PandaDoc

It would be 10/10 if the copy-paste functions were flawless. Seems like a basic function that is missing. The overall usability of the application and functionality is quite good. The look and feel are unlike other programs that are out there and put contract software to shame. Writing proposals/contracts is a tedious process and PandaDoc removes a chunk of the day-to-day tediousness.

Very well suited to e-signatures, contracts/agreements, etc. I can’t think of anything that in its functionality it’s not well suited for.

Appropriate for anyone needing to create quick documents from Salesforce that are quickly tied to client deliverables. PandaDoc automatically generates contracts based on the services sold, term length, and more. We're very happy with the smooth process that many departments in our company use, from sales to billing to Client Success.

I love that PandaDoc lets our volunteers leave an application and not lose all their progress when they return to it. It makes it so much easier to retain volunteers because they are not stressed about stepping away from the enrollment process.

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.

As the Client Relations Lead, I am usually the person that creates the project proposals and sets the pricing however, I do not sign the contracts or proposals between our company and the client. Having an all-in-one solution that allows me to create the documents, set specific persons to sign, one signer from Verso and then the client (whether it is one or more persons), makes my job easier. Incorporating online payments are also a plus because our clients come from different countries across the globe.

I've used many competitors at previous companies and think PandaDoc is definitely the best solution. First and foremost, the UI is fantastic so all my AEs can navigate through it without much support. Not to mention, the syncs with SFDC help to make the quote process fast and easy. The reminders and click tracking keep us on top of things and being able to create templates is a huge differentiator.

The best use case for us is that it is a portal to create and send pretty order schedules and quotes out for signature. Quotes contain embedded links for T&Cs and PandaDoc provides analytics as to who has viewed, forwarded, completed, etc the document

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

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.

It is very well suited for sales professionals and were complex or longer applications need to be used. I do not feel that this is suited for companies that have few products or one-off type products. I also don’t feel that this would be used well for professionals that need access to it in the field.

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.

Not familiar with what it is not suited for since my experience is only with what I do and what contracts and documents I work with. IT very simply allows for contracts and proposals to be executed promptly and simply. It allows the signer to complete a required doc without any complicated information.

PandaDoc is great for sending contracts, for onboarding new hires, for most things really. Our company recently had a large project that required hiring a hundred plus remote only staff. The staff each needed to sign 3 individual documents to be sent to our client. The audit trail gives our clients confidence and the bulk send feature was a lifesaver.

PandaDoc is well suited for a business individual who is constantly on the road traveling because it allows one to save a template and continue working on it when it's ready to be sent out. Additionally, the ability to have preloaded templates for specific product contract agreements was incredibly useful as it saved time rather than having to create a document from scratch.

I think PandaDoc is suitable for companies that sell digital services and need to create documents that do not an only quote but also include useful information for the prospect. PandaDoc is not suitable for selling services with a high level of customization where each quote requires researching the prospect's needs thoroughly.

It is a great service to get company documents standardized.

I told a representative to cancel this subscription and they charged my card anyway for commissions. They are stealing money from small businesses.

I like not having to print client documents to sign them, then scan them, and email them, whereas the client has to do the same. I can sign the electronic documents online, and after putting a few fields on the document, send them to the client to do the same. It'd very convenient.

When using it to send out docs to students it's really easy for them to use. Everything is very clear! I just enjoy it a lot and I've worked with other programs before and Panda Doc is MY FAVE!

It is particularly good when you need to do exhaustive quotations but people need to be good with a computer because it is a bit complicated to use when you are not CMS friendly

I highly recommend PandaDoc to anyone that needs to receive a signature back quickly. In my line of work, documents have been sent home for signatures and they can take weeks or even months to be returned. PandaDoc has made it so that we receive signatures back sometimes even on the same day!

Best suited for quick turnaround times for agreements. It is also very user-friendly; even if you have never used the platform, you can pick it up quickly. Keeping track of each deal's status, from sent to received, from viewed to completed. Love PandaDoc!

I would definitely recommend PandaDoc to any company that wants to send beautiful and professional-looking proposals and documents to clients. It is well suited for companies with a lot of clients at once as it is easily integrated into a CRM system and keeps documents organized and in one place. It is very easy to use.