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PandaDoc Review

PandaDoc
Our score: 9.2 User satisfaction: 95%

What is PandaDoc?

PandaDoc is a web-based document management solution that allows users to create, deliver, and share documents online and place their legally binding signatures for faster paperless transactions and processes. It won our Expert’s Choice Award for 2018 as well as the Great User Experience Award for 2018.

The system supports various document forms including PDFs, Docs, and other preexisting digital documents. It works well with quotes, contracts, agreements, and other sales collateral.

The software can be used by any business or organization where document building, sharing and delivery are integral to operation. It is ideal for use by the sales, marketing, finance, legal and operations departments. Likewise, it can greatly help HR executives and training managers who need to control document access by role, create documents for new hires, or track training documents, all from a central dashboard.

The importance of business and productivity solutions like that of PandaDoc’s cannot be understated. All businesses deal with documents, and that means millions of tons of paper are consumed everyday worldwide. You can imagine the number of trees needed for that. PandaDoc is essentially a green solution that supports paperless business. Another thing is the productivity and cost savings that can be gained without physically delivering documents for signature; more so if that document requires several signatures from various persons in different locations.

PandaDoc harnesses cloud technology to facilitate everything document related. You can create contracts, quotes, proposals, HR documents, legal documents and many others. The software comes with dozens of free templates, enabling you to easily create invoices, receipts, quotes, plans, agreements, proposals, and other business documents. You can choose a template from the comprehensive library and customize it with options to change currency, language, and others. You can even put in your own corporate elements to reinforce your branding across all your documents.

The line-up of robust features makes PandaDoc your all around document management platform. Being web-based, it enables concerned individuals to approve and sign documents anywhere at anytime with the built-in electronic signature function. The software is designed with a collaboration feature that allows teams from separate locations to conveniently work together on a particular document by simply logging in and commenting.

With its advance analytics, PandaDoc provides real-time analysis of proposals which comes in handy for your sales or marketing teams. They’ll get to know who has viewed each proposal, how many times the proposal was see, and how much time was spent viewing each proposal page. Such detailed insights empower your sales and management teams to make the right action at the right time, reduce time-to-close periods, and boost your proposal win rates. You can easily view and track proposals at each stage — drafted, sent, viewed, and completed.

Overview of PandaDoc Benefits

Powerful but easy to use document creator

The system comes with templates and preset content blocks to help you speed up the creation of documents. Coupled with a drag-and-drop editor, you can quickly produce all kinds of business documents such as proposals, business plans, contracts, and quotes, among others. What normally takes hours to craft and perfect your documents now only takes minutes. Making your quotes, for instance, becomes simpler, faster, and accurate, saving you precious time and resources. Documents can be personalized and customized to reflect your brand such as adding your corporate logo and colors, or whatever other elements such as images and text. Likewise, you get a secured cloud location that serves as your central repository where you can put all your documents, data and files. Never miss documents you create and easily access them anytime you need them.

eSignatures for faster process

If you have documents with a hierarchy of persons in different places who need to sign them, that will entail a lot of time, effort, and expenses to have the documents physically delivered to the signer and sent back to you. Time is money and the faster you can close and complete the process translates to savings in cost. You can streamline the process with one of PandaDoc’s most useful and appreciated feature (according to many delighted users) – the built-in electronic signature technology. eSignature is legally binding and eliminates the hassle of going through several tools and task just to have documents forwarded, reviewed and signed.

Built for collaboration

Template and content libraries supercharge your sales, marketing, and legal teams to swiftly create proposals and other business documents that are branded, loaded with compelling content, and fully compliant with all legal, pricing and other guidelines/policies of your company. PandaDoc’s in-proposal activity logging and commenting lets you or your teams negotiate terms and pricing as well as work out deals and agreements with your customers, effectively reducing your close time from weeks to hours or minutes. With the collaboration feature, you’ll experience the new normal of having workflows and tasks completed in no time. In fact, it has been found out that companies that use PandaDoc close more business in less time than companies who don’t.

