Occasionally glitchy, but I like it!
Updated June 03, 2022

Occasionally glitchy, but I like it!

Linda Stefani | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

I use PandaDoc for contractor, employee and sales agreements. Within the contractor and employee agreements, there are multiple documents needed and used that required confidentiality and signatures. We use it across all departments. It keeps our document secure and the proper signatures to insure the agreement are obtained.
  • Importing information that is needed in a contract or document
  • Delivering notifications to admin to understand where the recipient is in the process
  • Electronic signatures are easy
  • I like the dashboard where you can see latest things that have happened
  • Sometime the system is glitchy; recipient cannot access some fields at times
  • More definition on what the side bar items mean.
  • We successfully manage Out-of-area and international hiring of contractors
  • We securely manage sensitive employee and other HR documents
  • PandaDoc simplifies our sales document process by providing stored templates
Riafox uses templates for contractor and employee HR. We us the embedded eSignature feature regularly for sales proposals, contracts and other documents requiring a signature.
Riafox has benefitted by PandaDoc communication within our management team. When creating proposals and contracts the private commenting feature is a must! I also like the real-time notifications so that I can see who has viewed my document, who has signed and completed the document.
I have found the look and feel of documents is professional. The document handler allows me to either create my own document or upload a document and make the required edits needed to meet our needs.
  • We have used it to store important documents so that they are available when needed
  • I like the way I can organize documents with folders
  • Capturing things for HR purposes
I have not compared PandaDoc to other document handlers for any reason. I have seen other document handlers in my personal business. The only experience I have with DocuSign is accessing the document and provided a signature.

Do you think PandaDoc delivers good value for the price?


Are you happy with PandaDoc's feature set?


Did PandaDoc live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of PandaDoc go as expected?

I wasn't involved with the implementation phase

Would you buy PandaDoc again?


PandaDoc is well suited for contractual agreements where a signature is required. I also use it for collecting confidential information, such as bank deposit information, performance reviews, and sales agreements. PandaDoc keeps these documents secure.

PandaDoc Experience

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.
As mentioned previously, 90 percent of the time I have been successful with using PandaDocs. Once in a while I run into glitches and have to resend documents.
I have not contacted customer support, but my colleagues have.
The only integration that I have used is uploading document and to make them templates for continued use. I have been able to upload PDF document and images.
Yes the performance is good. I can quickly fill out templates and send them off for review. The pages load quickly as well.
I was not involved in the purchase of PandaDoc. The company had work with the vendor prior to me being hired. PandaDoc was installed and ready to use.

Using PandaDoc

4 - Sales Proposals, Statement Of Work documents, Employee document, Sub-contractor documents. Any documentation that we want to require a signature for . I also store previous tax information there as well.
We do not have an internal team that supports PandaDoc.
  • Sales Proposals
  • SubContactor Agreements
  • Statement of Work Agreements
  • Human Resource documentation
We have been satisfied with PandaDoc and do not anticipate not using it.

Evaluating PandaDoc and Competitors

  • Product Features
  • Product Usability
  • Prior Experience with the Product
As I was not involved in the purchase process, but I can guess that PandaDoc provided the features needed for our Company. PandaDoc is pretty user friendly and I have attended some webinars.
I was not involved the the purchase process. PandaDoc was purchased prior to my working at Riafox.

PandaDoc Implementation

Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.
Change management was minimal
  • Not sure
  • Not sure
  • Not sure

PandaDoc Training

It was pretty easy. I used the help to learn. I would recommend some type of training for ease of use.

PandaDoc Support

Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
I was not involved in the purchase process.
I attended a Webinar that was very informative and helpful. I will attend more when they are available.

Using PandaDoc

Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Feel confident using
Lots to learn
  • Creating Templates
  • The e signature feature
  • Adding contacts and sending documents
  • Integrating images

PandaDoc Reliability

I agree. We have created folders for multiple departments and have been successful with the usage.
I don't think I've ever had a time when I could not access PandaDoc.

Integrating PandaDoc

  • File import/export
Just understanding how the integration works .

Relationship with PandaDoc

Creating contracts and sending them to potential clients is easy. Documents are easy to manage.
No I just imported document from drive, downloads and google docs.