TrustRadius Insights for PandaDoc are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Ease of Template Creation: Users have appreciated the simplicity of creating and managing templates for various documents, streamlining their document creation process.
Integration with HubSpot: Some users have found the integration with HubSpot to be valuable, enhancing the overall user experience especially for those less tech-savvy.
User-Friendly Interface: The user-friendly interface of PandaDoc has been praised by users, enabling them to navigate efficiently and complete tasks easily.
Customizable Templates: Users highlighted the customizable templates as a key strength of PandaDoc, allowing for tailored document creation processes based on individual needs. Additionally, the ability to combine multiple documents in one go was mentioned as a time-saving feature by some users.
Pandadoc is used in my organization to create quotes, proposals and also data rooms for larger opportunities to share other documents like security documents, accounting documents, and much more. We also include next steps within the data room and share with others within the organization(s).
Pros
Quote creation.
Integration with Salesforce.
Data room with other information (w8, next steps, security docs, etc).
Cons
Better mobile app.
Likelihood to Recommend
Best suited for after demonstrations when requested by the prospect when they are looking for pricing with T&C. The data room is also great that acts like a drop box for opportunities and their contacts. Helps share pertinent information with others in the organization.
Our office used PandaDoc to send clients documents to sign for their claim. We often send paperwork either by mail or PandaDoc since most of our clients are not local to our office. It was very useful as some of our clients were homeless and did not have a reliable mailing address, or they did not have the income for a PO box. It was also helpful when there was a form that was urgent and was needed practically the same day.
Pros
Prefilling the forms is simple.
Able to send forms via email or as a link.
Includes date/ time stamp that many places require.
Affordable pricing compared to DocuSign.
Cons
Lag/ Loading Speed.
Editing Documents after sending.
Time/Date Stamp for Signature.
Likelihood to Recommend
Our office used PandaDoc for a while before we had to stop using it due to issues with getting the time/ date stamp on the forms. Social Security has new policies where certain documents with eSign have to have the time/date included with the signature, which PandaDoc did not have. They were great, and we had no major issues working with them until the policy change. Depending on what you need forms signed for, PandaDoc is a great, affordable option.
We use PandaDoc for generating proposals for prospects and clients, and occasionally for sending contracts, NDAs, statements of work, and other legal documents to other partners, vendors, and contractors. Mostly. We use PandaDoc to send proposals to prospective clients, allowing us to get their e-signature and move to the invoicing step.
Pros
Wide variety of templates
Professional, polished look to documents
E-signature capability
Ability to see when and how long recipients have viewed the document
Automatic reminders and expiration dates
Cons
Sometimes the fillable fields don't automatically map properly and you have to manually adjust.
Plan tiers and pricing recently changed, so now we get less value and less features (limited templates, no more pricing tables or invoicing/connected payment) for the same price, which is pricy for a small business.
Easier, integrated invoicing as an included feature (so we don't have to use a different software for invoicing/payment collection) would be ideal. You have to upgrade to the Business Plan for this.
Likelihood to Recommend
As a small business, the polished, professional look of every PandaDoc document never fails to impress our clients. It's seamless and easy to collect e-signatures, a huge plus, as many e-signature software services provide only that feature for a cost, without the other features PandaDoc has. I am disappointed that the pricing tiers recently changed, so now you get less value for the price. PandaDoc has been great for sending proposals to our clients which include the terms of agreement and the price we quote them, with space at the end for them to sign upon approval. This signals to us that they've accepted and we proceed by sending them an invoice (through another software). Ideally, PandaDoc would automatically follow up or simultaneously send an invoice as well - but this is a Business Plan feature now. But love that we can track when prospects open our documents.
We used to pay $35/month for the Essentials Plan, which no longer exists and has become the Starter Plan, which no longer includes unlimited templates or pricing tables - those are Business Plan features. So that downgrade in value was disappointing as it's not a cheap service for a small business, and I'm considering moving to their free plan.
We sell insurance 100% online, so we never see our customers. Insurance companies and financing companies require THEIR documents to be signed, but don't provide an e-signature portal. Panda allows us to generate, edit, and track these documents. It also integrates with HubSpot, which we enjoy. The price point is great as well.
Pros
Easy to use for us as an editor.
I love the reminder feature.
Responsive from when it is signed to how fast I can download.
Cons
MORE EDITING - let us edit the text more.
For the copy and link option please make them NOT have to same size but just be the same text.
Sometimes, when I create templates, the images don't transfer over.
Likelihood to Recommend
Insurance Insurance Insurance - it's the best! Anyone who uses Hubspot, it's less appropriate if you are dealing with a portion of the public who are used to working with HelloSign or DocuSign, I guess.
