Go Pandadoc
November 19, 2021

Go Pandadoc

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

Overall Satisfaction with PandaDoc

Currently, it is used only by myself to prepare and send out documents for an electronic signature to our Tax and accounting clients
  • User Friendly
  • Easy to setup
  • Easy to navigate
  • Address book
  • User page layout
  • additional features
  • Provided us with an alternative during Covid-19 to avoid face to face meetings
  • It increased our time for completing tax returns since now we had to PandaDoc and email the information
Since we were basic users we did not use any of the advanced functions. We just loaded our documents added the signature fields and created links to clients.
We were very happy with the real-time notification to be able to check when the client has signed the documents. A nice feature would be a reminder before documents expire.
Some clients were hesitant to use PandaDoc since they did not know the brand and their tax data is Sensitive but overall it was easy to use and most of our clients did not have a problem using it.
  • We have only used pandadoc for document signing
  • We like the feature which converts word docs to pdf pandadocs
  • We are looking to use it for document sharing as a secured web site
PandaDoc was very cost-effective compared to other products.

Do you think PandaDoc delivers good value for the price?

Yes

Are you happy with PandaDoc's feature set?

Yes

Did PandaDoc live up to sales and marketing promises?

Yes

Did implementation of PandaDoc go as expected?

Yes

Would you buy PandaDoc again?

Yes

I have already recommended PandaDoc to several customers in real estate. I think it is very well suited for the real estate industry. I have also recommended it for an insurance client but they did not have as much success with it.