Filter Ratings and Reviews
Filter 95 vetted PandaDoc reviews and ratings
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Reviews (1-25 of 53)
January 13, 2020
Spend more time selling and less on admin with PandaDoc.
We use PandaDoc across all departments for its ease of capturing information and the notifications generated to keep all departments on the same page. I work in Sales and have not yet used such a user-friendly online quote system (we tried a few). The online dashboard allows my team to access important documents remotely which is a great feature.
- PandaDoc has a user-friendly option for online quote acceptance. It takes the paperwork out of getting sign-off from busy CEO's!
- PandaDoc notifies my entire team when a quote is accepted, in -real-time, which lets them get to work wherever they are in the world.
- Other than the system-generated emails from PandaDoc getting caught in customers' Spam folders, I haven't encountered short-comings in all the years using it.
February 04, 2020
Proposals for design firms
We use PandaDoc to create proposals for our customers. We also use it to collect the initial deposit to start a project with us. PandaDoc has not only cut the time we spend creating and sending quotes, but it has also become a repository of signed documents that we reference. By allowing our executives access to PandaDoc, we give them a birds-eye view of proposals being sent and reference point for signed contracts. Through an integration with HubSpot, the communication with the customer prior to the quote and follow-ups are also documented.
- Sending proposals
- Obtaining e-signatures
- Mobile proposal creation can be improved
- Rare instance of customer not receiving proposal via email/went to spam
January 17, 2020
PandaDoc has made administration at my company so much easier.
I use Panda Docs to interact with all serious clients in the travel sector. It helps us solve problems like quoting tours, confirming tours, and providing "Before You Go" information prior to tours.
- The top strength for PandaDoc is its 24-hour support available by chat. If there's something I can't quite get figured out in the middle of the night - they are right there to help.
- Legal client signatures and confirmations are all in one place. So I just have one place to go to reference data related to each client.
- The biggest drawback is that the image library cannot be managed easily. You have to get to it you have to be editing a document. Images can't be tagged, and they can't be uploaded outside of a doc creation.
- Another minor issue is that sometimes it's difficult to work with links.
January 17, 2020
The best and ONLY tool for proposal execution!
In our organization, PandaDoc is used as our method to develop and send proposals to current and potential clients. We recently merged our company into one entity, which also moved our two PandaDoc accounts into one. It is primarily used within the marketing, sales and operations departments of the company. As for business problems, it allows us to populate our content and make the process of proposal execution and delivery much easier and less time consuming.
- The customer service is amazing! Anytime I have an issue, I receive an immediate response.
- Our specific company branding was easy to implement within PandaDoc, which was a huge selling point for us. Our branding has been a large project and being able to actually use it in a different system outside of our own was a huge win.
- Some of the functionality that was in Editor 1 was not pulled into Editor 2. It's not a major deal, but it would be nice to keep functionality with new versions, but just make the necessary updates to them.
- I consistently have issues adding PDF files to PandaDoc. It could be user error, but there are several files that I need to add to documents that are only in PDF format.
January 17, 2020
I use PandaDoc to create all of my proposals. It provides my customer with a proposal I am proud of.
I currently use PandaDoc to create professional Landscape Maintenance Proposals and Estimates. You can create great templates, which save me so much time. We are able to have clients electronically sign documents and return them to me immediately instead of having to print the document, sign it, scan it and send it back. Saves me a lot of time across the entire sales process.
- Template creation is easy with examples and pre-filled information
- Alerts you of document being opened and signed
- When you convert to a PDF document there needs to be a name, date, signature option
- Page numbers only available on PDF
January 17, 2020
PandaDoc is the best of both worlds: easy to use with complex options for creating documents.
We used PandaDoc to send out service contracts for events services related to lighting, AV services, videography services and DJ services. It addresses the problem of accepting payment through a contract and showing off content in the contract. It also enables customers to select the quantity of pieces of equipment and check boxes for different service options to fit their budget.
- It accepts payments through the payment gateway
- It enables video embeds to show off some of our lighting effects
- Bug that makes it so a content block jumps down or up the page and I have to refresh
- Doesn't allow option dependent discounting (adding options doesn't effect discounts)
January 17, 2020
Hands Down PandaDoc Over the Competitor!
Our sales team uses PandaDoc to confirm a sale and also confirm the plans to avoid issues after installation to ensure client and designer are on the same page. Our office uses it to facilitate any sale that goes into our system. Clients can easily complete the documents on their end and enter payment information which helps speed up our process. It is a great system since it is integrated with our CRM Zoho software.
- Very Easy to manipulate templates
- User Friendly
- None
January 15, 2020
Great proposal creating tool
PandaDoc is a very useful tool for the Customer Service and Sales department, where it is currently being used. It allows us to create informative and good looking proposals for clients.
- Easy document creation from templates.
- Proposals management.
- Cumulative statistics on proposals (sent, accepted, declined, etc.).
