PandaDoc Reviews

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.

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.

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

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.

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

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.

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

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.

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.

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.

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.

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.

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

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.

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.

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

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.

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.