My main use case for PandaDoc is that it has been a game changer, especially in my organization because it saves our sales reps hours per week on documentation. We use PandaDoc to make our sales process secure, efficient, and professional. Using the entire integration with HubSpot, our sales representatives are able to create and prefill agreements quickly and send them to customers with the click of a button. We use the two-way synchronization with HubSpot to ensure our data is flowing seamlessly. We have recently started to use PandaDoc rooms to create an even more professional buying experience for our customers, and it has been incredible.

We also use PandaDoc for sign-off on customers' contracts and to collect deposit payments, which allows us to track all quotes we have sent out and also verify customers have reviewed them and spent time on each page. It also offers a secure way for them to process payment easily.

PandaDoc offers many best features including audit trail, tracking, instant updates, customer support, ease of use, seamless integration, intuitive user interface, ease of template creation, and customizable templates.

Out of those features, we find ourselves using the customizable templates the most, which allows for a tailored document creation process based on individual needs. I also love the ability to combine multiple documents in one go, which is very effective by saving us time. Integration with HubSpot and Salesforce has been great and enhances the overall user experience, especially for the sales representatives in my organization. It makes it very easy to use for anyone in my organization.

The intuitive and user-friendly interface makes it very easy to navigate and complete the onboarding process.

PandaDoc has positively impacted my organization by being very helpful in streamlining our processes.

One area that PandaDoc needs to improve is the design of documents, which is a bit limiting when compared to something such as Word or Google Docs.

It is not immediately clear how to add custom images, and this should be improved.

Additionally, the learning curve to design documents is steep at first, but it becomes easy after a couple of designs as you get used to it.

I have been using PandaDoc for five years and a few months.

PandaDoc is stable, as I have not experienced any lagging or downtime; so far, so good.

PandaDoc grows with my organization's needs, keeps scaling, and can handle all the documents that we have been sending and managing back and forth.

Customer support is very proactive and responsive.

Positive

I previously used Zoho Contracts, but PandaDoc is much easier to use and creates more professional documents than other platforms we have evaluated. It also has very handy features such as reminder emails, suggestions, and templates that we found to be more robust than other platforms. It is also very cost-effective compared to other products we have evaluated.

I have seen a return on investment, with huge time savings in drafting and sending documents to clients. Approximately thirty to fifty percent of time is saved in drafting and sending the documents, and I also love the easy-to-view dashboard that saves time in checking the status of any documents and provides insights such as clients' views versus signs. We are able to guide our clients on where to sign and what to do. It has also streamlined the editing and back and forth of documents with clients, as you can turn on suggestions for clients to make changes if required.

My experience with pricing, setup cost, and licensing leads me to state that this is one of the most cost-effective tools, so it is very affordable.

Before choosing PandaDoc, I evaluated other options including DocuSign.

My advice to others looking into using PandaDoc is that it has been one of the best tools in managing documents, especially for when you want a great e-signature tool. It is great for sending proposals and terms and conditions to customers for collection of digital signatures. It really helps that you can templatize your documents and have collaborators help you finish the document for you. The dashboard is also a game changer as it gives you one place to view all your active documents and the status of the documents. You can even use this to collect payments as it seamlessly integrates with other software such as QBO.

It has been a great tool that helps us send proposals much faster and easily keeps track of progress and viewing of the documents by our potential clients while maintaining a professional look. I give this product a rating of nine out of ten.

My main use case for PandaDoc is that it has streamlined our sales proposal processes seamlessly, as we use PandaDoc to streamline all of the proposals and work orders that we send to our business prospects. PandaDoc templates ingest structured data from Zoho CRM and handle access and electronic signatures very well.

I decided to integrate PandaDoc with Zoho CRM for this process because I tried other integrations such as Salesforce, but they did not work according to our needs, allowing us to quickly and easily provide proposals to customers. PandaDoc allows us to import documents as well as create them from scratch, and while it can be tricky to get them looking exactly the way we want, their customer success team is responsive, friendly, and helpful. I can see where this platform would be even more helpful to smaller organizations without a CRM, as they offer contact, client, and workspace features along with many more options. Being able to create separate areas and restrict access allows us to operate on the principle of least privilege, further supported by the roles and licenses available.

