PandaDoc Reviews

Using Zoho Notebook on my desktop pc or on my mobile device, I can easily take notes or save my thoughts. Not only written material but also music and pictures can be added to the note. However, the file size is limited. Using a digital notebook to save my notes is more safer than using a real notepad.

It does not allow an offline setting since it requires constant internet connections to view my notes in the software. If the note may be saved on my desktops as a backup option, it will greatly assist me in recovering my note if I lose internet access. Overall, most of the feature is really useful for me as i really in needs for a good digital notepad

I appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them.

I am unable to replicate whole sections, just some of the content parts. This is infuriating. That strikes me as a little clumsy from the developer side. The document didn't allow me to write in Landscape mode, so I've been drafting my proposals slides in InDesign and afterwards copying/pasting them as photographs into the document, and this has resulted in some duplication of effort on my side, which is inconvenient given that one of the reasons I choose this software because I need a system to help reduce time wasted on drafting proposals.

I liked the fact that I could easily access my documents and drag and drop fields to customize them. I also liked how quickly I could send documents out for signature and track their progress. The intuitive user interface was a major plus too.

The only downside to my experience with PandaDoc was the lack of integration with some other business software I use. This meant I had to use other platforms to access and send documents, which was a bit of a hassle.

Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.

No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.

We used this software to process employment related forms for contractors and employees at the college and it was mostly great. The text boxes could be a little simpler for editing (you can't highlight text and change it, you have to use arrow keys to move to the text like you're working at a DOS prompt). But for document tracking, signatures, and security it's fantastic. If you don't have the need to integrate with enterprise systems you can't find a better document/workflow management software.

It doesn't integrate with much in the way of enterprise software. As time passed and our other software was updated it became more difficult to track some things because Panda didn't integrate with any of our critical systems. As a result we used Panda less because most of the new ERP systems (and HRIS, and Finance) include workflows, forms, and signatures today.

I love the templates available so I can create proposals quickly and I can use the drag-and-drop builder to edit them how I like. Obtaining signatures globally is effortless and it is easy to track the analytics of the proposals. The live 24/7 support makes it easy to resolve any issues that arise.

This did not work well with Stripe integrations

The most impactful features in PandaDoc are its templates, electronic signatures, automation, and analytics. PandaDoc is user friendly and easy to use, making it simple for anyone to get started. It is also highly customizable to allow for integration with existing business processes. PandaDoc makes it easier to streamline and automate document management, providing better insights and performance.

One feature that is missing from PandaDoc that would be very useful is a way to check the version history of a document. It would be helpful to have a view of all the previous versions of a document, so we can more easily access older versions and compare the changes.

Pandadoc is very easy to manage, and take in our hands. The UX, UI is very simple for our customer. The connexion with all the tools that we use our on the top (hubspot, slack, google sheet).

The management of document is not very UX friendly. It's difficult to find the document that we search juste by having a look. Also, it's not possible to create some variables with our CRM.

This software provides an incredibly quick option for sending and receiving digital signatures on documents. I’ve used it many times when filling out on boarding documents for short term gig work, and the prompts take you straight to the areas that need a signature or text. Very user friendly.

I haven’t ran into any issues with this software. All of my experiences with it have been positive, don’t have any negatives to share.

PandaDoc has been a helpful tool. It accelerate our document creation process. It enable us to track our documents. Moreover, the selection of templates and the capability to customize them is a great bonus. Additionally, the electronic signature feature saves us time.

I find this tool to be somewhat expensive. Furthermore, it is slow, it takes time to open the document and it is not very user friendly; it is a bit complex to modify a document.

I like that Pandadoc notifies me when prospects view my proposals and it allows them to easily sign electronically without scanning and printing. I like that it gives me the ability to propose a pick list for clients and they can select which package or which services and it will automatically total them.

I can't clone whole pages, just content chunks. And I can't move entire pages, just content chunks. This is annoying. I find that a bit clunky. I also have not liked the visual aspect as much as designing on my own, and it hasn't let me compose in Landscape mode, so I have instead been designing my own proposal slides in InDesign and then when the client is ready to sign I just copy/paste them as images into an agreement. This is creating some double work for me, which is annoying and part of the reason I wanted a software in the first place was to minimize time spent on proposals.

