Great functionality at a great price
Anonymous | TrustRadius Reviewer
January 10, 2020

Great functionality at a great price

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with PandaDoc

We mainly use PandaDoc as a convenient way to distribute non-disclosure agreements (NDAs) for people who contract with us and also for people who attend our events (which also includes a liability waiver). I am usually the person who sends out the NDAs, but I do this for various departments in our organization. The business problem it addresses is finding a good way to send and keep track of our signed NDAs.
  • We can organize our various Non-Disclosure Agreements (NDAs) and send them to various people easily and quickly.
  • PandaDocs keeps track of where each person is at in the signing process (viewed or completed).
  • We would love to use PandaDocs for liability waivers for our large events (currently we only use it for our small events). The limitation is that you must assign the document to each individual person. It would be great to have the option to send the same NDA/liability waiver to a list of people (generally over 200 people). You can't do this now because you must assign each interactive field in the document to an individual person. This feature is great if you are only sending the NDA to one person, but it doesn't work if you want a large number of people to sign the same NDA. So we would love to see this as an option.
  • We save a lot of time having all of our NDAs and contracts in one place, and to be able to instantiate and send a document from those templates very quickly and easily.
  • It is easy for our customers and contractors to receive and sign the documents.
We create our documents in Word, then upload a PDF version to PandaDocs and create the interactive fields. It's great to have templates and then just instantiate a document to send whenever needed.
The only tool of those listed above that we currently use is the mobile-friendly eSignature capability. This is very useful for us as it makes it easy for our customers and contractors to sign the documents we need them to sign.
We are able to add our logo to the top of our documents, which gives them a more professional look & feel.
We did not evaluate any other products, although we looked at a number of them. We chose PandaDoc because it seemed to have the most important features we needed at a price we liked.
It's a great way to send and manage documents that must be signed, such as non-disclosure agreements and contracts.