PandaDoc

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.

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.

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.

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.

Our organization accounting uses PandaDoc for digital signatures. Digital signatures are a need of the hour for accountants and tax agents, especially during COVID times. Most consultations are held remotely and hence the need for digital signatures is imperative. PandaDoc digital signatures are a lifesaver. I would recommend it to all accountants and tax agents.

We use PandaDoc to create and sign documents for our contractors and our clients. Every legal document we deal with passes through PandaDoc.

I use PandaDoc for all documents that need to be sent to clients for signing. It is simple for the client to view and sign documents even with limited resources. PandaDoc has addressed the challenges of no longer doing client intakes at the office. I am now able to go over the forms with the client and they can view them before signing. It offers extra protection for both the clients and staff regarding COVID-19 and other contagious diseases.

The internal sales team can build contracts based on pre-set templates from Hubspot, which an exec can review and approve for sending. The workflow allows us to rapidly send new contracts, follow up on outstanding ones, and have reviews/revisions in a redline method. We also use [PandaDoc] for ad-hoc documents that benefit from a quick esignature like letters of intent and non-disclosure agreements.

Pandadoc is used by my organization to generate proposals, NDAs, and other documents. We utilize the e-signature abilities to send legally binding documents to our customers. We've integrated Pandadoc with our SugarCRM system so that sales proposals can be generated with amazing ease. I am able to put a proposal together in minutes and the information from my opportunity in the CRM is automatically pulled in and populated into the template. It saves me so much time and frustration.

We use PandaDoc to send out contracts to clients. We have several different client types, so we have a template for each type. It's great to keep track of all of our contracts and see which have been signed and which have not yet been signed.

This is a great, easy to use product for e-signatures. It's user friendly to figure out, and I like that it saves all my signed contracts in one place should I need it later.

I use PandaDoc to create proposal templates for the many verticals that I sell into (E.g. Public Safety, Energy, Private Sector, IT, Transportation, etc). With PandaDoc, it makes it easy to build specific proposals with easy-to-change properties and auto-fill options. Before, we had no way to see which areas of our proposal were being read and which areas are important to our prospects and customers. We would send a PDF and hope that it was received, read, and understood. Now with PandaDoc, we can view very specific analytics that helps us interact in a more meaningful way with our prospects and customers.

to send MNDAs, and provide seamless signing for contracts and forward to the proper team member

PandaDoc is fantastic to get documents signed by clients quickly and easily. Very easy to navigate.

Primary use is for proposals/quotes to customers. We also use it for service agreements. It plugs in great to our CRM so you can seamlessly add in contact information from the CRM to the quote then allows for easy PDF upload to CRM. Easy to use and manipulate based on your needs.

We currently use PandaDoc for all of our proposals and agreements reviews and signatures. This solution allows us to keep track of when representatives review the sent proposals, how many times it is viewed, and when they complete the agreement. Each proposal captures unique information for the particular company including Address, Name, Title, Date, Signatures.

We use a variety of forms including alumni employment verification, community business partnerships, internship assignment details and expectation agreements, and many more. It's important when working with students that they are clear on assignment expectations and those expectations are agreed upon in writing. The same goes for employers who work with our students in order to ensure academic integrity.

PandaDoc is a quick and convenient way to send agreements. The automation saves a ton of time and allows me to get more done. The ability to track the progress of an agreement is also a great feature. Being able to see if the document has been viewed and how long the client has spent on each page gives added insight in case any questions arise. Compared to others in the same arena... PandaDoc is by far the King and I couldn't imagine using anyone else.

Ability to capture document signatures on sales contracts as well as internal documents that need signing by multiple parties. For example, we have contract sales people that sign tax documents and employment NDA's. With our customers we are able to route signatures, change contract terms, and track changes throughout the process.

I currently use PandaDoc primarily to send Statements of Work, Change Request SOW's, Partner Agreements and mNDA's. It's great to have this templates in there in an adjustable fashion. I love that for the SOWs it calculates the cost for me, I simple input the number of dev, pm, QA, etc hours and it totals them all up at their various rates with fields for disocunting, etc. It's definitely allowed for faster and more fool proofed contracting! As a company, we are global, so we have several of these templates set up for our various countries at our various rates which is fantastic! We just have to make sure that our footers with links to Ts&Cs have the accurate country laws and such (an 'us' problem, not a PandaDoc. problem!). The user tracking features are definitely the differentiator between PandaDoc and other similar products. Very helpful to know if my contacts are opening their contracts and when. Unfortunately the auto-emails DO end up in spam, so the ability to send as a link in a personalized email is not just handy, but NECESSARY!

We use PandaDoc in our organization to store our client files and also to obtain signatures from clients who are unable to come into our office. By using PandaDoc's cloud storage, we've been able to eliminate paper files and are able to quickly search for documents that might otherwise take significant time to comb through if we were using paper files. Signatures are required of our clients to be brought into our program and since we've initiated PandaDoc into our program, we've been able to more quickly initiate intakes with these clients.

Our team uses PandaDoc to send our new customers' sales quotes and give accurate and visually pleasing pricing. We also send current customer add-on agreements through PandaDoc as well. The platform makes it easy to send a personalized and simple quotation while making it simple on the backend to create a visually pleasing template that is personal and branded. Our team is able to see when the customer has viewed the document, CC our sales partners or other employees, and write personalized messages when sending over the quote. I love how easy it is to simply select items from our catalog and get quotes over to my sales partner quickly and efficiently. PandaDoc gives me the ability to send over same-day quotations without any stress or hassle. The platform is easy to use, easy to understand, and very user-friendly.

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.

I use PandaDoc for the electronic delivery of documents for clients to sign. Great that it can either be emailed or a text sent to the client and also allows for saved text (your instructions or message) to be sent along with the documents. I've used several other e-signature solutions on the internet in the past but enjoy PandaDoc the most so far. Very easy and straightforward. I have an app for it on an iPad we use in the office and also have internet links on the desktop on the computer and utilize both frequently.

We use PandaDoc to create shortcuts for all of our employees. There are shortcuts for almost every department, but mine uses it the most. We have used PandaDoc since I started and it has made my job a lot easier. Before I had access to PandaDoc, I was behind everyone else in my department. Now that I have it, my work has been a lot more efficient