Increased productivity and efficiency

With features intended to create faster sales process – collaboration tools, content libraries, built-in eSignatures and even payment processing – all without sacrificing quality or attention to detail, PandaDoc helps boost productivity significantly. The software’s users have reported on average the following – 100% accuracy, 50% reduction in time per document created, 30% increase in close rates, and 15% increase in value per deal. In addition, high efficiency has been documented since PandaDoc’s web-based solution allows creating, sending, and signing of documents as long as you’re online. In doesn’t matter if you’re at the office, in the field, or at home, you can manage all of your work from an internet connected device. Also, you won’t be bothered working with PDFs, Word files, printers, faxes, scanners, and most of all with paper because all your proposals and documents will be digital, securely done and stored in the cloud.

High-level analytics

The software not only allows you to track where your documents are, it also lets you know what happens to your document when you send or email it to your recipient. PandaDoc gives you real-time analytics every time your recipient opens and completes your documents. Moreover, you can see how much time your recipient spent on each section and page of your document, enabling you to understand how your recipient – whether customer, client, supplier or vendor – reacts with your document. Being able assess their behavior gives you the means to adjust your documents’ contents or design to make it more compelling and agreeable. This is especially useful to sales and marketing teams sending out proposals to prospects. Your team must be able to react quickly and correctly to the behavior of recipients in order to match their needs and preferences, and thus be able to convert them into customers and close more sales. Speed in making modifications to your proposals is vital, and PandaDoc gives you that.

Integrated platform

Nearly two dozen tools and features converge in one powerful, integrated package, making PandaDoc your all-in-one document management platform. Adding to its already comprehensive toolset and giving you extended functionalities, is the software’s ability to integrate with several third-party apps like leading CRM, sales, marketing, accounting, cloud storage, payment gateway, help desk, and other business solutions. You can import crucial data from all these other systems and merge them right into your documents at PandaDoc.

Overview of PandaDoc Features

  • Configure, Price, Quote (CPQ)
  • Cost & Margin Calculation
  • Contract Lifecycle Management
  • Electronic Signatures
  • Payments
  • Multiple Workspaces
  • Roles Management
  • User mManagement
  • Content & Image Libraries
  • Content Locking
  • Branding
  • Approvals
  • Audit Trail
  • Document Builder
  • Document Analytics
  • Document Themes
  • Document Access Code
  • Document Forwarding
  • Document Sender Selection
  • Document Auto Numbering
  • Auto Reminders
  • Expiration
  • Template Embedding
  • Webhooks

What Problems Will PandaDoc Solve?

1. Less time spent on documents.

It’s the end of the day, and Mike has a ton of proposals and contracts he needs to deliver to his prospects and clients. The problem is, his current document workflow means he’ll spend several hours creating them from multiple tools. This time is in addition to his 8+ hour work day.  PandaDoc lets him utilize templates and its drag-and-drop document editor allows him to create his proposals and contracts in half the time.

Feature: Template and content library.

2. Get signatures faster.

Most of the time you still need to download the document, print, physically sign and scan your document back to the person who sent it to you. PandaDoc makes this completely digital. Its built-in eSignatures means you can electronically sign your documents in one tool without using antiquated methods like printing and wasting paper.

Feature: Electronic signature tech

3. Higher close rates.

Many older methods of creating, sending and signing documents mean that your sales cycle can be unnecessarily extended, not to mention the additional time likely needed for potential negotiations. PandaDoc helps you to create, send, track and sign your documents; you are ultimately saving time and shortening your sales cycle thus increasing your close rate.

Feature: Collaboration tools and workflow automation

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

PandaDoc Position In Our Categories

Knowing that businesses have distinctive business-related demands, it is only practical that they abstain from purchasing an all-encompassing, ideal business application. Needless to say, it would be hard to pinpoint such an app even among sought-after software solutions.
The practicable step to do would be to make a list of the different critical functions which need analysis like crucial features, packages, technical skill levels of staff members, organizational size, etc. Then, you must perform your product research exhaustively. Go over some of these PandaDoc evaluations and explore each of the solutions in your list in detail. Such well-rounded product investigation ascertains you weed out unsuitable applications and select the one which meets all the features your business requires.

