Who Uses This Software?

PandaDoc serves businesses ranging in size from SMB to Enterprise. From dog groomers to Panasonic, we can help almost any business streamline their proposal and document processes.


Average Ratings

428 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $19.00/month/user
    See pricing details
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • PandaDoc
  • www.pandadoc.com
  • Founded 2013
  • United States

About PandaDoc

PandaDoc is the complete digital document solution, designed for efficiency. Create, send, track, and eSign documents -- all from one intuitive and easy-to-use platform. Supercharge your CRM with our PandaDoc integrations. PandaDoc is an ideal platform for managing organizational documents including proposals, quotes, contracts, HR documents, and more. Create media-rich documents with a single click. Access completed documents from inside the platform at any time.


PandaDoc Features

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control

PandaDoc Reviews Recently Reviewed!


Capterra loader

All-around great proposal software and automation tool.

May 11, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: 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.

Cons: 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.

Good.

Jan 09, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: The analytic's built into it and the notifications we receive. Also, the somewhat easy configuration of each template. I would like to be able to create a document on a tablet though!! Unless thats an options now? :) The catalog section does need some work though. I would like to see other changes or options to us with regard to catalog items and how they document themselves as well as options for after a project has been completed and accepted by customer. It would be great to be able to edit the document without changing any words, items, quantities, options but rather be able to lets say re-add a column after the fact and print it to make it easier on purchasing to order the parts being approved by customer. Would be really cool too to integrate a calculator option. Like a pop-up calculator option while figuring our numbers. my two or three cents. :)

Cons: We are so used to other, stand-alone systems, that have features such as 'tab' to move to next field that it causes some frustration with our team when we are unable to do that within a pricing table or any table. the other nice thing would be to see line items show up in sequential order-- EX: If I label line item 1 as (Option A) it stays on top of the price list. then when I add a second row, section or catalog item, it defaults to being placed below the first item. Currently this does not happen. We can move them after the fact though...just kind of annoying how it auto-formats that way. Also, would like to see more fonts added in. The fonts available get the job done but still, there should be a larger library of them.

Pricing/Cost---would be awesome to be able to have a price table have a back-end with actual item pricing and SKU's that can be printed after a document has been completed. Cant do this now.

Duplication: Would be awesome to duplicate a document that you didnt know you would need again. Same line items and quantities and pricing. I know you can convert to Template but that's not really what we would like. We want it to be as easy as hitting, 'duplicate document' BUT it changes the quote.sequence number to be different than the original. Now all you have to do is change the customer information and BAM, quick turn-around for contractors looking for numbers on the same project we are bidding. Cant do this now. Otherwise, PandaDoc is awesome!

Overall: Some efficiency and design options.

Great Business Tool. Obvious, simple upgrades required

Dec 13, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use. Templates, content library, general organization

Cons: Noted in previous comments section

Overall: 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.

Recommendations to other buyers: Noted in previous comments section

Great product for sales teams - Some key features still missing though

Jul 21, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: What I like best is the document builder features. The structure they gave to the product with the Templates and the content library I think is very useful because it lets you slightly change each document on specific sections which is something that happens a lot. I mean, templates work as a baseline document and then you can have multiple content library items that you pull in when needed.

Cons: There are key features that I feel are missing. Nonetheless I have spoken to them several times and they've said to me that all of the features I mentioned are already on the roadmap of the product, in fact they delivered one of those in the last update. Things like document signature deadline, live collaborative document editing, task/comment assignment to other team members when building a document. Those three are the key missing features.

Overall: The one thing we are solving is the way we are building and sending out comercial proposals. With Pandadoc we have everything organized and all the documents in the proper folders, so you can go back to them easily and see what's happing with the document. Also all the different templates already built in makes it very easy for the sales reps to build proposals in no-time.

Additionally the Human Resources Department is using Pandadoc for employee documentation. We've been using it as the formal company's employee documentation platform and it's been great.

PandaDoc: document management powerhouse

Dec 13, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Overall: 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.

Overall good, sometimes interface is slow/clunky.

May 23, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

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.

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

Panda Docs Review

Dec 13, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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

Overall: 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.

Does the signature tracking well. Lacking in basic formatting options and retention.

Aug 18, 2017
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Value for Money

Pros: 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.

Cons: 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!

Overall: Are we still talking about PandaDoc? Or are we talking about Capterra now? I thought I rated PandaDoc on the last page, but "Thanks! We received your review. We'd love to learn more about your experience with this software." is confusing ... doesn't seem like a specific enough question.

Well on its way to being perfect!

Jul 27, 2015
4/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: I use PandaDoc as a communication device for both proposals and documentation of my interactions with my clients (I have my own HR consulting business). I have found this software to be the perfect choice for me for many reasons. PROS - I am able to easily track the progress of my proposals and documentation for client interactions. My clients have no idea that when they open my communications, I am notified (which is awesome).

The software is user-friendly and intuitive in that I was able to immediately pick up how to use the bells and whistles easily and without a tutorial (although tutorials are available). This is very important to me as I am a "skimmer" and feel that good programs should be easy, easy, easy. If I have to constantly refer to the users manual, I become frustrated and want to eliminate the program.

I love the electronic signature feature - this has allowed me to execute proposals quickly. Additionally, I get proof that my clients have received the documentation I sent out - leaving absolutely no doubt that we are all on the same page regarding the advice I have given.

The customer service has been outstanding - I made a suggestion and was immediately given a response on the suggestion from a human being (versus an automated response).

CONS:

I see that this software is clearly always advancing - so this is by no means a list of complaints, but rather more of a wish list.

I would like to be able to send attachments with my documentation. Many times, I have created an employee handbook, job application, Affirmative Action Program, etc., and if this was attached to my PandaDoc documentation, I would easily be able to track the changes accordingly.

As I store my communications (per client) in specific folders, I would love it if I were able to have a reporting feature to combine the entire list of communications with my clients in one report for a mid-year and annual review process.

My only problem with the software is that I am automatically put into SPAM or junk e-mail at the client end. This only happens with the PandaDoc software then I end up getting black-listed for all future correspondence. This starts with every new PandaDoc delivery - if this can be fixed, I would be so grateful.

Other than this, I have no complaints. Please - keep making changes and updating features because this program can become a monster!

Ideal for any company and at the best price

Jul 18, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: 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.

Cons: 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.

Overall: Pandadoc streamlines the process of documents saving a lot of time, is not too expensive and has an excellent platform that provides security to the company and customers ... definitely Pandadoc is here to stay.

Capterra loader

We LOVE Pandadoc! They offer an incredible product, inexpensively, with killer customer support!

Apr 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Pandadoc has become central to our business. We utilize it to create custom proposals and for all information forms, contracts, invoicing and more.

We love the flexibility of designing each template and then being able to personalize it. It's central to our sales process in creating a proposal that helps close the deal as much as anything else.

It's robust, beautiful and easy. It's a fantastic solution for what we do. They also provide zippy customer service.

We also dig how it tracks everything. Very useful in our communication.

I can't say enough about it... Love, Love, Love it!

Cons: Seriously, there isn't anything about this product that I don't just love. It's cost effective. It looks very professional.

One or two things though...

1. I wish we could customize how the email looked that that potential client received. It's the least attractive piece and not reflective of what the person is getting.

2. And this is a big one... a few emails have ended up in a spam folder... which is really really bad when people are waiting on the proposal. So that's a hickey for sure. But it's so worth it, and we just follow up with a call or email "sent the proposal, let me know what you think"...

Pretty good!

