Pandadoc has become central to our business. We utilize it to create custom proposals and for all information forms, contracts, invoicing and more. We love the flexibility of designing each template and then being able to personalize it. It's central to our sales process in creating a proposal that helps close the deal as much as anything else. It's robust, beautiful and easy. It's a fantastic solution for what we do. They also provide zippy customer service. We also dig how it tracks everything. Very useful in our communication. I can't say enough about it... Love, Love, Love it!

Seriously, there isn't anything about this product that I don't just love. It's cost effective. It looks very professional. One or two things though...

Overall Pandadocs has provided a cost effective solution for proposal sending and signing. It’s integration with Hubspot really helped this software “take the cake” when I was choosing which proposal software to use. Although it took some getting used to, I now feel comfortable using the software and take comfort in knowing all my contracts and proposals are signed correctly and properly.

As a marketing freelancer, I have been using this software to send proposals to clients. For me, there was one big advantage with Pandadocs over its other market competitors, Pandadocs intragrates with the CRM system Hubspot. Pandadocs makes sending my proposals easy and it can be done straight from Hubspot itself. Meaning whenever I need to check a client or enquiry’s proposal and contract it’s all there in one place with all of their other information. This software also allows for proposals to be accepted and signed electronically. This cuts down on the amount of back and forth emails usually needed to get a contract signed.

Initially I found this software more difficult to get to grips with than some of the other market competitors that I had tried. I found the design aspect of creating proposals tricky as I couldn’t always get the design or feel I wanted. Aside from this, I haven’t ran into any significant problems with this software.

Efficient to quickly deliver paperwork to clients and speed up the sales process

It makes easy to edit documents on specific paragraphs when you have small differences between the documents you want to send to clients

There is a spam problem with the email sent to some customers. I don’t have any other concern with PandaDoc

It simplifies the process for both employees and customers .

We use PandaDoc to digitize the forms our customers need to complete .This has increased the number of people who actually go through the whole process, while decreasing the time they need ,in order to do so . The program is easy to understand and maneuver ,forms can be signed through clicking on a link

It does not support simultaneous online editing.Going back and forward delays us having the availability to send out documents quickly .They also charge per user ,which can get expensive in large teams .

PandaDoc has become an integral part of our business operations. The technological features, continual upgrades and enthusiasm are all reasons why we continue to support and use the service. Since this is a "review" that hopefully someone will read and acknowledge, I want to make clear that we are very happy with PandaDoc.. but since you are requesting feedback, I hope the following is taken into consideration. Please note that these are all points that have been previously expressed to PandaDoc/QuoteRoller staff:

Ease of use. Templates, content library, general organization

Noted in previous comments section

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.

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.

It makes creating and sending SOWs and other signable contract type stuff super easy and professional. It's a great tool for that sort of stuff. We have used it for proposal making as well, but it's just not very visually compelling at the levels of effort we're able to invest. (Qwilr makes it much easier to make beautiful presentations for proposals.)

Content Library / Template Library functionality is the best feature. Close second is the import from google doc feature, if the text were editable after import this might be the #1 feature.

The text formatting (especially with bullets) is atrocious! It's also very difficult to make pretty looking presentations compared to a tool like Qwilr. The way files are made and filed is also pretty annoying, it takes a lot of dilligance to keep proposals, sows, etc, filed in different folders. Also the abandoned started template docs clutter things up. (Maybe have a status for a doc created from a template but not edited, or just remove the ones that aren't edited?)

Pandadoc streamlines the process of documents saving a lot of time, is not too expensive and has an excellent platform that provides security to the company and customers ... definitely Pandadoc is here to stay.

Pandadoc saves a lot of time in the process of creating documents. It also eliminates the manual task of e-mailing a document for review and approval. Pandadoc is an incredible solution for organizations of any size. I like this product a lot because of how safe it is to use it; generating great confidence for us and for our customers. I'm happy with the quality of this product and how comfortable it is to sign documents ... no matter the size of the company, this product is ideal to streamline all types of business processes .... It adapts to all companies , it's reliable ... it's simply the best.

I do not like that emails are sent from pandadoc, it would be better if they were generated from the company email ... there is a risk of spam, although we have never had that problem.

I use this for all my proposals and the digital singing tool is great.

This is the best document management tool I have used. I can now make proposals in minutes that used to take almost an hour. They have a great ipad app as well.

There isn't much to complain about, but I have the basic paid plan and it doesn't allow templates until you upgrade more.

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.

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.

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.

Easy sending out employment agreements, easy sending out service proposals.

Its so easy to get paper work to people who are faraways! It's made my life so much easier when it comes to the hiring process in our security firm. Once an interviewee leaves, we discuss if we want to hire him/her and then I send them the employment package, making my life so much easier.

You have to select each feild when assigning them to someone. Like why isn't there a control select option on here?

PandaDoc has been a great tool for our Customer Success and Sales departments. The generated proposals look very professional.

Panda Doc's templating interface is one of the best I've had a chance to use. Very easy to swap out new docs, map fields, and auto-populate data from other sources.

We've seen customer email copies go to their Spam or similar folder every now and again. Also, the mobile UI is not nearly as friendly as the web version.

PandaDoc is a great company to do business with. They listen to your needs and even helped us built a custom integration. Very happy with the service and responsiveness. When we first launched with them the product seemed very young, lots of features to get built out. Now, the features continue to roll out and our lives just get easier and easier. Love them, would recommend them for anyone, especially for custom solutions as they were one of the few companies who were even interested. Our reps are the best.

Flexible, I really like the templates and tokens. We are able to pass data from systems right into the docs.

Recently, not much besides we are stuck with some pandadoc branding for emails etc...

Overall, the customer success team has been very responsive, and PandaDoc keeps rolling out new products to improve their offerings. I definitely prefer this to uploading a PDF to Docusign - the fact that it syncs with Pipedrive, and offers an easy Slack integration are both enormously helpful.

We had previously built our own hacked together proposal automation system using Zapier, Google Docs, and Pipedrive's open APIs. This has simplified things so much - now, whenever a customer requests a proposal or contract, we can very easily turn out a customized document to send over for their exact use case.

The template features - especially the word processing ones - could still use a bit more work. For example, for contracts, you can't use easily use an automated outline format (I., A. 1.) and sometimes the bullet points/numbering systems they do have can be a bit buggy.

Overall this is an amazing software that takes care of so many business needs with ease, mainly:

the scope of features is unmatched by any other software

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

We will continue to use PandaDoc for our contract clients because it is easy and efficient for us and allows us to spend minimal time creating a contract, which allows us to focus on increasing sales.

For my job, I have to write multiple contracts for our clients daily. While our product/service doesn't change, each clients' contract can vary on a case to case basis. MY favorite part about PandaDoc is that you can choose specific words or phrases that can be modified per case, while keeping the body of the contract the same. It makes sending contracts efficient and my patients receive their contracts in a timely manner to speed up business.

It does take the documents (depending on the size) a while to load sometimes. So I wish that was a bit quicker, but once it has loaded you can navigate through it with no problems.

I love PandaDoc and recommend adding to your tool belt...unless your in my space as I like standing out above the competition! :)

In the field I'm in my competition is still using word and .pdf for contracts and proposals. That is like using a fax versus an email. By using PandaDoc it makes me stick out and cuts my production time of getting these type of documents out to my clients and prospects. It also allows me to see in advance what sections they review the most and be ready to address those sections on a follow up call. I also love that it makes notes on my CRM and notifies all parties that the contract is signed when completed and gives them the ability to download a copy. (This keeps me from having to send out to everyone).

Would love for them to add a redline function and my understanding is that is coming soon. When working on a more advanced agreement that would come in real handy!

Alright, so PandaDoc certainly isn't the principal innovation to help you explain PDFs and other advanced reports (Adobe Reader, for instance, let you check up PDFs), yet the organization goes above and beyond than just explanation and e-marks. PandaDoc additionally gives examination to each record sent, to tell clients who took a gander at which part, when, and for to what extent. By utilizing PandaDoc to send and track computerized records, organizations can maintain a strategic distance from a paper trail and streamline an incidentally disappointing procedure. Also, a rate of benefits go to safeguarding panda territories which is cool! PandaDoc... is about building a simpler, more legitimate approach to handle reports. Have you ever sent a report and basically sat tight for it to be marked, never knowing much else? PandaDoc tracks your archives, telling you who has taken a gander at what, when, and afterward gives you itemized examination to help you arrange your best course of action. Use e-mark to get things approved rapidly, effortlessly and safely.

PandaDoc tracks your archives, telling you who has taken a gander at what, when, and afterward gives you itemized examination to help you arrange your best course of action.

Not much that I can see other than if you prefer another UI.

Eased a great deal of my frustration trying to maintain up to date agreements with our clients.

Template creation and document recipient management makes the creation of agreements much faster and simpler than our previous process (which did not include e-signed documents), document status tracking makes the admin function of managing our clients and their contracts a breeze compared to e-mailed and Word/Adobe PDF agreements.

It definitely requires some team training and our sales team struggles with understanding the best way to manipulate the features. It can do so much more, but we often have to keep templates simple for them to get filled out correctly. It has become a dedicated part of my job duties to managing our team's use of the product.

I use PandaDoc as a communication device for both proposals and documentation of my interactions with my clients (I have my own HR consulting business). I have found this software to be the perfect choice for me for many reasons. PROS - I am able to easily track the progress of my proposals and documentation for client interactions. My clients have no idea that when they open my communications, I am notified (which is awesome). The software is user-friendly and intuitive in that I was able to immediately pick up how to use the bells and whistles easily and without a tutorial (although tutorials are available). This is very important to me as I am a "skimmer" and feel that good programs should be easy, easy, easy. If I have to constantly refer to the users manual, I become frustrated and want to eliminate the program. I love the electronic signature feature - this has allowed me to execute proposals quickly. Additionally, I get proof that my clients have received the documentation I sent out - leaving absolutely no doubt that we are all on the same page regarding the advice I have given.

