PandaDoc

PandaDoc Reviews

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Ratings and Reviews
(1-25 of 118)

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Moris Mendez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
PandaDoc is being used by our department for the creation of the documentation of our procedures and systems as well as everything related to the flow and approval of said documents, manuals, and procedures. In turn, we propose the possibility of expanding its use in other departments in the future.
September 08, 2021

PandaDoc is to good to use

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use PandaDoc for creating documents and it is used by our whole organization. I would give it 4 out of 5 stars. In the past, I've worked with many proposal and contract tools including HelloSign, Nuzzle, Better Proposal, etc. I found that many of these tools were either too complex and hard to work with or just didn't have the feature sets I was looking for. What I love about PandaDoc is that it is clean and friendly. Additionally, it is easy to use because I know it's going to be right there when I search for something. Another feature I love is the tokens feature. With this it allows me to quickly suit up the whole document creation process. It will pre-fill all the names and variables that I want and really helps to eliminate any spelling errors. Studying PandaDoc was extremely easy. I was able to jump in and create documents within 10 to 15 minutes. They also have this great dashboard that provides an overview of all of my contracts and documents that need to be signed, as well as what status they're in.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use PandaDoc for the digital signing of our internal documents, mostly contracts or employment-related documents such as target agreements, bonus payout documents, and similar ones. Additionally, we use PandaDoc for the digital signing of documents for authorities, and for birthday cards, as well. The most frequent user is, of course HR, but apart from that other departments occasionally use it, too.
Zach Yokum | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Our team uses PandaDoc to send out proposals in a consistent, branded, and trackable way. All of our project managers across all departments use it. With the use of templates, it allows for easy standardization, helping us to ensure both a consistent and elevated client experience. Plus, being able to track when a client receives, looks at, and signs a proposal is VERY helpful.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Our company uses PandaDoc to send contracts for review and signature. We use this across all departments in our company and our teams find it very easy to use. It makes signing contracts/addendums/waivers easy to navigate and it makes sure that we receive all of the necessary information we need when setting up new accounts.
Score 7 out of 10
Vetted Review
Verified User
Review Source
PandaDoc is used to prepare proposals, quotes, and contracts. It's used by sales and legal departments. PandaDoc resolved problems related to recurrent and manual procedures made by several individuals, giving them more time to do their jobs and not to adjust documents any time was need it. Also, centralized the documents and templates used by these two department[s] into a single platform.
Score 9 out of 10
Vetted Review
Verified User
Review Source
PandaDoc has been super helpful for our operations and has allowed us to move to remote operations. When the pandemic first started we were still printing and signing all documents, so we needed to find an electronic platform to sign documents and process requests. PandaDoc allowed us to move operations remotely, and customize all templates and reports.
Patrick Murphy | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We currently use PandaDoc in our Sales department to automate our proposal process but will be looking to utilize it to automate our contracts. Previously we were manually creating proposals in MS Word which was time consuming and sometimes error prone. We were looking for a way to make it easier for my team and myself to create and approve proposals. We were also looking to improve our proposal format and associated content. Having visibility to when our customers were viewing the content has also been a benefit. The process also helps to ensure our Salesforce records are updated.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We have three locations for our business. Due to the pandemic we have had a need to hire people and complete service reviews electronically. With PandaDoc we are able to this easily. Not only did making the switch help get those who were not able to come in but it helped find candidates we may have possibly have not before.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
April 29, 2021

Great product

Score 10 out of 10
Vetted Review
Verified User
Review Source
We as a company use PandaDoc on a regular basis as a whole organisation. It has streamlined our recruitment process and has assisted with obtaining documentation in a quicker way. We are able to view when a potential new colleague or employee has received the documents, we can also check that they have viewed the document. Once everything is complete we are able to download the documents quickly and easily. We have uploaded a number of templates and we are able to sign the documents as well which is a massive help.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We are using PandaDoc in one department of our organization but see the benefits and possibilities to make it company-wide. PandaDoc allows us to create proposals within 1-2 minutes instead of the 5-10 minutes it used to take us. The documents are modern, easy-to-use and simple to track.
April 24, 2021

PandaDoc- 5 stars!

