PandaDoc

PandaDoc

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Top Rated
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Score 8.9 out of 100
Top Rated
PandaDoc

Overview

Recent Reviews

PandaDoc life made simple.

9 out of 10
May 15, 2022
We use PandaDoc for both our proposals and obtaining an agreement with our clients. The process is very smooth and allows for a seamless …
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Awards

TrustRadius Award Top Rated 2022
TrustRadius Best of Award, Best Of Relationship 2022
TrustRadius Best of Award, Best Of Value 2022
TrustRadius Best of Award, Best Of Feature Set 2022

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Video Reviews (2)

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Pricing

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Essentials

$19

Cloud
per user/per month

Business

$49

Cloud
per user/per month

Free eSign

Free

Cloud

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.pandadoc.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Features Scorecard

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Product Details

What is PandaDoc?

PandaDoc provides an all-in-one document workflow automation platform designed to help fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. The vendor states PandaDoc empowers more than 27,000 growing organizations to thrive by taking the work out of document workflow.

PandaDoc Features

  • Supported: Unlimited legally binding eSignatures
  • Supported: Unlimited document uploads
  • Supported: Payments
  • Supported: Templates
  • Supported: Rich media drag and drop document editor
  • Supported: Pricing tables
  • Supported: Audit trail and document analytics
  • Supported: CRM and Zapier integrations
  • Supported: Content library and content locking
  • Supported: Custom branding
  • Supported: Approval workflows
  • Supported: Forms
  • Supported: Bulk send
  • Supported: SSO support and custom user roles
  • Supported: User performance and content reporting
  • Supported: API

PandaDoc Screenshots

Stand out from the crowd with stunning, effective sales documents with custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Keep momentum…get your documents out the door fast to keep deals moving with automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Centralize communications, streamline the negotiation process, and make revisions in real-time in a single location.Stop flying blind when creating forecasts. Picking which deals to include (or exclude) is easy when you can drill down to the deal level with proposals.Reduce the length of your sales cycle and give customers a better experience with legally binding eSignatures

PandaDoc Video

Simplify the process to create, send, track, and eSign sales documents. For more info, visit one of the links below: Website: https://www.pandadoc.com/?utm_medium=social&utm_source=youtube&utm_campaign=channel-video-Sales-documents-that-close-PandaDoc LinkedIn: https://www....
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PandaDoc Integrations

PandaDoc Competitors

PandaDoc Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Comparisons

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Frequently Asked Questions

What is PandaDoc?

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

What is PandaDoc's best feature?

Reviewers rate PandaDoc Professional Quality highest, with a score of 9.1.

Who uses PandaDoc?

The most common users of PandaDoc are from Small Businesses (1-50 employees) and the Marketing & Advertising industry.

