PandaDoc is as cool as a panda bear is, but less endangered
February 20, 2025

PandaDoc is as cool as a panda bear is, but less endangered

Samuel Robinson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We use PandaDoc to create, send, and sign agreements with our customers. It saves us immense amounts of time because we can use templates and customize them for each customer if needed. it's also a super easy way for us to keep track of all agreements and ensure the data of agreements is synced with our customer profiles in our CRM system.

Pros

  • Templates
  • Identity Verification
  • Integrations with existing technology stack
  • Support

Cons

  • I want to be able to que up an invoice from quickbooks to be sent to the signatory when they complete the document, but right now I have to use a specific type of quickbooks transaction
  • Saved so so so much time for everyone on our team
  • Keeps our data and documents in one place for easy search
  • Easily integrates with our technology stack
  • Partnerships
  • Resellers
  • Affiliates
  • Consulting Agreements
  • Employee Agreements
  • Tax Forms
PandaDoc is a less clunky user experience, not only on the signature process and review, but also on the document creation process.

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 well suited for our multi year agreements, saving time by creating templates and easily generating those templates with client information pulled from our CRM. It's a powerful tool, and would be less well suited for a small organization that needs very basic document signature and creation needs.

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