Sales, is, about efficiency. Having control of the little elements and details that quickly tend to be out of your control. PandaDoc makes things easier. The obvious is it allows you to create documents with easy templates and modules to follow. What I like most are the features that come after. When you send a document it lets you know when it is opened, how long its opened and which part of the document the receiver pays most attention to. That is an invaluable bit of information when entering negotiations.

The tracking and Audit trail features

Nothing at the moment. Yet to find something I hate about PandaDoc. Still using, will revert when I find one.

We use Panda Docs mainly to send out contracts to our customers. We are a painting contracting company that does a good deal of business and we send out 40 or so proposals or contracts a week. We already have estimating software that creates a very professional proposal, so we just upload that proposal to Panda Docs and then drop in a signature and date line on the contract page for the customer to complete. It's quick and easy to do and we like how simple the process is. It is very helpful to get an email when one of my customers opens my proposal as it allows me to follow up with them more strategically. One of the best features of Panda Docs is letting the customer sign my contract electronically and having it come straight back to me via email. My customers don't have to receive my email with my proposal as an attachment, print it, sign it, scan it and then email it back to me. That takes a lot of time and makes it harder to complete the contract. In today's world of doing things on the fly, Panda Docs fits right in. I tell customers that they can sign my contract from their phone all the time. Anything that saves me time and makes it easier to get my contracts signed and returned is worth the money.

Ease of use and simple uploading of documents

Found it a little hard to make a template the way we wanted it to look, so we just upload our current proposals into Panda Docs

PandaDoc is easy to use and simple to introduce new users to. Customer service is excellent. We're using PandaDoc to send 10-30 documents a week and are always finding new ways to take advantage of the e-signature capabilities. We use it for contracts, W-9s, and waivers.

Design functions and capabilities are pretty limited- we want to use PandaDoc to create really dynamic proposals, but it's impossible to do some of the things we wanted to. We have to resize images in order to make what we need fit within one page in our template (when you download a doc as a pdf it splits it into pages instead of being one continuous document), but we have to resize them in a photo editor first or use CSS, so it's not very user-friendly. With that said, it's a great product for simpler docs or contracts, which is really its main intended use anyways.

We use it for sales quotations. It makes it easier for us to track and manage our documents. Because it has integration with Hubspot too, we can quickly reference our Hubspot CRM for the Pandadoc quotes as well. We love this service but it is a bit pricey for our region though.

Pandadoc is simple to configure and easy to use. I love that you can manage and track the sending of the documents especially when its for external customers. The fact that you can add a layer of approval to documents before you send out to external customers is great too. Plus points that it has the mobile app as well!

Sometimes, external customers do not want to click the link that leads to the document. They would rather that they see the document straight away on their email inbox. In fact, some email systems block the emails we send through Pandadoc.

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...

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

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) by PandaDoc on 17/10/2019 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. - https://support.pandadoc.com/hc/en-us/articles/360007816574-Whitelabel-your-PandaDoc-delivery-emails) 2. You can generate a direct link for each recipient and email that directly to them. I'd recommend sending the document via PandaDoc first and then generating the document link(s) and sending as a fail-safe.- https://support.pandadoc.com/hc/en-us/articles/360009912654-Share-document-link-with-your-recipients)Hope this helps. Thanks again for taking the time to share your feedback!

It key asset is definitely its simplicity. Its a great user experience and is so easy for new users to adopt. Its worth taking time at the start to get your templates correct but once that's done its so easy to produce professional quotes or proposals. Your Sales team will literally save hours. Unlike some software, if you do make a mistake its very simple to "undo" and fix a problem. Its actually fun to produce quotes with Pandadocs and we have found sales guys actually enjoying producing the proposals as opposed to dreading it.

For us, Panda doesn't link to our Sage CRM which means we have to create a contact each time. A company entity within Panda would be great for a quick view of quotes to that organisation.

It increases our productivity in the workplace. One can easily view exactly what was worked on & when (from an internal perspective).

I love that it is so easy to use and that one can view the analytics for each individual doc. I love the auto reminder feature as well, assisting us with closing a deals quicker.

A lot of the time the contracts go into our customer's spam folder, so it would be awesome if we could send a link to our customers to get the contract directly opposed to going through emails trying to find the link.

PandaDoc has saved us a ton of time in document creation and gathering signatures.

Over the years I have used and tested many of the document collaboration products out there and this rises to the top. The ability to create tokenized documents that pre-fill with information from your CRM is priceless. This alone will save you a ton of time. Also, the fact you can easily drag and drop modules to quickly create or modify documents is a huge benefit. Some modules allow for a certain level of interaction with the end receiver, so they adjust the proposal to their needs. For example, you can add optional pricing variables which a user can select or deselect.

Love PandaDoc, but I wish the Zapier integration was available on the Individual plan.

Pandadoc we liked from the beginning for its sales training system. To this end, the platform provides content managers, collaboration tools, and online documents. In addition, it has helped us a lot with the management of budgets with its document management system with prices and discounts. It is without a doubt a document handling tool of all kinds, it is very versatile. We have been quite satisfied with our experience of using pandadoc. There are a lot of advantages when investing in the service. This platform integrates correctly with services like OneDrive. The use of API is highly recommended, for reasons of practicality, recommendable.

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.

We needed a digital document management tool and PandaDoc hit all the marks. After trying DocuSign, we realized that PandaDoc had more flexibility and overall better usability for our team. We see clients signing contracts twice as fast as they had before and it is really easy for our sales team to use, with minimal training. I'm sure there are functionalities that we'd like to see added in time, and PandaDoc seems to offer the most flexibility to add those "extras" as you go, and become more comfortable with the platform.

flexible & easy to use

I don't like the way some images are managed in the system. Sometimes requires some photoshopping, to get them "just right."

PandaDoc simplified a very complicated contract approval process for our team. As an enterprise user they have been diligent in fielding development requests and rolling out new features.

Easily building custom workflows and an integration directly into Hubspot makes sending proposals seamless for our team.

The design tool is clunky and requires a bit more CSS knowledge than the average user will have. There is a new tool that should improve this process.

I'm very happy with PandaDoc and it's integration to Zoho CRM. There's nothing equivalent in the Zoho Suite. It presents a professional appearance to the Prospect and makes a positive impact.

I've reduced Proposal writing time from 8 hours to 2 hours on average, by having it merge key paragraphs from my Zoho CRM, pull in pricing tables with radio buttons that permit the Prospect to choose the best retainer level to fit their budget, and ensure the Proposal gets read through via requiring they initial key points and sign the proposal. I immediately know that they've read it, and how much time they spent on each page.

It takes a little work to add other fonts to the font library, and it takes a little knowledge of HTML if you want to set styles beyond what's included.

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.

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.

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.

It makes creating and sending SOWs and other signable contract type stuff super easy and professional. It's a great tool for that sort of stuff. We have used it for proposal making as well, but it's just not very visually compelling at the levels of effort we're able to invest. (Qwilr makes it much easier to make beautiful presentations for proposals.)

Content Library / Template Library functionality is the best feature. Close second is the import from google doc feature, if the text were editable after import this might be the #1 feature.

The text formatting (especially with bullets) is atrocious! It's also very difficult to make pretty looking presentations compared to a tool like Qwilr. The way files are made and filed is also pretty annoying, it takes a lot of dilligance to keep proposals, sows, etc, filed in different folders. Also the abandoned started template docs clutter things up. (Maybe have a status for a doc created from a template but not edited, or just remove the ones that aren't edited?)

I use this for all my proposals and the digital singing tool is great.

This is the best document management tool I have used. I can now make proposals in minutes that used to take almost an hour. They have a great ipad app as well.

There isn't much to complain about, but I have the basic paid plan and it doesn't allow templates until you upgrade more.

Easy of use for MSA's and proposals. Templates are great to use to ensure the team is using the same (most up-to-date) information when putting complex documents together.

I love that you can create templates for a team. I also love that you can insert multiple types of content within the document. Great concept but some features are poorly executed. But overall I wish the solution was a bit more flexible.

Can't resize images within the solution. You must use the blocked approach to building documents, meaning you can't mix media. If you want to put an image into a paragraph of text, you have to enter two different text boxes and insert the image in the middle of the two. When making a lot of edits, the document can become very hard to work in. I've lost information I've added in the past when updating a lot at once. Shouldn't be this way!!! Wish the system would show you page breaks once exported to PDF. It would be nice to know before you export and review to be able to insert page breaks into the document based on how the data looks. Highlighting and editing fonts are not good. When highlighting and un-highlighting the highlights will move to other text when trying to turn it off. Same will happen with fonts when changing size or style.

We needed a digital document management tool and PandaDoc hit all the marks. After trying DocuSign, we realized that PandaDoc had more flexibility and overall better usability for our team. We see clients signing contracts twice as fast as they had before and it is really easy for our sales team to use, with minimal training. I'm sure there are functionalities that we'd like to see added in time, and PandaDoc seems to offer the most flexibility to add those "extras" as you go, and become more comfortable with the platform.

flexible & easy to use

I don't like the way some images are managed in the system. Sometimes requires some photoshopping, to get them "just right."

I am able to send the quantity I need without any additional payments to PandaDoc.