Position of PandaDoc in our main categories:

TOP 3

PandaDoc is one of the top 3 Sales Proposal Automation Software products

PandaDoc is also listed in the following subcategories:

There are trendy and widely used systems in each software group. But are they necessarily the best fit for your enterprise’s specific wants? A trendy software application may have thousands of subscribers, but does it offer what you need? For this reason, do not blindly shell out for popular systems. Read at least a few PandaDoc Document Management Software reviews and mull over the factors that you desire in the software such as the price, main tools, available integrations etc. Then, select a few apps that fit your wants. Check out the free trials of these apps, read online reviews, get explanations from the vendor, and do your research meticulously. This exhaustive homework is sure to help you select the best software solution for your firm’s unique requirements.

How Much Does PandaDoc Cost?

PandaDoc Pricing Plans:

Free Trial

Individual

$9 per month/user

eSignature Team

By quote

Business

$49 per month/user

Enterprise

By quote

PandaDoc provides 4 pricing plans for companies of different sizes. You can check out their free trial version or request a free demo.

 

 

Individual (promo for new users only)

$9 per month/user

  • eSignatures
  • Unlimited Templates
  • Real-time Tracking
  • Payments
  • Send up to 60 docs per year
  • 2 users max

eSignature Team

  • Unlimited eSignatures
  • Unlimited Documents and Templates
  • 24/7 Live Chat Support
  • 1 Workspace
  • 5 Users Min.
  • Personalized Branding

Business

$49 per month/user

  • Unlimited Documents & Templates
  • Unlimited eSignatures
  • Approval Workflows
  • Payments
  • Content Library
  • 1 Workspace
  • Standard Integrations
  • Personalized Branding
  • 24/7 Live Chat Support


Enterprise (for large companies)

Request a quote

  • Unlimited Templates & Documents
  • Unlimited eSignatures
  • Conditional Approvals
  • Payments
  • Content Library
  • Unlimited Workspaces
  • Premium Integrations
  • Content Locking
  • Custom Roles and SSO
  • Advanced Reporting
  • Personalized Branding
  • 24/7 Live Chat Support

User Satisfaction

Positive Social Media Mentions 20
Negative Social Media Mentions 1

We realize that when you make a decision to buy Document Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and PandaDoc reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with PandaDoc. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Screenshots

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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PandaDoc Comparisons

PandaDoc user reviews

Does not include an actual pdf and the original proposal expires.

Read full review >
Anonymous Reviewer
1/5

Overall Impression

1/5

Customer Support

1/5

Value for Money

1/5

Ease of Use

Published on: 27.02.2019 Company Size: N/A Industry: N/A

Ok document platform, but your data is locked in

Read full review >
Ryan Freeman
2/5

Overall Impression

3/5

Customer Support

2/5

Value for Money

4/5

Ease of Use

Published on: 19.12.2018 Company Size: 1-10 Employees Industry: Marketing and Advertising

Sending and tracking quotations has never been this quick and simple.

Read full review >
Nathalie
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.09.2018 Company Size: More than 100 Employees Industry: Entertainment

Making repeated documents is blazing fast!

Read full review >
Nick
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 14.09.2018 Company Size: More than 100 Employees Industry: Information Technology and Services

Great product and customer service

Read full review >
Amber
4/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.09.2018 Company Size: More than 100 Employees Industry: Internet

What are PandaDoc pricing details?

PandaDoc Pricing Plans:

Free Trial

Individual

$9 per month/user

eSignature Team

By quote

Business

$49 per month/user

Enterprise

By quote

PandaDoc provides 4 pricing plans for companies of different sizes. You can check out their free trial version or request a free demo.