We use PandaDoc to retain records, send offer letters, analyze offers made, and salaries offered. Creating templates also saves us a lot of time for the business. It is also used across the wider HR team for updates in job information and for our leadership team to confirm important documents.
Pros
Templates.
Trail of signing.
Good UI.
Cons
Improved UI.
More intuitive buttons.
Speedier selection of documents.
Likelihood to Recommend
It is appropriate for recruitment to send candidates offer letters and contracts. In addition to the approval process for the recruitment process. For example, sign off from the senior leadership team and hiring managers. I have not yet encountered a scenario where it is not appropriate in a business context.
I am on the sales team, and we use PandaDoc to create agreements to send to clients so they can sign the terms and pay when a deal closes.
Pros
create a clear set up for clients to read through and sign documents
provide a place where clients can securely pay
user friendly for the sales team to create agreements
Cons
sometimes it is difficult to edit documents
more notifications when documents are sent out, reviewed, etc.
ability to edit
Likelihood to Recommend
For the sales team, it is a good resource to use when closing deals. It is a one stop shop for the client to go in, review the quote and terms, and sign and pay within minutes.
In our company we use PandaDoc for two purposes: The first is to sign contracts with clients. These contracts usually require signatures of at least four people. On the other hand, we also use it to sign the contracts with employees, the warnings, the agreements we have with them, etc. PandaDoc is the tool we use in general to have legally valid signatures in our company.
Pros
Sending options: links, sms and emails
Reports on the reading and viewing of the documents
Reminders on the documents
Cons
Signing in an specific order
A paid plan with 10-15 documents monthly, like an entry level plan
Alerts on the time happening between each signature
Likelihood to Recommend
creating automatic documents is very easy in the basic plan, I would recomend this to a friend who needs to create and sign more than 30 documents per month.
In the scenario that you need fewer documents, the basic plan is not affordable and I would prefer to use other platforms.
If someone wants to replace docusign, I believe PandaDoc has most of the features with an easier setup
VU
Verified User
C-Level Executive in Finance and Accounting (11-50 employees)
We use PandaDoc to create our custom event budgets for our services. It has assisted us in having all our budgets and paperwork in one spot for the team to access and have input on. We use this daily to manage budgets, and client approvals.
Pros
Ease to user management
Input of photos and videos for proposals
Catalogue
Content Library
Cons
Layout of tables/documents. The new update is horrendous and I can't guarantee the whole team will set it up properly.
excel functions in which is says it can do, do not work. For example, we should be able to do =sum(table sum + table sum) *20% = Not just in an individual pricing table but in the summary table option as well.
Currently when adding our custom font or branding, it disappears on each log in and have to redo it.
We have all notifications turned off to clients and they are still sending.
Shifting tables around the page and they overlap or trying to move them to a new page doesn't work. Page breaks don't work to help that cause.
Likelihood to Recommend
We use to LOVE and RAV about PandaDoc and we still really like it. But the new updates have been frustrating to say the least so that's why I didn't score as high as I normally would which would have been a 9 or 10.
We use PandaDoc for all our contract management. As a startup, we need strong value for money, efficient and professional solution. We also need a solution with a strong mobile application as we travel a lot. What we love most about PandaDoc is how efficiently it manages the process of obtaining signatures, its workflows and its click drag and drop interface.
Pros
Click and drag interface
Mobile application
great value for money including a free version!
excellent auditing features
Cons
If you want to add another recipient or change recipients during the process of creating a document, you have to start the entire process over. this is a time waste and the only thing I would want changed.
I would like a way of verifying the signature that it IS in fact the person who is signing.
I would like a way of syncing with Microsoft 365
Likelihood to Recommend
As a start up we need strong value for money. We needed intermittant contract management and e-signature capabilities but we didn't want to pay for a solution YET. PandaDoc's free version is big enough that I an actually use it during this season of our start up (without feeling mega restricted) and by doing this, PandaDoc is building trust with its users. When we allocate budget to a contract mgmt and esignature platform, you can rest assured we won't look elsewhere because we are v comfortable with the app and its philosophy.
We use PandaDoc to create, send, and sign agreements with our customers. It saves us immense amounts of time because we can use templates and customize them for each customer if needed. it's also a super easy way for us to keep track of all agreements and ensure the data of agreements is synced with our customer profiles in our CRM system.
Pros
Templates
Identity Verification
Integrations with existing technology stack
Support
Cons
I want to be able to que up an invoice from quickbooks to be sent to the signatory when they complete the document, but right now I have to use a specific type of quickbooks transaction
Likelihood to Recommend
PandaDoc is well suited for our multi year agreements, saving time by creating templates and easily generating those templates with client information pulled from our CRM. It's a powerful tool, and would be less well suited for a small organization that needs very basic document signature and creation needs.