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

It's a fantastic SAAS solution for Small and Mid sized business. The ease of use and he functionality offered are fantastic and in general has made our company more efficient in our operational processes.

They could update the software slightly faster, some basic functionalities that have been missing for years and recently we have felt the software very slow . Also the quality of the Customer service is sometimes lacking!

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.

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.

Overall, I really love PandaDoc and will continue to use it

I really love the e-sign feature of PandaDoc amount other things. I can send forms to be completed or attachments to be reviewed and initialed. The possibilities are endless.

One area of improvement is the Contact area. It would help to have a middle name or initial field as most people have multiple names. Also, the ability to share templates with other PandaDoc users and when downloading a template from PandaDoc have it not be a pdf. Improving search features is another area that needs improvement as well.

I started using PandaDoc a year ago for all of my Purchase Orders for our construction company. It was ideal in that I could customize it to my specific needs very easily. It was easy to learn, easy to organize, I'm able to view it on my phone on the go, and my vendors and sub-contractors can easily navigate it from their end, as well. I did a lot of research and found that PandaDoc, for the price, is by far the best product I found for our needs. When I first started I would send Chat requests for help and always had a response within minutes. They genuinely listened to me and helped with all of my needs. They even changed some of their programmings for a specific need I had. I would highly recommend PandaDoc and actually, do recommend it whenever I get the chance. Thank you, PandaDoc.

I like that it's customizable and easy to use.

I wish it had a few more excel type abilities like being able to add lines wherever I would like rather than having to drag it up from the bottom. I also wish it had a total column for figures.

Pandadoc we liked from the beginning for its sales training system. To this end, the platform provides content managers, collaboration tools, and online documents. In addition, it has helped us a lot with the management of budgets with its document management system with prices and discounts. It is without a doubt a document handling tool of all kinds, it is very versatile. We have been quite satisfied with our experience of using pandadoc. There are a lot of advantages when investing in the service. This platform integrates correctly with services like OneDrive. The use of API is highly recommended, for reasons of practicality, recommendable.

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.

I use PandaDoc as a communication device for both proposals and documentation of my interactions with my clients (I have my own HR consulting business). I have found this software to be the perfect choice for me for many reasons. PROS - I am able to easily track the progress of my proposals and documentation for client interactions. My clients have no idea that when they open my communications, I am notified (which is awesome). The software is user-friendly and intuitive in that I was able to immediately pick up how to use the bells and whistles easily and without a tutorial (although tutorials are available). This is very important to me as I am a "skimmer" and feel that good programs should be easy, easy, easy. If I have to constantly refer to the users manual, I become frustrated and want to eliminate the program. I love the electronic signature feature - this has allowed me to execute proposals quickly. Additionally, I get proof that my clients have received the documentation I sent out - leaving absolutely no doubt that we are all on the same page regarding the advice I have given.

We have been using PandaDoc for over a year and a half and we are truly satisfied with its features. We have automated the internal and external processes for the creation of quotations and proposals based on the content library and the templates creation features. Also, it offers an easy way to get electronic signatures for documents and agreements. What we like most is the ease of use. We highly recommend it!

We find PandaDoc slow to load sometimes or when downloading a document. Also, the pricing table is pretty restrictive. Other than these, we do not have any other issues or concerns.

We provide SaaS-based conversational AI solutions helping victims of crime, and our customers are government agencies and non-profits. Purchasing workflows vary greatly with our subscribers, but PandaDoc has enabled use to be effective and efficient in helping our customers purchase our technology. We appreciate the continued enhancement and refinement of PandaDoc features, and have no plans to move off of this platform any time soon.

User-centered design evident across company and customer facing user interfaces

Hard to recall any cons

So far PandaDoc has really helped increase our sales and our efficiency to get estimates out the door and signed contracts in the door. It's fairly easy to use right out of the box and guides you through most steps. We're planning on sticking with PandaDoc for a long time.

VANTAGENS

DESVANTAGENS

So far PandaDoc has really helped increase our sales and our efficiency to get estimates out the door and signed contracts in the door. It's fairly easy to use right out of the box and guides you through most steps. We're planning on sticking with PandaDoc for a long time.

VANTAGENS

DESVANTAGENS

This tool is key to our sales operations at this point. We appreciate the updates and can tell that the people at Pandadoc are actively working to make improvements to the platform.

Pandadoc allows us to easily customize our quotes and proposals. I appreciate the tracking feature to know when clients open or view the info we present. Electronic signature piece simlifies our processes. In addiiton, I like to accept/reject process which allows my reps to send me deals with discounting or changes in terms to quickly review.

I don't like the fact that emails sent from this tool often get stuck in the client's spam filter. We typically send a manual copy in addition to the electronic version because of this. It might be that our clients, healthcare IT, are a little more zealous on blocking incoming emails than other industries. Our CRM integration is not the best (Hubspot) it may be that we haven't set it up as good as we could have. However, the basic integration we have does provide some value.

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...

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

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) by PandaDoc on 17/10/2019 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. - https://support.pandadoc.com/hc/en-us/articles/360007816574-Whitelabel-your-PandaDoc-delivery-emails) 2. You can generate a direct link for each recipient and email that directly to them. I'd recommend sending the document via PandaDoc first and then generating the document link(s) and sending as a fail-safe.- https://support.pandadoc.com/hc/en-us/articles/360009912654-Share-document-link-with-your-recipients)Hope this helps. Thanks again for taking the time to share your feedback!

These guys are responsive. There's alot of e-contracting software's out there. Many are larger corporations that you can't even speak to anyone on the phone about. PandaDoc is the complete opposite, they are smaller in sizer and incredibly receptive of feedback and offering solutions. They helped us build a zendesk integration which we use every day.

We sometimes have downtime issues very early in the morning. By the time you write an email to support, its already fixed. But this is the only thing I could really think of and its not that often.

Before I switched to PandaDoc, I was spending a lot of money on managing my online documents -- with software that was frustrating & difficult to use (despite being considered the industry leader). Sometimes, I would even skip the contract-signing part of my client intake process, just because I knew it was going to take so much time + cause headaches.

Increased productivity, increased efficiency, significant time savings, faster approval process, centralized housing of proposals, simplified proposal creation

We transitioned to PandaDoc several months ago to automate our proposal software development, delivery, and execution. What used to take us several hours per proposal now takes us minutes. The user interface is easy to use and allows you to customize your proposals and add features in that were difficult before, such as video. Also, you can create your content library to drag and drop parts of your proposal that might be different or unique to each proposal, such as descriptions of products and/or services that you offer. The pricing library can be preloaded with your products and/or services so you can streamline and automate the pricing process, including the calculation of multiple items and sales tax. Finally, the integration that PandaDoc has with HubSpot is simply amazing. By having this native integration, we are able to pull most of the information about our customers or prospects directly from our CRM, pre-populating the fields that would otherwise be time consuming to manually enter.

The only negative that I have about PandaDoc is that when you create items in dropdown boxes, you don't have the ability to match the font of those dropdowns with the font that you use in the rest of your document. I have heard that this might be changing soon but it does make the proposal look a bit unprofessional to have 2 different fonts used.

Pretty standard, decent customer service and good support

Standard document flow platform form. Many out there with standard features like pandadoc. customer service and pricing being the only difference.

Pricing was the only reason I did not purchase panda doc, companies are very competitive and I chose a lifetime deal with a competitor

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.

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.

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.

I really save time with Pandadoc and I also increase the professional aspect of my documents. I also use Pandadoc to build proposals: it gives a positive and innovative image towards my new clients

I really enjoy using PandaDoc for many business uses. I often generate recurring documents for my customers any easily can customize them to specifics needs.

When you have a long document such as legal contract it's very painfull to create it because block management (normal text versus title) is not very easy to use : drag and drop not easy in such situation.

Easy to make a proposal with templates and price lists. I could often do one in 5 minutes. Love the feature to make line items optional with a checkbox. Also love the feature to make form fields required or not. Great product with great potential, therefore I've given it mostly 5 stars. That being said, I've moved onto something else for the time being due to the cost for something that just really does one thing being high for a small business. Built in CRM, project management, etc would make it more viable. Also seemed hit or miss as to whether clients "received" the files, though I'm sure this was on the client end. As a residential/commercial contractor, not everyone in our customer base is tech savvy, so our industry customer base will need to catch up also to make viable. Our staff ended up just sending a PDF version as attachment most the time which negates read receipt features that make the software great. Also, very few clients used the digital signature feature. "Ease of use" for client could be better, therefore, but can see as a great tool in a more technology oriented customer base.

Easy document creation with drag and drop pre-saved components. Price list and templates are great. Like how can make some line items optional with a check box.

Price high if not getting the most out of it. Customers who are used to just receiving an email attachment had trouble reconciling it and very few used the digital signature feature, so was too much for us to spend for just a good document creator.

We will continue to use PandaDoc for our contract clients because it is easy and efficient for us and allows us to spend minimal time creating a contract, which allows us to focus on increasing sales.

For my job, I have to write multiple contracts for our clients daily. While our product/service doesn't change, each clients' contract can vary on a case to case basis. MY favorite part about PandaDoc is that you can choose specific words or phrases that can be modified per case, while keeping the body of the contract the same. It makes sending contracts efficient and my patients receive their contracts in a timely manner to speed up business.

It does take the documents (depending on the size) a while to load sometimes. So I wish that was a bit quicker, but once it has loaded you can navigate through it with no problems.

PandaDoc has been a great tool for our Customer Success and Sales departments. The generated proposals look very professional.

Panda Doc's templating interface is one of the best I've had a chance to use. Very easy to swap out new docs, map fields, and auto-populate data from other sources.

