PandaDoc Reviews

PandaDoc

4.5 (1,073)
Create, edit, track, and eSign documents quickly and easily

Overall rating

4.5 /5
(1,073)
Value for Money
4.2/5
Features
4.3/5
Ease of Use
4.4/5
Customer Support Software
4.3/5

91%
recommended this app
Sort by

1073 Reviews

Hafizah
Overall rating
  • Industry: Telecommunications
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Zoho Notebook is really the best

Reviewed on 02/06/2021

Pros

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.

Cons

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

Habibah
Overall rating
  • Industry: Telecommunications
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Good document editor with e-sign feature

Reviewed on 20/05/2021

I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and...

I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and immediately notify me when they see the proposal, which allows me to watch their level of engagement.

Pros

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.

Cons

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.

Jacob
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 0.0 /10

If you will be processing payments via Stripe, this application is not for you!

Reviewed on 12/01/2023

The tool is easy and intuitive to use and looks flashy on the surface. Pull back the covers a bit...

The tool is easy and intuitive to use and looks flashy on the surface. Pull back the covers a bit and it becomes incredibly apparent that their product designers have not built a strong tool. Integrations that make life more difficult for users should be amended. On top of all that, PandaDoc support is among the worst I've ever encountered.

Pros

Ease of configuration and use. Creating new and amending existing documents is a dream. And the native CRM integrations make managing agreements at the customer level very straight forward.

Cons

The Stripe integration is inherently broken. A paid invoice will invariably result in a net-new customer being created in Stripe (even if the paying party already exists as a customer in your stripe account). This wrecks your stripe analytics and requires manual reconciliation. Worse, when notified of this issue, PandaDoc has stated that "the integration works as expected" and that they have no desire to resolve it. But to get that answer, I had to go through a month long battle with PandaDoc Support to figure out why it was messing up Stripe records.The support team is offshore (managed by a third party outsourcing company) and wildly ineffective. If you expect clear communications about the issues you're reporting and plans for resolution, look elsewhere. Your tickets will sit in unaddressed for weeks on end. When a support rep finally responds, they will likely not respond to the issues you've raised (I've literally had support reps provide guidance to me that was clearly meant to address another customer's challenges as it was entirely unrelated to mine). And only once you escalate to your AE will support finally take you seriously. In an age when we must all do more with less, managing another company's support team is the worst investment you can make.

Hemal
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

e-signature is awersome!

Reviewed on 26/08/2023

Pros

We have been using PandaDoc for a long time. It is the best platform for e-signatures and contract management. The automation process is a time-saver, and their support is truly excellent. The dashboard and interface are easy to understand

Cons

So far, everything is perfect. We've signed over 1.5k docs without any errors.

Alternatives Considered

signNow, OneSpan Sign, DocuSign, DealHub, GetAccept, Zoho Sign, and MSB Docs

Reasons for Choosing PandaDoc

We were seeking automation and other advanced features.
Luke
Overall rating
  • Industry: Media Production
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Best Contract and Signature Software

Reviewed on 22/04/2022

Pandadoc has allowed us to automate our entire proposal process, saving hours per work

Pandadoc has allowed us to automate our entire proposal process, saving hours per work

Pros

The best thing about PandaDoc is connecting it to Zapier and automatically creating customized proposals without lifting a finger. Tracking when recipients view documents, and how long they spend viewing each page are great metrics to have for sales.

Cons

There are a few things I would like to be available with automation through Zapier, although they are possible with API.

Alternatives Considered

Better Proposals and Qwilr

Reasons for Choosing PandaDoc

I didn't like the formatting or functionality of Qwilr

Switched From

Qwilr
Noorhidayu
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

PandaDoc works fine

Reviewed on 07/06/2021

Pros

The ease of use of the online document generation software is my favorite feature. PandaDoc's is quite intuitive once you learn the basics, thanks to its user-friendly layout. This software does not require substantial user training, which I appreciate as the PandaDoc administrator at my organization. This makes it easy to implement across the firm.

Cons

PandaDoc's price table can be inconvenient because it isn't designed to work as an Excel spreadsheet. Our sales representatives would voice their dissatisfaction with this regularly. In many circumstances, it restricts our capabilities or significantly increases the amount of time and work we must devote to certain documents, such as sales orders.

Alexia
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Great tool for sending personalized contracts in minutes

Reviewed on 04/11/2022

I use PandaDoc for creating business proposals for my clients. I like that my proposal documents...

