Efficiency and accurate information collected
November 24, 2021

Efficiency and accurate information collected

Wendy Rindfleisch | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

I'm using PandaDoc to put out new contractor information, contracts, and background inquiry forms. To start the process of partnering with mental health professionals. We need to have HIPPA confidentiality with the documents that are sent out and received in the process of bringing new mental health professionals on board with our organization.
  • Information is saved if documents can't be completed all at once
  • Security in sending and receiving
  • Easy directions to follow when completing
  • For date have a option for the date it is being signed, not past or future dates
  • Being able to adjust signing order after it's put in, but before sending
  • Being able to resend the document to a new address after it was sent the first time
  • The use of a radio button to choose an assortment of options
  • Being able to have an area filled in or not with an optional field
  • The forms being loaded in and able to send out to the different contractors saves me time to be able to get other tasks accomplished
  • I have greater efficiency in entering data from the information collected on our template.
  • It gives our contractors a better experience when they are able to start to sign documents and then come back later and pick up where they left off if interrupted.
We do not use PandaDoc to create our documents. It leaves out our company logo, etc when it is converted.
We do not use this feature.
The documents that are recreated in the platform change the original form and leave out company logos. They require more work than staying with the original document before converting.
  • We use it to interact with clients and intake folders
  • We can extract information for our company to better serve our grant writing department.
  • Response time is quicker
PandaDoc is more secure than SignNow and it fulfills our HIPPA requirements that we need to follow with collecting sensitive information from clients and contractors. The cost is considerably less than DocuSign. They charge by the [number] of envelopes sent and the cost can become high. This is why we are with PandaDoc right now.

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?


We send out contracts for signatures for our contractors to review and sign their new contracts or addendums that might arise while they are with us. We also use PandaDoc for collecting new contractor information through the forms we have uploaded. It's useful to get these tasks accomplished and know who is signing the documents.