Reviews

(1-25 of 194)
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Score 9 out of 10
Vetted Review
Verified User
Review Source
We use PandaDoc for both our proposals and obtaining an agreement with our clients. The process is very smooth and allows for a seamless selling cycle. We can send our clients a proposal and if accepted send them the agreement. It is also a huge benefit that PandaDoc integrates with our CRM. I highly recommend PandaDoc!
  • Proposals
  • Agreements
  • sync's to CRM
  • For the agreement portion, it would be nice to have the final signed that is signed have the uploaded documents included in it. Right now I have to click the documents separately. That is being very picky I know but a feature we had while using DocuSign.
PandaDoc has been amazing for my proposals allowing me to add various services and have set templates. It has allowed us greater flexibility with our pricing and I can send it to a potential client super fast. The other benefit is sending our agreements from PandaDoc. This is a new feature we just started using so I am sure I am not using it to its full capacity but it's nice to be able to do all of it in one system. I love how it's integrated with our CRM as well!
The reusable templates are very beneficial. I have a couple of templates that I have to choose from and I can still make little adjustments in seconds. It has streamlined our proposal process and saved a lot of time. It's nice to use the integration with our CRM and to have the ability to send our agreements to our clients!
Lukas Krondorf | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use PandaDoc to send contracts to be signed by our business customers. Often drafts are being amended after feedback from customers. Collaboration Agreements often go through several cycles and are being changed efficiently in Panda Doc. The final signature and the proof page being added make the whole affair look very official and trustworthy.
  • Comment function to propose changes
  • signatures from multiple people
  • easy pdf handling
  • Adding signature fields could be handled more automatic
  • propose placement of signature fields
  • connect through google account to auto-propose email accounts to be sent to
PandaDoc is excellent if you have a finished document that needs signatures from all people involved. It is easy to upload any PDF and the signature fields are added in a few seconds. Then, the document is sent to them before the listed recipients and everyone has the ability to fill out the specifically assigned fields. When the document is finished, the combined file is sent to you as the administrator.
Reusable templates let you create a new document in just a few clicks. This makes it easy to provide a quote to a customer and transform the quoted information into a sales contract quickly. PandaDoc also has myriads of different integrations with other software. This functionality and its capabilities are something we have just scratched the surface of.
Score 10 out of 10
Vetted Review
Verified User
Review Source
I use PandaDoc for customers to sign contracts for the work that will be performed, quick signatures, and warranty certificates as well. This helps me avoid sending customers' contracts ahead of time via mail. Same thing with other documents. Very helpful.
  • Templates are useful
  • Friendly dashboard & easy to understand
  • Affordable
  • More signature fonts
Definitely useful when you need to communicate with clients and it helps get the job done. It is useful when you need other people to get involved. I would not recommend it if you only needed it for yourself.
Definitely having templates makes my job faster, easier, and more useful. Prevents me from uploading the document, and adding text boxes every single time.
May 10, 2022

