PandaDoc

PandaDoc is well suited for small- to mid-sized firms that want to easily create, edit, and publish legal documents. If you have clients or multiple stakeholders who need to view documents, PandaDoc makes it easy for the right person to view the document without compromising privacy. It also has the option to export PDFs easily. PandDoc is an excellent choice for its ease of use if you're a consulting firm.

If you're looking for an online tool that will help make contract signing, renewals, and creation simple, it's great. It's less so if you're looking for a way to integrate with other signatory forms, as I'm yet to see a way to send through to DocuSign, for example, which a lot of our clients use instead.

PandaDoc is well-suited for any company looking to automate its document process. Whether you need a signature or not, if you want your documents to be populated and sent automatically, then this is the reliable, simple, and affordable way to go. It integrates with Zapier, Make, and so much more.

I find it looks professional, is set out well, and is easy to use. I'm sure there is more that I could use it for, and I will explore further. My clients have had no problem accessing and signing documents from me, and it is easy to download and send to clients.

PandaDoc is well suited for when you may need to make on-the-fly adjustments to a document prior to sending. Templates are great, but sometimes they have to be changed per issuance. This is easy to adjust when needed. When hundreds of documents have to be customized, PandaDoc can be cumbersome. In many cases, I prefer a fillable PDF form, as PandaDoc does not always suit these cases.

PandaDoc is well suited for any business that requires clients or customers to fill out forms, in addition to collecting payment, whether it’s a one-time charge or recurring. PandaDoc would not be beneficial to a business that does not require clients or customers to sign any disclosures or consent forms.

PandaDoc is well suited if you are using a more popular CRM for it to integrate with. It has a lot of promising features that with time will be very powerful such as the Quote Builder and CRM automations. It also has a lot of out-of-the-box functionality such as Smart Content, a Content Library, and advanced approval capabilities.

PandaDoc is well suited for professionals that require compliance but also ease of use for forwarding on to multiple people to sign. It works great for our industry which is a managed service provider so we can easily send through agreements that are required. It would be less suitable for smaller companies that only have a few quotes / jobs.

PandaDoc is a perfect fit for automating and speeding standard proposals. For custom proposals or sales scenarios that are uncommon, it is usually quicker to draft in Word and share PDF.

very easy to create and send proposals

PandaDoc allows us to import documents as well as creating them from scratch. And while it can be tricky to get them looking exactly the way you want, their customer success overlay is responsive friendly and helpful.

I can see where this platform would be even more helpful to smaller orgs without a CRM as they do offer contact, client "rooms", etc..

Being able to create separate areas and restrict access allows us to operate on the principle of least privilege. This is further support by the roles and licenses available.

It has worked well for creating templates for agreements And all allows for quick signing. It has been challenging to create a form that functions and it is visually compelling

well suited for small teams and large teams. can use workspaces for different teams. good user permissions across workspaces.

Support has been great and quick to work with.

Perfectly suited for SaaS companies looking to make their service agreements more professional and easy to use. The automation it brings to the sign up process is SO helpful - specifically the integration with HubSpot/Salesforce. It was great for our company when it was small and has continued to grow with us. We know it will continue to scale with our fast-growing team.

PandaDoc has really improved our quoting process and allows us to produce professional proposals to our clients.

We use for contracts within our organization and our customers and it works very well for us. We have not had the need to use all the features of this product but the ones we use work great for us

I feel like PandaDoc is a very competent platform that works very well for our team. My only issue with PandaDoc is it's a little bit pricey. However, the entire e-signature space tends to be an expensive service for what is offered, so I don't necessarily feel like they are more expensive than the competition.

PandaDoc is well suited for companies that send proposals and terms and conditions to customers for collection of digital signatures. It really helps that you can templatize your documents and have collaborators help you finish the document for you. The dashboard is also a game changer as it gives you one place to view all your active documents and the status of them. You can even use this to collect payments as it integrates with software like QBO.

The functionality is endless and could be used for mirage of things. Since you can create your own templates, it opens a world of possibility. You could use it to create waivers, enrollment contracts, freelance contracts, leases, etc

PandaDoc is great for use of one form to one person, easy to implement your prompts.

PandaDoc is great for multi-use forms sent randomly or in a group.

I'd recommend PandaDoc to any small business that executes contracts. It's very straight forward to use, allows you to duplicate contract language for similar clients. and the dashboard has just about everything a business owner and/or executive would like to see. I cannot think of a better document management system.

Very nice in user friendly and fastest possible plus confirmation of each document has been viewed and completed.

other ways more than one check box should be available and if only one check box clicked (as required) than it should allow finish the document.

It is ideal for going from phone call (or even while on a phone call) to sending an NDA or SOW out to a client. I have done this often, and have found the faster I get them out, the higher the likelihood of getting a signature. While it is more than capable for many proposals, for very complex proposals, numbering in the 100s of pages (not uncommon for complex ERP proposals), it is not the right tool. If you incorporate Powerpoint Slides in your proposals, it is not great for that either.

Well suited for smaller orgs with simple contracts. Not sure how it works with other docs.