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PandaDoc

PandaDoc

Starting at $19 per user/per month
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Overview

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.

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Recent Reviews

The Ease of PandaDoc

10 out of 10
March 06, 2024
Incentivized
It makes sending enrollment agreement super easy, especially since it works with HubSpot. Most of the time I don’t have to enter in …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Video Reviews

2 videos

Product Review: PandaDoc's Template Editor Keeps Contracts Customized, But Consistent
04:29
PandaDoc Takes Document Management Into Digital Space For Fast Creation & Easy Tracking: User Review
02:30
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Pricing

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Essentials

$19

Cloud
per user/per month

Business

$49

Cloud
per user/per month

Enterprise

Contact sales team

Cloud

Entry-level set up fee?

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

Offerings

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

Best integrations for PandaDoc (for beginners)

YouTube

Sending & tracking documents in PandaDoc (for beginners)

YouTube

How to create pricing tables with PandaDoc (for beginners)

YouTube

How to edit a PandaDoc template (for beginners)

YouTube

How to create a PandaDoc template (for beginners)

YouTube

How to eSign with PandaDoc (for beginners)

YouTube
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Product Details

What is PandaDoc?

PandaDoc provides a document workflow automation platform designed to help fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, and contracts. PandaDoc boasts users among more than 50,000 organizations, taking the work out of document workflow.

PandaDoc Screenshots

Screenshot of Custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of Automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of Reporting, with drill down to the deal level with proposals, to pick which deals to include (or exclude).Screenshot of legally binding eSignaturesScreenshot of Centralized communications to streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of Document analytics displays what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.Screenshot of Drag-and-drop editing that helps build proposals faster, with a choice of 750+ ready-to-use templates, available at no additional cost. These can be customized with dynamic versions.

PandaDoc Videos

PandaDoc Vs. Other eSign Tools
Whether you are an independent contractor, sole proprietor, small business, medium-sized business, or large enterprise - digital contract management platforms are designed to keep you on schedule with agreements as well as organized should you ever need to refer back to a cont...
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PandaDoc Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Frequently Asked Questions

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.

Google Drive, DocuSign, and Dropbox Sign are common alternatives for PandaDoc.

Reviewers rate Vendor post-sale highest, with a score of 9.9.

The most common users of PandaDoc are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(469)

Attribute Ratings

Reviews

(1-25 of 52)
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Digant Oza | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Signing documents
  • Confirmation of wanted documents
  • Confirmation of completed documents
  • User friendly
  • Cost effective or no costs involved
  • Some of the features are not there which should be include e.g circle as appropriate in monthly,biweekly or weekly
  • If we use check boxes more than one than it will not finish the document if only one check box clicked.so optional check boxes are not working.
Very nice in user friendly and fastest possible plus confirmation of each document has been viewed and completed.

other ways more than one check box should be available and if only one check box clicked (as required) than it should allow finish the document.
Lonnie Ayers, PMP, CSM, Capt. USAF (IRR) | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Integrates with Hubspot
  • Stores reusable items in a content library
  • Accepts payments (greatly reducing payment friction)
  • Provides many useful templates.
  • The table builder could be a little more robust.
  • It can be difficult to figure out which token to use so it can grab the info from Hubspot
  • It could offer better integration with meeting tools so you can go over proposals with clients.
It is ideal for going from phone call (or even while on a phone call) to sending an NDA or SOW out to a client. I have done this often, and have found the faster I get them out, the higher the likelihood of getting a signature. While it is more than capable for many proposals, for very complex proposals, numbering in the 100s of pages (not uncommon for complex ERP proposals), it is not the right tool. If you incorporate Powerpoint Slides in your proposals, it is not great for that either.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Easy to customization to each customer
  • Ability to combine one or two documents in a go
  • Documents are safe to deliver to the clients
  • Integration capabilities
  • Mobile App functionality
  • Pricing flexibility
PandaDoc is highly effective for streamlining document workflows that involve signatures in contract and agreement, sales processes, HR documentation, real estate transactions, financial services documentation and many more. However, for complex legal documentation, real-time collaborative editing, and scenarios requiring extensive offline access or sophisticated text editing, other specialized tools might be more appropriate.
November 29, 2023

