for them to print out the number of documents, sign them, scan them and send them back to our team in which they would live in a random folder in our drive. Using PandaDoc allows us to create templates for each of our legal documents and send them directly to the signer in which they can click a few buttons and send it back over to us and everything is housed neatly together in folders.

Cons

It does get a little pricey the more users you add, but if you only have one person that needs to access the information it is well worth it.

BM
AvatarImg

Brittany M.

Marketing and Advertising, 1-10 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

My go-to document program

Reviewed 2 years ago

I love PandaDoc. I have used it for invoicing, contracts, NDA’s, non competes, sub contractor agreements, and so much more. It is capable of so much! When integrating a system for a client, I try to make most of the process automated as I my client base is mainly small business owners who don’t have time to manually do each process.

Pros

Very user friendly, capable of doing many things (and everything expanding!) integrates with plenty of programs easily.

Cons

There is not much I don’t like about PandaDoc- the only thing I can say here is when setting it up (for a small business owner to take over the program)- showing them the integration between Pipedrive and how to set it up using variables is not as user friendly to people who don’t usually see this.

SA
AvatarImg

Steve A.

Computer & Network Security, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Good.

Reviewed 6 years ago

Some efficiency and design options.

Pros

The analytic's built into it and the notifications we receive. Also, the somewhat easy configuration of each template. I would like to be able to create a document on a tablet though!! Unless thats an options now? :) The catalog section does need some work though. I would like to see other changes or options to us with regard to catalog items and how they document themselves as well as options for...

Cons

We are so used to other, stand-alone systems, that have features such as 'tab' to move to next field that it causes some frustration with our team when we are unable to do that within a pricing table or any table. the other nice thing would be to see line items show up in sequential order-- EX: If I label line item 1 as (Option A) it stays on top of the price list. then when I add a second row,...

AvatarImg
AvatarImg

Jose S.

Chemicals, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Everything we need to optimize our documents quickly and safely.

Reviewed a year ago

We utilize this program to assist the translation of all our office archives, with dreary designs, such as letters, suggestions, contracts, etc. It could be a exceptionally valuable apparatus with numerous layouts that make our work much easier. Without a question, this program could be a extraordinary venture, since it has spared us a part of time in transcribing records, being able to form them naturally...

Pros

It contains a few customizable layouts, which offer assistance us to interpret records quicker and without mistakes, much appreciated to the questions that the framework inquires already. It moreover permits group preparing, to make records with the same arrange, changing only a few characteristics. It features a authorization control, so that as it were authorized individuals have get to to the documentation. It too permits the digitization of archives through its scanner, as well as the creation and confirmation of the electronic signature. Permits the capacity and organization of all client records counting solicitations, letters, etc. As well as the collection of information through diverse channels such as e-mail, informing, etc.

Cons

On a few events the framework has required me to enter information that I have as of now entered already, for the creation of the layout. It takes a significant sum of time to make unused layouts and spare them for future archives, as the method isn't as speedy as I'd like it to be. We've had issues with chat and informing, as messages do not arrive in genuine time and take a long time to send. A few of the emails we send out in bulk drop into the spam box, making it nearly outlandish for the client to see them. I would like you to grant us more data approximately guests to our site.

ST
AvatarImg

Samantha T.

Staffing and Recruiting, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

BEST SOFTWARE EVER!

Reviewed 4 years ago

This is certainly my favourite software that I have implemented at my workplace. If i've ever had an issue (which is rare), the customer support team is incredible - they're so helpful and come back to you so quickly. The software itself is so easy to use and very user friendly. The templates and content is so easy to create and really adaptable, you can do a lot with it without trying too hard. Being able to share it all with my team as required was so great as well. PandaDoc have really thought of most things and have the user experience as smooth as possible. Our clients have also commented on numerous occasions how easy it is to access and use also in comparison to other platforms.

Pros

Love that you can switch between workspaces, easy to monitor the document return rate and how much my team are achieving, easy to track documents and follow up, so easy to set up documents and templates, looks great, easy to use, customisable. It's accessible as long as you have internet which just makes everything so much easier if you spend some time working from home as well as in the office.

Cons

It's quite tricky adding in custom fonts / increasing the list of fonts. Would be nice if there more design templates to chose from. More integrations - the CRM we use didn't work with PandaDoc. This didn't cause huge issues but would have been helpful and made the process slicker.

NC
AvatarImg

Nicolas C.

Information Technology and Services, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Great product for sales teams - Some key features still missing though

Reviewed 7 years ago

The one thing we are solving is the way we are building and sending out comercial proposals. With Pandadoc we have everything organized and all the documents in the proper folders, so you can go back to them easily and see what's happing with the document. Also all the different templates already built in makes it very easy for the sales reps to build proposals in no-time. Additionally the Human Resources Department is using Pandadoc for employee documentation. We've been using it as the formal company's employee documentation platform and it's been great.

