#1 most frequent
United States of America
67.4%702 installations of 1,042
What is PandaDoc?
PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
Categories & Use Cases
Media
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Screenshot of some of the custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.
Who Buys & Uses PandaDoc
#2 most frequent
Canada
6.5%68 installations of 1,042
#3 most frequent
Australia
5.1%53 installations of 1,042
5 year user in regards to insurance.
Use Cases and Deployment Scope
We sell insurance 100% online, so we never see our customers. Insurance companies and financing companies require THEIR documents to be signed, but don't provide an e-signature portal. Panda allows us to generate, edit, and track these documents. It also integrates with HubSpot, which we enjoy. The price point is great as well.
Pros
- Easy to use for us as an editor.
- I love the reminder feature.
- Responsive from when it is signed to how fast I can download.
Cons
- MORE EDITING - let us edit the text more.
- For the copy and link option please make them NOT have to same size but just be the same text.
- Sometimes, when I create templates, the images don't transfer over.
Return on Investment
- Saving time creating documents is # 1 we do a lot of the same information again and again.
- Our customers find it easy to use; we have never in 5 years have someone complain about it on their end.
- It is very easy to onboard someone one it.
Other Software Used
HubSpot CRM, Kixie
Great for Polished Professional Branded Proposals that Impress Our Prospects but Pricy for Small Business
Use Cases and Deployment Scope
We use PandaDoc for generating proposals for prospects and clients, and occasionally for sending contracts, NDAs, statements of work, and other legal documents to other partners, vendors, and contractors. Mostly. We use PandaDoc to send proposals to prospective clients, allowing us to get their e-signature and move to the invoicing step.
Pros
- Wide variety of templates
- Professional, polished look to documents
- E-signature capability
- Ability to see when and how long recipients have viewed the document
- Automatic reminders and expiration dates
Cons
- Sometimes the fillable fields don't automatically map properly and you have to manually adjust.
- Plan tiers and pricing recently changed, so now we get less value and less features (limited templates, no more pricing tables or invoicing/connected payment) for the same price, which is pricy for a small business.
- Easier, integrated invoicing as an included feature (so we don't have to use a different software for invoicing/payment collection) would be ideal. You have to upgrade to the Business Plan for this.
Return on Investment
- Time saved creating documents by utilizing their templates as 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 as a template to keep reusing.
- Time and money saved on legal fees as PandaDoc allows us a way to generate legal documents ourselves by leaning on their pre-made templates (ie. contractor statement of work, and standard NDA).
- Money saved on e-signature software.
Alternatives Considered
QuickBooks Online, Google Forms and HubSpot CRM
Other Software Used
HubSpot CRM, Google Drive, SurveyMonkey, Google Meet
Very impressed with Pandadoc.
Use Cases and Deployment Scope
We use PandaDoc to retain records, send offer letters, analyze offers made, and salaries offered. Creating templates also saves us a lot of time for the business. It is also used across the wider HR team for updates in job information and for our leadership team to confirm important documents.
Pros
- Templates.
- Trail of signing.
- Good UI.
Cons
- Improved UI.
- More intuitive buttons.
- Speedier selection of documents.
Return on Investment
- Time saved creating documents.
- Audit trail.
- Better candidate experience.
Alternatives Considered
DocuSign
Other Software Used
Pinpoint ATS, Jobvite
PandaDoc - the Best E-Signature Solution on the Market.
Use Cases and Deployment Scope
We often need to have clients execute documents - from retainers to settlement agreements. Having clients come into our office simply to sign documents these days is an enormous waste of time for both our clients and our staff. PandaDoc enables us to email our clients quickly and easily to e-sign their documents while also providing us with tracking so that we can see the progress - whether they've opened the document to review it and when they've signed it. The dashboard makes the process simple.
Pros
- Allows clients to remotely execute documents.
- Tracks the progress of document execution.
- Emails clients to remind them to sign documents so we don't have to follow up.
- Emails us when documents have been fully executed.
- Provides an easy-to use interface to place signatures, dates, and other information on our forms.
Cons
- Sometimes, the automatic placement of fields is just plain wrong.
Return on Investment
- The ability to obtain signatures from our clients makes us more efficient saving time and money.
- The pricing model for PandaDoc is far superior to that of the competitors.
Alternatives Considered
DocuSign
Other Software Used
Tungsten Power PDF, Microsoft Office 2016 (discontinued)
PandaDoc for Sales Deals
Use Cases and Deployment Scope
I am on the sales team, and we use PandaDoc to create agreements to send to clients so they can sign the terms and pay when a deal closes.
Pros
- create a clear set up for clients to read through and sign documents
- provide a place where clients can securely pay
- user friendly for the sales team to create agreements
Cons
- sometimes it is difficult to edit documents
- more notifications when documents are sent out, reviewed, etc.
- ability to edit
Return on Investment
- saved time in creating documents
- faster deal closure time for the sales team
- greater employee efficiency
Other Software Used
HubSpot CRM, Lattice, Gong
