Why I use PandaDoc
June 21, 2023

Why I use PandaDoc

Shane Gropp | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

I send power of attorney documents and property damage release forms to customers and clients. these forms are used in the purchasing of vehicle that are total losses and getting titles renamed. The releases are so parties can not come back to sue our insured at a later time.
  • easy interface. easy to use, and navigate
  • saves documents that may be used a lot.
  • the ability to check progress of documents and send reminders
  • I do wish we had a little additional time before the documents expired.
  • if document expires the ability to make small changes and resend.
  • Time savor, no traveling
  • all employees can use and share created documents
  • saves money on mail.
  • high majority of states accept electronic signatures.
The reusable templates is the biggest. a huge majority of our documents are similar with little changes. this allows for fast and quick changes and allows us to send the documents in a quick timely manner.
I really like that the documents that are sent have legal explanations about what is being signed. This is important so the parties can not come back and say they were forced to sign something. before they sign anything PandaDoc tells them this is a legal contract.

I also like how I am updated via email about when a document is looked at, signed, and completed.
PandaDoc is set up so it is easy to use and has a soft easy feel, but is very professional. good color schemes are soft, but professional. the layout is set up in such a way that everything is only one click away. easy to navigate through multiple screens.
  • legal documents
  • limited power of attorney documents
last time I used DocuSign was around 2020. at that time I do not recall a template or option to save a document for future use. no way to save a document with blank areas where you could open the document and put in info pertaining to what you where working on.

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

PandaDoc is prefect for quick signing of legal documents so people do not have to travel to offices. these legal documents can range from limited power or attorney, medical releases, and releases of liability. I have used it for parental permission documents for school activities and church activities.