- Better CRM integration
PandaDoc is being used for client acquisitions. It is used to prepare quotes and proposals for our prospects and can be used as the final contractual agreement if they wish to proceed with our products and services. It's a great way to display all the information needed and do so through an online platform. It streamlines our processes and negates the need for paper agreements.
- Very user friendly and easy to add or remove specific blocks of content.
- Automation with work flow requirements are great.
- The ability to add and remove images of our product range.
January 12, 2020
The time saving and deal making tool!
We use PandaDoc to sign service level agreements with partner companies. It allows us to easily bring on new business partners and cover the scope of our service as well as the terms for payment and legal guidelines. The forwarding function and signing order are some excellent features that really help us get the document to the right signing parties in the right order. The expiration function also helps us control the length we leave a document open.
- The template and design process is easy and intuitive to use.
- The ability for a signer to forward the file for signature is excellent.
- Can't honestly think of functionality I'd add - It really does work well for my purposes.
January 10, 2020
PandaDoc is a great tool for those looking to create many professional quotes quickly and effectively!
As a managed service provider, we use PandaDoc to quote new business to current and potential clients. It makes our lives easier to quickly send out dozens of professional looking quotes every month as well as being able to manage all the quotes being sent out efficiently and effectively. The marketing coordinator does the quoting through PandaDoc within our organization along with the assistance of the owner.
- Being able to build content libraries and templates saves a lot of time creating new quotes.
- The drag & drop aspect of building a quote within PandaDoc is efficient and works well.
- Having the ability for two or more users to edit the same document at one time would be very useful in a collaborative process.
- The "undo" button, or going back several steps, doesn't always work well, which can be frustrating and cause you to recreate content over again.
January 10, 2020
National Sales Manager Review
We use PandaDoc exclusively in all customer-facing quotes and sales proposals. PandaDoc has helped us centralize all of our quotes—both open and historical. The ability to create multiple templates for different proposal types has eliminated confusion on how things are being presented to customers as well as order entry errors. Making a change in one place (template) allows us to quickly adjust to customer needs (new products) and continual improvement in our sales-to-operations transition of orders.
- Catalog of products
- Templates
- The ability to adjust spacing within a quote.
- The ability to total up different pricing tables (think Excel).
January 09, 2020
PandaFans!
We use it in the sales department, to send offers and to sign all documents and contracts.
- Saves time by delivering contracts worldwide in a instant.
- Environment friendly by saving tons of paper.
- Redlining - It would be very useful to be able to propose changes directly in the document (like a drive) so we can negotiate the clauses without sending numerous versions of the document through email.
- It allows documents created or uploaded from PandaDoc to integrate with CRM.
January 08, 2020
Efficient and highly effective.
PandaDoc is being used by the entire commercial portion of our company for both new and existing customers. PandaDoc allows us to create templates for our most frequent document needs as well as store a library of objects to apply to any ad hoc customized order or form we may need. It provides an easy and convenient place for us to store, reference and create our contracts, presentations and general documents.
- Templates for frequently needed documents.
- Content library for formatted objects.
- Multiple options for form expiration.
January 08, 2020
Keeping track while keeping it simple!
We use PandaDoc in several departments to address partnerships and contracts with a variety of different stakeholders. PandaDoc serves as a vehicle to create, track and document branded agreements and contracts between departments and other service providers.
- Branding
- Audit trail
- Challenges changing tokens
- Automatic expiry too short
January 07, 2020
PandaDoc Rocks!
We use PandaDoc to create and send e-signature documents like consulting agreements, NDAs and statements of work. We use PandaDoc in conjunction with HubSpot for document management and storage. PandaDoc is also used to create some client facing collateral as well as internal documents such as new hire and termination checklists.
The main departments that use PandaDoc are executive, sales and marketing. The main business problem that this addresses for us is the ability to have a consistent message and branding as well as the tracking analytics when we have sent a key document that requires a signature.
The main departments that use PandaDoc are executive, sales and marketing. The main business problem that this addresses for us is the ability to have a consistent message and branding as well as the tracking analytics when we have sent a key document that requires a signature.
- Opened/read analytics and signature completion
- Storage of library items for inclusion in select documents, eliminates new verbiage creation
- N/A
October 25, 2019
PandaDoc review from media business user
We use PandaDoc as confirmations for our booking system. We are a media business that run events and publishes a magazine. We produce around 150 bookings a month and have 3 users of the software. We used to just use email confirmation but felt that this needed to be professionalised.
- Create the document which serves as our booking form with our terms and conditions
- Easy to sign with a pre built in signature based around the customer's name
- It’s really easy to email the confirmations directly to our customers
- The system would be improved if it could link up with our Freshsales CRM
- It should also consider including more frequent auto reminders like you get with Xero - I don't think this can be done
- Maybe better preset templates would help improve the product for certain customers
January 13, 2020
Easy to use for the small business owner
For gathering all my intake information for a client before services are rendered.
- Quick.
- Easy to sign.
- Filling in numbers is always difficult for clients.