Dec 28, 2016
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I love being able to create ready to go templates for proposals and contracts that I use often. It also makes the proposals look BEAUTIFUL.

Cons: 1) Sometimes when I'm editing a document, it bugs out. Like it will delete text or rearrange text or won't create an unordered list in the correct way. When this happens, I close out of the window and come back to it.

2) when I send contracts out to people through panda, it typically ends up in their spam folder because it's coming from a panda email that is being flagged as spam. I usually have to download the document and send it which kind of defeats the purpose of using the software

Overall: I use PandaDoc to create proposals and contracts for my company. It's pretty easy to use (especially over the last few months). I love the templates you can create, from full documents all the way to small pieces that you can drag into another document. My only two problems: 1) It gets a little buggy sometimes and doesn't do what I want when editing a document 2) when I send contracts out, they usually end up in someone's spam folder.

Recommendations to other buyers: If you could implement a way to track comments and changes by each user (like Microsoft word or google docs) then this would be a bad option.

Capterra loader

Awesome Software to Automate the Proposal Creation, Delivery, and Execution Process

Jun 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: We transitioned to PandaDoc several months ago to automate our proposal software development, delivery, and execution. What used to take us several hours per proposal now takes us minutes. The user interface is easy to use and allows you to customize your proposals and add features in that were difficult before, such as video. Also, you can create your content library to drag and drop parts of your proposal that might be different or unique to each proposal, such as descriptions of products and/or services that you offer. The pricing library can be preloaded with your products and/or services so you can streamline and automate the pricing process, including the calculation of multiple items and sales tax. Finally, the integration that PandaDoc has with HubSpot is simply amazing. By having this native integration, we are able to pull most of the information about our customers or prospects directly from our CRM, pre-populating the fields that would otherwise be time consuming to manually enter.

Cons: The only negative that I have about PandaDoc is that when you create items in dropdown boxes, you don't have the ability to match the font of those dropdowns with the font that you use in the rest of your document. I have heard that this might be changing soon but it does make the proposal look a bit unprofessional to have 2 different fonts used.

Overall: Increased productivity, increased efficiency, significant time savings, faster approval process, centralized housing of proposals, simplified proposal creation

Pandadoc is definitely one of the best document management tool for the workplace!

Aug 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Firstly, it makes creating, sending and tracking sales documents much more easier. Now, people have been doing this for years everywhere without any other software than Microsoft suite, why does somoenone need a tool like Pandadoc? Every document you make or have made before can be used as a template, and the modularity feature of Pandadoc allows one to save pricing tables, visuals etc, and add them easily. With placeholders for vital details, one does not have to spend tedious hours copy/pasting when you have a shared search space for all your documents.

Secondly, you can track resources, assign people and manage roles in multiple work spaces and with features like auto-reminders and expiration dates, employees and clients increases productivity while saving precious time that is otherwise used for long emails or phone calls needed for follow ups.

Thirdly, a dashboard that chronologically displays every step in a certain project or documents lifetime allows users to be aware of what is happening all the time.

Furthermore, third party integrations such as Sales Force, Stripe etc allows automate many more things such as in-document process payments, and auto-populating product information and pricing.

Lastly, it is built on AES 256 making it very secure as Pandadoc deals with digital signatures, managers can lock important contracts so unauthorized modification is not possible and offers inisightful analytics such as what doc sections clients spent more time reading.

Cons: The free trial is great to get a hang of the software, and there is good training available through webinars. I recommend the business package, taken on an annual basis.

Overall: Smoother documentation by automating banal and taxing paperwork, as well as improving productivity and client relations.

Easy + Quick + Refreshing

Jul 27, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: Before I switched to PandaDoc, I was spending a lot of money on managing my online documents -- with software that was frustrating & difficult to use (despite being considered the industry leader). Sometimes, I would even skip the contract-signing part of my client intake process, just because I knew it was going to take so much time + cause headaches.

When it came time to renew my account, I instead started researching other options. PandaDoc had some great reviews, though it seemed like it was still fairly new on the scene.

I decided to do the Free Trial... and was hooked. Didn't need to look at any other options out there.

When I started using PandaDoc, I was amazed at how simple + quick + refreshing it was to use. I kept expecting it to get more difficult, like all the other document management software I'd used in the past. Even my team & clients are pleasantly surprised at how easy PandaDoc is compared to everything else they'd encountered.

(When I walked my virtual assistant through the process, she kept saying, "Wait, that's it?" and "That's all I have to do? That was too easy.")

Customer service is fantastic -- quick, friendly, & very knowledgable. (To be honest, though, I've only had one or two instances where I even needed help. Seriously. It's super easy to use.)

The only 2 places where I've seen people get a little confused are...

- Adding people to the "send to" list. They keep thinking that, once they type in the person's name or email, that person is automatically added, and they forget to click the "Add" button.

- When adding fields to documents (contracts specifically), it's easy to drag n' drop a field where you want it... But then it's not readily apparent how to get BACK to all the field options. (You have to click the word "Fields" up top, but it doesn't necessarily look clickable or obvious. Maybe a tiny change to "< Back to Fields" would make that easier?)

So far, I've only used PandaDoc for my client contracts, but I'm sure I'll be exploring the rest of the options soon. Thanks so much for making something that human beings can use without a ton of frustration!

Capterra loader

PandaDoc For HR and Sales Contracts

Sep 16, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: My favorite part of the PandaDoc software is how easy it is to use. Once you understand the basics, PandaDocs is incredible intuitive primarily due to its user friendly interface. As my company's PandaDoc administrator I like that PandaDoc doesn't require extensive training to users. This makes it easier to roll out company wide.

Cons: PandaDoc's pricing table can be frustrating because it doesn't function like a typical excel-like spreadsheet. Our sales reps will constantly express their frustration about this. In many cases it limits are capabilities or greatly increases the time and effort we have to spend on certain documents specifically sales orders.

Overall: Overall I have been really impressed with PandaDoc because of its ability to be leveraged in many different ways. For example we use PandaDocs for all of our HR documents from offer letters to compensation plans, company policies and even workplace compliance records. We also use PandaDocs for all of our sales documents from order forms, to renewals to scope of work documents. PandaDoc's ease of use paired with its capabilities has made it a company-wide staple.

No better way to rapidly create Agreements and Proposals

Jan 02, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Speed of production of proposals.

Cons: Pricing.

Overall: For my Retainer Proposals, I cut the time to deliver a proposal from 6 hours down to 2 hours by using PandaDoc. I now send out NDAs in 10 minutes. And the quality of the Proposals projects a professional, savvy image - "If I can do this for me, think what I can do for you." I can tell when they've been read when they've been signed, and I have a legal document that sets the deliverables and the payment schedules, even though I don't collect payments via PandaDoc because I prefer to do that using my Zoho Books accounting s/w. I like the integration with Zoho CRM, that's part of the time-saving features of PandaDoc, but it's Chrome only, although I hear that Zoho is working on a direct integration. I've attended every one of PandaDoc's excellent webinars, and have learned how to extend the look of my finished documents using CSS. All-in-all, a great product. One knock is on pricing - Professional Edition is reasonably priced, geared to the single user, but limited to 5 different templates. To overcome that, one would need to jump to the higher-priced Business Edition, which wouldn't be a problem but it requires a 5-user minimum, which then puts it out of reach of the average sole practitioner. I wish they would increase the 5-template limit on the Professional. Other than that, it's a time-saver that helps me every day.

Recommendations to other buyers: Spend sufficient time up front designing your look and creating your content - that's the secret to speedy proposal generation - having the look and the content ready to use.