I love fuzzy pandas

Tristan Keelan 🏒📊 | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Embed dynamic content like videos, images, tables, etc. into proposal documents
  • Drag and drop signature and field organization
  • Templating for future use
  • Reporting on page views for insights - it's there but could be more robust.
PandaDoc doesn't overcomplicate things when it comes to building documents - but also creating signing orders. It's so easy to choose the order documents get signed, that there's zero additional coaching required once a document is out there for circulation. Additionally, the tools for dynamic document creation are amazing. One of the best things I do is embed existing video content into proposals so that I can provide the content without making a document unnecessarily long via text, while at the same time my customers don't have to link off the page to watch the video. It's a huge element of my proposals.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
  • Document signing
  • Easy to use Sales presentation templates and content
  • Online forms for signatures
  • Link to Pipedrive
  • The visibility of who has completed but not fully signed. I love the dashboard but have to consistently scroll to get back to where I was looking and find interesting agreements to surface where we have not counter signed yet.
  • More calculated fields that are custom to us
Perfect for any product where you need contracts and agreements signed easily. It just works
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Signatures.
  • Date of contract.
  • Able to fill in credit card information.
  • Able to include descriptions of the products being sold.
  • when filling in credit card information, the cc must match the the person's name, this is a problem when the wife signs the contract but uses her husband cc. there should be flexibility here.
  • "TEXT" box needs explanation, clients don't know what this means.
  • click boxes don't allow me to put in any explanations
It is Well suited for getting signed documents fast It is not well suited for those without computer knowledge/savvy.
June 23, 2023

Ease of use

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Keeping everything in order simple and organized. Would be even better if panda doc had a review system incorporated into it as well
  • Agreements
  • Ease of use
  • Visually appealing software.
  • Safe to use
  • Incorporate a charging sytem to it
  • Incorporate a review system to it
  • Enable deal rooms made up of different members of the sales team, sales management, legal, etc.
  • Center align the text within pdf file
Personally think is well suited for everry business
Skyler Young | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Create library of branded elements and templates to use in documents.
  • Manage signers and signatures.
  • Match corporate style guides, including custom fonts and colors.
  • Interweave variables in templates and documents to speed up sending new docs.
  • Layouts for multi-column design are based on tables and feel a little constrained.
  • Pricing better suited for small, boutique teams would be nice. It's just a little pricey. Worth it though.
Pandadoc is really excellent for creating branded, reusable templates. The investment of designing and configuring documents is well worth it in this case.

It's not as great for simple word processing. Use Google Docs or Microsoft Word for that.

We also found it too constraining for very detailed, complex design brochures. Use graphics design software for that.