Real Estate Broker

Score 9 out of 10
Vetted Review
Verified User
Review Source
to send offers and other disclosure documents for signature.
  • saves docs
  • allows you to set up and send docs for signature
  • alerts you when docs have been signed
  • allows you to delete docs
  • allows you to organize docs
  • better organizational tools
The best thing about PandaDoc is that it is free if you don't need a lot of perks. It has the most robust free offerings. It is extremely user-friendly. I had no problem jumping in and using it. It keeps up informed regarding the signature process and alerts you when it has been completed.
It has made contracts easy.
Score 10 out of 10
Vetted Review
Verified User
Review Source
PandaDoc helped us become more efficient overall in our business. It helped us: - Simplify the signing of documents for both the clients and ourselves by having one place for all signatures - Speed up the process of document signing by reducing the need for paper and scanner - Get real-time updates on the status of the documents sent for signing so that we can monitor and follow up the status.
  • The end user interface is so easy to use compared to some of their competitors.
  • Users can sign on the go using any platform, including mobile phones.
  • PandaDoc provides very competitive pricing.
  • Digital signatures meet the requirements of the NZ Government.
  • The instructions could be made simpler for the older generation (i.e., adding screenshots to instructions), but that's just nitpicking, to be honest.
It is well suited when you have to ask multiple people to sign a document as you can simply send it through to their email. It saves a lot of time and hassle as not everyone always lives in the same city. It is less appropriate in legal circumstances where the documents require a physical signature. This also applies to "some official documents like forms from Novopay (from my own experience) or possibly bank documents.
The e-signature has proven to be very useful for us.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We have integrated PandaDoc with our CRM software, Salesforce, to produce our quotations for replacement parts. This allows us to have a professional document which we've been able to add links to marketing tools that provide the customer with a more encompassing informational document than our previous proposals offered. We can customize the templates for use on different product lines.
  • Professional looking
  • Integrates multiple tools
  • Personalized documents
  • Mapping to the fields in Salesforce
  • Adjustable quantity fields when using price lists
This is great for writing proposals and allowing the customer to have a clear well-informed document. We can add links to videos' web pages, and allow the customer to download items from our document. The only few times that I need to help a customer out is when their email protocol dies not to allow them to open a link that someone sends to them. A few prefer to have a pdf sent to them.
We primarily use the templates that we've created for our quotations. I've also created an introduction to our department that I send to customers with a table of who's who in their support team and a link to download their personalized manual. These are sent to customers about 9 months after their initial equipped start-up.
Score 4 out of 10
Vetted Review
Verified User
Review Source
Before we set up our ATS and HRIS to handle new hire onboarding in a more automated way, our HR team was using PandaDoc for our onboarding documents. We set up our payroll onboarding forms, our benefits enrollment forms, and our policies requiring acknowledgment. Other team members still use PandaDoc for sales contracts and agreements.
  • Templates and content blocks
  • Smart form capabilities
  • Branding and appearance
  • Variables functionality is hard to understand
  • UI in general is not the most intuitive
  • Sometimes slow and freezes
PandaDoc is a great document management tool for sales and marketing teams, but not for HR. If you have a CRM that integrates with PandaDoc, that makes it even more valuable. Our company really only needs about 10 licenses and we've invested in premium features that we need, but the HR team needs its own workspace to keep sensitive information confidential, which is another spend on top of what we're already spending. With a clunky UI, it didn't make sense to invest in a tool that will slow down our work, rather than speed it up.
The template functionality and content block features work great for our sales and marketing teams. In HR, we've mostly used it for forms that have already been created and are in need of completing electronically. In these cases, the value isn't quite there for us. It takes a long time to figure out variables and the best way to get something filled out by a lot of people vs just one.
Score 9 out of 10
Vetted Review
Verified User
Review Source
PandaDoc is used for proposal and contract management. We generate quotations with it and use it as an e-signing solution for both internal documents and external documents like sales contracts and specific mandates. With PandaDoc we structure our proposal management and give our potential clients very rich information on our products, customer benefits, approach, and terms and conditions.
  • Beautiful template design
  • Proposal Dashboard
  • Active Campaign and Slack Integration
  • Application performance
  • More flexible pricing tables
Well suited in cases where proposal documents are key, with gorgeous design and e.g. embedded video. The document flow is very intuitive for both proposal creators and the receiving clients. Less appropriate when specific contract variables need to be reused in other ERP systems. For E.g. contract prizes are directly reused in the billing software.
We use reusable templates, a content library, embedded eSignatures, Zapier integrations, and automated workflows with Google Drive, ActiveCampaign, and Slack. All of this has proven helpful in speeding up this process. Next to that, we created a workflow on our website where clients create their own proposals without sales intervention. This turned out to be a solution for specific customers that like to be self-supporting and love to search for information 'anonymously'.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We are able to integrate with Salesforce in order to generate proposals and contracts easily and effectively. We send for internal approval and maintain accountability to the document throughout the process. From creation to complete the process is simple and effective to maintain the level of success we need within our organization.
  • Salesforce integration ease of use
  • Document creation and effectiveness
