PandaDoc

Pros

The anilities to collect files from signers within the documents sent out

Cons

Customer support is only available via email and you have to go through a chat bot first.

Alternatives Considered

Reasons for Switching to PandaDoc

Pros

It's a really professional way for me to dispatch out contracts

Cons

The cost is really high in my opinion, I'd like there to be more features and integrations for the cost

Pros

Their billing methods are intentionally misleading. They will not refund you even if the error is on their end, and you are required to pay for the error until your next annual billing cycle. If you forget to remove a license before your annual due date, they charge you for the entire year. Customer service is like talking to a robot, no matter what the situation the CUSTOMER is wrong. Getting blood out of a turnup would be easier than getting a refund from this company.

Cons

Predatory billing, intentionally misleading, terrible customer service.

Pros

PandaDoc can be used for e-signature, forms, contacts, notarization, payments and quotes just to name a few. Document templates are the fastest option however the smart editor is also available.
Plans include free, starter, business, and enterprise. When billed annually a discount may be applied to some plans.
There are many possible integrations including essential services and those I only use on occasion. PandaDoc is import-friendly (accepts multiple file types) and works on almost any device.
PandaDoc will notify me when clients have viewed or signed a document and I can even see how long they looked at each page. Sometimes I get a client (buying or selling) who wants the process to be completed very quickly. In those cases, PandaDocs features are helpful. I like that I can set documents up so that clients can check optional lines (or not). I am thankful for the reminder and teamwork capability. I can also select a box to assign to a coworker.
Customer service options include a learning center and chatting with a representative through email or instant messaging.
PandaDoc is secure and legally binding just like a paper document. Contracts are automatically stored once signed.

Cons

I can only call customer service with a subscription to premium support. If this resulted in lower prices I would put it in the pro column, but PandaDoc costs about the same or more.

Alternatives Considered

Reasons for Switching to PandaDoc

Pros

Integrations and ability to edit .docs I. The app. The layout it also very customizable.

Cons

Add-on pricing. The cost gets as high as many competitors that include the addons which are charged separately.

The templates feature is confusing and can be simplified

Alternatives Considered

Reasons for Choosing PandaDoc

Switched From

Reasons for Switching to PandaDoc

Pros

Makes my workflow seamless.
The software generates all the necessary proposals I need in half the time it used to take with other softwares — Making sales close all the more faster.

Cons

It takes many hours / usage amounts to truly learn its functionalities.

Pros

How easy it was to navigate and setup agreements for signature.

Cons

A lot of people were not familiar with PandaDoc so it would go unopened in their inbox or would go to spam.

Pros

I like the ability to collaborate on documents.

Cons

You have to cancel the entire document, if you want to make any amendments.

Pros

Seeing when someone has opened the document

Cons

All the sections which you had to remove or add, too many steps to take

Pros

pandadoc is a solid esignature tool. What I like the most is that it can help you quickly draft and send a contract while also being intuitive for the receiver.

Cons

not sure, there are some things they can improve though. User friendliness when drafting a new doc is one of them.

Pros

Robust and well thought through product. Really understood the needs of companies and are well equipped to delight them.

Cons

Reporting needs work. There's a lot of data missing from their reports and it is impossible to identify the difference between documents created in our production environment and our sandbox account. All shows up together.

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.

Pros

I love PandaDoc. I have used DocuSign and SignNow for similar jobs in the past- and PandaDoc is the easiest, most intuitive, and most cost-effective solution for digital signing. I use it to send job offers, HR documents, and to execute contracts with clients. I will always rave about PandaDoc! The best part? Clients find it easy to navigate- I get far fewer complaints using PandaDoc than I received with DocuSign or SignNow.

Cons

I have yet to find anything I do not like about PandaDoc.

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.

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.

Alternatives Considered

Reasons for Switching to PandaDoc

Pros

Dashboard is easy to use & identify where you need to go

Cons

Wish you could have more users without having to pay full price for multiple subscriptions.

Alternatives Considered

Reasons for Switching to PandaDoc

Pros

It is a very flexible product, not unlike Word, it is very easy to adjust and you can add people for signatures. It is quite easy to learn too.

Cons

Legal documents with their various clauses and punctuation are not easy to bring into Pandadoc as the formatting gets lost during the cutover if you are bring Word docs into Pandadoc. I had to change them to PDFs before bringing in, otherwise I would lose the punctuation.

Pros

Easy to adopt and start using. The interface is simple and intuitive. Updates and enhancement are always being implemented. Being able to convert a pdf or word doc to a PandaDoc template is really slick.

Easy to add placeholders and template creation speeds up the document creation process. Being able to handle a variety of document types from contracts, proposals and invoices makes it a one stop solution.

Cons

There's no way to edit a document if it's not in a PandaDoc template format. This requires a paid subscription and is challenging for sole proprietorships.

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.

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.

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

Pros

We use Pandadoc to close our final contracts with clients.This tool checks everything we want: - Send automated pandadocs via API; - See if the client opened the contract or when they sign and build automations around that- Send follow up reminders And of course, direct integration with Hubspot and Apis

Cons

The api could be easier to use. There are some things we can't do with the integration of hubspot and we need to use the API for that.