I use PandaDoc for creating business proposals for my clients. I like that my proposal documents look professional and are full of interesting and clickable content such as Youtube videos, external links, etc.

Pros

The integration of PandaDoc with Hubspot is fantastic in my opinion. Because this integration pulls data from all of my customers' Hubspot accounts onto the document that I'm working on, I can quickly and easily customize the client contracts that I use. It significantly simplifies the process of sending files.

Cons

I do not like the restricted methods in which you can design a personalized proposal document. I find this to be very frustrating. In point of fact, they assert that you may import a Word document, and the software will immediately convert it into a PandaDoc document for you. I gave it a shot, and unfortunately, it did not work in the least. Both the written content and the visuals were jumbled up. In addition to this, you are unable to add custom HTML code, which, in my opinion, should be a feature that they offer.

Alternatives Considered

DocuSign

Reasons for Choosing PandaDoc

I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.

Switched From

DocuSign

Reasons for Switching to PandaDoc

I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.
Alys
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Must have software for all social media managers

Reviewed on 23/06/2022

Pros

After trying a number of tools to streamline my onboarding process I was feeling at a loss. They were all so difficult to set up and couldn’t be customised in the way I required. PandaDoc solved this problem allowing me to send my proposals, contracts and gather an initial payment from clients in one go! It has saved me so much time and makes my onboarding process look so professional.

Cons

There are some features only available on the paid plan which does limit what you’re able to do with some documents but there are often workarounds for this.

Alternatives Considered

Proposify

Reasons for Choosing PandaDoc

Dubsado was expensive, difficult and time consuming to set up, and didn’t have the level of flexibility and customisation I needed in my business

Switched From

Dubsado
Verified Reviewer
Overall rating
  • Industry: Insurance Software
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

PandaDoc the Perfect Fit

Reviewed on 10/04/2021

Great product and will recommend to anyone needing a similar solution for their problems.

Great product and will recommend to anyone needing a similar solution for their problems.

Pros

Functionality is perfect for what we looking to have it do. Easy to set up the documents you need to have signed and on the back end easy for the user to sign and return.

Cons

It does take some time to set up the formatting for the documents, but the support team is great to assist with that.

Shawn
Overall rating
  • Industry: Package/Freight Delivery
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Must have for businesses

Reviewed on 31/10/2023

Pros

Easy user interface. Tons of great templates and very simple to have documents signed

Cons

The site sometimes glitch mid work and progress is lost

Javier
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great product. Rivals DocuSign and AdobeSign

Reviewed on 14/08/2019

We adopted this system to send out our organization's legal documents, and so far the experience...

We adopted this system to send out our organization's legal documents, and so far the experience has been great. I would highly recommend this e-signature product.

Pros

The interface to send out documents is great, and there are some better features offered than the other competitors (such as masked fields, a proposal making function, attachments you can make to the document, and a signature authentication page with each agreement).

PandaDocs offers basically the same function as DocuSign, but it has some additional features and the cost is considerably cheaper.

Cons

Sometimes depending on the email server, the automated email sent by PandaDocs gets sent into the partners junk mail.

Doesn't integrate with SharePoint.

Alternatives Considered

DocuSign

Reasons for Switching to PandaDoc

DocuSign and AdobeSign charge using a transactional model (it gives you a set number of documents you can send), whereas PandaDocs uses a user based model with unlimited transactions.
Emily
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Easy to use, growing product!

Reviewed on 15/11/2022

Really great! User friendly and I also like how much progress the product makes! It is fun to see...

Really great! User friendly and I also like how much progress the product makes! It is fun to see new features.

Pros

I really like how easy it is to organize documents and collect signatures. I like assigning signers and others who are responsible for filling in certain information.

Cons

Sometimes importing documents from word can lose their formatting, and I am very particular about that. I just plan for more time for inputting new documents.

Alternatives Considered

DocuSign

Reasons for Choosing PandaDoc

Price and organization.

Switched From

DocuSign

Reasons for Switching to PandaDoc

I felt like Pandadoc allowed me to organize and edit each document easier.
Verified Reviewer
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

After six months of using Pandadoc

Reviewed on 15/08/2019

I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It...

I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It allows clients to sign electronically and it notifies me when they have viewed the proposal which helps me track how engaged they are.

Pros

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.

Cons

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.