We've seen customer email copies go to their Spam or similar folder every now and again. Also, the mobile UI is not nearly as friendly as the web version.

I started using PandaDoc a year ago for all of my Purchase Orders for our construction company. It was ideal in that I could customize it to my specific needs very easily. It was easy to learn, easy to organize, I'm able to view it on my phone on the go, and my vendors and sub-contractors can easily navigate it from their end, as well. I did a lot of research and found that PandaDoc, for the price, is by far the best product I found for our needs. When I first started I would send Chat requests for help and always had a response within minutes. They genuinely listened to me and helped with all of my needs. They even changed some of their programmings for a specific need I had. I would highly recommend PandaDoc and actually, do recommend it whenever I get the chance. Thank you, PandaDoc.

I like that it's customizable and easy to use.

I wish it had a few more excel type abilities like being able to add lines wherever I would like rather than having to drag it up from the bottom. I also wish it had a total column for figures.

Pandadoc allows us to generate a full list of documentation that clients need to fill in and/or sign without ever worrying about data loss or image quality loss, and it allows us to send these documents quickly and securely.

Pandadoc is absurdly robust in terms of what kinds of documentation you can piece together from templates and send to a client fully customized with fields for the client to fill in and/or sign. It also ensures gorgeous clarity of the image so that legal documents can be as crisp as possible for filing purposes.

There is a lot of setup time involved, and the more fields you need filled in per page, the more time it takes to get the document set up. It's still a lot faster than doing it by hand/email, but it can take a few hours out of your week if you need to update or add a document to your template pool.

We provide SaaS-based conversational AI solutions helping victims of crime, and our customers are government agencies and non-profits. Purchasing workflows vary greatly with our subscribers, but PandaDoc has enabled use to be effective and efficient in helping our customers purchase our technology. We appreciate the continued enhancement and refinement of PandaDoc features, and have no plans to move off of this platform any time soon.

User-centered design evident across company and customer facing user interfaces

Hard to recall any cons

It has made the sales force very convenient. Now we can send bulk emails, check their open rates, follow up accordingly, get it's singed and even receive payments all through one software

Ease of managing fields that I frequently use to send proposals. Easy to use proposal sending templates while the analytics brilliantly show who's viewed the proposal

Mostly some emails directly get pushed into the spam folfy of the recipient. Pandadoc should make technical upgrades to avoid this

Easy of use for MSA's and proposals. Templates are great to use to ensure the team is using the same (most up-to-date) information when putting complex documents together.

I love that you can create templates for a team. I also love that you can insert multiple types of content within the document. Great concept but some features are poorly executed. But overall I wish the solution was a bit more flexible.

Can't resize images within the solution. You must use the blocked approach to building documents, meaning you can't mix media. If you want to put an image into a paragraph of text, you have to enter two different text boxes and insert the image in the middle of the two. When making a lot of edits, the document can become very hard to work in. I've lost information I've added in the past when updating a lot at once. Shouldn't be this way!!! Wish the system would show you page breaks once exported to PDF. It would be nice to know before you export and review to be able to insert page breaks into the document based on how the data looks. Highlighting and editing fonts are not good. When highlighting and un-highlighting the highlights will move to other text when trying to turn it off. Same will happen with fonts when changing size or style.

Overall, I really love PandaDoc and will continue to use it

I really love the e-sign feature of PandaDoc amount other things. I can send forms to be completed or attachments to be reviewed and initialed. The possibilities are endless.

One area of improvement is the Contact area. It would help to have a middle name or initial field as most people have multiple names. Also, the ability to share templates with other PandaDoc users and when downloading a template from PandaDoc have it not be a pdf. Improving search features is another area that needs improvement as well.

I love the fact that everything is online and that we can now duplicate documents. What would really kick this up a notch would be the ability to copy/paste sections between browser windows when you don't want to duplicate an entire document, rather some sections. Also, the ability to add rows/sections perhaps at section breaks or other locations rather than only at the end of the document since our docs can get long and unwieldy, and I end up spending a lot of time dragging and dropping additions from the bottom to where they belong. Lastly, an undo feature that is more consistent. It feels like if you make a mistake, sometimes you can correct it if you alt-z quickly enough but sometimes it is already done, accepted and saved. Oops, I guess one more addition that would be great would be a way to track editions.

Online accessibility anywhere

- inability to add lines inside the doc except at the end

For a long time, we were handling our customer contracts by creating a digital document, faxing it to our customers for signature, and then having them fax it back to us for our records. Managing this process was time-consuming and since it was all done via fax and email, it was a real pain for follow-up. We had looked into several solutions for document creation and management, but none seemed to quite do everything that we needed. We stumbled across PandaDoc in our research and have not turned back. Their online document creation tools were already best in class when we started and have been improved regularly since we started with them about 2 years ago. The ability to upload documents created with a program like Word or Pages and set them up for signature has also been key. But I think most of all I LOVE the way they've set up e-sign. It's fast, convenient, easy, and works in nearly every case we've had in the last two years. We've expanded beyond project contracts and now run almost everything that needs a signature through this system. Their service is top-notch, they provide a lot of value for the money, and I have not regretted our purchase...ever.

* Fácil de usar

If I had to pick *something*, maybe the workflow process could be more robust. I would also love it to integrate better with Highrise, our CRM.

Some efficiency and design options.

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 after a project has been completed and accepted by customer. It would be great to be able to edit the document without changing any words, items, quantities, options but rather be able to lets say re-add a column after the fact and print it to make it easier on purchasing to order the parts being approved by customer. Would be really cool too to integrate a calculator option. Like a pop-up calculator option while figuring our numbers. my two or three cents. :)

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, section or catalog item, it defaults to being placed below the first item. Currently this does not happen. We can move them after the fact though...just kind of annoying how it auto-formats that way. Also, would like to see more fonts added in. The fonts available get the job done but still, there should be a larger library of them. Pricing/Cost---would be awesome to be able to have a price table have a back-end with actual item pricing and SKU's that can be printed after a document has been completed. Cant do this now. Duplication: Would be awesome to duplicate a document that you didnt know you would need again. Same line items and quantities and pricing. I know you can convert to Template but that's not really what we would like. We want it to be as easy as hitting, 'duplicate document' BUT it changes the quote.sequence number to be different than the original. Now all you have to do is change the customer information and BAM, quick turn-around for contractors looking for numbers on the same project we are bidding. Cant do this now. Otherwise, PandaDoc is awesome!

It streamlined our process and removed some potential for error when passing around Word documents. Love the ability to see progress on documents, get updates, and view status on dashboard. Using this instead of emailing PDFs or sending through a signature platform makes us look more professional, and in most cases is easier for our clients to use. The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.

At first the design interface was pretty limiting, but they've rolled out an upgrade. Lack of a true in-platform redlining feature is a drawback for us, but PandaDoc is responding to feedback and it seems like that's something that will happen in the future. As a longtime Word user, sometimes there are things that don't seem super intuitive, but it's mostly just a learning curve.

Quoting is great with it, which helps a lot in many of our transations.

The client-editable quotes are awesome.

Clunky interface (pretty, but not smooth). Makes it hard for us to get work done sometimes because we're waiting for the interface or having to move things around because they jump. The design philosophy and UI are great, but the UX leaves a little to be desired. Also, some refinements like keyboard shortcuts, maybe a favorite or most used bar.

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.

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.

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.

Eased a great deal of my frustration trying to maintain up to date agreements with our clients.

Template creation and document recipient management makes the creation of agreements much faster and simpler than our previous process (which did not include e-signed documents), document status tracking makes the admin function of managing our clients and their contracts a breeze compared to e-mailed and Word/Adobe PDF agreements.

It definitely requires some team training and our sales team struggles with understanding the best way to manipulate the features. It can do so much more, but we often have to keep templates simple for them to get filled out correctly. It has become a dedicated part of my job duties to managing our team's use of the product.

These guys are responsive. There's alot of e-contracting software's out there. Many are larger corporations that you can't even speak to anyone on the phone about. PandaDoc is the complete opposite, they are smaller in sizer and incredibly receptive of feedback and offering solutions. They helped us build a zendesk integration which we use every day.

We sometimes have downtime issues very early in the morning. By the time you write an email to support, its already fixed. But this is the only thing I could really think of and its not that often.

For a long time, we were handling our customer contracts by creating a digital document, faxing it to our customers for signature, and then having them fax it back to us for our records. Managing this process was time-consuming and since it was all done via fax and email, it was a real pain for follow-up. We had looked into several solutions for document creation and management, but none seemed to quite do everything that we needed. We stumbled across PandaDoc in our research and have not turned back. Their online document creation tools were already best in class when we started and have been improved regularly since we started with them about 2 years ago. The ability to upload documents created with a program like Word or Pages and set them up for signature has also been key. But I think most of all I LOVE the way they've set up e-sign. It's fast, convenient, easy, and works in nearly every case we've had in the last two years. We've expanded beyond project contracts and now run almost everything that needs a signature through this system. Their service is top-notch, they provide a lot of value for the money, and I have not regretted our purchase...ever.

* Fácil de usar

If I had to pick *something*, maybe the workflow process could be more robust. I would also love it to integrate better with Highrise, our CRM.

It's a fantastic SAAS solution for Small and Mid sized business. The ease of use and he functionality offered are fantastic and in general has made our company more efficient in our operational processes.

They could update the software slightly faster, some basic functionalities that have been missing for years and recently we have felt the software very slow . Also the quality of the Customer service is sometimes lacking!