Working with multiple locations, this software gives me exactly what I need!

May 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Super easy! It only takes a view seconds to send out an agreement. Everything is already set up in a template and all I have to do is fill in like 2 items. I also LOVE how I can see when the customer views it, signs it, and pays it. Also love how I can see how long they spent on each page and how many times they viewed it.

Cons: The only dislike I have is sometimes I don't get replies from the customer to the email with the document (hopefully that makes sense). No problem at all though! I just send an email and say not to reply to that one, but my work email. Super easy.

Overall: Super easy to send out what I need and love seeing what time to the customer viewed, signed, and paid the document.

Great concept - but some serious bugs, and issues on support

May 14, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: The company had a wonderful concept to bring to market, with great (potential) tracking and document signing/embedding

The real reason to use, is its a money saver vs. the current industry leads. However, don't expect it for the analytics component they sell, as there are issues there.

Cons: - They have serious issues on customer support, follow up, and execution.

- They have bugs that have lasted months/years in their organization, and with little follow up from customer support, for issues on their reports of tracking, email, and view analytics

- Things like the analytics feature sends false information on reports (their real value-add/differentiation), and has incomplete data when you actually compare the analytics generated on proposals or documents sent vs. the real use.

- As well, their customer support can fluctuate a lot, and they've had significant staff changes which change communication with tickets for support

Overall: Good embedding. document signing features, and capabilities for proposal sending/components to put together.

Capterra loader

Great for sending proposals!

Oct 24, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: As a marketing freelancer, I have been using this software to send proposals to clients. For me, there was one big advantage with Pandadocs over its other market competitors, Pandadocs intragrates with the CRM system Hubspot.

Pandadocs makes sending my proposals easy and it can be done straight from Hubspot itself. Meaning whenever I need to check a client or enquiry's proposal and contract it's all there in one place with all of their other information.

This software also allows for proposals to be accepted and signed electronically. This cuts down on the amount of back and forth emails usually needed to get a contract signed.

Cons: Initially I found this software more difficult to get to grips with than some of the other market competitors that I had tried. I found the design aspect of creating proposals tricky as I couldn't always get the design or feel I wanted. Aside from this, I haven't ran into any significant problems with this software.

Overall: Overall Pandadocs has provided a cost effective solution for proposal sending and signing. It's integration with Hubspot really helped this software "take the cake" when I was choosing which proposal software to use. Although it took some getting used to, I now feel comfortable using the software and take comfort in knowing all my contracts and proposals are signed correctly and properly.

PandaDoc seriously changes everything for your company concerning invoicing!

Aug 17, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The fact that you can easily send invoices online has made a huge impact on our business. It's relatively easy to use once you learn how it works and it will reduce the time it takes for you to get your agreements signed massively!

Cons: It has some minor things that would need some tweaking. For example, it would be nice to be able to delete more than one textfield at the same time. It's really annoying to delete them one by one. You could however set up your agreements in other ways but it shouldn't be necessary. One other thing that can be annoying sometimes is that you can no longer see what cost you put for a certain product once you've sent the document. Sometimes that can be useful if multiple people work with on your team and needs to know, or if you for some reason forgot.

Overall: It has helped us bring in more money, faster. It's pretty easy to use and we don't have to keep track of physical contracts anymore which is awesome. Everything is in one place!

Issues With Product, No Refund

Aug 16, 2018
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: On the surface it appears very easy to use however it is challenging to truly create print ready proposals, contracts and documents. Staff would invest considerable time attempting to add page breaks, and ensure formatting worked but then items would shift and the end product would present poorly.

Cons: PandaDoc fails if you or your client ever intends to print the document. For us contracts, proposals, etc all need to be printed and when they come out with formatting mistakes it reflects poorly on us as a company. The customer support is also not easy to get a hold of and they denied our request for a refund when we shared the issues we were having which was disapointing.

Overall: Customer support was hard to get a hold of and issues were left unaddressed. We used PandaDoc for a year we had decided not to renew but missed the deadline, so the product auto-renewed. When we notified PandaDoc they said they would not provide a refund due to the terms of service. This after we documented and presented the issues we were experiencing. The request was made twice and both times it was denied. Bad customer service, and slow response times. I cannot reccomend the product based on our experiences

PandaDoc is my Go-To

Jan 06, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like that it's customizable and easy to use.

Cons: I wish it had a few more excel type abilities like being able to add lines wherever I would like rather than having to drag it up from the bottom. I also wish it had a total column for figures.

Overall: I started using PandaDoc a year ago for all of my Purchase Orders for our construction company. It was ideal in that I could customize it to my specific needs very easily. It was easy to learn, easy to organize, I'm able to view it on my phone on the go, and my vendors and sub-contractors can easily navigate it from their end, as well. I did a lot of research and found that PandaDoc, for the price, is by far the best product I found for our needs. When I first started I would send Chat requests for help and always had a response within minutes. They genuinely listened to me and helped with all of my needs. They even changed some of their programmings for a specific need I had. I would highly recommend PandaDoc and actually, do recommend it whenever I get the chance. Thank you, PandaDoc.

Recommendations to other buyers: I absolutely LOVE PandaDoc and will most likely utilize it forever.

A huge agreement management improvement!

Aug 17, 2017
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Template creation and document recipient management makes the creation of agreements much faster and simpler than our previous process (which did not include e-signed documents), document status tracking makes the admin function of managing our clients and their contracts a breeze compared to e-mailed and Word/Adobe PDF agreements.

Cons: It definitely requires some team training and our sales team struggles with understanding the best way to manipulate the features. It can do so much more, but we often have to keep templates simple for them to get filled out correctly. It has become a dedicated part of my job duties to managing our team's use of the product.

Overall: Eased a great deal of my frustration trying to maintain up to date agreements with our clients.

Has some big shortcomings

Aug 11, 2016
2/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money

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.

Overall: 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.

Will be great when the industry catches up

Jan 06, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Easy document creation with drag and drop pre-saved components. Price list and templates are great. Like how can make some line items optional with a check box.

Cons: Price high if not getting the most out of it. Customers who are used to just receiving an email attachment had trouble reconciling it and very few used the digital signature feature, so was too much for us to spend for just a good document creator.

Overall: Easy to make a proposal with templates and price lists. I could often do one in 5 minutes. Love the feature to make line items optional with a checkbox. Also love the feature to make form fields required or not. Great product with great potential, therefore I've given it mostly 5 stars. That being said, I've moved onto something else for the time being due to the cost for something that just really does one thing being high for a small business. Built in CRM, project management, etc would make it more viable. Also seemed hit or miss as to whether clients "received" the files, though I'm sure this was on the client end. As a residential/commercial contractor, not everyone in our customer base is tech savvy, so our industry customer base will need to catch up also to make viable. Our staff ended up just sending a PDF version as attachment most the time which negates read receipt features that make the software great. Also, very few clients used the digital signature feature. "Ease of use" for client could be better, therefore, but can see as a great tool in a more technology oriented customer base.

Great software with a great team

Jul 17, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: These guys are responsive. There's alot of e-contracting software's out there. Many are larger corporations that you can't even speak to anyone on the phone about. PandaDoc is the complete opposite, they are smaller in sizer and incredibly receptive of feedback and offering solutions. They helped us build a zendesk integration which we use every day.

Cons: We sometimes have downtime issues very early in the morning. By the time you write an email to support, its already fixed. But this is the only thing I could really think of and its not that often.

Capterra loader

Great in concept... functionality and features lacking

Jun 25, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: I love that you can create templates for a team. I also love that you can insert multiple types of content within the document. Great concept but some features are poorly executed. But overall I wish the solution was a bit more flexible.

