PandaDoc

Our company relies heavily on efficient, secure, and user-friendly solutions for sending documents to our clients for signatures, and PandaDoc has consistently exceeded our expectations.What stands out most is the ease of use. The interface is intuitive, making it straightforward to prepare documents for sending and signing. This user-friendly aspect is not just limited to us as senders; our clients frequently commend how simple and hassle-free the signing process is on their end.

PandaDoc's is our electronic signature solution. It is integrated with Salesforce so all contact information is integrated into the license orders and statements of work that are sent for signature.

The issue was before we used to print to sign the documentation, for customers, new hires even approvals inside of the organization, so now we just built the document that it's necessary to sign and approve and s easy, as select the approvers (to sign) to follow a flow, then with a click on send and the received to review and sign.

I just find it very easy to use. Everything is intuitive and it's where it should be. While trying to operate, buttons are locatable, and the workflow is very fast and simple. Also, it helps our clients to comply almost immediately. In case anything gets "lost", the reminders get in action to make it work. Having folders makes it easier to locate files. Adding signatures and signers is also very easy.

PandaDoc has been used to get consent and e-sign for any social events that we plan to get collaboration from our friends and colleagues

I use PandaDoc for my entire sales process starting with NDA's, then proposals, then contracts. It enables me to execute assignment selling that keeps my customers active in the process, while providing them with an easy experience and high quality documents to consider at the various levels of execution.

With online clients, I can't have them sign new agreements in person.

Panda doc makes it easier to sign on new clients abroad quickly with minimal hassle, without having to send an agreement via mail.

It's also great because you get notified if someone has viewed the document and of course signed the document

PandaDoc has been a game-changer for us in terms of cost savings. It has all of the same tools as the other companies but at a fraction of the price. We love using it and haven't had any complaints!

- E-signature tool - Beautiful proposals - Complex quotes - Workflow automation - API for integrations - Salesforce integration - Central repository for documents - Bulk sends (mail merge) - Document analytics - view if proposals were seen by the recipient & tracking of stages for documents - Forms to collect data and export to CSV - Canva design integration - Presentation mode - (like Powerpoint).

PandaDoc allows us to receive official signatures on approvals and we can easily save the documents as a PDF. It is very user friendly too!

We needed a tool that speed up our document signing process and delivered a smoother customer experience. We evaluated based on the core functionality, integration into our CRM and a system that also enabled the right guard rails to be placed for our Sales team.

Pandadoc solves all of these problems above and also added additional functionality to our tech stack by offering forms and also templates we could use through the Sales process

PandaDoc was used to send sales quotes. It simplified the process of sending quotes and allowed you to keep track of the quote once it was created. The fact that it's easy to use and very easy to train someone to use is the start of what makes it a good product.

We use PandaDoc to create, submit, and track our contracts and proposals. We needed a way to create templates covering several different use cases, that also tracks the viewing process from start to finish as well as connecting to our CRM. We use PandaDoc very, very frequently. Having living documents with dynamic fields speeds up our process immensely and reduces the bottleneck that commonly comes with monitoring contracts and supporting our clients to sign.

Overall i think Panda Docs is excellent for document collection and onboarding. The process from start to finish is so easy that anyone could pick it up. I would highly recommend them to anyone who has a business that wants to be fast and efficient with everything they do. Panda Docs have saved us so much time and money in our few years we have been using them.

We are a painting company that uses PandaDoc to digitally execute customer contracts.

Before PandaDoc, we utilized conventional products like DocuSign. As we began to scale our sales team, having a product that wasn’t license or usage restrictive and still allowed on the fly modifications became much more important. Now instead of static contracting, we are able to incorporate, modify and provide incentives and overcome objections, all part of the sales process. This has led to fewer misunderstandings regarding “we owe”, faster turnaround on agreements, more sales, and sped up vendor onboarding with large auto groups.

Manage all documents from lead generation and contract management to final stage agreements

I use PandaDoc to send contracts to my clients. Using PandaDoc makes it very easy for my clients to sign up online. Many clients do not have scanners and printers and do not have the ability to print out, scan and email back contract documents to me. This makes it very simple for my clients to be able to sign online. It is very efficient and allows me to be more productive, make more sales and earn more money.

I use PandaDoc to to send lease documents, and other forms of documents that require signatures from tenants or clients. It allows me to be able to have them sign it digitally, rather than having to physically go to each tenant to sign. It saves a lot of time. I strictly send it for documents to be signed, anything to do with real estate management documents, I use PandaDoc to get the signatures needed.

Due to the covid 19 pandemic, we stopped seeing our clients in person. To continue serving them while remaining contactless, we began using PandaDoc to receive electronic signatures.

Keeping everything in order simple and organized. Would be even better if panda doc had a review system incorporated into it as well

We use Pandadoc to provide a simple yet powerful way for our clients to sign our SaaS and DPA contracts.

We use it to quickly and efficiently build quotes for customers. The business problem the product addresses is having to drag and drop every single customer's contact information/contract number information from Salesforce onto PandaDocs. It does all of that for us within 10 seconds. Sometimes less. Never instantaneously, but more than quickly enough to make it well worth it. We live in a world of instant gratification, so when someone clicks a button these days they expect an immediate result. The scope is massive. We don't quote customers on anything else. And we have a ton of renewals. Thousands a year. Saves a ton of time and I have yet for it to make an error.

We needed to decrease the amount of time it takes to create proposals, turn them into contracts, and get deals signed. Pandadoc allows me to create a library of a) content, and b) branded design elements that perfectly match our corporate brand style guide, even including custom fonts. We are able to quickly put together proposals for complex SaaS solutions that are tailored for specific prospects, but pulling from our libraries and end up perfectly branded. In our case, we append plain English agreements to the proposals, matching the brand, allowing us to seamlessly move from proposal to contract. Managing signers and getting digital signatures is easy with Pandadoc. The amount of time it takes us to send a new agreement is down from hours to minutes; we are sending and closing deals so much faster with Pandadoc.

I send power of attorney documents and property damage release forms to customers and clients. these forms are used in the purchasing of vehicle that are total losses and getting titles renamed. The releases are so parties can not come back to sue our insured at a later time.