PandaDoc

Easy of use for the clients and a quick turnaround for the client to sign urgent documents

We use PandaDoc for all of our internal signed documents by employees such as onboarding, compensation policies, and comp plans. Being able to quickly upload documents and get them signed and filed for our HR and legal teams has helped to streamline the onboarding process and make things much easier on leadership.

Have used it for standard contracts and hires and that has worked well.

eSignatures has been a great resource for collecting personnel signatures for internal employee documents.

It's all we use it for, to sign contracts. It's not used to sell.

Riafox has used PandaDoc for Employee Agreements, Employee Handbook, Employee Payment Adjustments, storing W-4 information, offer letter information and direct deposit pay information. We have used it for subtenant contracts and agreements.

PandaDoc has been such a huge help in helping our clients complete an application, complete surveys, sign permission forms, etc.

Not at the moment, but we are working on implementing this as part of our second phase of digitalizing all paperwork. In essence this solution would work perfectly since we have used this as part of our contract signatures so I trust that the product will work to its best form :)

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Gaining e-signatures on tax documents.

We have not used pandadoc at all in a non-selling context. Unless you count our billing team reading the contracts that have already been signed, so that they know when to start billing them and how much to start billing them. But other than that, we solely use it in our sales team to send contracts and to send proposals.

We are a lower-middle market merger and acquisition firm specialising in the sale of private businesses. We use PandaDoc to get confidentiality agreements and non disclosure agreements signed before we engage with any potential business buyer or business seller. Pandadoc safes us hours if not days compared to doing this manually via other media.

We mainly used it in the context of our sales cycle, but we did try an HR pilot project. After some testing, our HR department preferred to stay will DocuSign. It was time consuming for they and they didn't want to change something that wasn't broken.

Has been very useful, we use Pandadoc on daily basis for signing HR documents and send them to the employees, also our Administration Dep. needs to sign certificates and other type of documents that our clients require, after the Pandemic all of these documents are been uploaded and sent trough Pandadoc.

We just enrolled the HR and the Operations parts of our company in PandaDoc, and have thus almost completed the migration of all eSign functions to PandaDoc from another system.

With PandaDoc in HR, we now have an air-tight review flow for documents, making sure that the right people review contracts internally before they're sent to candidates.
The Template engine and the content library items make it very easy to add preapproved texts and addition to a contract, saving the HR department valuable time not having to go back and forth with the legal team to create an employment contract the might go outside of the usual templates.

All in all, PandaDoc in our HR department saves time and minimizes the risk for errors to almost zero.

We only use PandaDoc for sales and invoicing at the moment.

We have only used PandaDoc within our sales process.

We have not used PandaDoc for any other uses than selling and contracting.

We use PandaDoc for eSignatures for such things as contracts, non-disclosure agreements or memorandums of understanding, PandaDoc provides a professional platform to share information which is concise, easy to use and administratively convenient. The electronic platform eliminates paper trails and paper copies.

We use it only for selling reasons

We use PandaDoc primarily in selling situations (contracts) when making use of the eSignature feature. It has worked very well for us in this scenario. We have made use of it a few times for legal uses with executing agreements with contractors. It has worked well in this area as well since parties are notified when signatures are added and it keeps the process moving.