PandaDoc Reviews & Product Details

The user interface is very easy to use and is updated.

The jump between version 1 and version 2 of the editors removed some features. But it’s my understanding that this has been resolved.

E-signatures, Remote sales team

The reason I like PandaDoc is that I can easily design personalized proposals. The ease of use is amazing as well. I can collaborate with my team to design something that fits the needs of potential customers. I also love the tracking and electronic signatures.

There's nothing that I have found to complain about.

I like that I can custom design every proposal. Not all customers are alike. I'm able to use a variety of design elements, allowing me to create unique proposals that speak to my potential customers.

PandaDoc makes creating a professional proposal with different types of content (video/graphics/text) easy. Creating templates and documents is pretty straightforward and not time consuming.

PandaDoc is pretty flexible already, but there could be even more flexibility in the Editor tool.

We are able to create more professional proposals than we were before, which improve our brand and enhance our sales efforts, allowing us to standout from the competition.

PandaDoc gives you the most essential documents to start a company, draft a contract, setting up terms & policies.

Really hard to tell. Perhaps they can provide more case studies around the importance of legal documents.

It helps me and my readers at ventureslist.com save time in creating legal document for startup fundraising.

I love how easy it is to have clients complete the documents I send them. I was struggling heavily with compliance and now it's up by almost 70%.

I don't like the difficulty with attempting to delete a document that is no longer relevant.

I love how easy getting all my needs for treatment plans immediately solved and how quickly I can send them out.

My proposals are now 1000% more professional looking, allowing me to land contracts 20x than what I had been initiall quoting (no exaggeration). The ability to know if client opened your proposal, where they spent most time gives you insights which help you close the sale when you call them after. The templates and content library helped speed up the process of creating a proposal, and allowed us to be able to focus on the main core points of the proposal, rather than waste time. It’s wasy to personalise and speeds up the work flow tremendously.

Simple things like organising and sorting previously sent proposals, and may be ability to hide expired proposal. Copy and pasting text can also be tricky and I opt to typing it instead to save headache of formatting it.

Ability to look professional to the clients, and present great proposal which show off our agency. When clients see the level of effort put into the proposal now, they see our agency as a big agency which can provide the work they need on a high end level. This allowed us to increase our margins.

User interface is amazing ease of use the good and trustworthy service

the mobile applications need to better designed

a lot of my high demanding business issues sending important documents for e signature and handling the documents and sharing them with coworkers

Ease of use - ability to have customers sign contracts in the field.

Haven't really found anything I dislike yet.

No need for return visits; just email and customers can sign documents at their convenience

I love being able to put photos and videos right on the quote since my product is design-oriented and very visual I love the electronic signature ability I love the ability to offer options and have the price change when they check/uncheck options I love the chat feature right on the quote I love being able to see how many times they've looked at the quote

That you can't delete lines from the pricing table once you've added them

I'm able to show my clients all options from both a price and a visual perspective. My quotes are much more professional than my competitors and makes a great impression on my clients. So easy to have them sign my contracts and other documents and they can even pay right from the quote!! Makes the repetitive task of quoting every day so much easier and faster!

I like that it shows you where to sign at

I do not dislike anything about the app.

In a virtual world, my teachers and parents can sign forms Immediately as we did in person.

The ability to quickly upload and route real estate documents to buyers and sellers, as well as see the notification when they view and complete it.

I don't have a dislike at this time, I would like to see an ability to edit the actual document in Panda Doc if it's a WORD doc. That way I don't have to do that in WORD than re-upload it.

I solve the problem of routing documents to my sellers and buyers without having to meet face to face or scan/upload.

The ability to fully customize documents to match our company’s brand. I love being able to have all of our documents match and be functional as well as professional.

It takes some time to get setup and customized. It takes a bit of learning all the in’s and outs.

I needed a software to send proposals, quotes, contracts and invoices that matched my company’s brand and was professional. It’s been great to fully customize documents and still have that high level of professionalism.

It's super easy and straightforward to use. It makes getting clients to sign contracts much easier than PDF versions.

Wish the free platform had the option to chase contracts or remind you when they haven't been signed.

Securing projects and giving our company more protection.

The platform is very intuitive and you do not have to be tech-savvy to get the hang of it.

nothing so far, we are still in the early stages of using it and I really enjoy the platform.

Before PandaDoc, each sales person had to submit an order form to our operations team for approval and contract generation which took FOREVER but now we are able to do it quickly, efficiently, and most importantly consistently.

Beautiful templates, great compatibility, easy for customers, very responsive support

Not much. There are a LOT of features I am requesting - if they are able to develop these then I will be a very happy customer.

We are closing deals faster. We are saving administration time in our sales team. We are demonstrating the quality of our product through having a top quality contracting process. Ultimately, PandaDoc will be helping us close more deals and close them faster.

It is very easy to use! It is very fast and makes obtaining e-signatures for documents a breeze.

The emails often go into the spam folder of first time users.

I am using PandaDoc to be able to attach a digital signature on documents when required. This has especially been useful during the pandemic when I can not obtain wet signatures as quickly or easily.

Panda Doc is user friendly, and amazingly customizable! Being able to send our residents their information quickly and get it back just as fast is so valuable.

The create a template tab could be a little more user friendly

Being able to send our residents their information quickly and get it back just as fast is so valuable.

The ease of assigning fields to myself and others.

Signing orders cause problems at the best of times, and not being able to change the order after it is sent is slightly annoying

I send documents across the country daily, and because of this online platform, I am able to get people registered for school, without the wait of postage.

Full involvment into my problem, maximum attention and keep all responsibility on the company side.

Nothing to dislike here. Alll is well, can't find any minuses

Problems with my year plan.

Easy setup and highly customizable functionality

Some out of the box functionality needs, but creative work around are always present.

CPQ, financial modeling- sales reps love it because it's so easy to use, and helps standardize our contracts.