PandaDoc Reviews

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.

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

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.

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.

I like how easy it is to set up the document to be signed, dated, initialed, etc. by our clients and partners. I also like the tracking of the document and being able to see where the document went and who viewed it when. Finally, I like the ease for our clients and partners, who often struggle to know how to digitally sign a document. I also like the feature of being able to remind people to sign.

There isn't anything I don't like, but we use the free version so our usage is limited.

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.

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...

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PandaDoc makes document customization and setup an effortless task, thanks to its helpful templates. I am also pleased with its capability for collaboration and monitoring, as well as its automated reminders, analytics and cloud-based storage. To top it off, the payment options are incredibly handy, and include credit cards and e-signing. I am delighted with the diverse set of features, and the convenience that PandaDoc brings.

PandaDoc can become costly rather quickly when you add on additional features. It would be beneficial to be able to view and test the final document. We use the pricing tables, often making certain features optional, but we cannot test them as we are not the recipients.

It was easy to set up, and super simple to send PDFs, which is all we needed

No unlimited option. We sent lots of quotes with an eSign link, but using through PandaDoc isn't very cost effective

It makes life very easy in sales. Sending quotes and order forms is very easy and it does a lot of the work for you

Sometimes you have to refresh a few times to be able to edit the document but apart from that i have no complaints

I opted for PandaDoc among several other competitors primarily based on its reasonable pricing. As a landlord, the software provides me with all the necessary features, and once you become familiar with it, it is very easy to use.

In my opinion, there is room for improvement in the user experience for new users. While the software does have some automated features, it can be confusing for those who are unfamiliar with the system. Unfortunately, during my initial leasing signing using this software, I made a mistake due to this confusion. Additionally, the online customer service leaves something to be improved, as I experienced multiple disconnections.

What I particularly appreciated was the ease of use of the document creation tool. With PandaDoc, I was able to quickly create professional documents with customizable templates and an intuitive interface. The customization options are also very convenient for adding images, videos, and links.

However, I encountered some issues when using the electronic signature functionality. There were delays in sending documents, and some recipients reported difficulties accessing and electronically signing the documents. This made the process a bit complicated and slow, especially when there were multiple parties involved in the signing process.

Pandadoc helps us to improve our productivity by facilitating customer process.

In our solution, a little bit challenging to implement

The integration of PandaDoc with Hubspot is fantastic in my opinion. Because this integration pulls data from all of my customers' Hubspot accounts onto the document that I'm working on, I can quickly and easily customize the client contracts that I use. It significantly simplifies the process of sending files.

I do not like the restricted methods in which you can design a personalized proposal document. I find this to be very frustrating. In point of fact, they assert that you may import a Word document, and the software will immediately convert it into a PandaDoc document for you. I gave it a shot, and unfortunately, it did not work in the least. Both the written content and the visuals were jumbled up. In addition to this, you are unable to add custom HTML code, which, in my opinion, should be a feature that they offer.

The annual price is better than other competitors by a long shot. Can also send unlimited documents which is what we need since I send a lot of contracts.

1. The mobile cell phone signing feature is called"In Person Signing" which is not really very clear to the people I send documents to 2. Using an iOS device the mobile signature feature is flawed, many kinks that need to be worked out. Currently it is confusing to people how to actually sign from a cell phone. I put in a fixit request more than a month ago, they are supposedly working on it, but there has not been a fix as of today. 3. The input fields take longer to put in the document and assign to signers than competitors.

The interface to send out documents is great, and there are some better features offered than the other competitors (such as masked fields, a proposal making function, attachments you can make to the document, and a signature authentication page with each agreement). PandaDocs offers basically the same function as DocuSign, but it has some additional features and the cost is considerably cheaper.

Sometimes depending on the email server, the automated email sent by PandaDocs gets sent into the partners junk mail. Doesn't integrate with SharePoint.

the scope of features is unmatched by any other software the scope of native integrations into tools we already use tracking of users and activity HubSpot integration Dynamic pricing grids and ability to store products/services for ease of use later

Because of how powerful this tool is and how much it can do, the learning curve is much steeper than other products we've used. However, once you get the hand of it it blows everything out of the water

PandaDoc has all features of other Digital signature products yet is priced much lower. Comes with unlimited documents for signature in a year (unlike other products that cap the total number of documents). Also offers a referral / Partnership program.

