Solid Product for Secure Document Sharing
June 18, 2024
Solid Product for Secure Document Sharing
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
We use PandaDoc to send legal documents that need e-signature to individuals, send secure documents with personal information, and will likely use the new Rooms feature in the future for onboarding. It is also used to send promissory notes. With the new features, we may expand the scope of what we will use PandaDoc for.
Pros
- Add new features based on user feedback
- Search for documents based on key words
- Create templates for common documents that need sending
Cons
- The automatic snapping of added fields in templates could be toggleable to more easily place fields where they need to be
- When fields are duplicated, the generated Field IDs can get long (e.g. Text_1, Text_1_1, Text_1_1_1, etc)
- Loading screens are sometimes long
- We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
- We have been able to find older documents very easily.
- W-9 have been very difficult due to Section 3, but this was addressed with conditional logic
- Sending documents with personal information for any purpose, like HR documents
- Supply order requests within the office
- Posting a link for people to submit applications
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
Comments
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