While my main use case with PandaDoc initially only involved proposals, I have discovered that its automation, white labeling capabilities, and workspaces better enable the business flow.

The best features that PandaDoc offers include quoting, tracking when proposals have been opened and viewed, quick signatures, speeding the proposal-making process and saving time, standardizing the look and feel of a proposal to be much more professional, making electronic signatures easy, providing easy templates, a user-friendly interface, and integration with HubSpot or Zoho CRM.

The tracking feature is very helpful as we are able to track the customer if they have opened the document, where they have reached, if they have signed the document, and what challenges they may face, enabling us to help them, fill the fillable fields easily, and show them where they should put their signature. When they have signed the document, they are able to send it back to us.

PandaDoc has positively impacted our organization by enabling us to spend significantly less time creating documents, providing a better closing experience for customers, and enabling trusted electronic signatures. I can share specific outcomes or metrics that include an improvement of security from 30 to 55%, with a time saving of 60 to 85% when dealing with documents to be signed, and overall administration efficiency has also improved.

PandaDoc can be improved with up-to-date documentation that would be helpful, especially for new learners, along with better handling of license and license add-ons, and allowing coordination of fields across roles or user sections. I have not had any major issues, and any questions I had were answered promptly by the support team, so I have only highlighted the minor issues that need some final touches.

I have been using PandaDoc for the past five years.

PandaDoc is stable, as I have not experienced any lagging or downtime.

PandaDoc's scalability is very good, as it handles all the contracts we send and all the contracts we want to be signed, being fast and reliable.

The billing support is great, and technical engagement is also great. PandaDoc's customer support is one of the best, very responsive and helpful.

Positive

Prior to using PandaDoc, we were using HubSpot CRM.

It is very easy to customize templates and documents in PandaDoc to fit our business needs. My experience with pricing, setup cost, and licensing is that it is a very cost-effective tool, affordable by any size of organization.

I can share specific outcomes or metrics that include an improvement of security from 30 to 55%, with a time saving of 60 to 85% when dealing with documents to be signed, and overall administration efficiency has also improved.

I have seen a return on investment with a quicker turnaround on our contracts, making it a very cost-effective product for our company, saving us a lot of money, and efficiency has increased, with customer experience being great and the tracking ability of our customer's documents being top-notch.

It is very easy to customize templates and documents in PandaDoc to fit our business needs. My experience with pricing, setup cost, and licensing is that it is a very cost-effective tool, affordable by any size of organization.

Before choosing PandaDoc, I evaluated other options, including DocuSign.

PandaDoc integrates seamlessly with our other business tools or software besides Zoho CRM and HubSpot. PandaDoc handles document version control and collaboration among team members perfectly. PandaDoc helps me manage workflows and approvals within my organization very fast, with no wasting of time.

I advise others looking into using PandaDoc that it is one of the best document management tools, as it is very easy to use and very cost-effective, with support that has always been top-notch. It has really improved our quoting process and allows us to produce professional proposals to send to our clients, making it a very helpful tool. I appreciate the reminder system and templatization, as templatization greatly speeds up the drafting and sending of documents, and the collection of digital signatures ensures we are compliant legally. This helps us send proposals much faster and easily keep track of progress and viewing of the documents by our potential clients. I have also observed that we are able to save in our sales department one to two hours through customers saved on creating and filling out documents through the tracking document feature, and five to eight hours a week are saved on overall documentation thanks to the CRM integration.

I rate PandaDoc nine out of ten.

My main use case for PandaDoc is that it saves us an immense amount of time because we can use templates and customize them for each customer if needed. It is also a super easy way for us to keep track of all agreements and ensure that data of agreements is synchronized with our customer profiles in our CRM effectively.

A quick example of how I use PandaDoc in my daily workflow is that I chose it because it is suited for multi-year agreements, where it saved us time by creating templates and easily generating those templates with client information pulled from our CRM. PandaDoc is a very powerful tool and is very cost-effective, making it affordable for any size of organization.