Only has sales specific tools - perfect for startups and small businesses but could be missing features for mature businesses that have departments other than sales.

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,...

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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...

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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.

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.

PandaDoc proved to be a great asset for me due to its user-friendly interface. I was able to craft documents that were both presentable and properly formatted in a short amount of time, thanks to the helpful templates available. Moreover, the platform allows me to store my documents securely and monitor their progress, giving me a sense of security.

At this point, I have not found anything that I dislike.

I like that you can transition between work-spaces. PandaDoc offers a simple to measure document return rates but also how much my team accomplishes. Moreover, it is quick to track paperwork and follow it up. It's easy to put up papers and templates, and it looks nice, is simple to use, and can be personalized. This application is available as long as it is connected to the internet, making things a lot easier if you work remotely and in the office.

Adding custom typefaces and expanding the font collection might be difficult. There should be more layout templates to choose from. We needed more integration option because our CRM didn't operate with PandaDoc. This didn't create any significant complications, but it would have made the process go more smoothly.

It is used for the management of contracts, with tools that allow even reviewing the life cycle of the same, and control their different versions. Pandadoc allows you to manage documents within the platform without having to be connected to the internet, and has an excellent integrated calculator for taxes. Pandadoc is recommended for its wide range of tools for managing all types of documents, stores and workflows. Your business process automation is excellent, and your Dashboard is extensively customizable. In addition, you can track the progress of each task. The training for pandadoc end users has been very profitable from the start. Thanks to that, it is easy for us to manipulate the platform.

The pandadoc platform does not support the management of online payments, nor does it allow the billing of unforeseen expenses (emergencies). As a document manager, it fails to have optical character recognition, nor can it configure access controls for team members to stored documents.

The PandaDoc user interface is very intuitive. The Dashboard display gives you an excellent breakdown of your outgoing documents, include Sent, Viewed, and Completed categorized. This feature helps our organized keep track of the current state of our contracts, and essentially lets us know which documents require reminders or further attention. Uploading a document to the application for signature is as simple as drag and drop, and the application is set up to send out notifications when the recipient has viewed the document, as well as signed the document.

Unfortunately, Panda Doc does not work well with non-PDF uploads, particularly MS Words documents. Uploading such formats often changes the layout or configuration of the document, causing extra work to adjust or simply redo. The admin panel is also challenging to navigate. Finding the correct path to adjust our company billing took some time; much longer than it should have. The template feature is nice to have, but if you need to make any adjustments, you essentially need to discard your entire template and re-upload, which is time consuming to a point where the feature is almost not worth using. It would also be beneficial to have automated reminders for unsigned documents, as opposed to having to complete this task manually.

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.

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.

On the surface it appears very easy to use however it is challenging to truly create print ready proposals, contracts and documents. Staff would invest considerable time attempting to add page breaks, and ensure formatting worked but then items would shift and the end product would present poorly.

PandaDoc fails if you or your client ever intends to print the document. For us contracts, proposals, etc all need to be printed and when they come out with formatting mistakes it reflects poorly on us as a company. The customer support is also not easy to get a hold of and they denied our request for a refund when we shared the issues we were having which was disapointing.

Appreciate the feedback - we have invested considerably in the last several years to improve the editor experience and account for PDF formatting (as much as we'd like everyone to be paperless, we know that some recipients still download and print documents). Our new editor shows page breaks automatically (no more guessing and hoping for the best!) We have also invested significantly in expanding our Support coverage (now available 24/7). If you're in the market for a new document & eSignature tool, drop us a line -- we'd love to show you what PandaDoc looks like nowadays.

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The main user interface and its components are great! The dashboard is helpful for an overview of what's in the pipeline (Sent->Viewed->Completed->Draft ... although I think draft should be first). If I am anticipating someone to review and sign a document in the next 24-48 hours, I can easily see when it is moving along the process by hitting refresh occasionally (on my web browser) without actually being in the document itself. The icons on the left navigation bar make sense after you use it for awhile (Dashboard->Documents->Templates->Catalogs->Contacts). I like how templates can quickly and easily generate documents when set up properly. The folder system is intuitive and not too cluttered.

The document editing system is a bit clunky. The lack of basic formatting options can be frustrating. To me, the two most sensible reasons for using a software like the one PandaDoc provides is, 1) to keep a tight reign on important legal documents, and 2) to have a way of accomplishing the former electronically. It would be ideal if I could port from Word or Google Docs and have it retain the...

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