PandaDoc Review

PROS: Flexible document design, with a great editor tool. Dynamic tables and Salesforce field integration.

CONS: While there is an open API, the API is a bit limited at the moment. They do not currently open up their API for payment gateways that are not preferred vendors to integrate with the platform. Limited options for payment gateway integrations on the preferred partner list. Would love to see this change in the future, as we evolve our business we want Pandadoc to evolve with us.

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

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

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

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

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

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

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

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

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

CONS: It should include a pdf copy

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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