PandaDoc review for social services setting
December 22, 2021

PandaDoc review for social services setting

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

Overall Satisfaction with PandaDoc

I use PandaDoc for all documents that need to be sent to clients for signing. It is simple for the client to view and sign documents even with limited resources. PandaDoc has addressed the challenges of no longer doing client intakes at the office. I am now able to go over the forms with the client and they can view them before signing. It offers extra protection for both the clients and staff regarding COVID-19 and other contagious diseases.

Pros

  • Easy to change templates
  • The ability to upload previous PDF and Word docs to be changed into PandaDocs
  • The ability to organize my homescreen

Cons

  • I would like to be able to create files for each individual client for both sending and receiving instead of them all being in the same document folder.
  • Currently there is an option to email the forms individually to the clients or add a link to an email. It would be nice to be able to create one email to send an entire file of docs that need to be signed to the client directly from PandaDocs.
  • Customer experience (being able to view documents and not having to find transportation to our office)
  • Organization - all on computer rather than printed out.
  • I cannot speak to the rest of the organization as I am only from one part.
  • Our finance and administrative departments are both using PandaDocs for some things.
n/a

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?

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?

Yes

I have already done training with our staff to help them switch over to PandaDoc. It has made a world of difference compared to the first year of the pandemic. My files are neatly organized now and I am not having to print off everything. Even when individuals are not very tech-savvy, they have found the PandaDocs system a simple way to get their documents signed. We want to create as few stumbling blocks as possible when it comes to getting our clients housed. I have not used other document signing programs to use as a comparison, but I was provided access to PandaDoc right at the time I needed it most.

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