  • Monitoring the workflow of the document throughout the life cycle
  • Some of the editing functionality makes it difficult to change formatting
  • Some of the variables don't pull in as desired
  • The variable date doesn't update to today's date depending on send date
PandaDoc is great for generating documents and being able to quickly import pertinent information from sales opportunities. The approval workflow process is efficient and easy to use to ensure there is accountability for the document and it moves through the process smoothly. It is not as effective in maintaining visibility with prospects as we would like.
The system allows us to create proposals and documents easily using the template feature that we created for use with the entire sales team. Using the template ensures consistency and customer-facing documents are clean and up to date. Functionality with the Salesforce integration makes it easy to pull pertinent information without needing to have redundancies.
The usability is very intuitive and seamless being able to upload documents whether it be for internal purposes or customer facing documents such as proposals and contracts. Having the ability to see documents that have been viewed and monitor the entire workflow from creation through document signing has made it very easy to use.
PandaDoc support has been very responsible and helpful whenever issues have come up within the platform. We had a pressing issue at the end of the month and I used the live chat to get real-time support that helped to solve the problem. They have been nothing but helpful during our use with the platform.
David Beaulieu | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use PandaDoc for sending customized contract proposals, B2B contracts, and contracts to contractors who work for us. Using PandaDoc solves common problems such as missed signatures and initials on contracts since the system prompts the signer where each date, initial, and signature is required.
  • Allows us to see when and how often a recipient has looked at a document
  • Allows us to see how long a recipient has looked at specific pages
  • Take the user error out of signing contracts
  • Better integration with Outlook so we can see when in our Sent folder that documents have been sent
PandaDoc is well suited for any document that requires a signature from one or more parties, such as contracts. But it can also be used for sending customized sales proposals, even if a signature is not required. Some examples to use PandaDoc include service agreements, employment contracts, rental agreements, sales agreements, etc.
I rated this a little lower because I modify each template slightly to make the cover letter and other parts of the sales proposal unique to the receiver. But the shell is there and that speeds things up a lot.
Score 10 out of 10
Vetted Review
Verified User
Review Source
I use PandaDoc to generate proposals and contracts. It helps me present a professional proposal or contract in the very quick time frame. The design features and ability to tweak the draft are impressive. It has given me (and ShedPro) a competitive advantage.
  • Draft proposals
  • Calculate different payment options
  • Add high end design touches to agreement
  • N/A
If you deal with high-end tech-savvy clients this is a tool for your proposals. If you would like to impress a non-tech-savvy client, it will do the same. When you need to knock out an agreement quickly and professionally I highly recommend PandaDoc. I am very happy with what it has accomplished in my daily business operations.
We utilize the templates for dealers, builders, manufacturers, etc. E-sign capabilities are top-notch and it integrates well with others.
Score 9 out of 10
Vetted Review
Verified User
Review Source
PandaDoc has been easy and simple to use and works exactly for what we need it for. We generate quotes and send our customers PandaDocs so that they can review and sign the order, which we then proceed into production with. It always works, has an address book so the information only needs to be entered once, and can notify you if a customer has viewed, or completed it. Formatting the quotes is also easy with the drag and drop boxes and customizability. Once the documents are signed you can download individual or bulk download documents. They also have a great search system which makes finding past documents simple and easy.
  • Searchability of past documents
  • Formatting the documents
  • Saving templates
  • Overall ease of use, good UI
  • Sometimes notifications that a document has been signed do not get emailed
PandaDoc is perfect for what we use it for - sending documents to sign for individual customers. You get notified when it is signed as well as view, and it contains a signature as well as when the doc was signed and IP address. This may be my own ignorance but I could never figure out how to send out a document to multiple people (each only being able only to see and sign their copy.)
You can upload templates and format them to include the boxes and information that you need, as well as upload other personalized documents as well as the templates so you never have to fill out the same standard use template twice. This prevents us from having to set each field multiple times, and its autofill feature can find open spots and enter the fields automatically.
Score 9 out of 10
Vetted Review
Verified User
Review Source
From templates, content snippets, bulk email, and workflow management PandaDoc have streamlined our document creation, tracking, and marketing efforts. Workflow management has never been easier. The integrations from our payment processor to CRM work seamlessly into our overall workflows. PandaDoc provides great value whether you have a single user or manage an entire team or enterprise.
  • Workflow Management
  • Forms Creation and Deployment
  • Tracking and Reporting
  • Enhanced permission control for smaller businesses
  • More reachable and responsive customer support
  • More control over billing options
Creating templates and forms along with content snippets are very helpful. Tracking and reporting features show time spent and page viewed analytics are very good to assist in gauging progress or interest. The creation of documents is simple, quick, and easy. Billing, support, and user permission options can feel a little out of sorts.
With PandaDoc tools e.g. reusable templates, content library, embedded eSignatures, integrations, and automated workflows have significantly created a consistent streamlined approach to our document creation and deployment processes. The forms and bulk email features are also of tremendous value. Workflow management and approval workflows enable us to make sure that everyone is closely tied and linked to each document.
April 15, 2022