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use PandaDoc to execute residential leasing contracts. Our leasing department is currently the only department that uses the program. We began using the program during the height of the pandemic and are continuing to do almost all of lease signing virtually- even though we are fully staffed in the office.
Score 10 out of 10
Vetted Review
Verified User
Review Source
PandaDoc is being used by our whole organization. The problems it addresses is getting signatures from people in this day and age with the pandemic going on. We are able to send out contracts/timesheets and other documentation to employees and contractors to get signatures or fill out applications for new hires.
April 22, 2021

Panda Watch!

Dan Schmieder | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
I use PandaDoc for general contracts and implementations forms. It is being used within our sales department and implementations team to quickly receive data from clients. It solves business problems of collecting data in a timely manner and sharing it quickly.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We started using PandaDoc in the summer of 2020. We needed a way to register our students with a customizable digital option. PandaDoc has allowed us to replace a two-day registration event where parents had to physically attend to a few minutes of their time registering digitally. We have saved hundreds of dollars and hours of time. We love PandaDoc.
August 31, 2021

Make Way for PandaDoc!

Score 8 out of 10
Vetted Review
Verified User
Review Source
PandaDoc is an all inclusive document workflow integration and automation program that enables our company to simplify workflow and create and share documents in a much more efficient and timely fashion.

The beauty of Pandadoc can be found in its ease of use, historically low cost, and ability to empower growing teams in helping them create, manage and sign digital documents.
Score 8 out of 10
Vetted Review
Verified User
Review Source
PandaDoc is currently being used as a marketing tool within our organization. It is currently being used by only my team. The business problem it addresses is that it allows my team to be more robust and efficient when it comes to creating marketing collateral or proposals for our clients.
September 05, 2021

PandaDoc for small partners

Score 6 out of 10
Vetted Review
Verified User
Review Source
PandaDoc was the primary proposal and contract generator for all client-facing agreements. It also was leveraged to more effectively collect, document, and manage signatures for both approval of proposals and for client contracting. Equally important, it served as the template repository for proposals and RFPs, allowing for simpler, more rapid production of agreements.

What is PandaDoc?

PandaDoc provides an all-in-one document workflow automation platform designed to help fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. The vendor states PandaDoc empowers more than 27,000 growing organizations to thrive by taking the work out of document workflow.

PandaDoc Features

  • Supported: Unlimited legally binding eSignatures
  • Supported: Unlimited document uploads
  • Supported: Payments
  • Supported: Templates
  • Supported: Rich media drag and drop document editor
  • Supported: Pricing tables
  • Supported: Audit trail and document analytics
  • Supported: CRM and Zapier integrations
  • Supported: Content library and content locking
  • Supported: Custom branding
  • Supported: Approval workflows
  • Supported: Forms
  • Supported: Bulk send
  • Supported: SSO support and custom user roles
  • Supported: User performance and content reporting
  • Supported: API

PandaDoc Screenshots

Stand out from the crowd with stunning, effective sales documents with custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Keep momentum…get your documents out the door fast to keep deals moving with automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Centralize communications, streamline the negotiation process, and make revisions in real-time in a single location.Stop flying blind when creating forecasts. Picking which deals to include (or exclude) is easy when you can drill down to the deal level with proposals.Reduce the length of your sales cycle and give customers a better experience with legally binding eSignatures

PandaDoc Video

Simplify the process to create, send, track, and eSign sales documents. For more info, visit one of the links below: Website: https://www.pandadoc.com/?utm_medium=social&utm_source=youtube&utm_campaign=channel-video-Sales-documents-that-close-PandaDoc LinkedIn: https://www.linkedin.com/company/pandadoc/ Facebook: https://www.facebook.com/PandaDoc Twitter: https://twitter.com/pandadoc

PandaDoc Integrations

PandaDoc Competitors

PandaDoc Pricing

More Pricing Information

SaaS Editions Pricing
Pricing DetailsTerms
Free eSignFree
Essentials$19per user/per month
Business$49per user/per month
EnterpriseContact sales team

PandaDoc Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Frequently Asked Questions

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.

What is PandaDoc's best feature?

Reviewers rate PandaDoc Professional Quality highest, with a score of 9.

Who uses PandaDoc?

The most common users of PandaDoc are from Small Businesses and the Marketing & Advertising industry.