PandaDoc Reviews & Product Details

I've been using PandaDoc for around 2-3 months now and I really appreciate how easy it makes the document generation and modification. The templates are straightforward to use, just select and modify, which has helped me to create professional-looking documents for my company quickly. The integration with other tools is also convenient, making it easy to manage workflows. Also, the tracking and analytics features are also useful, I can see when the client opened and engaged with my documents, which helps me to follow-up and work on feedbacks more effectively. I use the website version, which is implemented well. I use it regularly in my working hours all weekdays. Review collected by and hosted on G2.com.

One thing I found frustrating is the learning curve for the advance features. If some customization options in workflow could be more visible then it'll be better. Additionally, the platform sometime feels little slower, while the customer support replies to the mails within 1-2 days which is good. Review collected by and hosted on G2.com.

Its drag and drop feature is the best feature of its core features and is what I like the most. Its pre-made template helps me a lot while starting any professional work, it is easy to use, and I can implement my other apps with it to make my work easier. I have been using it for the last 1 year, and I am enjoying it, their support doc is very useful. Review collected by and hosted on G2.com.

They need to enhance their few formatting feature but apart from that, the over all app is good. Review collected by and hosted on G2.com.

It has a big range of features suited to our needs for building proposals, contracts and anything else that needs parties to review and sign (eg NDAs). The canvas/layout editor is quite easy to use given how many features there are in it, and it is only a very shallow learning curve before you can do things really quickly.

The tracking and reminders are handy features. Seems to be easy from the signer's side as well, they can choose to upload their own signature, sign it by drawing or select from a varity of fonts as the "signature". Review collected by and hosted on G2.com.

Sometimes the searching function is difficult to use, I forget where to look to actually find a specific document. That's probably more user-error than anything though :) Review collected by and hosted on G2.com.

I love how easy the platform is to use, the blocks to insert, similar to building a blog page or website and I appreciate the ease of use. I also enjoy the fact that I can see when a client opens a document or interacts with it. This is essential to my work. Pandadoc was easy to set up and implement into my day-to-day working. I am always receiving emails from their team willing to teach me or assist me, great customer support. Review collected by and hosted on G2.com.

There is only one flaw I have found with Panda doc, some limitations with editing but you can adjust and work around easily. Review collected by and hosted on G2.com.

Being in a company managing a lot of contracts , it requires creating ,sending and managing digital documents in a streamlined way, that's where PandaDoc comes into play

It allows us to give E-Signatures which makes to more easy to verify the credentials at both ends , it is also legally binding and compliant with major e-sign laws.

It provides different unique templates to automate the process of documenting without having to write everything from scratch, saving time and errors.

Helps to collaborate with team members in real time.

Easily integrable with other CRM applications. Review collected by and hosted on G2.com.

There are some things which limit us from exploring everything-

Starting off with a small business, the free plan comes with very limited features, so you definitely have to buy it.

There is no way to organize your own templates , if you're having a lot of templates then it is going to be a hard way to find a particular template. Review collected by and hosted on G2.com.

I run a small cleaning company, and PandaDoc has been a game-changer for how I handle client agreements and payments. It’s simple, reliable, and does exactly what I need without being overly complicated. The ability to send out documents effortlessly and keep track of them in real-time has been such a time-saver. I love that I can see when a document has been opened, how many times it’s been viewed, and when it’s been signed. Knowing exactly where everything stands gives me peace of mind and makes my workflow so much smoother.

One feature I appreciate a lot is the stripe integration. Having payments built right into the document is incredibly convenient. My clients can handle everything in one place, which means less back-and-forth and more time saved for both of us.

I’ve tried several e-sign platforms, and PandaDoc is hands-down the best. It’s affordable and packed with useful features that make my job easier. For instance, I can create custom products and quickly add them to a table when preparing estimates for clients. This small feature has been a huge help in making my proposals look professional and polished.

Overall, PandaDoc is easy to use, reliable, and well worth the investment. If you’re looking for a tool that simplifies contracts, payments, and document management, I can’t recommend it enough. It’s made running my small business so much easier, and I use it on a daily basis. Review collected by and hosted on G2.com.

While I really appreciate PandaDoc’s automatic field recognition, it drives me crazy when it doesn’t work properly. If the platform doesn’t recognize a field, I have to adjust it manually every time I add something to the document, because the fields don’t move automatically. This can get frustrating, especially since it’s such a small but recurring issue. For auto-recognized fields, everything works perfectly, but when it doesn’t, it’s a bit of a hassle. Maybe I haven’t figured out the best way to handle this yet, but it’s one thing that bugs me. Review collected by and hosted on G2.com.

I appreciate PandaDoc for its intuitive interface and ease of use. It simplifies document creation, electronic signatures, and collaboration, making workflows more efficient. The automation features and integrations with other tools are also a great advantage. Review collected by and hosted on G2.com.

One drawback of PandaDoc is that some advanced features can be a bit complex to set up initially. Additionally, certain customization options could be more flexible to better suit specific business needs. Review collected by and hosted on G2.com.

PandaDoc makes beautiful proposals a snap! Templates allow you to leverage best practices across your proposal types and content libraries make it incredibly easy to personalize! What's best is that you can look at the data associated with your proposal templates to see what's working and what's not. At the proposal level you can even see insights down to the page level. If you are serious about improving your proposals, I know of no better tool. Review collected by and hosted on G2.com.

As with any feature filled tool, it can be a little overwhelming. I strongly recommend working with the account teams at PandaDoc to share your challenges. Each time they have delivered high quality suggestions. Review collected by and hosted on G2.com.

PandaDoc, and especially the app for myself, has been a great transition to going all digital with the company I work for. It has truly made the complicated and hard job that I have, simpler. Review collected by and hosted on G2.com.

I love using the PandaDoc app on my mobile phone, but it does not have quite all the same features as the browser version. But it’s so much easier to navigate than using the browser version on my phone. Review collected by and hosted on G2.com.

Panda Doc allows you to see in real time if the receipient has viewed the document and it allows them to sign virtually any where by using their mobile number or email address. By having the feature that the person can sign on their phone can eliminate time because everyone has their phone with them at least 99% of the time. Review collected by and hosted on G2.com.

To date, I have not had any issues or concerns with this program. Review collected by and hosted on G2.com.