Pros

Data easy management through its secure environment is amazing and effective document management Package.
Creating valuable and real time data analytics and easy collaboration through the product is impressive.

Cons

No dislike for the documentation solution and on the first implementation it was very easy operation.

Pros

Best tool for e-signing document , Feature to upload a document , create respective signing fields and sent directly via email to client.

Cons

Starter plans doesn't have CRM Integrations.

Pros

What I liked most about Pandadoc was how easy it was to use the system, and how I was able to track when candidates viewed forms.

Cons

What I liked least about Pandadoc was how difficult it was to learn some of the more complex features.

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.

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.

Pros

PandaDoc is designed in a way that allows us to deal with all digital documents seamlessly. I liked the simplicity of designing the different forms and the automatic insertion of the names of companies or individuals to whom the form is intended to be sent independently so that we can send it to all of them at the same time. It is great that everything is done on the same page, and you can also request approval or review from the officials directly and document their responses before completing the work. It is great that we get immediate notifications of receipt of the document from the other party. PandaDoc helps us send quotes and other requests officially to provide confidence and documentation for all procedures. I liked the ease of requesting the addition of a digital signature as it is done securely and easily and without the need for the other party to have an account on PandaDoc.

Cons

There are no negatives, PandaDoc is very practical and rich in tools that give various documents a unique organization and maintain our brand.

Pros

It is a software that has facilitated my entire work style, it helps me a lot to be able to let my work flow better in a more organized way, better managed with my entire work team that works more united and better division of tasks so that everyone collaborates equally

Cons

I can't think of anything bad to say because everything has turned out perfectly

Pros

It has hugely improved the way we share quotes and contracts with prospects and customers. Creating a fixed, but customisable quote builder that allows for accurate costings, clearly defined and looks professional.

Cons

It can be fairly complex to setup depending on how you sell your product. We have ended up with 100s of templates and content blocks in multiple currencies and at times can be a little overwhelming.

Alternatives Considered

Reasons for Switching to PandaDoc

Pros

At the time it was pretty much cutting edge software. CRMS have now made it pretty much obsolete.

Cons

I loved it! It is just more or less obsolete now with all the CRMS having pretty much the same quoting capabilities built in. The less subscriptions and platforms you have to use the better.

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.

Pros

Secure software with everything we needed to create professional documents. Has ready-to-use and customizable templates.

Cons

Unbeatable value for our business. No complications.

Pros

I like how they secure my data using this product very trustworthy.

Cons

Just nothing very smooth to use this product.

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.

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.

Pros

After using Adobe Signature and DocuSign, PandaDoc is just simply better. The analytics, real-time feedback, and templates are fantastic. The UI is also very enjoyable to use.

Cons

It's quite pricey, but it's worth it if you need to send lots of contracts.

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.

Alternatives Considered

Reasons for Switching to PandaDoc

Pros

Ability to integrate into Hubspot !! Ease of use, tracking and review of documents. Incredibly efficient and fantastic bespoke features

Cons

Hard to think of any really. Maybe that it would be good to have more login seats available for our subscription level

Pros

It makes the document management a easy job, saved me a lot of time. Some important features for me are the construction estimates and quoting, more than a half of my job is done with the help of PandaDoc. The possibility to get digital signatures on your contracts and docs is crucial for and offers the liberty to do the job on the go. Document cloud offers a secure storage and available from any device wherever you are.

Cons

Is not perfect, but there are no cons worth mentioning here.

Pros

Unlike DocuSign, PandaDoc offers great features for document management including electronic signing.
I like the automation and workflow features and it ensures a smooth way of handling documents.
I also like the billing and invoicing capabilities.

Cons

I only have praises for PandaDoc as it hasn't failed.

Pros

Pandadoc has wonderful integrations with GMAIL, Salesforce and Quickbooks. Their ability to work with al three platforms greatly improves our sales process.

Cons

The backward-compatibility with Salesforce is very tricky to set up. Importing and exporting CRMs to link documents has proved to be a struggle in the beginning.

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.

Alternatives Considered

Reasons for Switching to PandaDoc

Pros

Contract management was easy and intuitive for all counterparts.

Cons

I had no complaints about it, maybe it could have a more modern UI.

Pros

It is easy to use and does what you need it to do, I think it's cheaper than Docusign.

Cons

I do have issues with the email not going through sometimes but that might be our company email, and you can send a link instead.

Pros

It was fairly easy to use and you can send pretty much any documents for signature.

Cons

It didn't integrate with our system and reps had too much flexibility.

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

Pros

Very versatile and easy-to-use platform.

Cons

For the time we're working with PandaDoc we haven't seen any cons.

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

Pros

it's affordable and somewhat easy to figure out yet does require some time with it.

Cons

The customer service is not excellent they are all overseas and I had to beg them to setup a call with me to help me figure out some of their more technical features

Alternatives Considered

Reasons for Switching to PandaDoc