Perfect For Quick Edits & Adjusting Hourly Rates
April 24, 2021

Perfect For Quick Edits & Adjusting Hourly Rates

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

I was the only user until about 3 months ago, but then my responsibilities shifted to HR and recruiting. It's primarily used to send paperwork (NDAs and LOAs) to freelancers, but we also send severance agreements through it. It makes it easier for the recipient to quickly sign the contract (especially since a majority of our freelancers don't have access to a printer), but it's also great for the people on my team because, unlike DocuSign, we don't have to upload an entirely new document if we have to edit something in the existing template.
  • It's easy to edit existing docs and templates.
  • I love the dashboard view where you can get a quick scan of how many docs haven't been signed.
  • The people I work with have found the send functionality confusing. If you send via link instead of email (via PandaDoc), the status changes to Sent once you generate the link, so our HR manager has had a few panicked moments where she thought she accidentally sent it via PandaDoc.
  • There was a recent update where if you decide to CC someone, you have to go to the signature field in the actual doc, click on it, and designate the signer. I think before you just had to click on the name in the recipient list and select the cc option from there, which was less confusing.
  • Even if you decide to send the doc via link instead of through PandaDoc directly, you still have to include their email address when populating the name of who should sign it. Seems unnecessary.
  • Not sure if there's a way to do this already (and if there is, I think it could be highlighted better), but it would be nice if there was a way for multiple people to get a notification once a doc is signed.
  • It's saved us a ton of time putting together contracts. With DocuSign, it would take me 10-15 minutes per doc since I had to upload new PDFs every single time (since each freelancer has a different hourly rate), but now I can put together 3-4 docs in the same amount of time in PandaDoc.
The fact that you can edit the templates and the docs is huge. We've saved so much time and effort with it.
We haven't used the communication capabilities within the platform much since we prefer to communicate separately over email.
The documents themselves look great, but the incorporated branding in the header is a little too light and airy for it to seem like a super serious contract.
  • Since a lot of our employees don't have access to a printer, we've sent insurance forms to our new hires through PandaDoc.
DocuSign is horrendous if you have to edit anything in the doc, especially if you have to send repeatedly send the same template. I can't tell you how many times I noticed a typo after uploading a new version in DocuSign and had to go back to the Word doc, save the PDF, upload it again, and highlight the signature fields again. A nightmare.
Google Workspace (formerly G Suite), Rippling, Slack
PandaDoc is awesome if you have to send the same doc over and over again but need some editable fields, or even the option to edit the entire doc altogether. It's a huge timesaver.