Cons: Can't resize images within the solution. You must use the blocked approach to building documents, meaning you can't mix media. If you want to put an image into a paragraph of text, you have to enter two different text boxes and insert the image in the middle of the two. When making a lot of edits, the document can become very hard to work in. I've lost information I've added in the past when updating a lot at once. Shouldn't be this way!!! Wish the system would show you page breaks once exported to PDF. It would be nice to know before you export and review to be able to insert page breaks into the document based on how the data looks. Highlighting and editing fonts are not good. When highlighting and un-highlighting the highlights will move to other text when trying to turn it off. Same will happen with fonts when changing size or style.

Overall: Easy of use for MSA's and proposals. Templates are great to use to ensure the team is using the same (most up-to-date) information when putting complex documents together.

Makes what used to take hours only take minutes and in a much more controlled way.

May 08, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It makes using templates, creating templates and standardizing things so much easier. Helps immensely with consistency and has a lot of functionality which is awesome. I work with both our sales team and our clearance and acquisition team (licensing) and it works well for both purposes.

Cons: Sometimes its functionality is limited - would like to see the ability to move whole folders like in Windows Explorer and would like the ability to combine two templates into one document or to put a whole template into the content library to allow it to be added in one fell swoop to another document/template. Wish there were more way to protect templates from people on the team being able to change them.

Great product for e-signature

Aug 21, 2017
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: PandaDoc is easy to use and simple to introduce new users to. Customer service is excellent. We're using PandaDoc to send 10-30 documents a week and are always finding new ways to take advantage of the e-signature capabilities. We use it for contracts, W-9s, and waivers.

Cons: Design functions and capabilities are pretty limited- we want to use PandaDoc to create really dynamic proposals, but it's impossible to do some of the things we wanted to. We have to resize images in order to make what we need fit within one page in our template (when you download a doc as a pdf it splits it into pages instead of being one continuous document), but we have to resize them in a photo editor first or use CSS, so it's not very user-friendly. With that said, it's a great product for simpler docs or contracts, which is really its main intended use anyways.

Overall good but needs some functionality help

Dec 13, 2016
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: Online accessibility anywhere

Cons: - inability to add lines inside the doc except at the end

- inability to track doc editions

- inability to copy and paste sections of docs rather than duplicating whole docs

Overall: I love the fact that everything is online and that we can now duplicate documents. What would really kick this up a notch would be the ability to copy/paste sections between browser windows when you don't want to duplicate an entire document, rather some sections. Also, the ability to add rows/sections perhaps at section breaks or other locations rather than only at the end of the document since our docs can get long and unwieldy, and I end up spending a lot of time dragging and dropping additions from the bottom to where they belong. Lastly, an undo feature that is more consistent. It feels like if you make a mistake, sometimes you can correct it if you alt-z quickly enough but sometimes it is already done, accepted and saved. Oops, I guess one more addition that would be great would be a way to track editions.

Great Document Assembly App!

Jun 11, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Customer Support

5 / 5
Value for Money

Comments: Alright, so PandaDoc certainly isn't the principal innovation to help you explain PDFs and other advanced reports (Adobe Reader, for instance, let you check up PDFs), yet the organization goes above and beyond than just explanation and e-marks. PandaDoc additionally gives examination to each record sent, to tell clients who took a gander at which part, when, and for to what extent. By utilizing PandaDoc to send and track computerized records, organizations can maintain a strategic distance from a paper trail and streamline an incidentally disappointing procedure. Also, a rate of benefits go to safeguarding panda territories which is cool! PandaDoc... is about building a simpler, more legitimate approach to handle reports. Have you ever sent a report and basically sat tight for it to be marked, never knowing much else? PandaDoc tracks your archives, telling you who has taken a gander at what, when, and afterward gives you itemized examination to help you arrange your best course of action. Use e-mark to get things approved rapidly, effortlessly and safely.

Pros: PandaDoc tracks your archives, telling you who has taken a gander at what, when, and afterward gives you itemized examination to help you arrange your best course of action.

Cons: Not much that I can see other than if you prefer another UI.

Time Saver

May 09, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love that it is so easy to use and that one can view the analytics for each individual doc. I love the auto reminder feature as well, assisting us with closing a deals quicker.

Cons: A lot of the time the contracts go into our customer's spam folder, so it would be awesome if we could send a link to our customers to get the contract directly opposed to going through emails trying to find the link.

Overall: It increases our productivity in the workplace. One can easily view exactly what was worked on & when (from an internal perspective).

An easy tp use platform for all my Agreement and Proposal needs.

May 14, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Its so easy to get paper work to people who are faraways! It's made my life so much easier when it comes to the hiring process in our security firm. Once an interviewee leaves, we discuss if we want to hire him/her and then I send them the employment package, making my life so much easier.

Cons: You have to select each feild when assigning them to someone. Like why isn't there a control select option on here?

Overall: Easy sending out employment agreements, easy sending out service proposals.

Pipedrive Review by Brian Bell

Jan 09, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Integration with Pandadoc,Google Calender. Metrics for different purposes. Ease with which i can track deals

Cons: Sometimes the program gets stuck in a loop and other times it is very slow even though other programs on my PC work well.

Overall: I have been using Pandadoc for a while now and it works amazingly. I am able to have a clear view of my pipeline and can pull different metrics as and when needed. Its integration with Pandadoc also makes it easy to create quotes for different customers. Ow and i love that i get notifications when i need to perform tasks.

Recommendations to other buyers: n/a

PandaDoc - From the admin perspective

Dec 13, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Flexible, I really like the templates and tokens. We are able to pass data from systems right into the docs.

Cons: Recently, not much besides we are stuck with some pandadoc branding for emails etc...

Overall: PandaDoc is a great company to do business with. They listen to your needs and even helped us built a custom integration. Very happy with the service and responsiveness. When we first launched with them the product seemed very young, lots of features to get built out. Now, the features continue to roll out and our lives just get easier and easier. Love them, would recommend them for anyone, especially for custom solutions as they were one of the few companies who were even interested. Our reps are the best.

Recommendations to other buyers: Great group of people who are really focused on their customers.

Donald Byrne Pandadoc review 2016

Dec 28, 2016
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: It is easy to use but there is functionality missing.

Cons: When a document was sent...i would like to know the exact day and time....not 6 months ago. Search function is difficult and I don't think it works very well.....also being able to sort using various filters...does not exist.

Overall: There are still some functions that are difficult to use or do not exist. I would like to know exactly when I sent a document....not 3 months ago, 6 months ago etc. Search function would be beneficial to use if it worked properly.

Recommendations to other buyers: Make it easier to search.

PandaDoc is beautifully designed, works with ease, and the support team is fantastic.

Aug 21, 2017
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The user interface works really nicely and things are easy to find for the most part. The support team has been extremely helpful. I transitioned from an old proposal platform to PandaDoc and they helped me through every step of the way.

Cons: I don't have a lot to complain about but I was a little sad to see that some features I was using in the old platform I used were only part of a higher priced package for larger studios and agencies, such as the password protection feature. I would say analytics secondary, there is plenty for what you need but I wish I could review my win rate and more insightful data to help plan for the future in an easier way. (I might just need to learn more!)

Overall: Nice clean beautiful looking docs. A place to keep all of my docs not just proposals, and they look fantastic!

Pretty good product, has a nice mix of features at it's pricepoint, but with some limitations.