PandaDoc > Docusign

Daniel Condie | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
I use PandaDoc for any and all documents and contracts I need signatures for. Lease agreements and service agreements are the most common type of documents I send through PandaDoc.
  • Easy to Use
  • Friendly Customer Service
  • Great Price
  • The auto-sizing/placement of signature fields is limited.
When you need quick signatures in an easy to use format, PandaDoc rules.
Reusable templates are a great time saver. Doc creation is simple to understand and learn.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We are using PandaDoc as part of our initiative to digitalize all our contracts. We used to have quite some manual work in creating draft contracts via templates on word document and further amending it to suit our client every time. Managing these templates across different users was also becoming challenging too, which is why PandaDoc's impact was immense.
  • Digitalizing contracts.
  • Audit trails on signatures.
  • Assigning signees including open fields such as texts.
  • Single source of templates.
  • Better engine to generate templates from PPT not just Word.
  • Easily activate expired documents from main view.
It works extremely well when requiring digitalizing of your contracts and is quite easy and intuitive to use. The integration with sales pipelines such as Pipedrive has made our processes within the company much more efficient and productive. The only downside is if you use ppt as a source of contracts since it is much easier to play around with templates you will end up having a pdf that is non editable which will require quite some back and forth if there are edits to your templates.
Reusable templates is quite a positive impact but more so the integration with Pipedrive that allows us to generate contracts with only a few clicks and have it sent is a major contributor to efficiency, experience and automation as well. The ability to assign certain fields to individuals to add information or signatures on is also a great tool. Also using the tokens of field names from Pipedrive to automatically populate on the contract is a great tool in automation and efficiency.
Because this PandaDoc can work on digitalizing paperwork in all various departments. From Finance to HR to interdepartmental work sign off, to sign offs on project scope of work as well so you can really use this in any form of way that requires an approval stage or vetting process
Gage Milligan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
When we first started TwentyThree.Five we were sending contracts via email and hoping our clients would be able to sign, scan, and send it back without a problem. PandaDoc was a lifesaver in sending agreements, especially to our larger clients! It allows our clients to easily view and sign all online, and we have never had an issue. We use PandaDoc for all our legal agreements after a proposal has been agreed on.
  • Very easy to put a new document together in the builder.
  • Very easy to send documents to clients via email.
  • Very easy customer experience, they know where to sign and how to sign easily.
  • Being able to add or remove signature boxes without deleting previous signatures.
PandaDoc is perfect for small to medium businesses looking for a way to easily send online contracts. PandaDoc takes all the tricky steps out of the customer experience, leaving an easy and quick signing experience. Any larger companies may need to use a different system built for much larger agreements.
I love how easy it is for me to drag and drop a new PDF into PandaDoc, and it takes me right to the builder where I can add dates and signature boxes. Being able to customize with drag and drop eSignatures as well as dates and other elements has made creating contracts significantly easier.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use this for all our legal documentation now. This includes SLAs with Enterprise clients, SLAs with third party suppliers, Employment Agreements, Shareholders Agreements, and many others. We also store agreements generated outside of Panda so panda serves as our central repository for all our agreements.
  • Easy Setup
  • Beautiful Design
  • Great Workflow
  • Great Integrations
  • More flexible user options
  • Faster loading times for longer documents
The key functionality we wanted from Panda was the ability to manage our Enterprise client's SLAs. This involves the generation of a customizable document, adding relevant stakeholders with specific signing orders, negotiation, and adjustments of the agreement before conclusion and the final signature of the agreement. Then to perform automation once the agreement is done which triggers the customer onboarding.
For every agreement we have, we created a reusable template. This allows staff to easily create agreements with room to customize before sending them out. We also make use of their integrations, especially with Intergroimat (Now known as Make). This allows us to replace the manual actions we previously had to perform and the system is fully automated.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use PandaDoc primarily in proposal management. It really simplifies our proposal management process by allowing us to make the proposals be signed online and tracking the proposals who viewed them and when. It also provides analytics to let us know how much time the client view which pages. This really helps us to get an insight into how clients engaged our proposal.
  • Preparing proposals
  • Tracking proposals
  • Online proposal signing
  • Signature forwarding
  • Some type styling issues
  • Design flexibilities
  • Page view durations in analytics