- Not user friendly on some applications.
January 07, 2020
PandaDoc Rocks
I do a lot of quoting for our company. All of my quotes are done with PandaDoc. I love that I can see when people look at my documents and how many times they look at my document as well as what they are looking at. I love the product.
- Quotes are easy to prepare
- Templates work well and are easily adapted
- Still getting to know the program so I have no comments right now.
- Sometimes there is a lag or the program will say reloading. Sometimes this takes a while.
November 05, 2019
PandaDoc is a fantastic product that does a lot for sales and a price you can't beat
We use PandaDoc for proposals, quotes, service agreements and pretty much anything contract wise between us and customers.
- Catalog management
- Electronic Signature
- Document tracking
- User management is a bit rough. Since I'm an admin I cannot share a document with someone else if I create the document myself.
- Pricing could use some work.
September 11, 2019
Saves time!
We use it for sales proposals and agreements across the team (inc. employee agreements).
- Integration with CRM.
- Price catalog.
- Templates and content sections.
- E-sign.
- Xero integration puts the invoice to contact not the business/account.
January 20, 2020
PandaDoc for Professional Consultants
We use PandaDoc across our whole organisation for marketing, sales, e-signing proposals, agreements, confidentiality agreements and NDA's. It automates most of our processes and saves us a tremendous amount of time and resources. PandaDoc is an integral part of our administration and sales processes and very cost-effective compared to other solutions.
- Fantastic solution for e-signatures and a very affordable rate.
- Our clients receive their proposals or documents normally in seconds after we send it.
- PandaDoc would become even better if they could integrate a CRM functionality into the software.
- More templates would make onboarding so much easier.
January 17, 2020
PandaDoc gave us the solutions we need
Our company is very small (just me and another partner), so it is being used across the whole organization. We needed a way to send clients proposals and contracts in the same place and also have them be able to sign them or pay for their deposit at the same time.
- Easy for clients to use
- Lets clients sign and pay for deposit
- UX/UI for designing the documents (I think Proposify does this better)
- Have trouble getting images to show up when saving to PDF
January 17, 2020
Our favorite tool by far
It is being used for sales and billing purposes. We send quotes and service agreements with it. It addresses the problems we had in regards to making sure our customers receive our proposals, contracts and invoices. It has been very useful in keeping track of what parts our customers actually read and how much time they spend on each section. It also serves as an ''all inclusive'' sales and administration tool. We could not operate without it!
- Proposals
- Service Agreements
- When using with Pipedrive, it overshadows the other page and we can't see information in our CRM when the proposal is opened without closing the app.
- If you move your mouse off screen in certain text boxes, it closes the page altogether.
January 10, 2020
Great functionality at a great price
We mainly use PandaDoc as a convenient way to distribute non-disclosure agreements (NDAs) for people who contract with us and also for people who attend our events (which also includes a liability waiver). I am usually the person who sends out the NDAs, but I do this for various departments in our organization. The business problem it addresses is finding a good way to send and keep track of our signed NDAs.
- We can organize our various Non-Disclosure Agreements (NDAs) and send them to various people easily and quickly.
- PandaDocs keeps track of where each person is at in the signing process (viewed or completed).
- We would love to use PandaDocs for liability waivers for our large events (currently we only use it for our small events). The limitation is that you must assign the document to each individual person. It would be great to have the option to send the same NDA/liability waiver to a list of people (generally over 200 people). You can't do this now because you must assign each interactive field in the document to an individual person. This feature is great if you are only sending the NDA to one person, but it doesn't work if you want a large number of people to sign the same NDA. So we would love to see this as an option.
PandaDoc Scorecard Summary
About PandaDoc
PandaDoc enables sales teams to streamline their process to generate, negotiate, and eSign proposals, quotes, and contracts.
The vendor states that over 17,000 customers use PandaDoc’s all-in-one document automation software and workflow capabilities to provide customers with a professional and engaging experience. PandaDoc helps users simplify processes and increase efficiency across the organization when integrating an existing CRM, payment, and file storage apps into a unified workflow.
They further state that PandaDoc's customers closed over five billion deals in 2019 and on average, benefit from a:
- 28% increase in close rate
- 18% increase in average sales price
- 65% decrease in document creation time
PandaDoc Screenshots
PandaDoc Video
PandaDoc Integrations
Salesforce.com, Zapier, HubSpot, Pipedrive, Insightly, Zoho CRM, Nimble, Nutshell CRM, Sugar Sell (SugarCRM), Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Copper (formerly ProsperWorks)
PandaDoc Competitors
Pricing
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Does not have featurePremium Consulting/Integration Services Available?No
- Entry-level set up fee?Optional
PandaDoc Support Options
| Free Version | Paid Version | |
|---|---|---|
| Phone | ||
| Live Chat | ||
| FAQ/Knowledgebase | ||
| Social Media | ||
| Video Tutorials / Webinar |
PandaDoc Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | Apple iOS, Android |