Ability to customize proposals for individual products and services we offer

Must pay extra for the Salesforce integration

PandaDoc has allowed us to streamline our proposal process tremendously. Because of the content library, template functions and ease of use, we've been able to double the number of proposals we put out in the same timeframe before implementation.
The analytics reporting feature has assisted in increasing our win rates. We can hone in on the areas of our proposals that resonate with our prospects, allowing the follow-up meetings to be more focused - discussing targeted, relevant themes, services and needs.
PandaDoc's development team is very open to feedback and ideas on how to improve the platform. It's refreshing to work with a company that takes your input and one-off special requests to not only deliver on those requests for you but roll out these changes across the board for all of their users. Having a say in the process of polishing and tweaking a product to work best for us is a value-added benefit.
The various plug-ins for other software, such as CRM systems, is useful for collaboration between departments.
The ability to customize the CSS to fit our brand is essential. We can customize templates with designs that fulfill each of our needs.
Having multiple workspaces under one account is extremely helpful keeping documents separated for different departments and projects.

There are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future.
From time to time we will run into small formatting issues due to a glitch in the coding. More often than not, they are isolated to one document. For a couple of issues we ran into, the development team was able to provide a timely fix, and the issues have been non-recurring.
In the past few years that we've been using the platform, we have only had three instances where the software was down, two of those instances were for less than an hour. Even with the downtime, we have never missed a deadline to deliver a proposal, even in an industry where RFPs are common.

PandaDoc is mainly focused on preparing business paperwork, such as invoice documents or documents that require signatures, because it has a function that allows you to add an e-signature field. It will enable the paperwork to be totally digital, eliminating any need to print the document. This program is accessible from anywhere as long as you have an internet connection, making it ideal for people who alternate between working remotely and from the workplace.

The new upgrades were a little challenging to adjust to. With the previous version, we could attach PDF files straight into the contract and have them seem like part of a contract. As a result, they can only be uploaded as an attachment, which means they're more likely to be overlooked in the process. This situation has resulted in additional methods for us, lengthening the time required to provide them to our clients.

Version 1 was relatively easy to set up and use. I could duplicate documents, build a library of images and commonly used sub-headings and sections, resize images.
In Version 2 it is easier to create tables and page breaks.

Version 2 was launched without any communication and/or notice. The team decided that it was okay to delete my content library that I had built over the course of 2.5 years. All quotes were automatically updated to a single date. So I am unable to sort quotes and proposals based on newest to oldest. The functionality to resize images is lost. The documents are clunky and useless.

It is used for the management of contracts, with tools that allow even reviewing the life cycle of the same, and control their different versions. Pandadoc allows you to manage documents within the platform without having to be connected to the internet, and has an excellent integrated calculator for taxes. Pandadoc is recommended for its wide range of tools for managing all types of documents, stores and workflows. Your business process automation is excellent, and your Dashboard is extensively customizable. In addition, you can track the progress of each task. The training for pandadoc end users has been very profitable from the start. Thanks to that, it is easy for us to manipulate the platform.

The pandadoc platform does not support the management of online payments, nor does it allow the billing of unforeseen expenses (emergencies). As a document manager, it fails to have optical character recognition, nor can it configure access controls for team members to stored documents.

I am brand new to PandaDoc, unlike my team who has more experience, but have found it very easy to navigate as a novice.

I love how effortless it is to upload the respective document and get it right to a client's computer within seconds. Yes, there is a level of work you must complete beforehand - prepping the document, editing the document, making sure it is good to go, but otherwise, it is as simple as uploading, formatting it correctly, and sending it to obtain signatures. We now have a binding agreement between client and team. I also am a huge advocate for Live Chat features on websites and lucky for me, PandaDoc provides that feature for its users.

PandaDoc also serves as a place to keep track of previous agreements and records. Everything is preserved and safe within this software. The search feature comes in handy here to reference exactly what you are looking for.

Formatting issues - this may not be a PandaDoc issue, but if your third-party software such as PowerPoint has your brand font uploaded and downloaded from the internet, there is a chance the font may not upload exactly as is. This is a problem I face almost every single time I am using PandaDoc. Our brand font is called Catamaran, it has been downloaded to my computer, but when I go to upload to PandaDoc, 9 times out of 10, the font will not carry over as it is formatted via third-party software.

Nothing else is affected besides the fact fonts become inconsistent with our brand.

The client-editable quotes are awesome.

The UI is good (UX needs some work, below).

Content re-use is great.

Love the signing and notifications.

Clunky interface (pretty, but not smooth). Makes it hard for us to get work done sometimes because we're waiting for the interface or having to move things around because they jump. The design philosophy and UI are great, but the UX leaves a little to be desired. Also, some refinements like keyboard shortcuts, maybe a favorite or most used bar.

In addition, we'd love more integrations. We're big into Google Apps, I'd love calendar linking that told us when we sent something (calendar item), when it expires (calendar item), etc.