I use PandaDoc to create proposals and contracts for my company. It's pretty easy to use (especially over the last few months). I love the templates you can create, from full documents all the way to small pieces that you can drag into another document. My only two problems: 1) It gets a little buggy sometimes and doesn't do what I want when editing a document 2) when I send contracts out, they usually end up in someone's spam folder.

I love being able to create ready to go templates for proposals and contracts that I use often. It also makes the proposals look BEAUTIFUL.

1) Sometimes when I'm editing a document, it bugs out. Like it will delete text or rearrange text or won't create an unordered list in the correct way. When this happens, I close out of the window and come back to it.

Overall, I like PandaDoc much better than other electronic document signature applications I have used. Their pricing is very competitive, especially considering the features offered. This will be a product we continue to use, as it takes the hassle out of the physical signature process and saves our sales team substantial time and effort. I would definitely recommend this product to any business that is heavily reliant on any form of signed documentation.

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.

Panda doc has made our business run much smoother. We use it for sales agreements and can be signed off on in less than 5 minutes. Additionally, it saves so much paper.

Panda Doc expedites the process for signing off on our custom products. It also integrates with Stripe and makes processing deposits extremely easy. I use Panda Doc every day and love it.

There are very few things i dislike about Panda Doc. The only one that currently comes to mind is that, when selecting items that are optional, the block has to be clicked on to be activated and then the options can be selected. This sometimes leads to clients being confused or missing options they wanted.

Panda doc has made our business run much smoother. We use it for sales agreements and can be signed off on in less than 5 minutes. Additionally, it saves so much paper.

Panda Doc expedites the process for signing off on our custom products. It also integrates with Stripe and makes processing deposits extremely easy. I use Panda Doc every day and love it.

There are very few things i dislike about Panda Doc. The only one that currently comes to mind is that, when selecting items that are optional, the block has to be clicked on to be activated and then the options can be selected. This sometimes leads to clients being confused or missing options they wanted.

Efficient to quickly deliver paperwork to clients and speed up the sales process

It makes easy to edit documents on specific paragraphs when you have small differences between the documents you want to send to clients

There is a spam problem with the email sent to some customers. I don’t have any other concern with PandaDoc

Pretty standard, decent customer service and good support

Standard document flow platform form. Many out there with standard features like pandadoc. customer service and pricing being the only difference.

Pricing was the only reason I did not purchase panda doc, companies are very competitive and I chose a lifetime deal with a competitor

It simplifies the process for both employees and customers .

We use PandaDoc to digitize the forms our customers need to complete .This has increased the number of people who actually go through the whole process, while decreasing the time they need ,in order to do so . The program is easy to understand and maneuver ,forms can be signed through clicking on a link

It does not support simultaneous online editing.Going back and forward delays us having the availability to send out documents quickly .They also charge per user ,which can get expensive in large teams .

Overall experience was very positive, some small nitpicks on the editing of documents. Would recommend to growing sales teams.

Great experience to use as a sales rep, the pre-set blocks to drop into quotes or invoices made it simple to get documents ready to go. Tracking opens and comments being built in was a great experience, especially sending reminders via the app.

Sometimes the mapping to Salesforce was tough to reconcile and formatting text could be cumbersome at times.

Overall experience was very positive, some small nitpicks on the editing of documents. Would recommend to growing sales teams.

Great experience to use as a sales rep, the pre-set blocks to drop into quotes or invoices made it simple to get documents ready to go. Tracking opens and comments being built in was a great experience, especially sending reminders via the app.

Sometimes the mapping to Salesforce was tough to reconcile and formatting text could be cumbersome at times.

Sales, is, about efficiency. Having control of the little elements and details that quickly tend to be out of your control. PandaDoc makes things easier. The obvious is it allows you to create documents with easy templates and modules to follow. What I like most are the features that come after. When you send a document it lets you know when it is opened, how long its opened and which part of the document the receiver pays most attention to. That is an invaluable bit of information when entering negotiations.

The tracking and Audit trail features

Nothing at the moment. Yet to find something I hate about PandaDoc. Still using, will revert when I find one.

We have been using PandaDoc for over a year and a half and we are truly satisfied with its features. We have automated the internal and external processes for the creation of quotations and proposals based on the content library and the templates creation features. Also, it offers an easy way to get electronic signatures for documents and agreements. What we like most is the ease of use. We highly recommend it!

We find PandaDoc slow to load sometimes or when downloading a document. Also, the pricing table is pretty restrictive. Other than these, we do not have any other issues or concerns.

Very positive software.

Very simple to setup and deploy, I love that it alerts us when the customer opens it and approves the proposal.

I wish we could use the tab function inside a quote, and the phone app needs an easy way to change the status as well as do the final signing on our end. I need to always log on to a computer to do my final signing. Also it would be great if we can incorporate into our CMS software but that might be a big wish.

Very positive software.

Very simple to setup and deploy, I love that it alerts us when the customer opens it and approves the proposal.

I wish we could use the tab function inside a quote, and the phone app needs an easy way to change the status as well as do the final signing on our end. I need to always log on to a computer to do my final signing. Also it would be great if we can incorporate into our CMS software but that might be a big wish.

We are able to effectively communicate about the pain points we solve for our clients. Being able to insert videos directly into the proposal and tailer each template so it applies for each target audience is a huge benefit. Love the "drag and drop" functionality. Our clients are actually able to comprehend the value of the services we offer when we can send them a proposal that tells a story rather than just lists prices and descriptions for services they don't understand.

Robust features are easy to understand and implement, even for a code-avoider like me!

Can get a little clunky and slow when inserting design items and I often have to exit the program and then restart it to get the formatting to stick.

We are able to effectively communicate about the pain points we solve for our clients. Being able to insert videos directly into the proposal and tailer each template so it applies for each target audience is a huge benefit. Love the "drag and drop" functionality. Our clients are actually able to comprehend the value of the services we offer when we can send them a proposal that tells a story rather than just lists prices and descriptions for services they don't understand.

Robust features are easy to understand and implement, even for a code-avoider like me!

Can get a little clunky and slow when inserting design items and I often have to exit the program and then restart it to get the formatting to stick.

I love PandaDoc and recommend adding to your tool belt...unless your in my space as I like standing out above the competition! :)

In the field I'm in my competition is still using word and .pdf for contracts and proposals. That is like using a fax versus an email. By using PandaDoc it makes me stick out and cuts my production time of getting these type of documents out to my clients and prospects. It also allows me to see in advance what sections they review the most and be ready to address those sections on a follow up call. I also love that it makes notes on my CRM and notifies all parties that the contract is signed when completed and gives them the ability to download a copy. (This keeps me from having to send out to everyone).

Would love for them to add a redline function and my understanding is that is coming soon. When working on a more advanced agreement that would come in real handy!

Overall, the customer success team has been very responsive, and PandaDoc keeps rolling out new products to improve their offerings. I definitely prefer this to uploading a PDF to Docusign - the fact that it syncs with Pipedrive, and offers an easy Slack integration are both enormously helpful.

We had previously built our own hacked together proposal automation system using Zapier, Google Docs, and Pipedrive's open APIs. This has simplified things so much - now, whenever a customer requests a proposal or contract, we can very easily turn out a customized document to send over for their exact use case.

The template features - especially the word processing ones - could still use a bit more work. For example, for contracts, you can't use easily use an automated outline format (I., A. 1.) and sometimes the bullet points/numbering systems they do have can be a bit buggy.

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.

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.

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.

We adopted this system to send out our organization's legal documents, and so far the experience has been great. I would highly recommend this e-signature product.

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.

I am able to send the quantity I need without any additional payments to PandaDoc.

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

We adopted this system to send out our organization's legal documents, and so far the experience has been great. I would highly recommend this e-signature product.

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.

It streamlined our process and removed some potential for error when passing around Word documents. Love the ability to see progress on documents, get updates, and view status on dashboard. Using this instead of emailing PDFs or sending through a signature platform makes us look more professional, and in most cases is easier for our clients to use. The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.

At first the design interface was pretty limiting, but they've rolled out an upgrade. Lack of a true in-platform redlining feature is a drawback for us, but PandaDoc is responding to feedback and it seems like that's something that will happen in the future. As a longtime Word user, sometimes there are things that don't seem super intuitive, but it's mostly just a learning curve.

Overall this is an amazing software that takes care of so many business needs with ease, mainly:

the scope of features is unmatched by any other software

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 transformed the way our Sales team communicates with our potential clients when it comes to proposals and contracts. We have integrated PandaDoc with Nutshell and can easily generate and track all sent proposals and contracts with a few clicks. The customization tool is simple and allows you to create stunning templates with little effort. Highly recommend!

While I understand the limitations, I'd love for a better mobile solution.

PandaDoc has transformed the way our Sales team communicates with our potential clients when it comes to proposals and contracts. We have integrated PandaDoc with Nutshell and can easily generate and track all sent proposals and contracts with a few clicks. The customization tool is simple and allows you to create stunning templates with little effort. Highly recommend!

While I understand the limitations, I'd love for a better mobile solution.

We use it as our official tool for finalizing sales and monitoring which leads have read our agreements or not.

It's always easy to user for our leads and potential clients. Very rarely does someone have an issue using it as long as they can electronically sign and know how to use a PDF! The best feature is the analytics and ability to see when users have read each page and for how long. This helps the sales team know when potential clients are engaged and whether or not they have just not had time to read our conditions

Takes a bit of time to setup your templates and get it organised, i also recommend using it alongside another tracking tool for sales (or a CRM etc). Not really a con though, it my favorite tool for getting contracts signed and deals across the line.

We use it as our official tool for finalizing sales and monitoring which leads have read our agreements or not.