 

 

Individual (promo for new users only)

$9 per month/user

  • eSignatures
  • Unlimited Templates
  • Real-time Tracking
  • Payments
  • Send up to 60 docs per year
  • 2 users max

eSignature Team

  • Unlimited eSignatures
  • Unlimited Documents and Templates
  • 24/7 Live Chat Support
  • 1 Workspace
  • 5 Users Min.
  • Personalized Branding

Business

$49 per month/user

  • Unlimited Documents & Templates
  • Unlimited eSignatures
  • Approval Workflows
  • Payments
  • Content Library
  • 1 Workspace
  • Standard Integrations
  • Personalized Branding
  • 24/7 Live Chat Support


Enterprise (for large companies)

Request a quote

  • Unlimited Templates & Documents
  • Unlimited eSignatures
  • Conditional Approvals
  • Payments
  • Content Library
  • Unlimited Workspaces
  • Premium Integrations
  • Content Locking
  • Custom Roles and SSO
  • Advanced Reporting
  • Personalized Branding
  • 24/7 Live Chat Support

What integrations are available for PandaDoc?

PandaDoc offers integration with the following business systems and applications:

 

CRM

  • Salesforce
  • HubSpot CRM
  • Pipedrive
  • bmp’online
  • Microsoft Dynamics CRM
  • SugarCRM
  • Insightly
  • Prosperworks
  • SalesforceIQ
  • Zoho
  • Nimble
  • Capsule
  • Nutshell

Cloud storage

  • Box
  • DropBox
  • Google Drive

Payment gateways

  • PayPal
  • Stripe
  • QuickBooks Payments
  • Square
  • Authorize.Net

Accounting

  • Xero
  • QuickBooks (with Zapier)

SSO

  • Okta
  • OneLogin
  • Microsoft Active Directory
  • Google Identity Platform

Other

  • Zapier
  • ZebDesk

PandaDoc average rating:

Average score
4.9/5 (16 user reviews)
4/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Lois

PROS: I often use its drag-and-drop feature. I can check items from content library or catalog so I can add them to my current projects and to make the process even faster. I have long proposals and aility to use all its options that could make your work easier is very important. I usually start with template and then make it into proposal by using the blocks of content.

CONS: When downloading proposal into PDF whole blocks of content are missing and I really don’t know why this happens but it can be real issue because some of my customers need physical copy printed.

Reviewed 2 years ago

Read full review >

The least favorable review

Anonymous Reviewer

PROS: Easy to use but be careful, it does not include a pdf copy.

CONS: It should include a pdf copy

Reviewed 8 months ago

Read full review >

More reviews from 16 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Does not include an actual pdf and the original proposal expires.

Read full review >
Anonymous Reviewer
1/5

Overall Impression

1/5

Customer Support

1/5

Value for Money

1/5

Ease of Use

Published on: 27.02.2019 Company Size: N/A Industry: N/A

PROS: Easy to use but be careful, it does not include a pdf copy.

CONS: It should include a pdf copy

What do you think about this review? Great Poor

Ok document platform, but your data is locked in

Read full review >
Ryan Freeman
2/5

Overall Impression

3/5

Customer Support

2/5

Value for Money

4/5

Ease of Use

Published on: 19.12.2018 Company Size: 1-10 Employees Industry: Marketing and Advertising

PROS: Digital signatures, easy to use, basic content library, simple templating

CONS: Beware of autorenewal - even if they invoice you net 30 they will still run your card without warning. Beware of any platform with no capability to export your content and data. Beware of the pricing tiers if you plan to add more users in the future. There is no discounted rate for additional users.

What do you think about this review? Great Poor

Sending and tracking quotations has never been this quick and simple.

Read full review >
Nathalie
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.09.2018 Company Size: More than 100 Employees Industry: Entertainment

PROS: Its user interface is simple to utilize. The design is user-friendly. Its library and pre-installed templates are super amazing since they'll save you a lot of time. My colleagues and I are making use of the same library and templates. So we're confident enough to say the same thing to our clients.

CONS: Some quotes that I sent out came in as spam. Obviously, my future clients won't get the chance to get them. Also, there seems to be a bug with the typography. For instance, the text size would seemingly change for some known reason. You'll find it odd to see letters that would go bold and then reverting back to normal font. Really odd stuff.