In my opinion, the best features PandaDoc offers include ease of template creation, integration with other tools such as HubSpot, a user-friendly interface, and customizable templates.

The integration with HubSpot enhances the overall user experience for my team, especially for the less technical users.

PandaDoc has positively impacted my organization by being really helpful, especially as a game-changer when dealing with documents with our remote clients. We are able to send them the documents, and they can sign using their phone, so they do not have to come all the way to our office to sign the documents. They save a lot of time and cost, achieving approximately 70 to 80 percent time saved and cost savings from traveling. I also value the ability to obtain signatures from our clients, making us more efficient and saving time and money. The pricing model of PandaDoc is far superior to that of other competitors, thus being very cost-effective and affordable. It definitely helps us provide a better customer experience to retain our customers as they know we are very professional.

I think PandaDoc could be improved in that sometimes after uploading a Word file, a notification is already sent out without me having the opportunity to insert an e-sign box, which is frustrating.

Regarding needed improvements, I would say that the approval functionality is lacking. There are limited approval workflows, which can make it difficult if a contract is highly customized.

PandaDoc has been in my organization for a long time, and I have been using it for around five years.

PandaDoc is very reliable for us, with no issues of lagging.

In terms of scalability, PandaDoc has handled my growth well, so it is very scalable.

Regarding customer support, I have had good experiences with PandaDoc's support team, as they have been very responsive and proactive. It is one of the best customer support teams I have reached out to.

Before choosing PandaDoc, we previously used DocuSign.

We switched from DocuSign to PandaDoc because, even though both PandaDoc and DocuSign are very similar in terms of functionality and design, I preferred PandaDoc. It is also very easy to use, more cost-effective, and the support is very proactive 24/7. They are very professional, and it is very easy for our clients to use on their mobile phones to sign documents seamlessly, thus saving a lot of time and cost. On the other hand, I found DocuSign can be a bit complex, especially due to its robust features.

I have measured that 70 to 80 percent time and cost savings based on overall experience because before using PandaDoc, some of our clients would travel from far away to come and sign documents or we would meet at a certain point. We were wasting a lot of time, and there were many errors involved. Cost was also a factor through traveling, going to hotels, or meeting points. However, nowadays, we have eliminated all of that. We use PandaDoc where it saves 70 to 80 percent of our time.

Since starting to use PandaDoc, we have seen a return on investment with how easy it has become for our clients to sign documents. We have been able to retain them, save time and cost, and maintain professionalism. It is very user-friendly for both signees and senders.

My experience with PandaDoc's pricing, setup cost, and licensing is that it is very cost-effective, and it is one of the most cost-effective tools I have ever used, especially when dealing with clients to sign documents and manage documents.

Before choosing PandaDoc, I evaluated Ironclad as another option.

PandaDoc allows us to send documents, and clients can sign on the go or when working remotely or at their home, using a tablet or a phone. They are able to sign the document and then send it back to us. This saves time and cost.

I would add that PandaDoc allows clients to remotely execute documents, tracks the progress of document execution, and emails us when documents have been fully executed. It also provides an easy-to-use interface to place signatures, dates, and other information on our forms.

My advice to others looking into using PandaDoc is that I appreciate its e-signature capabilities, which make it easy to upload a document, add text to fill blank fields, and send the documents to one or multiple parties for e-signature. It saves time and cost and makes tracking the e-signature process and progress much easier and seamless.

PandaDoc has expedited our signature process, helping us get back to our clients and vendors much more quickly.

I would rate this product a 9 out of 10 based on my overall experience.

PandaDoc is used to retain records, send offer letters, analyze offers made, and track salary offered. Creating templates saves significant time for the business. It is also used across the wider HR team for updates in job information and by our leadership team to confirm important documents.

PandaDoc is appropriate for recruiting to use when sending candidates offer letters and contracts, in addition to the approval process for the recruitment process. It facilitates sign-off from the senior leadership team and hiring managers, and it is very well suited for that work.

