PandaDoc

PandaDoc is well suited for companies that send proposals and terms and conditions to customers for collection of digital signatures. It really helps that you can templatize your documents and have collaborators help you finish the document for you. The dashboard is also a game changer as it gives you one place to view all your active documents and the status of them. You can even use this to collect payments as it integrates with software like QBO.

The functionality is endless and could be used for mirage of things. Since you can create your own templates, it opens a world of possibility. You could use it to create waivers, enrollment contracts, freelance contracts, leases, etc

PandaDoc is great for use of one form to one person, easy to implement your prompts.

PandaDoc is great for multi-use forms sent randomly or in a group.

I'd recommend PandaDoc to any small business that executes contracts. It's very straight forward to use, allows you to duplicate contract language for similar clients. and the dashboard has just about everything a business owner and/or executive would like to see. I cannot think of a better document management system.

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.

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.

Well suited for smaller orgs with simple contracts. Not sure how it works with other docs.

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.

I've only used PandaDocs for sales to get signatures on sales documents. It is very well equipped here and integrates well with our CRM. I have used other e-sign products in the past and PandaDocs is equal to or better in most scenarios for my work.

I love it because is very easy when it's necessary to send a document to sign to another person but sometimes it's complicated when you establish a flow and all of the participants needs to sign the documents, beside that it very capable to do integrations with other applications as well where it makes easier the daily tasks.

Small companies that don't have a lot of budget to spend, and are in need of contract signing, following up on pending signatures or drafts, sending reminders.
It's a good way to start a path to compliance while not having a lot of money to assign to this issues, and getting the organization in a workflow mood.

Well suited for bulk send
Price factor should be attractive enough for monthly or month on month users !

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.

Panda sign is well suited to signing new clients abroad, sending them documents that can be digitally signed is really useful, it makes the onboarding process for me way more streamlined and hassle-free.

it is less appropriate for in-person clients as I can have them sign their contracts in person during their first personal training session with me.

It's great for sending electronic documents for a signature at an affordable rate.

If you run a business, then you must use PandaDoc. You can use it for HR, IT, Finance, Sales, Operations, Customer Success, etc. Excellent for complex proposals with a beautiful design. Document analytics helped me track the status (sent, viewed, and completed). If a document wasn't viewed, I'd follow up to help close the deal quicker. The integrations allowed for a seamless experience. I can create and send a document from the CRM and when it's signed, it saves the opportunity. There are triggers to change the status to complete and automation to save the document to a folder for accounting to process and operations to proceed with deliverables. It helped with cross-departmental communication and allowed for more team productivity.

PandaDoc allows us to receive approvals on a customer’s logo. Once they sign this they aren’t able to come back later and say they didn’t approve it and need a refund.

Perfect for any product where you need contracts and agreements signed easily. It just works

It's great for sending quotes, it's user-friendly, would be great for someone who needs to create various document templates, especially documents that require signatures. You can create a template and replicate it for use repeatedly. It helps you to track the progress of a quote once it's sent. It's good for a company that sends high volumes of quotes, especially for the sales side of things.

It's great if your document process is relatively boilerplate and consistent. If you need to make edits to these documents, it's not intuitive and often results in lost work, and inconsistent presentation. This is 100% a UX issue, as with enough training it could be addressed but I feel the daily user needs this to be very easy to use and navigate.
It shines when it comes to integration and tracking the lifecycle of the documents.

I use Panda Docs daily and it is so efficient and useful. Its saves us sending loads of documents via post and then waiting for them to be returned. I would say we send around 100+ Panda Docs and it makes like so easy for our clients. I would highly recommended using Panda Docs.

It is easy to incorporate the link to executable doc into our own email documents.

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.

Very well suited for cultivating & onboarding new clients

It is Well suited for getting signed documents fast It is not well suited for those without computer knowledge/savvy.