PandaDoc - simple and easy to use, yet customizable
April 27, 2022

PandaDoc - simple and easy to use, yet customizable

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

Overall Satisfaction with PandaDoc

PandaDoc has been easy and simple to use and works exactly for what we need it for. We generate quotes and send our customers PandaDocs so that they can review and sign the order, which we then proceed into production with. It always works, has an address book so the information only needs to be entered once, and can notify you if a customer has viewed, or completed it. Formatting the quotes is also easy with the drag and drop boxes and customizability. Once the documents are signed you can download individual or bulk download documents. They also have a great search system which makes finding past documents simple and easy.

Pros

  • Searchability of past documents
  • Formatting the documents
  • Saving templates
  • Overall ease of use, good UI

Cons

  • Sometimes notifications that a document has been signed do not get emailed
  • Its cheaper and easier to use than DocuSign, and easily better.
  • Saves time having everything easily findable in the search bar
  • Nobody has ever not been able to figure out how to use it
  • Save completed documents
  • Complete documents internally
PandaDoc was not only simpler and more inexpensive than DocuSign, but it is easier to use and has better capabilities at a fraction of what it cost for DocuSign. It was a very simple decision to make the switch over.

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

PandaDoc is perfect for what we use it for - sending documents to sign for individual customers. You get notified when it is signed as well as view, and it contains a signature as well as when the doc was signed and IP address. This may be my own ignorance but I could never figure out how to send out a document to multiple people (each only being able only to see and sign their copy.)

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