PandaDoc has been a very helpful and comprehensive tool for us. Since we are also able to send clients documents to sign for their claim, we often send paperwork either by mail or through PandaDoc. Because most of our clients are not local at our office and are global, PandaDoc makes it very easy and convenient for us to collaborate through sending letters, documents, and signatures. They are able to save a lot of time since they don't have to drive all the way to our offices to sign the documents, and we are also able to save a lot of time.

Prefilling the forms in PandaDoc is simple, and being able to send forms via email or as a link is very helpful. Quote creation, integration with Salesforce, easy template creation, integration with HubSpot, a user-friendly interface, and customizable templates are great features.

Integration with Salesforce helps to enhance the overall user experience, especially for those less tech-savvy. Customizable templates allow for a tailored document creation process based on individual needs. Additionally, the ability to combine multiple documents in one go is a time-saving feature.

PandaDoc's user-friendly interface enables us to navigate efficiently and complete tasks easily.

PandaDoc is very cost-effective and affordable, making it an ideal solution.

The document tracking and analytics features in PandaDoc are very useful for our team. We are able to know when a customer has signed a document, when they have opened it, or when they have not yet, and we send them reminders to do so.

PandaDoc is very easy to use on both phones and tablets.

Other valuable features include the e-signature capacity, pricing table capacity embedded in the documents, fillable fields, pre-made customizable and reusable templates, which make PandaDoc a very standout tool.

Sometimes the fillable fields in PandaDoc don't automatically map properly, requiring manual adjustments, which can be somewhat time-wasting. An easier integrated invoicing as an included feature would be ideal so we don't have to use different software for invoicing and payment collection. If you want to have that feature, you must upgrade to the Business plan.

I have not experienced lag or downtime with PandaDoc. The performance has always been high and reliable 24/7.

PandaDoc can handle the growth of my organization and increased document volume easily.

The onboarding and training process for new users was very easy because of the support provided. The support team was readily available in case we had any issues.

I would rate the customer support of PandaDoc an eight out of ten, as it is very great, proactive, and responsive.

Positive

I previously used HubSpot CRM, and I switched because PandaDoc is more polished, professional, legitimate, cost-effective, and easy to use for both our clients and employees.

PandaDoc's automation capabilities have been used to streamline emails, helping to save time.

PandaDoc positively impacts our organization, allowing us to quickly retain new clients since their focus is on us, and they are very satisfied. We are able to update files quickly. It is a great mail alternative and more secure than that. We have saved time creating documents by utilizing templates, especially saving time by 60% to 65%. Time saved on branding and proposal generation is also significant since PandaDoc allows us to customize documents with our logo and copy and save the template for reuse. We also save time and money on legal fees, as PandaDoc allows us to generate legal documents ourselves by leaning on pre-made templates, like contractor agreements, statements of work, and standard NDAs. We save money on e-signature software since our clients don't have to move from one place to another to sign the documents.

I have probably saved about 40% on legal fees, which translates to a couple of thousand dollars.

We have seen a return on investment in several ways. I save money on e-signature software, and time saved creating documents by utilizing templates is a great place to start. Time saved on branding and proposal generation, as PandaDoc allows us to customize documents with our logo and copy and save templates for reuse, is also significant.

PandaDoc is very cost-effective and affordable, making it an ideal solution.

I evaluated other options such as Google Drive and DocuSign before choosing PandaDoc.

According to my experience, I would rate PandaDoc a nine out of ten overall. It is a very helpful tool.

I chose a nine out of ten rating because it is very convenient and easy to use for both our employees and clients. We have been able to retain our clients globally, sending documents, letters, and everything through PandaDoc with a professional appearance. They are able to sign it on the go, especially using their mobile phones, and they are very satisfied with our services. We are very happy about that, having saved time and cost, making it a great tool.

Integration with other tools in our workflow is very seamless, as we have integrated mainly with HubSpot.

My advice to others looking into using PandaDoc is to know that it is very easy to use, more polished, more professional, legitimate, cost-effective, highly reliable, and a recommended tool.