Pros

What I like best is the document builder features. The structure they gave to the product with the Templates and the content library I think is very useful because it lets you slightly change each document on specific sections which is something that happens a lot. I mean, templates work as a baseline document and then you can have multiple content library items that you pull in when needed.

Cons

There are key features that I feel are missing. Nonetheless I have spoken to them several times and they've said to me that all of the features I mentioned are already on the roadmap of the product, in fact they delivered one of those in the last update. Things like document signature deadline, live collaborative document editing, task/comment assignment to other team members when building a document. Those three are the key missing features.

CG
AvatarImg

Caroline G.

Financial Services, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Newbie to PandaDoc but already got the hang of it

Reviewed 2 years ago

PandaDoc is easy to navigate for a beginner and it is effortless to learn how to use. PandaDoc provides many options for users with questions - a help center, video tutorials, email support and a live chat (my favorite feature).

Pros

I am brand new to PandaDoc, unlike my team who has more experience, but have found it very easy to navigate as a novice. I love how effortless it is to upload the respective document and get it right to a client's computer within seconds. Yes, there is a level of work you must complete beforehand - prepping the document, editing the document, making sure it is good to go, but otherwise, it is as...

Cons

Formatting issues - this may not be a PandaDoc issue, but if your third-party software such as PowerPoint has your brand font uploaded and downloaded from the internet, there is a chance the font may not upload exactly as is. This is a problem I face almost every single time I am using PandaDoc. Our brand font is called Catamaran, it has been downloaded to my computer, but when I go to upload to PandaDoc, 9 times out of 10, the font will not carry over as it is formatted via third-party software. Nothing else is affected besides the fact fonts become inconsistent with our brand.

AvatarImg
AvatarImg

Sunitha H.

Program Development, 201-500 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Amazing tool

Reviewed a year ago
Pros

PandaDoc is incredibly user-friendly and straightforward. After trying out a few different document signing platforms, I found that PandaDoc was far and away the most enjoyable to work with. Building documents is a breeze and the final product looks incredibly professional. The templates and tokens are a real time-saver and the signing process is a breeze. I also appreciate the activity feed, which lets me know if a document has been seen.

Cons

I have no complaints; everything is excellent and amazing.

AvatarImg
AvatarImg

Masturah D.

Telecommunications, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Good document generation software for business document

Reviewed 3 years ago
Pros

PandaDoc is more focus on creating a business documentation like invoice document or document that need signature, as PandaDoc has a feature that can add a field for a e-signature. It let the documentation is fully digital and no need to print the document anymore.

Cons

I would love if they can constantly adding a new feature or tools, as the pricing scheme for using the premium plan is quite high and the adding values will justifying the price tag. Converting the document to other document format is not available in here.

MV
AvatarImg

Mark V.

Higher Education, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

If only it integrated with other products!

Reviewed a year ago

Excellent overall - form creation, editing, distribution, and management were all very easy.

Pros

We used this software to process employment related forms for contractors and employees at the college and it was mostly great. The text boxes could be a little simpler for editing (you can't highlight text and change it, you have to use arrow keys to move to the text like you're working at a DOS prompt). But for document tracking, signatures, and security it's fantastic. If you don't have the need to integrate with enterprise systems you can't find a better document/workflow management software.

Cons

It doesn't integrate with much in the way of enterprise software. As time passed and our other software was updated it became more difficult to track some things because Panda didn't integrate with any of our critical systems. As a result we used Panda less because most of the new ERP systems (and HRIS, and Finance) include workflows, forms, and signatures today.

AvatarImg
AvatarImg

Brian S C.

Consumer Services, 10,001+ employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Electronic signature software, document creation and collaboration, ready and easy to use.

Reviewed a year ago

PandaDoc has spared a part of time, compared to our past application (Adobe Shapes), in making proficient recommendations, all inside our CRM application. The programmed updates have been a extraordinary offer assistance in liberating up time to spend serving clients and prospects, PandaDoc has been a advantageous device for our group to work on trade reports online from anyplace through its easy-to-use interfacing and thousands of pre-established report layouts to encourage a more dexterous and effective handle of collaboration and collection of electronic marks.

Pros

Our clients no longer need to rush to our office over lunch since we can send them a full document through email that they can electronically sign at their leisure. I like how you may save pages as templates to use in other templates; the example document library is enormous. I like how the dashboard shows the status of every papers, such as Sent, Read, Expired, and Closed, I appreciate its user interface's sleek design, which makes it simple to browse and explore even for inexperienced people.

Cons

Although some fundamental data is missing from the dashboard views, PandaDoc is quite responsive when it comes to introducing new features to the system. While PandaDoc is excellent for document production, collaboration, and electronic signatures, it lacks the extensive document editing and customization capabilities of Microsoft Word or Google Docs. Actually, I'd want the option to "send a reminder" to be on the front screen and more easily accessible.

