PandaDoc

PandaDoc is well suited for when you may need to make on-the-fly adjustments to a document prior to sending. Templates are great, but sometimes they have to be changed per issuance. This is easy to adjust when needed. When hundreds of documents have to be customized, PandaDoc can be cumbersome. In many cases, I prefer a fillable PDF form, as PandaDoc does not always suit these cases.

PandaDoc is well suited for any business that requires clients or customers to fill out forms, in addition to collecting payment, whether it’s a one-time charge or recurring. PandaDoc would not be beneficial to a business that does not require clients or customers to sign any disclosures or consent forms.

PandaDoc is well suited if you are using a more popular CRM for it to integrate with. It has a lot of promising features that with time will be very powerful such as the Quote Builder and CRM automations. It also has a lot of out-of-the-box functionality such as Smart Content, a Content Library, and advanced approval capabilities.

PandaDoc is well suited for professionals that require compliance but also ease of use for forwarding on to multiple people to sign. It works great for our industry which is a managed service provider so we can easily send through agreements that are required. It would be less suitable for smaller companies that only have a few quotes / jobs.

PandaDoc allows us to import documents as well as creating them from scratch. And while it can be tricky to get them looking exactly the way you want, their customer success overlay is responsive friendly and helpful.

I can see where this platform would be even more helpful to smaller orgs without a CRM as they do offer contact, client "rooms", etc..

Being able to create separate areas and restrict access allows us to operate on the principle of least privilege. This is further support by the roles and licenses available.

well suited for small teams and large teams. can use workspaces for different teams. good user permissions across workspaces.

Support has been great and quick to work with.

Perfectly suited for SaaS companies looking to make their service agreements more professional and easy to use. The automation it brings to the sign up process is SO helpful - specifically the integration with HubSpot/Salesforce. It was great for our company when it was small and has continued to grow with us. We know it will continue to scale with our fast-growing team.

We use for contracts within our organization and our customers and it works very well for us. We have not had the need to use all the features of this product but the ones we use work great for us

I feel like PandaDoc is a very competent platform that works very well for our team. My only issue with PandaDoc is it's a little bit pricey. However, the entire e-signature space tends to be an expensive service for what is offered, so I don't necessarily feel like they are more expensive than the competition.

The functionality is endless and could be used for mirage of things. Since you can create your own templates, it opens a world of possibility. You could use it to create waivers, enrollment contracts, freelance contracts, leases, etc

PandaDoc is great for use of one form to one person, easy to implement your prompts.

PandaDoc is great for multi-use forms sent randomly or in a group.

I'd recommend PandaDoc to any small business that executes contracts. It's very straight forward to use, allows you to duplicate contract language for similar clients. and the dashboard has just about everything a business owner and/or executive would like to see. I cannot think of a better document management system.

Very nice in user friendly and fastest possible plus confirmation of each document has been viewed and completed.

other ways more than one check box should be available and if only one check box clicked (as required) than it should allow finish the document.

PandaDoc is highly effective for streamlining document workflows that involve signatures in contract and agreement, sales processes, HR documentation, real estate transactions, financial services documentation and many more. However, for complex legal documentation, real-time collaborative editing, and scenarios requiring extensive offline access or sophisticated text editing, other specialized tools might be more appropriate.

I love it because is very easy when it's necessary to send a document to sign to another person but sometimes it's complicated when you establish a flow and all of the participants needs to sign the documents, beside that it very capable to do integrations with other applications as well where it makes easier the daily tasks.

Small companies that don't have a lot of budget to spend, and are in need of contract signing, following up on pending signatures or drafts, sending reminders.
It's a good way to start a path to compliance while not having a lot of money to assign to this issues, and getting the organization in a workflow mood.

Well suited for bulk send
Price factor should be attractive enough for monthly or month on month users !

PandaDoc doesn't overcomplicate things when it comes to building documents - but also creating signing orders. It's so easy to choose the order documents get signed, that there's zero additional coaching required once a document is out there for circulation. Additionally, the tools for dynamic document creation are amazing. One of the best things I do is embed existing video content into proposals so that I can provide the content without making a document unnecessarily long via text, while at the same time my customers don't have to link off the page to watch the video. It's a huge element of my proposals.

Panda sign is well suited to signing new clients abroad, sending them documents that can be digitally signed is really useful, it makes the onboarding process for me way more streamlined and hassle-free.

it is less appropriate for in-person clients as I can have them sign their contracts in person during their first personal training session with me.

If you run a business, then you must use PandaDoc. You can use it for HR, IT, Finance, Sales, Operations, Customer Success, etc. Excellent for complex proposals with a beautiful design. Document analytics helped me track the status (sent, viewed, and completed). If a document wasn't viewed, I'd follow up to help close the deal quicker. The integrations allowed for a seamless experience. I can create and send a document from the CRM and when it's signed, it saves the opportunity. There are triggers to change the status to complete and automation to save the document to a folder for accounting to process and operations to proceed with deliverables. It helped with cross-departmental communication and allowed for more team productivity.

PandaDoc allows us to receive approvals on a customer’s logo. Once they sign this they aren’t able to come back later and say they didn’t approve it and need a refund.

It's great for sending quotes, it's user-friendly, would be great for someone who needs to create various document templates, especially documents that require signatures. You can create a template and replicate it for use repeatedly. It helps you to track the progress of a quote once it's sent. It's good for a company that sends high volumes of quotes, especially for the sales side of things.

It's great if your document process is relatively boilerplate and consistent. If you need to make edits to these documents, it's not intuitive and often results in lost work, and inconsistent presentation. This is 100% a UX issue, as with enough training it could be addressed but I feel the daily user needs this to be very easy to use and navigate.
It shines when it comes to integration and tracking the lifecycle of the documents.

It is easy to incorporate the link to executable doc into our own email documents.