It's always easy to user for our leads and potential clients. Very rarely does someone have an issue using it as long as they can electronically sign and know how to use a PDF! The best feature is the analytics and ability to see when users have read each page and for how long. This helps the sales team know when potential clients are engaged and whether or not they have just not had time to read our conditions

Takes a bit of time to setup your templates and get it organised, i also recommend using it alongside another tracking tool for sales (or a CRM etc). Not really a con though, it my favorite tool for getting contracts signed and deals across the line.

Pandadoc allows us to generate a full list of documentation that clients need to fill in and/or sign without ever worrying about data loss or image quality loss, and it allows us to send these documents quickly and securely.

Pandadoc is absurdly robust in terms of what kinds of documentation you can piece together from templates and send to a client fully customized with fields for the client to fill in and/or sign. It also ensures gorgeous clarity of the image so that legal documents can be as crisp as possible for filing purposes.

There is a lot of setup time involved, and the more fields you need filled in per page, the more time it takes to get the document set up. It's still a lot faster than doing it by hand/email, but it can take a few hours out of your week if you need to update or add a document to your template pool.

Overall, I like PandaDoc much better than other electronic document signature applications I have used. Their pricing is very competitive, especially considering the features offered. This will be a product we continue to use, as it takes the hassle out of the physical signature process and saves our sales team substantial time and effort. I would definitely recommend this product to any business that is heavily reliant on any form of signed documentation.

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.

This tool is key to our sales operations at this point. We appreciate the updates and can tell that the people at Pandadoc are actively working to make improvements to the platform.

Pandadoc allows us to easily customize our quotes and proposals. I appreciate the tracking feature to know when clients open or view the info we present. Electronic signature piece simlifies our processes. In addiiton, I like to accept/reject process which allows my reps to send me deals with discounting or changes in terms to quickly review.

I don't like the fact that emails sent from this tool often get stuck in the client's spam filter. We typically send a manual copy in addition to the electronic version because of this. It might be that our clients, healthcare IT, are a little more zealous on blocking incoming emails than other industries. Our CRM integration is not the best (Hubspot) it may be that we haven't set it up as good as we could have. However, the basic integration we have does provide some value.

Very good - have had clients mention how professional it looks and has helped close business.

Outputted forms look professional, load quick and clients like them. Helps close business once you have the forms setup properly!

It can be a struggle to get things to line up properly, especially when you have pre-existing long multipart forms where you'd like clients to complete fields inside blocks of text. End up having to juggle CSS & hope!

I'm very happy with PandaDoc and it's integration to Zoho CRM. There's nothing equivalent in the Zoho Suite. It presents a professional appearance to the Prospect and makes a positive impact.

I've reduced Proposal writing time from 8 hours to 2 hours on average, by having it merge key paragraphs from my Zoho CRM, pull in pricing tables with radio buttons that permit the Prospect to choose the best retainer level to fit their budget, and ensure the Proposal gets read through via requiring they initial key points and sign the proposal. I immediately know that they've read it, and how much time they spent on each page.

It takes a little work to add other fonts to the font library, and it takes a little knowledge of HTML if you want to set styles beyond what's included.

Very good - have had clients mention how professional it looks and has helped close business.

Outputted forms look professional, load quick and clients like them. Helps close business once you have the forms setup properly!

It can be a struggle to get things to line up properly, especially when you have pre-existing long multipart forms where you'd like clients to complete fields inside blocks of text. End up having to juggle CSS & hope!

It has made the sales force very convenient. Now we can send bulk emails, check their open rates, follow up accordingly, get it's singed and even receive payments all through one software

Ease of managing fields that I frequently use to send proposals. Easy to use proposal sending templates while the analytics brilliantly show who's viewed the proposal

Mostly some emails directly get pushed into the spam folfy of the recipient. Pandadoc should make technical upgrades to avoid this

We use it for sales quotations. It makes it easier for us to track and manage our documents. Because it has integration with Hubspot too, we can quickly reference our Hubspot CRM for the Pandadoc quotes as well. We love this service but it is a bit pricey for our region though.

Pandadoc is simple to configure and easy to use. I love that you can manage and track the sending of the documents especially when its for external customers. The fact that you can add a layer of approval to documents before you send out to external customers is great too. Plus points that it has the mobile app as well!

Sometimes, external customers do not want to click the link that leads to the document. They would rather that they see the document straight away on their email inbox. In fact, some email systems block the emails we send through Pandadoc.

I really save time with Pandadoc and I also increase the professional aspect of my documents. I also use Pandadoc to build proposals: it gives a positive and innovative image towards my new clients

I really enjoy using PandaDoc for many business uses. I often generate recurring documents for my customers any easily can customize them to specifics needs.

When you have a long document such as legal contract it's very painfull to create it because block management (normal text versus title) is not very easy to use : drag and drop not easy in such situation.

PandaDoc simplified a very complicated contract approval process for our team. As an enterprise user they have been diligent in fielding development requests and rolling out new features.

Easily building custom workflows and an integration directly into Hubspot makes sending proposals seamless for our team.

The design tool is clunky and requires a bit more CSS knowledge than the average user will have. There is a new tool that should improve this process.

PandaDoc has saved us a ton of time in document creation and gathering signatures.

Over the years I have used and tested many of the document collaboration products out there and this rises to the top. The ability to create tokenized documents that pre-fill with information from your CRM is priceless. This alone will save you a ton of time. Also, the fact you can easily drag and drop modules to quickly create or modify documents is a huge benefit. Some modules allow for a certain level of interaction with the end receiver, so they adjust the proposal to their needs. For example, you can add optional pricing variables which a user can select or deselect.

Love PandaDoc, but I wish the Zapier integration was available on the Individual plan.

Overall Pandadocs has provided a cost effective solution for proposal sending and signing. It’s integration with Hubspot really helped this software “take the cake” when I was choosing which proposal software to use. Although it took some getting used to, I now feel comfortable using the software and take comfort in knowing all my contracts and proposals are signed correctly and properly.

As a marketing freelancer, I have been using this software to send proposals to clients. For me, there was one big advantage with Pandadocs over its other market competitors, Pandadocs intragrates with the CRM system Hubspot. Pandadocs makes sending my proposals easy and it can be done straight from Hubspot itself. Meaning whenever I need to check a client or enquiry’s proposal and contract it’s all there in one place with all of their other information. This software also allows for proposals to be accepted and signed electronically. This cuts down on the amount of back and forth emails usually needed to get a contract signed.

Initially I found this software more difficult to get to grips with than some of the other market competitors that I had tried. I found the design aspect of creating proposals tricky as I couldn’t always get the design or feel I wanted. Aside from this, I haven’t ran into any significant problems with this software.

Overall I have been really impressed with PandaDoc because of its ability to be leveraged in many different ways. For example we use PandaDocs for all of our HR documents from offer letters to compensation plans, company policies and even workplace compliance records. We also use PandaDocs for all of our sales documents from order forms, to renewals to scope of work documents. PandaDoc's ease of use paired with its capabilities has made it a company-wide staple.

My favorite part of the PandaDoc software is how easy it is to use. Once you understand the basics, PandaDocs is incredible intuitive primarily due to its user friendly interface. As my company's PandaDoc administrator I like that PandaDoc doesn't require extensive training to users. This makes it easier to roll out company wide.

PandaDoc's pricing table can be frustrating because it doesn't function like a typical excel-like spreadsheet. Our sales reps will constantly express their frustration about this. In many cases it limits are capabilities or greatly increases the time and effort we have to spend on certain documents specifically sales orders.

Overall I have been really impressed with PandaDoc because of its ability to be leveraged in many different ways. For example we use PandaDocs for all of our HR documents from offer letters to compensation plans, company policies and even workplace compliance records. We also use PandaDocs for all of our sales documents from order forms, to renewals to scope of work documents. PandaDoc's ease of use paired with its capabilities has made it a company-wide staple.

My favorite part of the PandaDoc software is how easy it is to use. Once you understand the basics, PandaDocs is incredible intuitive primarily due to its user friendly interface. As my company's PandaDoc administrator I like that PandaDoc doesn't require extensive training to users. This makes it easier to roll out company wide.

PandaDoc's pricing table can be frustrating because it doesn't function like a typical excel-like spreadsheet. Our sales reps will constantly express their frustration about this. In many cases it limits are capabilities or greatly increases the time and effort we have to spend on certain documents specifically sales orders.

Pandadoc streamlines the process of documents saving a lot of time, is not too expensive and has an excellent platform that provides security to the company and customers ... definitely Pandadoc is here to stay.

Pandadoc saves a lot of time in the process of creating documents. It also eliminates the manual task of e-mailing a document for review and approval. Pandadoc is an incredible solution for organizations of any size. I like this product a lot because of how safe it is to use it; generating great confidence for us and for our customers. I'm happy with the quality of this product and how comfortable it is to sign documents ... no matter the size of the company, this product is ideal to streamline all types of business processes .... It adapts to all companies , it's reliable ... it's simply the best.

I do not like that emails are sent from pandadoc, it would be better if they were generated from the company email ... there is a risk of spam, although we have never had that problem.

Increased productivity, increased efficiency, significant time savings, faster approval process, centralized housing of proposals, simplified proposal creation

We transitioned to PandaDoc several months ago to automate our proposal software development, delivery, and execution. What used to take us several hours per proposal now takes us minutes. The user interface is easy to use and allows you to customize your proposals and add features in that were difficult before, such as video. Also, you can create your content library to drag and drop parts of your proposal that might be different or unique to each proposal, such as descriptions of products and/or services that you offer. The pricing library can be preloaded with your products and/or services so you can streamline and automate the pricing process, including the calculation of multiple items and sales tax. Finally, the integration that PandaDoc has with HubSpot is simply amazing. By having this native integration, we are able to pull most of the information about our customers or prospects directly from our CRM, pre-populating the fields that would otherwise be time consuming to manually enter.