May 11, 2018
4/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Content Library / Template Library functionality is the best feature. Close second is the import from google doc feature, if the text were editable after import this might be the #1 feature.

Cons: The text formatting (especially with bullets) is atrocious! It's also very difficult to make pretty looking presentations compared to a tool like Qwilr. The way files are made and filed is also pretty annoying, it takes a lot of dilligance to keep proposals, sows, etc, filed in different folders. Also the abandoned started template docs clutter things up. (Maybe have a status for a doc created from a template but not edited, or just remove the ones that aren't edited?)

Overall: It makes creating and sending SOWs and other signable contract type stuff super easy and professional. It's a great tool for that sort of stuff. We have used it for proposal making as well, but it's just not very visually compelling at the levels of effort we're able to invest. (Qwilr makes it much easier to make beautiful presentations for proposals.)

PandaDoc rakes in the revenue for our sales team!

Dec 13, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: flexible & easy to use

Cons: I don't like the way some images are managed in the system. Sometimes requires some photoshopping, to get them "just right."

Overall: We needed a digital document management tool and PandaDoc hit all the marks. After trying DocuSign, we realized that PandaDoc had more flexibility and overall better usability for our team. We see clients signing contracts twice as fast as they had before and it is really easy for our sales team to use, with minimal training. I'm sure there are functionalities that we'd like to see added in time, and PandaDoc seems to offer the most flexibility to add those "extras" as you go, and become more comfortable with the platform.

Recommendations to other buyers: I'd love radio buttons (though the "dropdown" options works similarly)

Great Product and a huge help to our business

May 08, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: It's a fantastic SAAS solution for Small and Mid sized business. The ease of use and he functionality offered are fantastic and in general has made our company more efficient in our operational processes.

Cons: They could update the software slightly faster, some basic functionalities that have been missing for years and recently we have felt the software very slow . Also the quality of the Customer service is sometimes lacking!

Capterra loader

Pandadocs is really easy to adopt & very simple to use. Saves hours of time & makes you look great!

Jan 10, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It key asset is definitely its simplicity. Its a great user experience and is so easy for new users to adopt. Its worth taking time at the start to get your templates correct but once that's done its so easy to produce professional quotes or proposals. Your Sales team will literally save hours. Unlike some software, if you do make a mistake its very simple to "undo" and fix a problem. Its actually fun to produce quotes with Pandadocs and we have found sales guys actually enjoying producing the proposals as opposed to dreading it.

Cons: For us, Panda doesn't link to our Sage CRM which means we have to create a contact each time. A company entity within Panda would be great for a quick view of quotes to that organisation.

Capterra loader

Easy to use and does what it says on the tin.

May 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love having templates - our business isn't one which can be easily automated but this saves us a lot of time and allows us to be consistent.

Cons: No real dislikes! It's always being improved and added to, support is good. It doesn't do dumb things like insist you use 100 characters, unlike this reviews site! :)

Overall: Speeds up our proposal process. Easy to track who has read, and to send follow ups. Makes our proposals consistent. Keeps all proposals in one place.

Capterra loader

PandaDoc does it all: Proposals + e-signing + payments, and a full range of add'l robust features!

May 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The fact that it handles so many features (as mentioned above) in one single package, in additiona to tracking analytics (when recipients open/view documents), use of templates, reusable content libraries, price lists - and backed by an excellent (and responsive) support team.

Cons: We don't have the Enterprise version, so we can't use some of the advanced features we would like. Having said that, we of course understand that every product must have various pricing levels - we simply don't need enough of these features to upgrade to Enterprise.

This platform provided integration with Insightly CRM and flexibility with creating sales quotes.

Jun 05, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: PandaDoc gave us a great tool to create sales quotes that were custom to our business. It was great to have the option to brand our documents. as well. The mobile app is very easy to use and tracking quotes has been very valuable. Overall, very happy with this platform.

Cons: The integration with Insightly could be a little better. The document name does not transfer to Insightly. All are posted with the generic template name. PandaDoc could also provide better a better search engine. I would like to search by the name of the person it was sent to or their email address. I would also like to see it use our business email server for all sent emails. Sometimes the PandaDoc email ends up in the SPAM folder.

A richly-featured platform that helps me capture legal signatures on well-branded documents

Jun 05, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I appreciate the versatility in design so that my documents promote my brand while accomplishing their intended function. I also value the many available integrations that help to support productivity and efficiency.

Cons: The integrations don't always work quite as smoothly as I would prefer, but PandaDoc listens well and continues to make improvements.

Overall: It helps me to streamline our proposal process while delivering an easy-to-follow platform for both staff and clients. Having the assurance that the eSignatures are certified and legal gives me confidence that my company and clients are well-protected.

Templates help with productivity and accuracy

May 08, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: I like the stored templates and pricing catalog feature the most. It helps store each item pricing so that we're consistent with pricing and accurate. We re-use templates a lot and it's nice not having to add in contact info for each quote.

Cons: The software can be slow at times. There are long pauses sometimes in between moving an item or table and inserting a new item, table or page break. It's also not always easy to select an object; my cursor sometimes selects the wrong item. Double-clicking an item to edit it can be slow as well.

Great experience - a lot of features are available on premium accounts though which it too bad.

May 23, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Being able to use drafts for proposals in an easy way.

Being able to send the documents directly on the app and to have electronic signature.

Being able to customize your document

Cons: The fact you cannot use "blocs or other features if you are not on premium accounts. Some functionalities seem crucial to a well functioning software, but only accessible on premium.

For example, we don't use many templates because we don't have access to content bloc/library to choose from so we just copy a document and make the changes.

Overall: Faster to create proposals.

Pandadoc has greatly improved our proposal system

May 08, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Pandadoc keeps improving their software so it keeps getting better all the time. I use the library a lot which streamlines my proposals

Cons: I recently had to merge 2 different templates and I did not find an easy way to do it. I finally just copied all the blocks into a temporary folder and pasted them into the other template. Maybe there is a better way, but I didn't find it.

Phenomenal tool for Sales Representatives looking to get work done efficiently.

Jun 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love how it easily pairs with my CRM. PandaDoc allows users to create professional proposals in a matter of minutes. Also very easy to use.

Cons: The one thing I do not like is that multiple users cannot work from the same account at the same time. I love everything else.

Overall: Fantastic software that allows sales representatives to create professional proposals in a matter of minutes. We love it.

A flexible, adaptive system that is constantly improving

Dec 13, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Very Adaptive, constantly evolving and ease of use.

Cons: Some formatting, you cannot customize to your exact needs.

Overall: PandaDoc has been a great tool so far for the company I work for. I am a one man (more or less) quoting team for the US, Mexico, and Canada so it is crucial that no time is wasted jumbling around formatting paragraphs and content each time. Before the company was cut and paste, using an old quote but modifying the customer name etc. which was inevitable to have mistakes and wrong content within the quote. Now with a blank template and a sidebar to put in information is a surefire way to decrease mistakes and quicken the process of completing a quote.

Recommendations to other buyers: If you can think of a feature that Pandadoc needs or should have, it is either in progress or the team is open ears and will implement your idea so don't shy away based on the user interface.

The interaction with the agent was responsive, however we still not have resolved the issue.

Aug 17, 2017
3/5
Overall

5 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: I like the potential integration with the CRM that we use (ZOHO), however the reason that I say "potential" is because your technicians have not resolved the token issue that will allow us to easily generate the documents that we need. Instead we were provided with a "workaround."

Cons: I think that the API integration should be provided with any paid subscription (or at least the Business Edition), but instead we would have to upgrade to the enterprise edition to have capabilities that the program should already have.