YB
AvatarImg

Yevstakhii B.

E-Learning, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

My expirience of use PandaDoc

Reviewed a year ago

PandaDoc is generally regarded as a comprehensive and feature-rich document management and electronic signature platform. Here are some aspects that I have highlighted as positive experiences:Ease of document creation: I appreciate the user-friendly interface and intuitive document creation process in PandaDoc. The platform offers a wide range of customizable templates and drag-and-drop functionality,...

Pros

1. Collaboration and workflow management: PandaDoc provides collaboration features that enable multiple team members to work on the same document simultaneously. I can track changes, leave comments, and assign tasks, facilitating efficient collaboration and streamlining the document review process.2. Electronic signature capabilities: PandaDoc allows me to request electronic signatures from recipients,...

Cons

1. Limited template selection: While PandaDoc provides a range of templates, I have mention a desire for a larger and more diverse selection. Users in specific industries or with unique document requirements may find it challenging to find templates that suit their specific needs, requiring additional customization efforts.2. Mobile app limitations: I have encountered limitations or challenges when using PandaDoc's mobile app. I had Issues such as slower loading times, limited editing capabilities, or difficulty navigating the app on smaller screens.3. Support response time: I had delays or slow response times when seeking support from PandaDoc's customer service team.

AvatarImg
AvatarImg

Antonio G.

Automotive, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Easy to use and very customer friendly, it works perfectly for everything we need.

Reviewed a year ago

Able to do our work online much obliged to this apparatus, which permits us to transfer our clients' records and effectively include signature and content areas for them to affirm. I can have clients total reports carefully which is speedier and simpler for both parties, they like to listen that PandaDoc could be a secure scrambled location, particularly when sharing installment data. The primary issue...

Pros

I adore how simple it is to know when somebody has completed their records, and to send us the notice, our clients moreover adore that ready to do our work online thanks to this instrument. I truly like that you simply can customize what data you're searching for for the recipient to fill out, it's pleasant to have choices like checkboxes, mail, phone, CC information, dropdowns, etc., and to be able to check the specified boxes. The leading portion of the selection was the affect on our bottom line, the genuine advantage was the lessening in time to plan, assess and send bargains, presently we will customize on the fly and on the off chance that there's a issue or something that seem wreck the bargain, you'll be able alter it on the fly and not lose the energy or the bargain.

Cons

I do not like programmed close of reports, so I need to resubmit each archive, you'll likely lapse the record, but you've got the alternative to resubmit it. The format of the introduction is the most noticeably awful downside I can think of, the front pages are simple to customize, but the substance pages are frequently troublesome to oversee. I loved the live chat choice that PandaDoc used to have...

EL
AvatarImg

Elaine L.

Individual & Family Services, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

Share this review:

Does the job but improvements needed

Reviewed 3 years ago

Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.

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...

PR
AvatarImg

Pierre R.

Environmental Services, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Pandadoc feedback from france

Reviewed 5 years ago

The product is really good and suitable for a daily basis use. I have still some fears to move from pdf to 100% digital quotes in France because of spam barrier but I know this would open a 50% rise in customer experience with many other possibilities as videos in templates, directly chating with customer inside the doc, all status change...

Pros

The features are very well minded. It is very egronomic and efficient with pipedrive integration. I appreciate the posibilities to get folders, drag and drop, managing many templates with libraries is very useful to set up a new one as easy as a drag and drop. To be honest I would love to be able to use pandadoc using more features included in my package

Cons

definitively the 5 licences as a minimum. This is the second company I implement pandadoc for less users than 5 and I am not happy to pay for nothing. I am not happy with the date format with YYYY/MM/DD. As most of the european people we do use DD/MM/YYYY. So I have to select 2 date fields to get around this format in each document I edits from pipedrive (quotes with date of edition and date of expiration)

Vendor response

Hi Pierre, Thanks for the feedback -- I shared your comment about date formatting with the Product Team. As for the concern about spam barriers in France, we have a few solutions for dealing with that while maintaining the digital document experience (along with tracking, etc. for you). 1. You can "white-label" your email delivery address so that documents are sent from your domain. -...

AvatarImg
AvatarImg

Heather C.

Accounting, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

All-around great proposal software and automation tool.

Reviewed 6 years ago
Pros

PandaDoc has allowed us to streamline our proposal process tremendously. Because of the content library, template functions and ease of use, we've been able to double the number of proposals we put out in the same timeframe before implementation. The analytics reporting feature has assisted in increasing our win rates. We can hone in on the areas of our proposals that resonate with our prospects,...

Cons

There are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future. From time to time we will run into small formatting issues due to a glitch in the...