A refreshingly simple and intuitive tool that makes document editing as easy as it should be.
November 22, 2021

A refreshingly simple and intuitive tool that makes document editing as easy as it should be.

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

Overall Satisfaction with PandaDoc

I use PandaDoc as a tool to help me with the invoicing process for one of my key editorial clients. The requirement of this client is that commissioning forms are sent to me digitally, and I then need to complete various fields and add information (such as the word count for selected articles), before signing them. When trying to complete this process for the first time, I tried a number of e-signature clients and tools, and found all of them difficult to use or extremely expensive for something that I would not be using every day. Eventually, I discovered PandaDoc and found that it allowed me to complete all the necessary processes easily. I was genuinely impressed by how clear it was to use and how smooth the process was - everything is intuitive and explained the whole way through. The e-signature process was also refreshingly easy and gave me a number of options. It now takes me minutes to complete the commissioning forms and I can get several done in quick succession.
  • Makes e-signatures easy.
  • Makes adding text fields (and the required text) simple.
  • Allows for consecutive documents to be worked on quickly, with no time-consuming processes that require starting from scratch.
  • Very occasionally there is a glitch when I download documents that doesn't allow me to use the 'complete' button, so I need to start again.
  • The text boxes and e-signature boxes could move a little more smoothly when being dragged.
  • The e-signature appears in quite a small font when first completed and could be made larger as a default.
  • It has saved me a huge amount of time.
  • It has essentially meant that my invoices get paid faster, as I can create and send them quicker and don't put off the process any more (I need to create commissioning forms with every invoices, which is what I used PandaDoc for in this process).
  • It has made my admin days far more efficient.
The function that switches documents into more editable formats makes things faster for me (and would also do the same for many more companies, I imagine). The fact that the fillable content fields functions are fixed to the side of the editing page makes it extremely easy to dip in and out of different editing functions, and also allows for more creativity when working on documents.
I have definitely benefitted from the e-signature capabilities, including the mobile functionality. It's the simplest e-signature tool I have used.
Documents look extremely professional when edited with PandaDoc. I feel happy and confident sending the documents I have edited to my employer and would never worry about them looking unprofessional when using PandaDoc. This isn't always the case with previous e-signature tools I have used, as there have been many times when I have worried about sending someone a clunky or unclear or blurry e-signature on an important document.
  • As a key part of an invoice completion process.
PandaDoc is far better for me and my uses than DocuSign. Firstly, there seem to be fewer processes to get the result I need, and the processes that are there are much more intuitive. It took me minutes to edit and add text to a document when I started using PandaDoc and that wasn't the case with DocuSign. Also, PandaDoc has a great free package.

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PandaDoc will be well suited to companies that are dealing with multiple documents on a daily basis and need to edit or amend these documents quickly and easily. It also allows users to jump back into documents very easily, so companies who need to go back and make alterations to previous documents will find this process easy and smooth. The archive list of previous documents stored in PandaDoc is easily viewable and accessible, so anyone needing to check historical work will be able to use that function.