PandaDoc is well suited for companies that have proposal-based sales. It fastens your proposal preparing process by using its proposal templates. If you are a marketing company and need to send various types of proposals for various types of clients and projects, you can make different types of proposal templates to make them ready to use when it's necessary. If you don't need to send proposals or make online documentation such as agreements to make sales, you don't need PandaDoc.
We use PandaDoc primarily in our proposal management process. Templates are really great tools to create proposals faster. Especially if you have specific types of proposals and contract documents that need to be created for specific projects, templates make this creation process much faster and easier. The content library feature is a great tool that allows you to use the same proposal elements such as pricing tables, images, or any other content in different documents whenever you need them. This makes the proposal creation process really faster and easier.
Score 6 out of 10
Vetted Review
Verified User
Review Source
We utilize PandaDoc as a proposal-generating tool for our clients. Typically we provide an overview of the platform detailing the process to migrate, team members and key stakeholders and their involvement, as well as a breakdown of our pricing options, terms, and conditions. It allows us to track when the document is viewed and how much time the viewer/signer is spending on each page.
  • Proposals
  • Signature tracking
  • Templated forms for reuse
  • Design functionality is limited
  • User interface is not very intuitive
  • Support is not exactly top level
It is fine for basic templated proposals, but when it comes to designing new templates or creating one-offs, it is not nearly as intuitive or simple. The plus side is being able to track when a prospective client views the document and how much time they are then spending viewing each page.
The main factors that we have seen as far as speeding up the process are the templates that we can create and then reuse, as well as the ability to insert single pieces of content that we reuse into those templates to more directly tailor what is being shown to the client.
Phil Parrish | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Our team at PrograMetrix uses PandaDoc as an all-in-one solution to easily manage the creation, editing, and electronic signing of business documents. PandaDoc enables us to send documents faster with the convenience and security of legally binding eSignatures. We can create, send, and track documents by creating custom workflows in PandaDoc and we can utilize API integrations to connect our workflow in PandaDoc to disparate third-party applications.
  • Easy to create and manage eSignatures
  • Proposal creation and customization
  • Custom workflow creation
  • APIs to third-party technologies
  • Creation of interactive and error-free quotes
  • Creation of contracts with pre-approved templates
  • Creation of forms to collect info and share it easily
  • Consultation, hands-on and proactive support
  • Dedicated account manager who consistently looks to improve the customer experience
  • Training webinars to support current customers
PandaDoc is a great solution for businesses [that] need more out of their electronic document signing platforms. In addition to creating and managing eSignatures, PandaDoc is a great solution for sales, marketing, HR, operations, and customer success teams to improve the creation, delivery, and eSignatures for proposals, contracts, quotes, forms, and custom workflows for internal and external stakeholders. For businesses that are looking to scale and create more efficiency in their tech stack, PandaDoc easily integrates with other third-party technologies.
At PrograMetrix, our team utilizes virtually all of the features PandaDoc offers. This includes the creation and management of eSignatures across our team, the creation and delivery of proposal and contract templates, utilization of PandaDoc's content library, custom workflows, and API integrations with third-party technology platforms. We feel PandaDoc provides more features and benefits than the competition.
Aviva Rosman | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
PandaDoc makes it easy to use to templatize proposals and contracts so that we can quickly send out documents to customers tailored to their use case but using a mix of standard elements and variables. It also allows us to track who had opened and read the documents, which can be valuable to understanding a deal.
  • Content library: easy to add custom content
  • Variables within documents: quick to personalize a document for a specific users
  • General design: PandaDoc documents generally look professional
  • Analytics: some of the analytics are only available at the document level, i.e., which page someone looked at. I wish it was easier to see analytics on page views across documents
  • User experience: not fully intuitive - as someone who has trained many people to use, it does require some initial learning curve
  • Formatting: some of the numbering and lettering, especially subclauses in contracts, can be tricky or nonexistent
PandaDoc is suited to a company who has a clear sense of their proposals, contracts, and other marketing materials that need to be templatized. It works particularly well for companies who use a popular CRM like Pipedrive or Hubspot because then much of the document creation process can be automated.
We use reusable templates, the content library, embedded signatures, and integrations with our CRM to speed up the process of document creation. I'm not currently aware of any PandaDoc workflows (this could be available for higher paying plans). Embedded signatures are similar to DocuSign (which we used previously for contracts), but the templates are easier to manipulate.
