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Filter 106 vetted PandaDoc reviews and ratings
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Reviews (1-25 of 56)
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November 10, 2020
We use PandaDoc in our Sales and legal dept. (for customer-facing legal matters).
PandaDoc makes it possible to control the possible content of contracts and makes it easy for the sales team to produce proposals that have a look and feel of tailored unique quotes for our clients, even though they are in fact 90% pre-made templates.
PandaDoc makes it possible to control the possible content of contracts and makes it easy for the sales team to produce proposals that have a look and feel of tailored unique quotes for our clients, even though they are in fact 90% pre-made templates.
- Contract management
- Sales enablement
- Follow-up on clients is easy
- Integrate to Slack with Zapier for celebration of team-wins
- Editing library items should affect the templates using them, so we could edit multible templates at once.
October 29, 2020
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.
October 27, 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
- Allows you to create really special artistic presentations
- When you convert to a PDF document there needs to be a name, date, signature option
- Page numbers only available on PDF
- You need to be able to rotate photos.
November 12, 2020
I use PandaDoc for contractor, employee and sales agreements. Within the contractor and employee agreements, there are multiple documents needed and used that required confidentiality and signatures.
- Importing information that is needed in a contract or document
- Delivering notifications to admin to understand where the recipient is in the process
- Electronic signatures are easy
- I like the dashboard where you can see latest things that have happened
- Sometime the system is glitchy; recipient cannot access some fields at times
February 28, 2020
As power-users and implementors of PandaDoc, we're intimately involved with the software in multiple applications. As users, our entire agency works in PandaDoc on a daily basis. Sales leverages the seamless integration with our CRM to originate, customize, and present sales documents and contracts with new clients. Once new clients are onboarded, our operations team leverages PandaDoc to create marketing, web, and sales enablement plans. Our fulfillment teams reference those docs for project plan creation and deliverable tracking.
Our Sales Enablement team works with client's sales systems. We stand up and build out PandaDoc environments for our clients, integrating the technology with their CRM. Once integrated, we stand alongside them for training and application, helping them create collateral for every step in the sales process.
PandaDoc has been a tremendously powerful technology that we depend on to solve for both ourselves, and our clients.
Our Sales Enablement team works with client's sales systems. We stand up and build out PandaDoc environments for our clients, integrating the technology with their CRM. Once integrated, we stand alongside them for training and application, helping them create collateral for every step in the sales process.
PandaDoc has been a tremendously powerful technology that we depend on to solve for both ourselves, and our clients.
- PandaDoc is great for building dynamic proposal templates and pitch decks. New documents can be created directly from these templates, making customization easy and efficient.
- PandaDoc has the ability to manage large content libraries and product catalogs. The ability to reference and inject elements from these tools makes proposal building a snap.
- The integration capabilities are fantastic. The ability to originate sales docs directly from CRM records and have that 'event' time-stamp into the contact record is great. Then, as documents are sent and engaged with the history of that engagement is also time-stamped to the contact record. This gives sales great insights into the activity which trigger them into the actual document for deeper engagement history.
- PandaDoc needs to improve the presentation capabilities. There is heavy application for sharing a document on a screen share meeting before it's sent. PandaDoc lacks presentation capabilities.
- PandaDoc needs to improve their integration with other software partners. The ability to load videos into documents is great, but they don't accommodate top video platforms like 23 and Vidyard yet. This is overdue.
- They need to improve their value beyond the sale. There is opportunity to expand their value into operations and fulfillment, beyond the current ability to capture payments.
February 04, 2020
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
February 27, 2020
PandaDoc is used for sending out booking confirmations to clients. This is when the sales team go into any agreement with a client. This could be on advertising space, sponsorship of awards, exhibition space. Panda doc allows us, as a company, to get a signed agreement. PandaDoc contracts states what the client is getting, the cost and the payment split. I pin signing and a contract is formed.
- It allows you to save templates of your documents, that you frequently use
- It gives you email updates when your documents are viewed and completed
- It is a bit temperamental with moving text fields on templates when you are filling it out. If you are using a template you should be able to have the text fielded locked to where you want them
- Once you have sent a form, if you click on editing , it will lock the document for signing - it is not always clear when that you have done it. The document should prompt you before clicking off , it it has been sent perviously, that you need to send it off for signing
January 20, 2020
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 13, 2020
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.
January 17, 2020
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
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
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
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
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
January 14, 2020
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
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
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).
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
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
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
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
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
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.
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
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.
PandaDoc Scorecard Summary
What is PandaDoc?
PandaDoc enables sales teams to streamline their process to generate, negotiate, and eSign proposals, quotes, and contracts.
The vendor states that over 18,000 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 5 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
PandaDoc Competitors
PandaDoc Pricing
- Has featureFree Trial Available?Yes
- Has featureFree or Freemium Version Available?Yes
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?Optional
| Edition | Pricing Details | Terms |
|---|---|---|
| Free eSign | $0 | |
| Essentials | $25 | per user/per month |
| Business | $59 | per user/per month |
| Enterprise | Request a quote |
PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation starting at $19 per month per user. All plans include unlimited documents, eSignatures, and users. Start your evaluation with a free 14-day trial. Talk to our sales team to find the best pricing solution for you and your team.
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 |