5 year user in regards to insurance.
October 14, 2025
5 year user in regards to insurance.
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
We sell insurance 100% online, so we never see our customers. Insurance companies and financing companies require THEIR documents to be signed, but don't provide an e-signature portal. Panda allows us to generate, edit, and track these documents. It also integrates with HubSpot, which we enjoy. The price point is great as well.
Pros
- Easy to use for us as an editor.
- I love the reminder feature.
- Responsive from when it is signed to how fast I can download.
Cons
- MORE EDITING - let us edit the text more.
- For the copy and link option please make them NOT have to same size but just be the same text.
- Sometimes, when I create templates, the images don't transfer over.
- Saving time creating documents is # 1 we do a lot of the same information again and again.
- Our customers find it easy to use; we have never in 5 years have someone complain about it on their end.
- It is very easy to onboard someone one it.
- One thing is the reminder feature to sign. Instead of calling a client or texting them, HEY, remember to sign this VERY important legal document. The remind feature is a unique way to connect.
None, we haven't looked outside of PandaDoc in years.
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?
Yes
Would you buy PandaDoc again?
Yes
Comments
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