Score 8 out of 10
Vetted Review
Verified User
Review Source
PandaDoc is how we send out all of our contracts and non-disclosure agreements to clients and partners. It is a time saver in that it allows us to work remotely more effectively by not having to print and scan agreements all the time. It's also great to be able to access all current and past contracts in one place.
  • Real-time notifications of views as well as when a party has completed the document
  • Ability to set up integrations with payment systems
  • Ability to program it to automatically send a completed contract to all relevant parties when it's been completed
  • Using templates that have already been created is very easy. Challenges arise when you're trying to create something unique from scratch.
  • It drives me crazy that there's no easy to find search function. If I'm looking for a completed agreement from months prior, I have to scroll through everything in the program to find it.
  • We have a section for templates. But on multiple occasions, someone has accidentally gone in and modified the template. Would be great to see a feature that notifies you if you're about to modify a template instead of just using it to create a new document.
PandaDoc is an excellent contract tool, particularly for distributed teams working remotely from home offices. PandaDoc would not be well-suited to an old fashioned organization where leadership likes to have piles of paper filed away in cabinets. It's also ideal for teams that have set contracts that everyone uses on a regular basis.
Templates, content, library, integrations, automated workflows makes creating a contract a breeze once the administrator on the account gets everything set up. I can whip up a contract in less than 5 minutes, provided it's nothing outside the norm. The only issue is when a contract doesn't fit neatly into a box. Creating a unique contract/statement of work drives me slightly crazy since my experience is largely confined to using tools that have already been set up so there's a ton of trial and error involved in getting it done.
Pheng Soon Tan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
1. The free tier is a good start for a sample of PandaDoc where we then upgrade to the paid plan to enhance the user experience for both internal and external users 2. The features are comprehensive. 3. The platform is intuitive for both internal and external users. there is no need for step-by-step guides 4. Navigation is clear.
  • Attachment of certificate for e-signature.
  • Features clearly listed.
  • Work flow are clear.
  • Free plan is good for most to start off.
  • Can consider for longer trial period.
  • Free plan to have more feature.
  • Collaboration.
1. Convenience: e-signing is available on the mobile app 2. The free tier is good to start with. thereafter can consider upgrading to paid plan 3. Comprehensive features 4. The certificate of e-sign is attached with document 5. Collaboration is easy with all. 6. Navigation in the platform is intuitive. No need step by step guide for both internal and external users.
Workflow is easy to access. Features are comprehensive. The platform is intuitive, no need for step by step guide, great for internal and external user.
Suzanne Priddle-Luck | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use it to get digital signatures on tax returns and other documents. We used to use pdfs and had clients sign and scan back. Pandadoc has changed the process completely. It is so easy to use and has made the process much more efficient. During lockdown we were able to process tax returns more efficiently using digital signatures with Pandadoc.
  • digital signatures
  • ease of use
  • Customer interface
  • sometimes goes to junk mail
  • Sometimes the notification emails are overwhelming
it is a great way to get digital signatures from clients. It worked great for Tax returns. We use it for all client documents that require signatures. I love how you can see the stage of a document and know whether they had opened or read it yet. The process on the client end is simple and they rarely needed assistance.
I only use digital signatures
December 24, 2021

Panda Revolution

Jeff Keeney | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Complete or modified access to the platform which reduces contract errors.
  • Incentivize accuracy and empowers team members to help during spikes.
  • Overcome obstacles by valid modification of contract.
  • Reduces number of stalled or failed deals and increases CSI
  • Provides accurate take of the tape for sales review post completion
  • Integration of a more robust offline functionality as maintenance, rolling restarts etc can prohibit usage until resolution.
  • More robust reporting options
  • Seem less integration going from desktop to mobile
This is really a wonderful product and the deployment team and support have all been supercalifragilisticexpialidoscious! While PandaDoc can function locked down, it thrives and drives sales when there is room for originality. The only issue I’ve experienced has been related to the modification of the actual price in the agreement. It is easy to update signers and agreement-specific items but money..no I have to start over…but even that is only a 2-minute process. And twice the tool locked up for an afternoon..offline access to our forms may resolve that from repeating.
Having a core template takes a few minutes but then cloning it to modify the term, scope, or breadth of agreement is so simple and quick. Theoretically, I could have different contracts every day for a nominal time investment. However, we just have 3 agreements and modify them as needed.