PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership.
PandaDoc allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The built-in e-signature feature allows signers to approve and sign the documents from anywhere anytime.
PandaDoc analytics provides real-time statistics regarding who has viewed the proposal, how many times they saw proposal and how much time spent on the proposal. The dashboard provides an overview of proposal performance.
PandaDoc comes is available via a subscription-based pricing model on per user basis. It provides integration with Salesforce, HubSpot, SugarCRM, ProsperWorks and many more.
Jesus P. Branche: Marketing & Werbung Mitarbeiteranzahl: Selbstständig
We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back.
We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign.
If you're a small business getting started and need free e-Signing, PandaDoc is a winner.
They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".
I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.
Verifizierter Rezensent Branche: Marketing & Werbung Mitarbeiteranzahl: Selbstständig
I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It allows clients to sign electronically and it notifies me when they have viewed the proposal which helps me track how engaged they are.
I like that Pandadoc notifies me when prospects view my proposals and it allows them to easily sign electronically without scanning and printing. I like that it gives me the ability to propose a pick list for clients and they can select which package or which services and it will automatically total them.
I can't clone whole pages, just content chunks. And I can't move entire pages, just content chunks. This is annoying. I find that a bit clunky. I also have not liked the visual aspect as much as designing on my own, and it hasn't let me compose in Landscape mode, so I have instead been designing my own proposal slides in InDesign and then when the client is ready to sign I just copy/paste them as images into an agreement. This is creating some double work for me, which is annoying and part of the reason I wanted a software in the first place was to minimize time spent on proposals.
Ted B. Branche: Bildungsmanagement Mitarbeiteranzahl: 11-50 Mitarbeiter
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.
#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.
Antwort: PandaDoc 30.3.2020
I realize this response is long overdue, so first and foremost thank you for your honest feedback. Although this is our first public response, I can assure you that our team took your comments into account.
The truth is that we are not the company or the product that you once knew.
Since 2016, we have introduced a brand new editor built on user feedback like yours, equipped with overall better performance as well as features that you mentioned such as bulk send and required fields.
If you're still in the market for document automation software, drop us a line and our team would be happy to show you Editor 2.0.
We hope to have the opportunity to work with you again, and I sincerely apologize for your previous experience with us.
Serena G. Branche: Non-Profit-Organisation Management Mitarbeiteranzahl: 11-50 Mitarbeiter
PandaDoc is simple to use with an easy learning curve. If you've ever used e-signature software before, it should be easy to switch to PandaDoc.
The pricing was excellent and it had most all the features we were looking for. The support is real time and very helpful.
One of the features we had selected didn't make it to our system.
Wilber C. Branche: Marketing & Werbung Mitarbeiteranzahl: 2-10 Mitarbeiter
I have been using PandaDoc for more than 3 years and I haven't been able to find anything like it.
What I love about this platform is the functionality and how it allows you to charge your client. It makes it very easy for your client to sign and pay right there and there.
I don't like the fact that you have to send reminders, manually.