What do you think about this review? Great Poor

Making repeated documents is blazing fast!

Read full review >
Nick
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 14.09.2018 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: We're using PandaDoc to do our pricing indication docs as well as statement of works. The greatest thing about this is how the system functions in acquiring a certified signature on the contracts we have. We're no requiring customers to print out, scan, and email contracts back to us.

CONS: The biggest annoying thing is that whenever you're making tables within the docs and you press the "Tab" button to move to the next column, it won't let you make a move there. Instead, it forces you to go to the next "User" input field. This isn't something you'd consider irrelevant since you're making a new doc after all.

What do you think about this review? Great Poor

Great product and customer service

Read full review >
Amber
4/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.09.2018 Company Size: More than 100 Employees Industry: Internet

PROS: I like the product’s document builder features. The structure with the Templates and content library are very useful because it allows us to change every document on specific sections. The templates are baseline document and the good thing is that it offers multiple content library items.

CONS: There are some features that are missing and when I spoke with its customer service they have told me that those features are on the roadmap of the product. I look forward to see these document signature deadline, live collaborative document editing, task/comment assignment to other team members features in next release.

What do you think about this review? Great Poor

The time it takes for managing contracts has been cut in half.

Read full review >
Christopher
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 06.05.2018 Company Size: 11-50 Employees Industry: Capital Markets

PROS: I managed to slash my time in half when dealing with contracts. Even better, I'm able to spend more time giving support to my clients in making the right decisions and forging professional relationships. The consistency I came up with goes beyond my team and sales process. It fulfilled the things that my team wanted.

CONS: I was hoping there's more fluidity in the team option. I'm disappointed that I won't be able to achieve the final support from implementation. I still depend on extracting fields from Hubspot to come up with a majority of the agreements we're authoring. I still can't pull in fields from deal cards within Hubspot. It seems as if the tool had stopped with this particular configuration.

What do you think about this review? Great Poor

It revolutionized our business in a major although their dynamics integration could some enhancements.

Read full review >
Rhidian
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.04.2018 Company Size: 11-50 Employees Industry: Information Technology and Services

PROS: We love how its data merging from Dynamics, which also included the price table from the products we chose. Its drag-and-drop function from the content library is excellent. It does its job really well. The tool made it possible for us to come up and send out templates from both our desktop PCs and tablets.

CONS: Dynamics integration only functions one way and it only makes use of an iframe. It wouldn't update the status of a deal to "Won." Another thing, we couldn't make a reference of the status of the doc in Dynamics when it comes to reporting. We're able to see it on iframe but we'd rather have it interact with CRM.

What do you think about this review? Great Poor

It helped us close out contracts. A huge time saver!

Read full review >
John
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 14.04.2018 Company Size: More than 100 Employees Industry: Events Services

PROS: It offers Hubspot integration. So that was a significant upside. I can send out proposals and agreements from HubSpot by means of deep personalization token in a snap. Being able to set up payment within the doc makes this tool invaluable. PandaDoc keeps me informed when a prospect has opened the document.

CONS: One major issue that I can't get over with is not having the ability to send e-sign proposals directly from my business email. Instead, they're sent only from PandaDoc's email address. I constantly see myself having to email separately just to keep an eye out on PandaDoc so they'll know what they should be looking at.

What do you think about this review? Great Poor

Easy to use solution for getting your docs signed

Read full review >
Jeff
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 30.03.2018 Company Size: 1-10 Employees Industry: Marketing and Advertising

PROS: Personally, I like its analytics because I can track views whenever someone has viewed the doc and I get notification when the doc is signed. Also, I can track time and to see how long they look at specific page of a doc. It integrates perfectly with Zoho CRM. When it comes to price, the software is extremely affordable with all its features and functionality.

CONS: The feature that is for sending reminder to a client to view or sign the doc is not very intuitive, it took me some time and live support trainings in order to figure out how it really works. Also, I cannot really understand how to pull data from my CRM into a quote.

