PandaDoc

We use PandaDoc to draft and submit Business Proposals as well as send clients our terms and conditions prior to them signing up with us as customers. The reminder system and templatization greatly speeds up the drafting and sending of these documents, and the collection of the digital signatures ensures we are compliant legally. This helps us send proposals much faster and easily keep track of the progress and viewing of the documents by our potential clients.

It makes sending enrollment agreement super easy, especially since it works with HubSpot. Most of the time I don’t have to enter in numbers myself, so it makes for a much quicker turn around. I also love being able to change the expiration date since everyone has different enrollment deadlines! This way, they’ll know when things need to be completed.

We use PandaDoc for all of our client contracts including the contract and payment integration with Stripe. It allows us to seamlessly interact with clients and eliminates all paper. For the most part we use it on desktop but have used the app to monitor signature and payment status as well as generate simple contracts.

It’s fantastic esign software for signing documents.its very fast reliable and it’s with certificate because sometime without certificate some authentication is not allowed so it’s very good.

I use Pandadoc to prepare NDAs, Professional Services Agreements, Master Services Agreements and Statements of Work (SOW). I have used it as well to invoice with and receive payments from clients. It helps me with templates, and as well, it is integrated with Hubspot, my marketing and sales platform, which means I can generate most documents directly from a contact record and it will fill in all the fields I have predefined using tokens.

Use it to complete agreemetents with new clients, or to change the terms of our service.

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.

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

- 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).

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.

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.

We use Pandadoc to obtain digital signatures from our clients on legal documents. The system has been excellent so far and has been used widely firm wide on a variety of use cases and legal documents. We never had any issue with the system and it is an efficient platform for us to sign clients remotely the documents that are required to complete their legal matter. We give it a full rating as it is easy to use and easy for our clients to use. It stays out of the way and we can see signatures go in live when we sign together with our clients over webcam. Its a great system.

We used PandaDoc to send out quotes to potential clients as well as the onboarding process. Clients need to submit information to us in a specific format, which this software allows us to do and validate. Finally, it has clear indication of which parties filled out which information. We use it daily.

We use PandaDoc to send engagement letters to clients for review and signature. We also use it for internal documents that need signing remotely. We needed a solution that was better than printing, wet signing, scanning and then sending back documents. It also negates the need to have all parties present in one location.

We use Pandadoc for quoting and invoicing. It integrates well with our Hubspot software so it pulls across all contact and business data and puts it straight on the quote. This saves a lot of time compared to our old process where we had to prepare each quote from scratch.

We use PandaDoc for proposal agreements for new clients as well as legal documents such as Nondisclosure Agreements. It's very customizable and does everything we need it to.