The only negative that I have about PandaDoc is that when you create items in dropdown boxes, you don't have the ability to match the font of those dropdowns with the font that you use in the rest of your document. I have heard that this might be changing soon but it does make the proposal look a bit unprofessional to have 2 different fonts used.

Easy sending out employment agreements, easy sending out service proposals.

Its so easy to get paper work to people who are faraways! It's made my life so much easier when it comes to the hiring process in our security firm. Once an interviewee leaves, we discuss if we want to hire him/her and then I send them the employment package, making my life so much easier.

You have to select each feild when assigning them to someone. Like why isn't there a control select option on here?

Super easy to send out what I need and love seeing what time to the customer viewed, signed, and paid the document.

Super easy! It only takes a view seconds to send out an agreement. Everything is already set up in a template and all I have to do is fill in like 2 items. I also LOVE how I can see when the customer views it, signs it, and pays it. Also love how I can see how long they spent on each page and how many times they viewed it.

The only dislike I have is sometimes I don't get replies from the customer to the email with the document (hopefully that makes sense). No problem at all though! I just send an email and say not to reply to that one, but my work email. Super easy.

Super easy to send out what I need and love seeing what time to the customer viewed, signed, and paid the document.

Super easy! It only takes a view seconds to send out an agreement. Everything is already set up in a template and all I have to do is fill in like 2 items. I also LOVE how I can see when the customer views it, signs it, and pays it. Also love how I can see how long they spent on each page and how many times they viewed it.

The only dislike I have is sometimes I don't get replies from the customer to the email with the document (hopefully that makes sense). No problem at all though! I just send an email and say not to reply to that one, but my work email. Super easy.

Speeds up our proposal process. Easy to track who has read, and to send follow ups. Makes our proposals consistent. Keeps all proposals in one place.

I love having templates - our business isn't one which can be easily automated but this saves us a lot of time and allows us to be consistent.

No real dislikes! It's always being improved and added to, support is good. It doesn't do dumb things like insist you use 100 characters, unlike this reviews site! :)

It increases our productivity in the workplace. One can easily view exactly what was worked on & when (from an internal perspective).

I love that it is so easy to use and that one can view the analytics for each individual doc. I love the auto reminder feature as well, assisting us with closing a deals quicker.

A lot of the time the contracts go into our customer's spam folder, so it would be awesome if we could send a link to our customers to get the contract directly opposed to going through emails trying to find the link.

Speeds up our proposal process. Easy to track who has read, and to send follow ups. Makes our proposals consistent. Keeps all proposals in one place.

I love having templates - our business isn't one which can be easily automated but this saves us a lot of time and allows us to be consistent.

No real dislikes! It's always being improved and added to, support is good. It doesn't do dumb things like insist you use 100 characters, unlike this reviews site! :)

It makes using templates, creating templates and standardizing things so much easier. Helps immensely with consistency and has a lot of functionality which is awesome. I work with both our sales team and our clearance and acquisition team (licensing) and it works well for both purposes.

Sometimes its functionality is limited - would like to see the ability to move whole folders like in Windows Explorer and would like the ability to combine two templates into one document or to put a whole template into the content library to allow it to be added in one fell swoop to another document/template. Wish there were more way to protect templates from people on the team being able to change them.

It makes using templates, creating templates and standardizing things so much easier. Helps immensely with consistency and has a lot of functionality which is awesome. I work with both our sales team and our clearance and acquisition team (licensing) and it works well for both purposes.

Sometimes its functionality is limited - would like to see the ability to move whole folders like in Windows Explorer and would like the ability to combine two templates into one document or to put a whole template into the content library to allow it to be added in one fell swoop to another document/template. Wish there were more way to protect templates from people on the team being able to change them.

Pandadoc has become central to our business. We utilize it to create custom proposals and for all information forms, contracts, invoicing and more. We love the flexibility of designing each template and then being able to personalize it. It's central to our sales process in creating a proposal that helps close the deal as much as anything else. It's robust, beautiful and easy. It's a fantastic solution for what we do. They also provide zippy customer service. We also dig how it tracks everything. Very useful in our communication. I can't say enough about it... Love, Love, Love it!

Seriously, there isn't anything about this product that I don't just love. It's cost effective. It looks very professional. One or two things though...

It key asset is definitely its simplicity. Its a great user experience and is so easy for new users to adopt. Its worth taking time at the start to get your templates correct but once that's done its so easy to produce professional quotes or proposals. Your Sales team will literally save hours. Unlike some software, if you do make a mistake its very simple to "undo" and fix a problem. Its actually fun to produce quotes with Pandadocs and we have found sales guys actually enjoying producing the proposals as opposed to dreading it.

For us, Panda doesn't link to our Sage CRM which means we have to create a contact each time. A company entity within Panda would be great for a quick view of quotes to that organisation.

Some efficiency and design options.

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 after a project has been completed and accepted by customer. It would be great to be able to edit the document without changing any words, items, quantities, options but rather be able to lets say re-add a column after the fact and print it to make it easier on purchasing to order the parts being approved by customer. Would be really cool too to integrate a calculator option. Like a pop-up calculator option while figuring our numbers. my two or three cents. :)

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, section or catalog item, it defaults to being placed below the first item. Currently this does not happen. We can move them after the fact though...just kind of annoying how it auto-formats that way. Also, would like to see more fonts added in. The fonts available get the job done but still, there should be a larger library of them. Pricing/Cost---would be awesome to be able to have a price table have a back-end with actual item pricing and SKU's that can be printed after a document has been completed. Cant do this now. Duplication: Would be awesome to duplicate a document that you didnt know you would need again. Same line items and quantities and pricing. I know you can convert to Template but that's not really what we would like. We want it to be as easy as hitting, 'duplicate document' BUT it changes the quote.sequence number to be different than the original. Now all you have to do is change the customer information and BAM, quick turn-around for contractors looking for numbers on the same project we are bidding. Cant do this now. Otherwise, PandaDoc is awesome!

Nice clean beautiful looking docs. A place to keep all of my docs not just proposals, and they look fantastic!

The user interface works really nicely and things are easy to find for the most part. The support team has been extremely helpful. I transitioned from an old proposal platform to PandaDoc and they helped me through every step of the way.

I don't have a lot to complain about but I was a little sad to see that some features I was using in the old platform I used were only part of a higher priced package for larger studios and agencies, such as the password protection feature. I would say analytics secondary, there is plenty for what you need but I wish I could review my win rate and more insightful data to help plan for the future in an easier way. (I might just need to learn more!)

PandaDoc is easy to use and simple to introduce new users to. Customer service is excellent. We're using PandaDoc to send 10-30 documents a week and are always finding new ways to take advantage of the e-signature capabilities. We use it for contracts, W-9s, and waivers.

Design functions and capabilities are pretty limited- we want to use PandaDoc to create really dynamic proposals, but it's impossible to do some of the things we wanted to. We have to resize images in order to make what we need fit within one page in our template (when you download a doc as a pdf it splits it into pages instead of being one continuous document), but we have to resize them in a photo editor first or use CSS, so it's not very user-friendly. With that said, it's a great product for simpler docs or contracts, which is really its main intended use anyways.

Nice clean beautiful looking docs. A place to keep all of my docs not just proposals, and they look fantastic!

The user interface works really nicely and things are easy to find for the most part. The support team has been extremely helpful. I transitioned from an old proposal platform to PandaDoc and they helped me through every step of the way.

I don't have a lot to complain about but I was a little sad to see that some features I was using in the old platform I used were only part of a higher priced package for larger studios and agencies, such as the password protection feature. I would say analytics secondary, there is plenty for what you need but I wish I could review my win rate and more insightful data to help plan for the future in an easier way. (I might just need to learn more!)

It has helped us bring in more money, faster. It's pretty easy to use and we don't have to keep track of physical contracts anymore which is awesome. Everything is in one place!

The fact that you can easily send invoices online has made a huge impact on our business. It's relatively easy to use once you learn how it works and it will reduce the time it takes for you to get your agreements signed massively!

It has some minor things that would need some tweaking. For example, it would be nice to be able to delete more than one textfield at the same time. It's really annoying to delete them one by one. You could however set up your agreements in other ways but it shouldn't be necessary. One other thing that can be annoying sometimes is that you can no longer see what cost you put for a certain product once you've sent the document. Sometimes that can be useful if multiple people work with on your team and needs to know, or if you for some reason forgot.

It has helped us bring in more money, faster. It's pretty easy to use and we don't have to keep track of physical contracts anymore which is awesome. Everything is in one place!

The fact that you can easily send invoices online has made a huge impact on our business. It's relatively easy to use once you learn how it works and it will reduce the time it takes for you to get your agreements signed massively!

It has some minor things that would need some tweaking. For example, it would be nice to be able to delete more than one textfield at the same time. It's really annoying to delete them one by one. You could however set up your agreements in other ways but it shouldn't be necessary. One other thing that can be annoying sometimes is that you can no longer see what cost you put for a certain product once you've sent the document. Sometimes that can be useful if multiple people work with on your team and needs to know, or if you for some reason forgot.

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.

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.

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.

Quoting is great with it, which helps a lot in many of our transations.

The client-editable quotes are awesome.