Alternatives Considered

HoneyBook, Proposify, and Nusii

Reasons for Switching to PandaDoc

It had more integrations with other software and I didn't want to have to do everything manually.
Harris
Overall rating
  • Industry: Construction Software
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Great Business Tool. Obvious, simple upgrades required

Reviewed on 13/12/2016

PandaDoc has become an integral part of our business operations. The technological features,...

PandaDoc has become an integral part of our business operations. The technological features, continual upgrades and enthusiasm are all reasons why we continue to support and use the service. Since this is a "review" that hopefully someone will read and acknowledge, I want to make clear that we are very happy with PandaDoc.. but since you are requesting feedback, I hope the following is taken into consideration. Please note that these are all points that have been previously expressed to PandaDoc/QuoteRoller staff:

1) Dashboard: Show us how we are doing. What % are we closing, simple reporting and graphs, etc. This is simple stuff most of your competitors are doing.

2) Win/Loss (In relation to #1): We NEED a button to track LOST proposals... along with a text/dropdown box to document the reason for "failure". Similarly, we need a WIN button. We have a TON of customers that either (a) refuse to e-sign or (b) can't for whatever reason.

3) Proposal Follow ups: Thank you for the recent upgrade to add this functionality. But it is very generic. There needs to be a sense of customization for the customer.

4) Email hosting: This is one of the biggest complaints I receive from customers. The typical scenario is: We have an email conversation ongoing about a project.. then a random PandaDoc email/proposal off-thread is sent (even with forewarning to expect said random email).. and then it's difficult for the customer to search for said random email down the line because it's not from "me". I understand you want to control email opens, etc. But, a link to the page where the proposal is hosted (as an alternative to the current process) would be a hugely effective sales tool to allow the sales team to stay "in thread" and continue the conversation organically.
PS. We've been using your service for about a year and a half. We have sent approximately 2,500 proposals. I can probably count on 2 hands that number of customers that have used the "comments" functionality. 99.9% of customers simply reply to the email.. which then creates a disjointed conversation since inevitably people are not CC'd and I return to the point I started to make at the beginning of this paragraph.

5) Sales Team Control: Related to a few points above. Reporting, reminders, etc can be useful per employee.

If you've made it this far, thank you again for reading. I hope you consider these integrations. I am available to discuss/clarify at any time.

Pros

Ease of use. Templates, content library, general organization

Cons

Noted in previous comments section

Jose
Overall rating
  • Industry: Chemicals
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Everything we need to optimize our documents quickly and safely.

Reviewed on 17/05/2023

We utilize this program to assist the translation of all our office archives, with dreary designs,...

We utilize this program to assist the translation of all our office archives, with dreary designs, such as letters, suggestions, contracts, etc. It could be a exceptionally valuable apparatus with numerous layouts that make our work much easier. Without a question, this program could be a extraordinary venture, since it has spared us a part of time in transcribing records, being able to form them naturally and without blunders, which produces a better execution in other exercises of the company. Communication with our clients has been enormously progressed by this program, because it permits us to quickly create reports with the visual plan apparatus, in genuine time. It makes a difference us make a cite or receipt with a symbol, plan, structure and more, rapidly. This can be program that has made our work simpler, since we have not as it were centralized all the client archives in a single framework, but from there with the office integration, ready to make the reports and have the database Of clients.

Pros

It contains a few customizable layouts, which offer assistance us to interpret records quicker and without mistakes, much appreciated to the questions that the framework inquires already. It moreover permits group preparing, to make records with the same arrange, changing only a few characteristics. It features a authorization control, so that as it were authorized individuals have get to to the documentation. It too permits the digitization of archives through its scanner, as well as the creation and confirmation of the electronic signature. Permits the capacity and organization of all client records counting solicitations, letters, etc. As well as the collection of information through diverse channels such as e-mail, informing, etc.

Cons

On a few events the framework has required me to enter information that I have as of now entered already, for the creation of the layout. It takes a significant sum of time to make unused layouts and spare them for future archives, as the method isn't as speedy as I'd like it to be. We've had issues with chat and informing, as messages do not arrive in genuine time and take a long time to send. A few of the emails we send out in bulk drop into the spam box, making it nearly outlandish for the client to see them. I would like you to grant us more data approximately guests to our site.

Antonio
Overall rating
  • Industry: Automotive
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Easy to use and very customer friendly, it works perfectly for everything we need.