A more vibrant way to share our proposals with prospects. First impressions make all the difference.

May 08, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I enjoy the drag and drop aspects. It's overall easy to use once you get in. We have already created custom designed templates via our internal design team.

Cons: One big con would be the line item discount option. We would like to be able to put in the exact discount, rather than playing process of elimination with decimals. Also, when i click tab inside the pricing table thinking it will take me to the next box, it takes me to the bottom of the document. Otherwise I'd say to are my two changes I'd like to see.

I've tried them all and am sticking with PandaDoc

Dec 13, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use and affordability.

Cons: It initially had dynamic syncing with ZohoCRM but that feature was changed when they came out with a Chrome Extension.

Overall: I've tried all of the various online doc signing apps and are now sticking with PandaDoc. It's affordable, works with small teams, has some analytics features that most of the others do have, plus my clients find it easy to use. There's no reason to try anything else as PandaDoc is the one!

Easy to use

May 08, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: We love the simplicity of the program. The support team is also fantastic and we really appreciate how they are very open to feedback and suggestions.

Cons: There are a few small things that are a little annoying to get around. Like if you have a typo in the singers name or email, you can't delete the singer and just edit the name.

Quotes efficiency

Dec 13, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: electronic signatures

Cons: Building a quote

Overall: Panda Doc Has really improved my method of quotations and has made it quick an easier for clients to send back paperwork, meaning more closed sales.

The client doesn't have the stress of printing (eco-friendly) and scanning in or faxing documents , it's all in one document, I also find the reminder and tracking functionality very useful. I would recommend to friends and clients.

Great product with Excellent customer support.

Jan 06, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Time Saving.

Cons: It could be easier to make and edit templates.

Overall: We are really happy with PandaDoc. It has made sending and sharing our proposal documents so much easier and made our contract sending and collecting a dream process.

It also now integrates really well with our Sales CRM product Base.

When certain features of the API integration didn't work straight away, from your support team could not have been more helpful in resolving the issues.

So overall, we are having an excellent experience with PandaDoc.

Recommendations to other buyers: Keep updating it based on feedback and it will become even better, but it is currently very good.

If I was to throw away all my SAAS, and keep one, it would be PandaDoc... hands down.

Jun 24, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: What I love most about this software is how easy it is to create gorgeous proposals that convert like crazy. Also, the ability to tie in esignature with payment seamlessly is incredible (both through CC and ACH).

Cons: I wish that the wysiwyg editor included CSS and other style elements to create an even more beautiful proposal (think parallax).

Overall: It has given me the professional face on my proposals that I have wanted/needed and found missing on every other proposal software tried - it also allows me to create and mix and match modules quickly for professional yet personal proposals. Lastly, the ability to send a personalized video is killer. I close about 90% off all proposals that I send with a video.

PandaDoc has helped me grow my business!

Jan 12, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I like that the software integrates with my CRM system (Insightly). Using the integration, a majority of my contracts and proposals "auto fill" which saves me a lot of time and prevents errors.

Cons: As a small business owner, I think one of my biggest dislikes is the overall cost of the product. It's actually more expensive than the CRM system that I use to keep track of my clients. While PandaDoc is definitely one of my favorite proposal and contract software solutions, the high price is one thing that keeps me shopping around for a better deal somewhere else.

Overall: Made it easier for me to send high-quality proposals and contracts to my clients.

Capterra loader

Excellent document manager and designer with simplified integrations.

May 14, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use. Integrations. Design. Workflow. Managment. Payment. Just great easy to train tool for small and medium organizations to keep important branded documents together.

Cons: Specifically to Hubspot, the available integration tokens. Additionally, and this might be something I need to better edify, how to best manage team/ client document (contracts, pro formas and invoices) via integrated partner (Hubspot) for better team collaboration.

Overall: Previously defined.

Excellent proposal software that gets us through every day

Jan 06, 2017
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use for the lead to sign the document. Also how fast the proposal gets sent out when you hit "send".

Cons: The design editor of the proposal software is limited. We are a design agency and we would love to have the ability to customize the look and feel of the proposal more using custom code.

Overall: We moved over to PandaDoc and have been pleased with the difference! Though there are a few features that we would love to see added the platform as it is performs great and is very intuitive for most every user.

Recommendations to other buyers: Add more features!!!

Awesome! but still missing some critical features

Dec 13, 2016
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: easy to use

Cons: missing document collaboration between users

Overall: Pandadoc is awesome. Super easy to use and helped us a lot organizing the company general documentation, employee forms, sales templates, etc. Nonetheless, it's still missing some critical features like collaboration between users on a doc, cancelling already-sent doc without having to delete them, more editing capabilities on text and tables, among others.

Recommendations to other buyers: missing document collaboration between users missing document collaboration between users missing document collaboration between users missing document collaboration between users

Panda Doc is integral to our business

Jan 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to code and great complimenting integrations that can really help with automating workflow. Invoicing and getting signatures has never been easier.

Cons: high cost for extra users and too many notification emails. This may be something I can turn off, but in the meantime it is annoying to get a total of 4 emails for someone receiving, viewing, paying, and completing a document.

Overall: Workflow automation and storage. Great integrations so I can keep my time focused on doing taxes.

Great way to create proposals but doesn't offer all the integrations that I need

May 23, 2017
5/5
Overall

5 / 5
Ease of Use

2 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: It is easy to use and makes sending proposals very easy. I like using the templates and the tokens. I like getting notified when someone has opened the proposal. I like sending reminders to people - of course, wish that could be automated on the pro version.

Cons: Some of the fields don't dynamically update. I wish someone could choose their price and the proposal would update accordingly. PandaDoc needs to integrate with quickbooks and other software for accounting. PandaDoc also doesn't work well for subscription business, which we are in.

Overall: Can quickly send proposals and track when someone has viewed the proposals.

Panda Doc Review

Dec 13, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: User-friendly, customers have the ability to adjust document.

Cons: The inability to tab thru line items and the inability to "undo" mistakes.

Overall: Wonderful solution for our small business. I would like to see the ability to tab thru individual line items and "undo" entries. Other than these two things, it is fantastic.

Recommendations to other buyers: Fix the above-mentioned items

Capterra loader

Overall an excellent tool, with some pay-gated functionality

Jan 09, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: PandaDoc is generally an awesome tool. It makes creating proposals, contracts, and other documents very easy. The document editor allows you to use custom CSS, which is awesome, and the design tends to be very intuitive. We were able to create a template that closely matches what we were previously doing in Apple Pages.

Cons: While the editor is well designed, it can sometimes be finicky with formatting (PandaDoc support let me know they're working on rebuilding the editor to handle this issue, which is good). I'd also like easier way to share multiple blocks between documents Β the content library feature is great but can be tedious. Content block multi-select would be really useful.

It's also frustrating that certain bits of functionality require more expensive plans. In particular, Zapier integration and webhook integrations require the Enterprise plan. That's a huge bummer.

Overall: Gave us a centralised document workflow for proposals and contracts.

Pandadoc Helps Anchor Films Streamline Invoices, Estimates, Proposals and Production Books

Jul 27, 2015
4/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: Pros:

1. We love being able to build custom templates. We currently have templates for our invoices, estimates, proposals and production books.

2. The use of 'tokens' in our templates helps make sure each of our documents contains accurate information. One of the concerns about templates is forgetting to change dates, company names, etc. Tokens eliminate that fear.

3. The design features are fairly comprehensive (although a little more customization would be nice). We were able to whip up multiple templates in a couple hours, and each time we use PandaDoc we save money.