What do you think about this review? Great Poor

Great tool for e-signing

Read full review >
Sam
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 17.03.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: I like the design of docs that come from PandaDoc, they are clear and nice looking and they provide prodessional experience to both us and our customers. We managed to set up multiple templates for both sertvice and sales. When the templates are created the sales people can create specific documents for review and signature. Also, the integration with Salesforce is great thing as well.

CONS: There are some formatting challenges when importing word docs as templates and some editing challenges where fonts wouldn’t seem to format correctly.

What do you think about this review? Great Poor

PandaDocs helps us to increase our deals up to 200%

Read full review >
Delores
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 14.03.2018 Company Size: 1-10 Employees Industry: Marketing and Advertising

PROS: PandaDocs comes with wonderful templates and integration with Hubspot. It allows us to reduce the time for proposals and time for receiving signatures. We love the tracking features because we can know when the prospects have opened the proposals and to reach out to close the deal.

CONS: There is no option to mark proposals as “Lost” and we have to drag the signature boxes to the right size.

What do you think about this review? Great Poor

PandaDoc is the best!

Read full review >
Greg
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 10.03.2018 Company Size: 1-10 Employees Industry: Professional Training & Coaching

PROS: I like how it's flexible in helping us design our proposals. I love the fact that I cun put in videos within Panda's container. It sets us apart from the rest. Plus, it brings out excellence that we highly value. I like the email tracking functionality. It lets us know which recipient opened our document and when they clicked on it.

CONS: Sadly, this happened more than once. A lot of the docs we sent out to people didn't go to their inbox. Instead, their email filtered it as a "spam." I wish the tool can do something about it. It's a bummer when you're trying to send something legit, only to end up getting filtered out.

What do you think about this review? Great Poor

Document menagement and e-signature solution

Read full review >
Pearl
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 02.03.2018 Company Size: 11-50 Employees Industry: Marketing and Advertising

PROS: There are lot of features that I like within PandaDoc, such as: e-signature implementation which is easy and clear for my customers, security and organization of the product, editor which is clean and easy to use feature. I like that they constantly improve the product and their support team is fantastic.

CONS: I’d like to collaborate on documents even better in real time. Also, I’d like to see an option to rename docs after they’ve been signed. In addition, an option to embed docs is limited to upload PDFs.

What do you think about this review? Great Poor

Using it is easy and it comes with features that you won’t expect you’ll need.

Read full review >
Candice
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.02.2018 Company Size: More than 100 Employees Industry: Not available

PROS: The tool functions similarly to some e-signature programs I've used in the past. What makes this stand out is that it's simpler to utilize. I like having the ability to come up with templates that are simple to edit and send out immediately. The chat feature makes it easy to interact with any client on the doc compared to doing it on the phone or email.

CONS: One functionality that I feel aren't ready is not having the ability to sending a template link in an email as well as the template found within the Upload feature. We possess marketing emails that we're sending. We currently have our own contract within the email through link embedded within the email.

What do you think about this review? Great Poor

PandaDoc improves our proposal building process

Read full review >
Lois
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.01.2018 Company Size: More than 100 Employees Industry: Oil & Energy

PROS: I often use its drag-and-drop feature. I can check items from content library or catalog so I can add them to my current projects and to make the process even faster. I have long proposals and aility to use all its options that could make your work easier is very important. I usually start with template and then make it into proposal by using the blocks of content.

CONS: When downloading proposal into PDF whole blocks of content are missing and I really don’t know why this happens but it can be real issue because some of my customers need physical copy printed.

What do you think about this review? Great Poor

Still better solution than other e-sign systems

Read full review >
Robin
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 25.12.2017 Company Size: More than 100 Employees Industry: Computer Software

PROS: PandaDoc is simple solution for requesting e-signatures. I like that it josts various cases and templates and it can be used across an entire organization. It allows us to manage huge volumes of routine paperwork such as statemnets of work, legal contract management and RFP fulfillment. Also, I like that integrates well with G-Suite and Office 365 and it can be used with CRM systems as well.

CONS: I have minor dislikes about it but the design and development process are amazing and they come with price tag.

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Reviewed By Louie Andre
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