Reviewed on 14/05/2023

Able to do our work online much obliged to this apparatus, which permits us to transfer our...

Able to do our work online much obliged to this apparatus, which permits us to transfer our clients' records and effectively include signature and content areas for them to affirm. I can have clients total reports carefully which is speedier and simpler for both parties, they like to listen that PandaDoc could be a secure scrambled location, particularly when sharing installment data. The primary issue we unraveled was the time slack in completing a draft understanding, presently we may have to be plan a cite or just make and send the genuine understanding to the client so they can peruse and appreciate the terms and conditions, spares a parcel of migraines head afterward. A few of the foremost unmistakable benefits are, Virtual marks, questions and answers and, of course, trade and exchange of archives inside and to clients, it is basically utilized for B2B exchanges and contracts. It too makes it simple to exchange vital information to records, furthermore the formats are incredible and simple to customize.

Pros

I adore how simple it is to know when somebody has completed their records, and to send us the notice, our clients moreover adore that ready to do our work online thanks to this instrument. I truly like that you simply can customize what data you're searching for for the recipient to fill out, it's pleasant to have choices like checkboxes, mail, phone, CC information, dropdowns, etc., and to be able to check the specified boxes. The leading portion of the selection was the affect on our bottom line, the genuine advantage was the lessening in time to plan, assess and send bargains, presently we will customize on the fly and on the off chance that there's a issue or something that seem wreck the bargain, you'll be able alter it on the fly and not lose the energy or the bargain.

Cons

I do not like programmed close of reports, so I need to resubmit each archive, you'll likely lapse the record, but you've got the alternative to resubmit it. The format of the introduction is the most noticeably awful downside I can think of, the front pages are simple to customize, but the substance pages are frequently troublesome to oversee. I loved the live chat choice that PandaDoc used to have and now not offers, a few issues are not that huge and may well be settled lovely rapidly with the assistance of a live individual, and a few issues are as well pressing to e-mail a ticket. It's a highlight I've continuously told everybody approximately and highlighted as a reason to sign up for PandaDoc over competing electronic signature suppliers. It would be ideal if you bring back live individuals, not bots!

Haszilah
Overall rating
  • Industry: Telecommunications
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

My takes on PandaDoc

Reviewed on 15/06/2021

Pros

I like that you can transition between work-spaces. PandaDoc offers a simple to measure document return rates but also how much my team accomplishes. Moreover, it is quick to track paperwork and follow it up. It's easy to put up papers and templates, and it looks nice, is simple to use, and can be personalized. This application is available as long as it is connected to the internet, making things a lot easier if you work remotely and in the office.

Cons

Adding custom typefaces and expanding the font collection might be difficult. There should be more layout templates to choose from. We needed more integration option because our CRM didn't operate with PandaDoc. This didn't create any significant complications, but it would have made the process go more smoothly.

Mariano
Overall rating
  • Industry: Internet
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

PandaDoc: document management powerhouse

Reviewed on 13/12/2016

For a long time, we were handling our customer contracts by creating a digital document, faxing it...

For a long time, we were handling our customer contracts by creating a digital document, faxing it to our customers for signature, and then having them fax it back to us for our records. Managing this process was time-consuming and since it was all done via fax and email, it was a real pain for follow-up. We had looked into several solutions for document creation and management, but none seemed to quite do everything that we needed.

We stumbled across PandaDoc in our research and have not turned back. Their online document creation tools were already best in class when we started and have been improved regularly since we started with them about 2 years ago. The ability to upload documents created with a program like Word or Pages and set them up for signature has also been key. But I think most of all I LOVE the way they've set up e-sign. It's fast, convenient, easy, and works in nearly every case we've had in the last two years.

We've expanded beyond project contracts and now run almost everything that needs a signature through this system. Their service is top-notch, they provide a lot of value for the money, and I have not regretted our purchase...ever.

I can wholeheartedly recommend this product to nearly any business.

Pros

* Ease of use
* great feature set
* e-signature functionality
* Ability to convert any document to e-cig
* Workflow
* Multiple user levels

Cons

If I had to pick *something*, maybe the workflow process could be more robust. I would also love it to integrate better with Highrise, our CRM.

Scott
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Overall good, sometimes interface is slow/clunky.

Reviewed on 23/05/2017

Quoting is great with it, which helps a lot in many of our transations.

Quoting is great with it, which helps a lot in many of our transations.