4. Customer service has been responsive and helpful, letting us know if features we are requesting are being worked on, and if so, how long an expected wait would be for them to be implemented. As a whole, the company seems interested in figuring out what users need and making it happen.

Cons:

1. Some of the design elements I mentioned (i.e. more control over how many images you can place side by side (more than three would be great), or having multiple columns of text (right now you can only have two...and when you have three images lined up next to each other it makes it difficult to have three text boxes below to describe the images. This would be very helpful for our production books).

2. It would be great to copy part of one document into another (without using the content library). Sometimes I don't need to have content in the library, and a quick copy and paste would do the trick.

Easy to use, Easy for my clients

May 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I like how you can resend reminders to my clients. This will keep them on top of mind.

I also like that they can pay via the credit card implementation

Cons: I dont like that i need to keep re-signing in every day. It becomes tedious to have to sign in via my google account every day.

Overall: We are able to customize our agreements, we can edit and change on the fly. We can create beautiful proposals that are sent to the client in a professional manner

Excellcent

Aug 17, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Effective and very accurate. I never this application on a daily basis. Customers are able to use without incident.

Effective and very accurate. I never this application on a daily basis. Customers are able to use without incident.

Overall: organization and accountability

The Best signature software out there!

Dec 13, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Fast, easy for our clients to use, reliable.

Cons: None- it works great!

Overall: By using PandaDocs, we have been able to process customer sales within minutes of contacting the client. The client provides all of the information about their details, and the deal is done. It is SIMPLE for our clients to use, even those that are not computer users.

PandaDoc is the best e-signature & proposal software on the market!

May 04, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: PandaDoc can match all the e-signature features of a market leader like DocuSign or Adobe, but PandaDoc does a whole lot more. You can build great proposals and measure the performance of your proposals through strong analytics.

Cons: The font size in the platform (when I'm on my laptop) is really small. I have pretty good eye sight, but sometimes it's hard to see what you're typing. That's my only complaint though!

Overall: We have shortened our sales cycle, increased our conversion rate, can generate proposals much faster, and can e-sign any document all through PandaDoc. The platform is second to none!

PandaDoc is super useful!

Sep 08, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The most attractive feature was how it has an integration with Hubspot, this allows our sales deals & contracts that need signing to be tied closely together in Hubspot.

Cons: I would say that when you have multiple users in the same account that it can cause a bit of confusion and can lead to extra time spent looking up docs.

Overall: We require signatures on contracts and PandaDoc has proven to be a good tool for this.

Capterra loader

Contract Signing tool

Jan 16, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: Pandadoc is Great for client signatures on contacts, proposals and any other legally binding document.

Cons: The API is only available at the highest level of pricing and needs more endpoint. Support is slow.

Overall: Legally binding agreement signing.

Great CPQ SW this Pandadoc

Dec 13, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use, nice look and feel of proposals. Integrations with CRM and Zapier...

Cons: Pricing Table flesibility must improve. More fields, more multiplication factors, More taxes, More discount, uplifts...

Overall: I have been using Pandadoc for Proposals since 6 months from now. I love the platform. Just missing some better features on pricing tables that would allow transport of cell values from one table to another inside the same document. Also some additional Multiplication Factors, like Taxes and Discounts, Uplifts, Markups would help in order to build pricing. Overall, verfy impressed with progress so far...but Pricing Tables must improve.

Recommendations to other buyers: Continue improving.

newmedia PandaDoc Review

Dec 13, 2016
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Tokens and templates are a HUGE time saver!

Cons: There is some bugginess when trying to delete things from templates or documents. Rogue bullets/lines and just some weird JavaScript issues.

Overall: We use PandaDoc on a daily basis. With an 8-person sales team, it's been a great tool for us!

There are some really frustrating buggy things that happen but we tend to find workarounds.

Recommendations to other buyers: I love the new document settings. Would love to see some of the JavaScript bugs get fixed.

Good value for price and great suppport and communication

Dec 28, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use

Cons: Cant save into regular document form......only pdf.

Would like to set the documents with one SIZE font throughout....but I need to change size in every block of text.

Overall: I have always had someone to reach at support. They are on the ball.

I have asked for features in the past and I have seen that they kept them on their 'list to do'...and they have been done. There are some restrictions on the features but overall for the quality and price, I am happy.

Efficient enough. It does what we want it to.

Aug 18, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Pros: Easy to manage and navigate through. The templates portion is helpful as are the Contacts and dashboard.

Cons: The name still appears as "Pandadoc" to our recipients. It would be great if we can change that to the name of our company.

My firm has had an Excellent experience using Pandadoc system. The price is right vs the competition

Jun 01, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The Ease of use has been key to successfully implementing this in our processing. The customer can sign from their cell phone or desktop with little instruction from us. I like that I can save my signed apps on PDF file. It has been a big step towards our agency moving paperless. Pandadoc saves so much time and energy completing a sale on the spot. This gives us more time to sell and has increased our bottom line. We are a small agency and the cost of pandadoc is reasonable vs the competition.

Overall: Save time and money.

Your customer service is horrible . I had a situation where i ended up paying twice.

Aug 17, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

1 / 5
Customer Support

5 / 5
Value for Money

Pros: ease of use, and easy for my clients to understand. I'm just not happy about the lack of customer service

Cons: can never get a hold of anyone with a issue wish customer service was easier. wish there was a contact number to call

It's made a world of difference in how we handle paperword and credentialing.

Aug 17, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: In healthcare there's a plethora of different forms to be completed in order to stay compliant when working in a clinical setting. With PandaDocs, we've been able to streamline the process for a lot of that paperword and keep more of our nurses working with fewer interruptions.

Cons: There are definitely still some kinks to be worked out in terms of the initial set up of documents. In forms where there are many, many fields to be created, the start-up time investment can be quite intense and off-putting.

Overall: Streamlined paperwork process.

Pandadocs enables me to scale my business and reduce the time to manage our sales process.

May 23, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The ability to setup standard text blocks, products, and pricing tables greatly reduces the time to prepare a proposal. Add to that the analytics, which lets me know when the document was opened, how much was read, etc., I can understand what is working and not working in my proposals.

Cons: I wish the software would integrate with more software packages, as I use Workflow Max for managing my job costs.

Overall: Ease and simplicity in preparing quotes. It also make my sales process more sustainable, by enabling my VA to create proposal drafts with minimal effort.

it works but could be a lot better - better integrations with CRM systems

Aug 17, 2017
4/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: fairly easy to use for basic features, basic integration works OK with Hubspot CRM. I do like that it uses css for the formatting and that can be customized

Cons: some of the features are clunky - no tools to do things like calculate margin on a line item or apply and discount from list price to come up with a unit price. No ability to duplicate line items.

Overall: easy quote generation

Excellent product

Jan 06, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use and features

Overall: This serves our company extremely well. It is fast, light and the perfect cloud solution for small to medium business. Listing updates on leads are very effective to track sales activities and the sales metrics and reporting is surprisingly powerful. An excellent software an I can see myself using this for a very long time and would recommend it to anyone looking for a light and easy to use system that provides you with the power of larger solutions.

Capterra loader

It's a great platform that makes closing opportunities much easier.

May 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: PandaDoc allows you to integrate with your CRM so that it creates proposals based on the information that you have of your clients in the CRM. You can monitor when your clients view the proposals.

Cons: Can't think of anything! Everything works very well and it's easy to manage and keep track of all the proposals you've sent. Makes the sales cycle a breeze.