Clunky interface (pretty, but not smooth). Makes it hard for us to get work done sometimes because we're waiting for the interface or having to move things around because they jump. The design philosophy and UI are great, but the UX leaves a little to be desired. Also, some refinements like keyboard shortcuts, maybe a favorite or most used bar.

I have been using Pandadoc for a while now and it works amazingly. I am able to have a clear view of my pipeline and can pull different metrics as and when needed. Its integration with Pandadoc also makes it easy to create quotes for different customers. Ow and i love that i get notifications when i need to perform tasks.

Integration with Pandadoc,Google Calender. Metrics for different purposes. Ease with which i can track deals

Sometimes the program gets stuck in a loop and other times it is very slow even though other programs on my PC work well.

I have been using Pandadoc for a while now and it works amazingly. I am able to have a clear view of my pipeline and can pull different metrics as and when needed. Its integration with Pandadoc also makes it easy to create quotes for different customers. Ow and i love that i get notifications when i need to perform tasks.

Integration with Pandadoc,Google Calender. Metrics for different purposes. Ease with which i can track deals

Sometimes the program gets stuck in a loop and other times it is very slow even though other programs on my PC work well.

Easy to make a proposal with templates and price lists. I could often do one in 5 minutes. Love the feature to make line items optional with a checkbox. Also love the feature to make form fields required or not. Great product with great potential, therefore I've given it mostly 5 stars. That being said, I've moved onto something else for the time being due to the cost for something that just really does one thing being high for a small business. Built in CRM, project management, etc would make it more viable. Also seemed hit or miss as to whether clients "received" the files, though I'm sure this was on the client end. As a residential/commercial contractor, not everyone in our customer base is tech savvy, so our industry customer base will need to catch up also to make viable. Our staff ended up just sending a PDF version as attachment most the time which negates read receipt features that make the software great. Also, very few clients used the digital signature feature. "Ease of use" for client could be better, therefore, but can see as a great tool in a more technology oriented customer base.

Easy document creation with drag and drop pre-saved components. Price list and templates are great. Like how can make some line items optional with a check box.

Price high if not getting the most out of it. Customers who are used to just receiving an email attachment had trouble reconciling it and very few used the digital signature feature, so was too much for us to spend for just a good document creator.

For my Retainer Proposals, I cut the time to deliver a proposal from 6 hours down to 2 hours by using PandaDoc. I now send out NDAs in 10 minutes. And the quality of the Proposals projects a professional, savvy image - "If I can do this for me, think what I can do for you." I can tell when they've been read when they've been signed, and I have a legal document that sets the deliverables and the payment schedules, even though I don't collect payments via PandaDoc because I prefer to do that using my Zoho Books accounting s/w. I like the integration with Zoho CRM, that's part of the time-saving features of PandaDoc, but it's Chrome only, although I hear that Zoho is working on a direct integration. I've attended every one of PandaDoc's excellent webinars, and have learned how to extend the look of my finished documents using CSS. All-in-all, a great product. One knock is on pricing - Professional Edition is reasonably priced, geared to the single user, but limited to 5 different templates. To overcome that, one would need to jump to the higher-priced Business Edition, which wouldn't be a problem but it requires a 5-user minimum, which then puts it out of reach of the average sole practitioner. I wish they would increase the 5-template limit on the Professional. Other than that, it's a time-saver that helps me every day.

Speed of production of proposals.

Preços.

For my Retainer Proposals, I cut the time to deliver a proposal from 6 hours down to 2 hours by using PandaDoc. I now send out NDAs in 10 minutes. And the quality of the Proposals projects a professional, savvy image - "If I can do this for me, think what I can do for you." I can tell when they've been read when they've been signed, and I have a legal document that sets the deliverables and the payment schedules, even though I don't collect payments via PandaDoc because I prefer to do that using my Zoho Books accounting s/w. I like the integration with Zoho CRM, that's part of the time-saving features of PandaDoc, but it's Chrome only, although I hear that Zoho is working on a direct integration. I've attended every one of PandaDoc's excellent webinars, and have learned how to extend the look of my finished documents using CSS. All-in-all, a great product. One knock is on pricing - Professional Edition is reasonably priced, geared to the single user, but limited to 5 different templates. To overcome that, one would need to jump to the higher-priced Business Edition, which wouldn't be a problem but it requires a 5-user minimum, which then puts it out of reach of the average sole practitioner. I wish they would increase the 5-template limit on the Professional. Other than that, it's a time-saver that helps me every day.

Speed of production of proposals.

Preços.

I use PandaDoc to create proposals and contracts for my company. It's pretty easy to use (especially over the last few months). I love the templates you can create, from full documents all the way to small pieces that you can drag into another document. My only two problems: 1) It gets a little buggy sometimes and doesn't do what I want when editing a document 2) when I send contracts out, they usually end up in someone's spam folder.

I love being able to create ready to go templates for proposals and contracts that I use often. It also makes the proposals look BEAUTIFUL.

1) Sometimes when I'm editing a document, it bugs out. Like it will delete text or rearrange text or won't create an unordered list in the correct way. When this happens, I close out of the window and come back to it.

There are still some functions that are difficult to use or do not exist. I would like to know exactly when I sent a document....not 3 months ago, 6 months ago etc. Search function would be beneficial to use if it worked properly.

It is easy to use but there is functionality missing.

When a document was sent...i would like to know the exact day and time....not 6 months ago. Search function is difficult and I don't think it works very well.....also being able to sort using various filters...does not exist.

There are still some functions that are difficult to use or do not exist. I would like to know exactly when I sent a document....not 3 months ago, 6 months ago etc. Search function would be beneficial to use if it worked properly.

It is easy to use but there is functionality missing.

When a document was sent...i would like to know the exact day and time....not 6 months ago. Search function is difficult and I don't think it works very well.....also being able to sort using various filters...does not exist.

PandaDoc has become an integral part of our business operations. The technological features, continual upgrades and enthusiasm are all reasons why we continue to support and use the service. Since this is a "review" that hopefully someone will read and acknowledge, I want to make clear that we are very happy with PandaDoc.. but since you are requesting feedback, I hope the following is taken into consideration. Please note that these are all points that have been previously expressed to PandaDoc/QuoteRoller staff:

Ease of use. Templates, content library, general organization

Noted in previous comments section

We use Panda Docs mainly to send out contracts to our customers. We are a painting contracting company that does a good deal of business and we send out 40 or so proposals or contracts a week. We already have estimating software that creates a very professional proposal, so we just upload that proposal to Panda Docs and then drop in a signature and date line on the contract page for the customer to complete. It's quick and easy to do and we like how simple the process is. It is very helpful to get an email when one of my customers opens my proposal as it allows me to follow up with them more strategically. One of the best features of Panda Docs is letting the customer sign my contract electronically and having it come straight back to me via email. My customers don't have to receive my email with my proposal as an attachment, print it, sign it, scan it and then email it back to me. That takes a lot of time and makes it harder to complete the contract. In today's world of doing things on the fly, Panda Docs fits right in. I tell customers that they can sign my contract from their phone all the time. Anything that saves me time and makes it easier to get my contracts signed and returned is worth the money.

Ease of use and simple uploading of documents

Found it a little hard to make a template the way we wanted it to look, so we just upload our current proposals into Panda Docs

I love the fact that everything is online and that we can now duplicate documents. What would really kick this up a notch would be the ability to copy/paste sections between browser windows when you don't want to duplicate an entire document, rather some sections. Also, the ability to add rows/sections perhaps at section breaks or other locations rather than only at the end of the document since our docs can get long and unwieldy, and I end up spending a lot of time dragging and dropping additions from the bottom to where they belong. Lastly, an undo feature that is more consistent. It feels like if you make a mistake, sometimes you can correct it if you alt-z quickly enough but sometimes it is already done, accepted and saved. Oops, I guess one more addition that would be great would be a way to track editions.

Online accessibility anywhere

- inability to add lines inside the doc except at the end

PandaDoc is a great company to do business with. They listen to your needs and even helped us built a custom integration. Very happy with the service and responsiveness. When we first launched with them the product seemed very young, lots of features to get built out. Now, the features continue to roll out and our lives just get easier and easier. Love them, would recommend them for anyone, especially for custom solutions as they were one of the few companies who were even interested. Our reps are the best.

Flexible, I really like the templates and tokens. We are able to pass data from systems right into the docs.

Recently, not much besides we are stuck with some pandadoc branding for emails etc...

Alright, so PandaDoc certainly isn't the principal innovation to help you explain PDFs and other advanced reports (Adobe Reader, for instance, let you check up PDFs), yet the organization goes above and beyond than just explanation and e-marks. PandaDoc additionally gives examination to each record sent, to tell clients who took a gander at which part, when, and for to what extent. By utilizing PandaDoc to send and track computerized records, organizations can maintain a strategic distance from a paper trail and streamline an incidentally disappointing procedure. Also, a rate of benefits go to safeguarding panda territories which is cool! PandaDoc... is about building a simpler, more legitimate approach to handle reports. Have you ever sent a report and basically sat tight for it to be marked, never knowing much else? PandaDoc tracks your archives, telling you who has taken a gander at what, when, and afterward gives you itemized examination to help you arrange your best course of action. Use e-mark to get things approved rapidly, effortlessly and safely.

PandaDoc tracks your archives, telling you who has taken a gander at what, when, and afterward gives you itemized examination to help you arrange your best course of action.

Not much that I can see other than if you prefer another UI.

Before I switched to PandaDoc, I was spending a lot of money on managing my online documents -- with software that was frustrating & difficult to use (despite being considered the industry leader). Sometimes, I would even skip the contract-signing part of my client intake process, just because I knew it was going to take so much time + cause headaches.