PandaDoc

Less expensive option to DocuSign.

Customer service.

IT support.

Multiple users at once in one document.

Clear communication within the document and ease of use to send to clients.

Allowed for us to follow the paper trail as it was sent out for review or final signature.

Look and feel of the product is outstanding.

Receiving copy and paste data from MS docs or other word processing engines.

Being able to personalize homepage based per user.

Allow for redactions or changes to be made by others prior to signing during negotiations.

Document management

Templates

Electronic signature

The ability to create templates directly in PandaDoc in addition to uploading word and pdf documents.

Ability to send custom reminder messages.

Salesforce Integration

Tracking Contract Progress

Emailing clients & Account Managers reminders

Occasionally their site speed has issues.

For a few weeks, we had padding issues (visually) in the docs, but they fixed that quickly and communicated thoroughly with us throughout the process.

Application Tracking

Ease of use

Accessibility

It could be easier to assign an email to a document for signatures.

File navigation could be more detailed in the left navigation screen.

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.

Payment Integration

Document and Proposal tracking

E-signatures

Templates

User Interface needs updating

Automatic new page for PDF page break line

Open tracking

E-signature

Template building

Uploading documents

Collaboration between Manager and AE team

Automatically pro-rate costs

Easy to use/Intuitive

Analytics are super helpful - to see if the object has been viewed/signed/completed/forwarded, etc.

Easily store templates

Payment by cc option through stripe

I wish the clone feature was a bit easier to navigate.

Ease of use

Sending contacts to prospects

Contract tracking

Contract management

User Interface

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?

Automatic Signing

Easy modification of forms

Notifications

Adding products

Saving of changes

Ability to overwrite templates

Syncing with CRM

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

Allows for a seamless integration with sales management tools.

Allows for monitoring of the signing process for proposals

Allows to simplify the end user agreement to simple signature and basic information

The editing of a contact e-mail is still tricky and difficult to change.

More editing capability once the doc has reached the end user.

Highlighting errors or omissions in the document

The template design is really easy to use.

The bulk send feature is a dream, really saved us a ton of time.

PandaDoc seems to be ever-evolving!

PandaDoc is definitely the most cost effective e-paperwork system on the market

I would like it if more bulk send packets were included in the original price

More tutorials would be helpful

Clean and simple to understand UI

Preloaded templates available for different contract types

Great customer service for any issue on software

Functionality of moving tiles within templates

Have PDF download option on main page

Import the data of our products, their quantity and their price from the Pipedrive CRM

Create quotes in an automated way based on templates that we quickly modify, if we need it

It helps us track the number of times a prospect reads a quote, so we can gauge their interest in our product

Allow the prospect to decide how many licenses they want based on their budget

That allows us to include the "subject" field within the "saved messages" template. Currently we have to manually edit the subject every time we submit a quote

That we can use Spanish in "Recipient's display language" to show the prices of the products separating the thousands with a comma and the decimals with a point

To be able to import the names and prices of products in the price table without having to delete the first row because it appears blank

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

steal money from businesses

I requested someone on success team cancel my contract.

Instead they charged my credit card and stole money from my small business

Sign documents

walk people through signatures

Allow other fields and other info to be added

The date should be set to auto-filling to today beside a signature, and then let the user change it

Getting the fields positioned just right is a chore - a general problem, not something PD can fix

I love how user friendly it is

I LOVE how you have to fill out each field before going to the next- makes for fewer errors

The Dashboard is my fave- its just SUPER easy to navigate

I have zero complaints about Panda Doc

I really like it. I love the color coordinators for each signer- I have no complaints

Include photos and vidéos

Electronic signature

Price table

Possibility to have more than 1 signer

unlimited document uploads

easy to use (for both sender and signer)

good customer service

the ability to choose the color of fields that I add (ex: signature line, checkboxes, etc.)

If I add 2 people to be signers of a document, to make it a choice that only one of them needs to sign it for the document to be "completed"

Keep track of the stage of the agreements sent

Templates

Updates when someone has viewed or completed agreement

Better integration with CRMs

Different options for Large medium and small teams

N/A

PandaDoc is highly customizable.

PandaDoc is easy to use.

PandaDoc is able to be integrated into other softwares that our company is using.

Very occasional glitches cause changes to not be saved in the moment.

Being able to crop photographs inside of the document would be useful.

Would like email remainders when documents are close to expiring date.