PandaDoc

Best online platform for certified documents

Comments: I've liked using Pandadoc. It's really easy to use and easy for others as well. The templates and the user experience is what stands out for me

Pros:

The default templates were really helpful to get started with certain documents The UI UX is really good Sharing with others is easy as well

Cons:

I feel they could offer better pricing They are also not utilizing AI much where they could have made a good impact because most documents can be generated with few inputs.

PandaDoc an easier way to create and manage documents.

Comments: There is only one word to describe our experience with PandaDoc and that is exceptional. It has made it so easy for us to create and take charge of our documents all from a single platform. Its ease of use makes it really quick for us to create any kind of document that we are in need of.

Pros:

The user interface is very clean and I have liked how PandaDoc makes it easy to create and edit any kind of document. PandaDoc offers premium features like e-signature that ease our work of signing documents. It has a document tracking function that allow us to monitor how and where each and every document we have is being used. It has a secure and fast file sharing tool that help us to share documents safely without loosing any of their data.

Cons:

PandaDoc could not have been any better than it already is. No part of it that is disliked.

PandaDoc has everything you need, but maybe too much.

Comments: I tried PandaDoc for a while creating terms of agreement documents and sending them out for signatures. I had to watch a handful of tutorials to figure it all out and ultimately found a lighter weight and cheaper alternative.

Pros:

The security that PandaDoc provides during the whole process of creating, storing, and then sending out and receiving signatures makes the process feel safe.

Cons:

PandaDoc is feature rich in a way that makes it very difficult to get a grasp on using.

PandaDoc is an essential tool for improving our document management procedures and fostering corporate expansion

Comments: PandaDoc's analytics and reporting capabilities have been quite helpful in helping us understand our document processes. Our understanding of customer behavior and preferences is enhanced by the ability to track document views, engagement, and completion rates. This helps us to develop customer contact and document strategies.

Pros:

I loved PandaDoc's comprehensive and user-friendly interface the most as the Director of ICT Operations since it greatly expedites the workflow and document management operations. For handling contracts, proposals, and other business papers, PandaDoc offers an easy-to-use interface that smoothly interacts with a variety of CRM systems. This makes the platform highly effective. Because this integration feature makes sure that all of our business and sales processes are in sync, managing documents manually requires less work overall, increasing team productivity.

Cons:

The mobile experience for PandaDoc may also need some work. Although mobile devices can access the platform, the desktop version's user experience is more responsive and intuitive than that of the mobile version. For team members who must evaluate or approve documents while on the fly, this might be a hassle.

Creating and managing documents is so effortless with PandaDoc.

Comments: The experience with PandaDoc has turned to be a greater one than we had anticipated. It has made document creation and management become a lesser labour intensive task. PandaDoc allows us to create documents so easily and quickly. Moreso, its fantastic security tools has been making sure that our sensitive information remain safe.

Pros:

PandaDoc is a very flexible product and has been easy to customize to fit the needs at hand for creating specific documents. It has delighted us with its superior data safety functions that has been keeping our sensitive documents and information safe when working on them and sharing them. PandaDoc has an inbuilt e-signing feature that has made it easy to add signatures to documents without having to first print them. It provide us with audit trails that help track all the documents access activities to ensure no unauthorized access is permitted.

Cons:

PandaDoc has stayed true to the course giving us no troubles at all. We have not experienced any cons yet.

Great for Business

Comments: Overall, we really enjoy using PandaDocs. Their support team is fantastic. They've helped us come up with solutions and workarounds for my teams specific issues.

Pros:

PandaDoc simplifies the process of creating documents quickly and efficiently. In just a few minutes, my sales reps can build a pricing table, draft a business case, add testimonials, and include signature blocks. Once the document is ready, it's essential for our workflow to include the PandaDoc approval process, ensuring that sales reps get managers approval before each quote is sent out.

Cons:

We no longer use the templates. Instead, we customize each contract for our clients directly in Google Docs. As a result, the template feature isn't useful for us. Once a document is in PandaDoc, it can't be edited, and if we spot errors like incorrect dates or names, we have to delete the document and start from scratch.

PandaDoc - An absolute must have for those firms wanting to save time and improve efficiency

Comments: Having PandaDoc is an essential tool for our firm, and has become part of the foundation of our processes and communication with our clients.

Pros:

The ability to use professional templates with ease and send out Client Agreements for review and completion has been extremely helpful. This has replaced a very clunky process of updating a word document and sending as PDF etc. Having a web based product, including an app has allowed our lawyers and sales team the ability to important and timely steps!

Cons:

We have been quite happy with PandaDoc, including all of the regular product update sessions. They appear to listen to their clients and implement positive changes.

PandaDoc - Document Management

Comments: It makes managing documents easy and improves workflow efficiency. Despite minor challenges with customization and cost, its features are very helpful for business needs.

Pros:

It is user-friendly and makes creating, sending, and signing documents simple and efficient. Its templates save time, and the tracking feature helps monitor document status.

Cons:

Sometimes, the platform can feel slow, especially when handling larger documents. Customizing templates for specific needs can be tricky without advanced knowledge. Also, the pricing may be high for small businesses or startups.

PandaDoc, easy to use and some progress to make

Comments: building offer using previous ones or using blank sheets

Pros:

easy to add sheets from templates / libraries

Cons:

1- not so fun to copy a page from another offer... you have to open the previous one, copy as a template, open the new one, import the page... Can we not open two documents at the same time to allow copies ? 2-the tables are not so easy to modify: some troubles using the format "EURxxx" or sometimes it is "€xxx" 3-import an image must go through a file, not allowed directly using a screenshot

I like this for collaborating across organizations.