When you need a well branded, moderately design, but highly templated document to reuse, Pandadoc is a gem.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use PandaDoc for getting contracts reviewed and signed by our partners. We work with both very small and very large organizations and need the ability to easily send (and often revise) contracts. Most of our partners prefer to e-sign, and PandaDoc ensures they don't miss signature lines or fields they need to complete. We typically send 2-3 contracts a week.
  • Templates: It's easy to create a template with customizable fields to make it simple to send the same document/contract repeatedly.
  • Reminders: Once a document is sent, PandaDoc takes care of sending automated reminders until it's signed. You can also change the frequency of those reminders as needed.
  • Integration: We use HubSpot extensively and PandaDoc's integration makes our tracking really easy across teams.
  • Speed: Sometimes PandaDoc can be a little slow to load documents.
  • Dashboard UI: I think they are working on an overhaul of this, but currently it can be a little cluttered and confusing to look at.
PandaDoc is great for organizations looking for a straightforward, easy-to-use e-signing software at an affordable price. We compared a lot of different options before choosing PandaDoc (and did another review a couple of years in). We've been consistently happy with PandaDoc's features, ease of use, price, and customer support. To be able to easily create multiple templates and edit/format within PandaDoc has saved us a ton of time.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We primarily used PandaDoc to send sales contracts to prospective sales clients. We also used PandaDoc to send internal contacts to some of our contractors. Created templates, and fields so sales reps could quickly and easily send contracts out. Prospects would receive and sign agreements
  • Ease of use
  • Sending contacts to prospects
  • Contract tracking
  • Contract management
  • User Interface
Light weight contract management. The company I used PandaDoc at was a little smaller, and we felt we didn't need all the features or capabilities of a mature tool. It did exactly what we wanted it to do. The primary use was for sales to enter into agreements
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We write solar proposals to B2B and B2C under different brands including residential, off-grid solar, and commercial.
  • Electronic signature
  • Stats tracking of sent proposals
  • Content library saves time
  • It seems slow and sometimes laggy. Annoying occasionally, but tolerable
  • When entering variables in a line of text, sometimes the alignment and character spacing between the variable and the text is misaligned. Sometimes the variable text appears too high (superscript) above the line and sometimes the character spacing between the inserted variable and the following text is either too small or too big. This shows the reader that it's not personalized.
  • This may be a user error, but when a proposal expires, how can I easily activate it again (change status) to extend the expiration without redoing/making the proposal?
1. PandaDoc is good for high-value sales consultative selling that starts with a discovery process and leads to the proposal. It's well suited if a product has a long/er lead time to lose. It's good as a way to outline the key parts of the sales touchpoints and get a commitment. 2. It's good where you have gained commitment verbally (closed) and can send the quote/proposal immediately and request the signature while on a VC or phone call, live with the prospect.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We fabricate wood windows, doors, storm windows, storm doors, and shutters (interior and exterior). We use PandaDoc to obtain signatures on our estimates or contracts for projects. We also use PandaDoc to receive signatures for approval drawings. This allows us to move forward with a project at a much faster pace than having to wait for a mailed document.
  • Ease of use for sending documents
  • Ease of use for those signing documents
  • Records for when a document was signed
  • It would be great to be able to upload multiple files into one document
It is perfectly suited to our current needs. We are able to send an estimate that has been approved by the customer for their electronic signature immediately. We can also send our approval drawings for customers to review and approve quickly. We have never had any issues with the file not reaching our customer.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We mostly use it within the sales team. We send the service agreements via PandaDoc as well as a Client Verification Form, payment options, addendums, and exhibits.
  • Ability to provide various options to create documents
  • Ease of use
  • duplicability
  • Customer Service Questions and Answers
  • Pricing for Forms
  • Completed documents page, too much scrolling
It is a great service to get company documents standardized.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use PandaDoc to develop and send out our contracts to clients. The main focus is on creating high-quality accurate contracts that can be sent to clients, reviewed by appropriate parties, and signed and executed in a timely manner.
  • Ability to order signatures
  • Calculations of line items and discounts
  • Integration with CRM system
  • Easy to understand interface and options
  • Text fields are hard to edit.
  • Layout of menus is confusing. Everything on different sides of the document.
  • Lots of images and options in each menus option.
PandaDoc is great for developing, writing, and editing documents that will be sent outside of the company to clients. It is professional, easy to use, and the templates are high quality.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use the forms primarily. This way we can have multiple clients sign the same document without having to create separate documents for each client. We use it for NDAs and service/program enrollments. We recently integrated the payment feature, so once they sign the agreements, the clients can pay easily. This prevents us from having to track signatures and send a separate invoice for each client.
  • Having one link for a form that all clients can use to sign documents
  • Drag and drop boxes that capture the necessary information with validation
  • Notification emails that help me keep the pulse of where clients are in the process
  • Form links allow us to automate generic email campaigns instead of customizing emails.
  • Making the process for building forms easy.
  • I want to clone and tweak forms just slightly (I've been uploading PDFs) but it's not intuitive.
  • Naming of forms: sometimes I end up with one called "new form" and it's not what I intended. Not sure how that happens.
Very well suited for forms that you use over and over with different clients. This is mostly what we do with many different forms for different client types. Very well suited for integrating payment after the client signs the forms. This is very convenient.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Gage Milligan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • templated contracts
  • tracking document openings and completion
  • sending reminders to signatories
  • ease of use in adjusting text fields and boxes
Well suited for sending contracts, less well suited for proposals
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Document chain of custody
  • Communication of progress
  • Easy of integration into HubSpot
  • interface to insert signature fields
Easily started to our business needs, low cost, and provides a chain of custody documentation that will protect our company legally. Integration into HubSpot was particularly easy and provided an immediate impact on our sales process and business operations. Integration with HubSpot makes it easy for progress tracking and determining next steps.
Simeon Snow | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Collecting signatures remotely.
  • Provides an additional page for audit tracing of where a document was sent & times signed.
  • Can be used across multiple platforms on mobile devices or desktop computer.
  • Drag & Drop simple design anyone can do it.
  • Integrating payment processing could be useful for certain situations if that isn't offered. I've not seen the option if it is offered.
  • Additional optional features for KYC (Know your customer) could be useful such as verifying by taking photos or entering driver's license info, etc.
Very easy and straightforward drag and drop e-signature solution. We utilize it on our iPad and desktops in the office to send documents remotely to clients for signatures that are needed. Clients never seem to have any trouble responding and it automatically sends the documents back to us along with an additional page from PandaDoc for audit trail purposes indicating the emails sent to and date signed. There is also an option for sending via text for individuals that do not have emails. I've used a few other e-signature services in the past but this one has been my favorite for what we do. We utilize it at least 5-20 times each month.
November 25, 2021

Great product

Score 9 out of 10
Vetted Review
Verified User
Incentivized
PandaDoc is a great solution to create very customizable contracts and documents. It is really helpful when you want to spice up your contracts or the sales materials that you are presenting to your clients. They also have integrated Esignature capabilities which are valuable as well.
  • Contract customization
  • Esignature integration
  • Ease of use as admin
PandaDoc is a perfect solution for someone that is looking for a basic document customization tool to work within Salesforce or other CRMs. It is far more sophisticated than the out-of-the-box document generators that SFDC has to offer, but it isn't so complex that you would need to be a large enterprise to have a use case.
November 23, 2021

Easy to Use!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use it to send out terms and conditions documents to people new to using our database platform called Oasis. The problem was before we only had paper signatures for the terms and condition sheets which became hard to collect and hard for the people I train to sign and return.
  • know the status of viewing and signing
  • simple to add signer
  • let's me send hyperlink to form, not only through PandaDoc system
  • make the form feature free, my org has found one that let's you do that for free
It is great for sending emails to the person you need a signature from because you can generate a link and send it to them along with other content in your message instead of having it separate. This is great because it's a nice way to keep track of knowing that you sent the form to them and keeping all communication in one place.
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