PandaDoc Reviews

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Score 8.6 out of 100

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Reviews (1-25 of 53)

Johan van Zyl | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
PandaDoc is very well suited for sales teams who need to send out professional quotes quickly, and get them signed off quickly.
When sales teams travel to events, being able to generate a quote and get sign-off whilst chatting to a prospective client makes all the difference to the deal, since no paper is involved.
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Matt Fehrmann | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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
PandaDoc works well for building modular quotes where there are a few changes needed to each proposal. I would stray away from using it to build one-off quotes, since the design tools are limited. For example, there isn’t drag-and-drop positioning for images. Instead, you need to use a pre-made image layout. That said, PandaDoc is fully mobile responsive, so this minor “limitation” could actually be seen as a feature to ensure proposals are well formatted on mobile devices.
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nancy lauer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
I can't think of a scenario where PandaDoc isn't well suited - at least in my industry. It's great for proposals that aren't cookie cutter. I can create quotes with different pieces of text and different images while the boilerplate stays the same.
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Nathan Schreiter | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
In our company specifically, we have recently implemented a process where all work goes through the PandaDoc system for tracking and accurate documentation of work. At this point, there haven't been scenarios where PandaDoc has not been a necessary tool.
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CRAIG WEINSTEIN | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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
It's great for any type of contract, proposal, or professional presentation. My proposals stand out from the rest. The boss told me he thought it helped sell jobs because the proposal is much nicer in appearance and organization than our competitors. PandaDoc's support is quick to respond and help you edit a document. I use it for every proposal and estimate that I am part of.
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James Biller | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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)
PandaDoc is well suited for businesses that are in the service industry where deals aren't always straightforward. It would be less appropriate for a business that sells products and ships them out- there's not necessarily a reason to have all the functionality of PandaDoc, unless we're talking about really expensive products (in the thousands or tens of thousands of dollars).
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Melissa Veinotte | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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
I like that I can upload my designs to the contract. You can easily drop a custom initial box to our designs to ensure the client verifies reading specific notes about the jobsite, design, or materials.
Read Melissa Veinotte's full review
Gor Manukyan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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
It's working great if you need to create good looking proposals very quickly.
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Sam Robertson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
PandaDoc is used for one of our proposals to prospects and, at the same time, used as a contractual agreement if they wish to go forward. In this instance, it's perfect and works really well.
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Josh Ruff | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Pandadoc works well for signing simple agreements between business parties. It isn't ideal for a situation where lots of redlining or amendments need to be made by either party. So a basic agreement that doesn't require back and forth or edits is best. In situations where I've had legal language or additions requested it's required a new file to be uploaded multiple times. This is the exception though - as the bulk of my work is in the standard format and it's a quick easy mechanism for myself and the partner companies I work with.
Read Josh Ruff's full review
Jesse Good | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
PandaDoc is well suited for organizations who need to create and manage many quotes or documents. It allows for high quality documents to be created and shared to people within or outside of your organization. However, it may not be worth it if you only are looking to create a couple quotes a month.
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Michael Deemer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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).
PandaDoc is flexible enough that you could use it in any industry for the initial sale. It is less appropriate for recurring sales where a current customer is simply placing orders on an established pricing sheet. If they came up with a way to give selected customers access to their own purchasing page with their own catalog of items to choose from, that would be huge and would allow us to utilize PandaDoc to the fullest extent.
Read Michael Deemer's full review
Alejandro Baraza | TrustRadius Reviewer
January 09, 2020

PandaFans!

Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
It is very useful when it comes to maintaining the paperless culture we have inside the organization. It is very user-friendly, it saves time, and has an audit trail (which is very handy).
It would be less appropriate for our big deals/clients. When the contract has to be signed by different people which are in different countries (subsidiaries) sometimes the person we are in contact with does not know who is signing the document and then have to resend it several times. But when there is more than 1 signer it is not viable to send the document through PandaDoc, so we have to send the document through email in PDF and print it like we used to do before using PandaDoc.
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Dave Yoha | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
PandaDoc seems well suited for all of the instances in which I have used it. It might not be the best for sending documents that one does not wish to expire, however, this could be settings that are articulated by our systems admin which I do not see.
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Joanne Jordan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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
When sending proposals to clients, I use PandaDoc exclusively as it allows me to create and re-use detailed templates (time saving in the long run) and I can track the activity, who has read the document, when they have viewed it etc. I can also use document and signature forwarding so that the decision maker can be brought into the loop once the details have been finalized. There is no need to print, sign and scan back poor quality documents as it is all done electronically.
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Angel Smith | TrustRadius Reviewer
January 07, 2020

PandaDoc Rocks!

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Opened/read analytics and signature completion
  • Storage of library items for inclusion in select documents, eliminates new verbiage creation
  • N/A
This is a product that has been well suited to the consulting practice that we provide. Allowing for the redlining and collaboration between us and our clients for changes to a document saves a lot of time.
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Jamie Wilkinson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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
PandaDoc works as a more professional booking confirmation system. Thankfully we haven't had to test whether the documents stand up in court but rely on their expertise with this. I’m not sure that the level of sophistication would be needed for a start up - we only began using the system a few years ago.
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Kristin Warren | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Great for quick response. Difficult for people who are not electronically savvy.
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Darleen Pigeon | TrustRadius Reviewer
January 07, 2020

PandaDoc Rocks

Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
The company I work for sells modular homes. We get lots of requests for quotes online. I like that I can set up templates and use these templates. It makes my responses quicker and easier. So far I love the program.
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Sam Kemp | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
This is by far the easiest way to send out polished proposals with electronic signatures with a fantastic price.
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Scott Gellatly | TrustRadius Reviewer
September 11, 2019

Saves time!

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
PandaDoc is great for any service business or anyone selling a product where they don’t need to track stock quantities. It is particularly good when paired with a CRM like Copper.
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Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
PandaDoc is suited for any professional consulting business, saving the user money, time and resources. PandaDoc became our backbone in the office for sales documents, signing contracts and generally sending proposals and/or quotes within seconds. It further has a robust e-signature function that streamlines all our business processes with detailed record-keeping built right into the program.
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Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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
I think it’s well suited for any kind of small business or agency who needs to send over any kind of proposals or contracts. You can make templates too and reuse those so you can save time.

I imagine it would be good for very large businesses too, but I can’t say for certain.
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Anonymous | TrustRadius Reviewer
January 17, 2020

Our favorite tool by far

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
We cannot imagine working without PandaDoc anymore. Everything from proposals to service agreements to invoices. Even NDAs!
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Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
It's a great way to send and manage documents that must be signed, such as non-disclosure agreements and contracts.
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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 Features

Has featureFast quote, proposal, contract generation
Has feature300+ professional designed templates
Has featureLegally binding electronic signatures
Has featureReal-time document collaboration with approval workflows
Has featureReal-time document tracking and notifications
Has featureIntegrations with CRM, Storage, Payment Apps
Has featureUpload and customize virtually any file type

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 VersionPaid Version
Phone
Live Chat
Email
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

PandaDoc Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android