Comments: Like it and it makes things easier for us as we try to get things signed and documented across different teams

Pros:

I like how it allows users from different organizations and teams to collaborate.

Cons:

Its hard to go back and make edits once things are in motion.

PandaDoc is a visually appealing and powerful tool enabling sales teams

Comments: PandaDoc was a fantastic addition to our tech stack after a pretty poor experience with Docusign. It is a must have tool for dynamic sales teams that want to make their contracts far more powerful and visually appealing to customers.

Pros:

PandaDoc enables you to create visually appealing beautiful contracts that make a huge difference when it comes to signing. Previously, we used Docusign and the contracts were incredibly boring and now compelling. With Panda, we have beautiful images that enhance the experience and increase the close rate. The integration with Hubspot is fantastic and the workflow automation is powerful. The ability to create templates has saved countless hours and can easily be adapted without needing prior training.

Cons:

The challenge with PandaDocs is the limitations not having a native integration with Hubspot. Ideally, you want to have a contract tool built by the CRM but in this case, it relies on an API which does have certain limitations.

The best for multi-signature contracts

Comments: Overall PandaDoc saves us several hours a week creating detailed contracts; it integrates with our entire sales tech stack and I can’t recommend it enough.

Pros:

Panda doc is super easy to set up and customise. The template creation process is also simple and they have lots of ready-to-use templates too. It makes getting signatures from multiple stakeholders easy and the integrations we’ve set up mean we can very quickly generate contracts from our Deals in Pipedrive

Cons:

I’ve not seen anything I don’t like or any limitations of PandaDoc compared to other digital signature/document management tools I’ve used.

Pandadoc digital signature

Comments: Was very good and professional. Quality product and services.

Pros:

Easy to use and implement. The sales team worked very well with us.

Cons:

Pricing was not what we expected. We chose a more cost effective option

PandaDoc Review

Pros:

The thing I like the most about PandaDoc is its integration capabilities with our CRMs. We're able to access customer contract information across multiple platforms and report on this data.

Cons:

The thing I liked the least about PandaDoc is the limitations on the roles I can assign to users. I'd like for certain users to only view certain documents but, at least for now, couldn't find a way to do so.

PandaDoc - documents powerhouse

Comments: PandaDoc helped us go paperless with all our documents, makes managing all the documents and signatures easy to track, send and receive. PandaDoc is saving us a lot of time with printing and scanning documents.

Pros:

To be straightforward PandaDoc is easy to use due to its nice and intuitive design and makes all my document easy to manage. I really like it the options to integrate with a lot of payments gateway and CRM. Another thing I want to mention is the responsives and very helpful support team.

Cons:

It was not that simple to learn to use it.

PandaDoc Review - great product!

Comments: Overall its been a great experience! I use this several times a week and find it very reliable

Pros:

The ease of creating new custom documents for the various clients/projects.

Cons:

Sometimes the fields within the forms are finicky when moving them around the page

Great. Even on free plan

Pros:

Plenty of valuable features on the free plan. Simple and intuitive

Cons:

The auto allocate field feature doesn’t always ID signature fields. But this is being picky

Pandadoc Review

Comments: My overall experience with Pandadoc is amazing. Never has given me an issue.

Pros:

Pandadoc made it very easy to send forms to my providers. The best part was the amount of compliments I received from people saying how easy it was to use.

Cons:

There wasn't anything I disliked about Pandadoc. It has been nothing but helpful to me.

PandaDoc helped our team closed sales faster

Comments: So far so good, customer support is also attentive to customer's needs.

Pros:

I like that we can make revision to PandaDoc easily, and have multiple signatories in one document, which is critical to our organization.

Cons:

Nothing really, but if there one thing we would like to improve is it's integration to CRM apps.

PandaDoc Is the Best Software for Managing Business Documents

Pros:

Managing business documents using PandaDoc is smooth and affordable. PandaDoc has been easy to use and reliable to manage.

Cons:

I do not dislike PandaDoc at all. PandaDoc has been so effective.

An Amazing Document Management Solution For Business

Pros:

I like the document management features of PandaDoc It comes with amazing electronic signature capabilities It handles workflow management really well

Cons:

No issues with PandaDoc. It serves us right.

PandaDoc

Comments: I love PandaDoc, it expedited my work a lot.

Pros:

The customizable templates and fields. Different types of documents can be created with ease.

Cons:

No report can be pulled by signer's name in order to monitor the number of contracts signed by each, for example.

A Great Way to Manage Documents With PandaDoc

Pros:

With PandaDoc, there is so much I like. Firstly, it makes signing easy and supports multi-party signing. The software comes with forms automation features and contract management is easy too. The software makes workflow and document management easy making it even better suited for business use.

Cons:

Well, PandaDoc is the best I have used in my career

PandaDoc made Easy

Pros:

I like how easy it is to add responses and notes in a document sent electronically.

Cons:

Maybe the notification received by the receiving party can be accessed outside the organization.

Great for Proposals

Pros:

Great product for proposals. Once you customize your templates and create a library, it is very easy to use.

Cons:

PandaDoc goes down a lot. It also seems to go down a lot at the end of the month, which is when I use it the most.