Good, not great tool for virtual document signs

Jul 03, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: - it's great it has templates so you don't have to start from scratch

- great way to organize your folder to keep your docs organized

- nice dashboard, to have info that matters at glance

- great way to follow all documents stages by a nice project timeline view

Pandadoc is a good product, it has great feature that will definitely make your manager life easy, if you are patient. To work on extended/complicated document it will require a lot of time to compose.

Cons: - it's hard to collaborate, for a doc that require a lot of hands at the same time I would better recommend to create a google doc and when done copy paste to Panda... Collaboration often remove changes or you have to refresh the page a lot losing your changes.

- copy/paste not always work, sometimes the doc creator gets messy and it is hard to get the text just like how you see it on a doc.

- lack of image tool, you have to crop or add simple image effects elsewhere

- table management is awful, there is no easy way to edit a table. You have to create everything from scratch, there is no table copy/paste feature

Overall: - Time saving when working with well organized and curated templates

- Great way to follow your document views and edits, as well as feedbacks

Overall PandaDoc is great software.

May 08, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Our sales team finds it to be flexible enough for the various proposal requirements they deal with and the look and feel we've been able to create is a differentiator for us.

Cons: If the prospect requires you to send a PDF and doesn't execute the agreement via PandaDoc there is no way to change the status of the proposal in PandaDoc.

Overall: Flexible proposal generation.

Capterra loader

Perfect for digital signatures.

Jan 21, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Whenever we have needed faraway clients to sign contract offers, Pandadoc always comes to the rescue, allowing our customers to sign contracts digitally.Thereby saving us days of waiting for documents to be delivered via post or courier.

It integrated perfectly with our CRM, thereby enabling us to send contract offers to leads already generated on our CRM.

Cons: I wish we could search for documents directly on the main dashboard, without the need to switch to the document or contact section.

Streamlined our proposal and contract process

Aug 17, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money

Pros: I appreciate the ease of use after initial set up, the ease with which my templates and catalog can be edited, and the polished end product. It makes my proposal, sales and contracting process streamlined and cohesive.

Cons: I don't like that I can't share a link to a document when multiple people need to access the document unless I am at a level of service that is far too large for my company. It appears as though this was an add on service at one point, which I'd gladly pay for if it became available again.

Thinking of using panda doc?? Read this first!

Feb 07, 2017
1/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: the idea

Cons: it doesn't work

Overall: We used it for a surveying company and I am extremely disappointed. We are based in the UK.

Although the so-called support seem very friendly before you sign up I've been telling them about the following bugs which have yet not been resolved 2 months after notifying them.

*The document does not save spelling mistake changes.

*The document does not register the space bar so my typing is one continuous line of text when I look up at the screen.

* Various other things like adding pictures - when you upload them and they are straight their system uploads the pics so they are sideways..??

Its really annoying and I'm seriously frustrated as i paid upfront for the whole year!

They say they are looking into it, two months later I've contacted them many times and nothing.

I would not sign up again based on my experience, there are a few other options we are going to look in to for next year now. I am really disappointed the idea is great.. Sorry panda doc. I hope you take note of this... Im speaking out-out of annoyance you've caused me...

Recommendations to other buyers: go elsewhere,

This software has organized our team sending out proposals

May 14, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: We are able to choose from templates which allows us to be consistent with our outgoing proposals. Easier to compile a proposal.

Cons: The software is somewhat confusing for new users. There are too many different steps to take when preparing a proposal.

Overall: Overall, It has been great receiving an email with the status of a proposal i.e. when it is sent, viewed, signed.

GREAT Product!

Dec 28, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use for both end users and account owners.

Cons: Some very minor bugs in editing. But they are all fixed with a simple page refresh.

Overall: I've been using PandaDoc for a LONG time now and have been blown away by how user-friendly and simple it is. They continue to add extremely useful functionality that has improved the product immensely over the years. THANK YOU PandaDoc!

Recommendations to other buyers: Use it for all of your docs. You won't regret it.

Capterra loader

Excellent software for creating templated forms and tracking opens / commenting.

May 03, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Super easy to use and makes setting up beautiful forms a breeze. Adds professional style to my business. Great seeing when people view documents and the ability to comment directly in each one and keep them organized.

Cons: The biggest issue I've found is that there's no easy way to resize images in the forms. I'd love to be able to click and drag or enter dimensions to make my own custom image sizes for theming documents.

Overall: Tracking documents, commenting, templating audits and proposals, digital signing.

The Move to Digital Contacts

Sep 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to setup. Nice and easy to use templates, including product tables and pricing. We have templates for our main products that are ready to go, and additional templates that are customised a bit more before sending. So much faster and more reliable than before.

Really like the link with our CRM (HubSpot) too, so easy to make a contract for a contact at the conclusion of a successful deal.

Cons: Pricing is per user, but we saw little benefit in having multiple users for the way we used the software.

Overall: Before digital contacts we struggled to get paperwork back, it definitely slowed the process down, thanks to PandaDoc we're much more efficient, and have much better contract management and record keeping.

Capterra loader

Execution of agreements increased drastically

May 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This software assists us in procuring more business and provides us visibility as to what people are focused on during contract reviews. It allows us valuable insight and as a result we are able to close deals faster.

Cons: There is nothing negative that I can think to provide about the software, it provides us such value.

Fantastic, easy to use software with great functionality for a variety of uses!

May 09, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Templates - massive time-saver and so easy to edit and send a completed contract to client. Ease of signing for clients, plus signing order functionality - makes the whole workflow super fast and professional.

Cons: I'd love to be able to insert an existing quote table into another document (i.e. quote for job into contract for same job). I have also found when copying text into a document that the font colour changes from black (copied text) to grey (pasted text).

Capterra loader

Good for sales teams 11-50

Aug 29, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I enjoy using PandaDoc for sending quotes to my customers.

Cons: It seemed so confusing when I first started using it 2 years ago. UX and onboarding could be improved.

Overall: PandaDoc webapp and its chrome plug in extension work well in sync with Pipedrive. So I can track my documents status straight from my CRM. Documents overview is a useful feature too.

We love PandaDocs overall and use it regularly for client contracts and proposals.

Aug 21, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use. User-friendly, eliminates paper. The biggest reason for using was to eliminate paper and get contracts signed fast/cloud stored.

Cons: Several customers have had issues with not receiving the contracts to their email, there are also a list of bugs I need to start writing them down as I go but did not realize I'd get a survey. Customer support is slow to respond when I need a contract signed quick.

Overall: Contracts signed quick, filed fast. Eliminates paper storage and paper waste.

Simplify Closing

Dec 13, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: templatizing is easy, formatting issues are simplified

Cons: the sent vs viewed is not always accurate, due to email tracking blocking I believe which throws me off.

Overall: I create a few proposals each day and Pandadoc has made it easy for me to templatize what works well, track who has received and reviewed a proposal, as well as see who has signed it. Who doesn't like that?

The end result product is great, however customer service is majorly lacking.

Jun 13, 2017
5/5
Overall

1 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
Likely
Extremely
Likely

Pros: Makes it very efficient to send proposals with required entry fields. Once the template is created, it is fast and easy to send to various clients.

Cons: Customer service was slim to non-existent. They have a "chat" function on their website but it's not really a chat. You enter a question and it shows that the representative has been inactive for 20 minutes. I had to request someone call me to walk me through how to use the program.

Overall: Able to efficiently send a contract to many clients.

Pipedrive Advocate

Dec 28, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use

Cons: Integrations with other software systems.

Overall: I've always been a huge fan of Pipedrive since I first started using it back in 2012. For small sales organizations, it's by far the best CRM!