Pros

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.

Cons

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.

Ted
Overall rating
  • Industry: Education Management
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 0.0 /10

Has some big shortcomings

Reviewed on 11/08/2016

I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't...

I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't write a bad review, but this is more of a warning to others so they don't get surprised like I did.

Pros

Cool name.

Cons

#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.

Response from PandaDoc

Hi there!

I realize this response is long overdue, so first and foremost thank you for your honest feedback. Although this is our first public response, I can assure you that our team took your comments into account.

The truth is that we are not the company or the product that you once knew.

Since 2016, we have introduced a brand new editor built on user feedback like yours, equipped with overall better performance as well as features that you mentioned such as bulk send and required fields.

If you're still in the market for document automation software, drop us a line and our team would be happy to show you Editor 2.0.

We hope to have the opportunity to work with you again, and I sincerely apologize for your previous experience with us.

Jud
Overall rating
  • Industry: Construction Software
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Panda Docs Review

Reviewed on 13/12/2016

We use Panda Docs mainly to send out contracts to our customers. We are a painting contracting...

We use Panda Docs mainly to send out contracts to our customers. We are a painting contracting company that does a good deal of business and we send out 40 or so proposals or contracts a week. We already have estimating software that creates a very professional proposal, so we just upload that proposal to Panda Docs and then drop in a signature and date line on the contract page for the customer to complete. It's quick and easy to do and we like how simple the process is. It is very helpful to get an email when one of my customers opens my proposal as it allows me to follow up with them more strategically. One of the best features of Panda Docs is letting the customer sign my contract electronically and having it come straight back to me via email. My customers don't have to receive my email with my proposal as an attachment, print it, sign it, scan it and then email it back to me. That takes a lot of time and makes it harder to complete the contract. In today's world of doing things on the fly, Panda Docs fits right in. I tell customers that they can sign my contract from their phone all the time. Anything that saves me time and makes it easier to get my contracts signed and returned is worth the money.

Pros

Ease of use and simple uploading of documents

Cons

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

Marcus
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Switching to PandaDoc has made a big impact on our business

Reviewed on 26/06/2023

We onboarded PandaDoc to upgrade our contract signing process from a simple Google Sheet that our...

We onboarded PandaDoc to upgrade our contract signing process from a simple Google Sheet that our clients had to print, sign and scan. So just that switch has made a huge difference. Since then we have also found many other use cases - such as employee contracts and performance review forms

Pros

Lots of really useful features that are really simple to use. Lots of integrations also available via Zapier which has saved us a tonne of time on processes

Cons

There are some features that are quite complex and take a bit longer to get used to or set up

Alternatives Considered

Adobe Acrobat Sign

Reasons for Choosing PandaDoc

Needed an online signature solution

Switched From

Google Docs

Reasons for Switching to PandaDoc

Features seemed a lot easier to use
Masturah
Overall rating
  • Industry: Telecommunications
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Good document generation software for business document

Reviewed on 12/07/2021

Pros

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.

Cons

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.

Phil
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Our favorite e-signature and proposal building platform

Reviewed on 12/03/2021

Our company loves using PandaDoc to impress our clients with great proposals in a fast and...

Our company loves using PandaDoc to impress our clients with great proposals in a fast and effective manner. We will continue to license the product moving forward.

Pros

PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business. It is way more than just an e-signature platform!

Cons

There really are no major cons here. As a SaaS company, at times it is hard to get a member of PandaDoc's support team on the phone, but their library of best practices is helpful.

Alternatives Considered

DocuSign

Reasons for Switching to PandaDoc

More features
Luis Enrique
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

With PandaDoc we create documents quickly and automatically

Reviewed on 26/05/2023

Since we have clients in other cities and countries, we use PandaDoc to create documents quickly...

Since we have clients in other cities and countries, we use PandaDoc to create documents quickly and send them online, since it allows us not only to track the document, but also to create electronic signatures, which speeds up the closing of contracts and sales.

Pros

It has very useful templates to make all kinds of documents, from employment letters to contracts for any type of company, the best thing is that they are ready in 5 minutes automatically. It also allows you to track the document and check if it arrived at its destination, was opened and read.

Cons

I like everything about this program, if I had to say something, it would be that its free version does not have all the features you need, but the good news is that it is not an expensive program, so you can pay comfortably. I would like its customization to be more automatic and less manual, so that the documents come out ready and without corrections.