Very Helpful and Affordable.
November 04, 2025

Very Helpful and Affordable.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

Our office used PandaDoc to send clients documents to sign for their claim. We often send paperwork either by mail or PandaDoc since most of our clients are not local to our office. It was very useful as some of our clients were homeless and did not have a reliable mailing address, or they did not have the income for a PO box. It was also helpful when there was a form that was urgent and was needed practically the same day.

Pros

  • Prefilling the forms is simple.
  • Able to send forms via email or as a link.
  • Includes date/ time stamp that many places require.
  • Affordable pricing compared to DocuSign.

Cons

  • Lag/ Loading Speed.
  • Editing Documents after sending.
  • Time/Date Stamp for Signature.
  • Quickly retain new clients.
  • Able to update file quickly.
  • Great mail alternative.
  • Intake paperwork.
  • Same day return on forms.
  • Other SSA forms.
Our office selected PandaDoc since it was better in terms of saving money. The cost was the most important factor when determining which site to use.

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

Our office used PandaDoc for a while before we had to stop using it due to issues with getting the time/ date stamp on the forms. Social Security has new policies where certain documents with eSign have to have the time/date included with the signature, which PandaDoc did not have. They were great, and we had no major issues working with them until the policy change. Depending on what you need forms signed for, PandaDoc is a great, affordable option.

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