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Steve A.

3 months ago

Verified

Good.

Some efficiency and design options.

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Elaine L.

4 months ago

Verified

Does the job but improvements needed

Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.

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Heather C.

4 months ago

Verified

All-around great proposal software and automation tool.

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.

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Marlon A.

4 months ago

Verified

My PandaDoc Review

As a customer service representative who helps clients with their application and it required to send documents through text or email and they need to sign it so the application will gonna be quick and faster it helps me expedite the process making clients life easier without them waiting for the documents mailed to them. I al very dependent with pandadoc when it comes to electronic signature of documents.

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Jacob M.

4 months ago

Verified

If you will be processing payments via Stripe, this application is not for you!

The tool is easy and intuitive to use and looks flashy on the surface. Pull back the covers a bit and it becomes incredibly apparent that their product designers have not built a strong tool. Integrations that make life more difficult for users should be amended. On top of all that, PandaDoc support is among the worst I've ever encountered.