The lack of sorting options, and default sorts that "stick" in the documents/ templates list is killing us. Open a folder, wait, sorted by default (age? Which is the least helpful when dealing with dozens/hundreds of docs). Sort by name. Wait.

Would be AMAZING to be able to set "sort by [name] [date] [recent] [X] as default" so we don't have to resort and reload every single time we go looking for a document. For heavy users, this is a real burden, wasting time waiting for the product to be usable, instead of doing work.

It's a good standalone product and helps a lot when we have a document built and send out multiple versions. Building documents is still a little clunky. And some of those "native" integrations such as calendar would be great, to make it less standalone.

Cool name.

#1. No text wrapping in fields. If you put a field on a form and someone types past the end of the field, it does not wrap text. It also does not tell them they hit the character limit. So what happens? Anything extra is lost with no way to retrieve it. Quote from support "Unfortunately this is a known issue. At this time there is no way to retrieve any information in these situations. " Yes, in 2016, a software company creating fillable fields is not capable of wrapping text or telling a user they are at the limit.

#2 No batch sending. Want to send the same document to 20 people to complete individually? You have to manually add all 20 contacts, then manually send each one of them an individual form that requires an 8 step process. That's 160 steps to send 20 people the exact same form.

#3 No way to identify required fields. Creating a doc with lots of fields with a mix of required and not required? There is no way to differentiate them visually. To check your work you must click on each field and see if the box is checked for it to be required. Nightmare of epic proportions.

Ease of use and simple uploading of documents

Found it a little hard to make a template the way we wanted it to look, so we just upload our current proposals into Panda Docs

I purchased this software for its integration capabilities with Pipedrive. I spent weeks building out templates and entering tokens for seamless connection with our CRM.

This software has serious performance issues. All was working well until about 6 weeks ago, when the platform started to move painfully slow. I’ve literally had 50+ customer complaints as they are unable to use the software to sign documents that we send. At this point, we are using PandaDoc to merge the fields only. We then download the proposal and upload in DocuSign to send to our clients.

PandaDoc is more focus on creating a business documentation like invoice document or document that need signature, as PandaDoc has a feature that can add a field for a e-signature. It let the documentation is fully digital and no need to print the document anymore.

I would love if they can constantly adding a new feature or tools, as the pricing scheme for using the premium plan is quite high and the adding values will justifying the price tag. Converting the document to other document format is not available in here.

Pandadoc saves a lot of time in the process of creating documents. It also eliminates the manual task of e-mailing a document for review and approval. Pandadoc is an incredible solution for organizations of any size. I like this product a lot because of how safe it is to use it; generating great confidence for us and for our customers. I'm happy with the quality of this product and how comfortable it is to sign documents ... no matter the size of the company, this product is ideal to streamline all types of business processes .... It adapts to all companies , it's reliable ... it's simply the best.

I do not like that emails are sent from pandadoc, it would be better if they were generated from the company email ... there is a risk of spam, although we have never had that problem.

The main user interface and its components are great!

The dashboard is helpful for an overview of what's in the pipeline (Sent->Viewed->Completed->Draft ... although I think draft should be first). If I am anticipating someone to review and sign a document in the next 24-48 hours, I can easily see when it is moving along the process by hitting refresh occasionally (on my web browser) without actually being in the document itself.

The icons on the left navigation bar make sense after you use it for awhile (Dashboard->Documents->Templates->Catalogs->Contacts). I like how templates can quickly and easily generate documents when set up properly.

The folder system is intuitive and not too cluttered.

The document editing system is a bit clunky.

The lack of basic formatting options can be frustrating. To me, the two most sensible reasons for using a software like the one PandaDoc provides is, 1) to keep a tight reign on important legal documents, and 2) to have a way of accomplishing the former electronically.

It would be ideal if I could port from Word or Google Docs and have it retain the outline format, but even if that didn't happen quite correctly, it's not even an option to change the ordered list type without custom CSS. This is particularly important for legal documents, which almost always has nested ordered lists.

It would also be ideal if a hard tab could be added. Using a specified number of spaces in conjunction with the justify text alignment produces substantially inconsistent results.

Also, it would be nice to have the two-column text layout be available for actual text in text blocks, not just for the text on the cover. It seems strange to only have that available for the cover.

Thanks for soliciting our feedback!

I love the interface and how easy it is to navigate, it doesn't take very long to pick up but once you do, you realize it makes your proposal creation and management very very simple and efficient.

At times it can get a little confusing with some of the customization options, especially with templates.