PandaDoc Review 2024: Streamline Your Document Workflow

Reading reviews and testimonials from actual users is one of the best ways to get a feel for how PandaDoc performs in the real world. These insights can be valuable when deciding if the platform aligns with your needs—after all, what works for one person might not work for another.

Hearing from others who’ve used PandaDoc gives you a better sense of how it might fit into your workflow. But remember, every experience is unique, so it’s smart to weigh a variety of opinions before jumping in.

Here’s a peek at what PandaDoc users are saying:

• “We were previously paying RightSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio... When I saw PandaDoc's free tier, I made the jump and haven't looked back... The process takes 3 minutes at the most to set up, send, and sign. If you're a small business getting started and need free e-Signing, PandaDoc is a winner.”

This user really captures it for small businesses. Saving $600 a year is a huge deal, especially when budgets are tight. They found PandaDoc’s free tier the perfect fit, even if it meant sacrificing some automation features.

And the fact that they can send and sign documents in just 3 minutes? That’s a lifesaver for startups needing a cost-effective solution.

• “I loved PandaDoc's comprehensive and user-friendly interface the most as the Director of ICT Operations... This integration feature makes sure that all of our business and sales processes are in sync, managing documents manually requires less work overall, increasing team productivity.”

Larger teams seem to find a lot of value in PandaDoc’s ability to sync with CRM systems. For this user, handling contracts and proposals became far more manageable, boosting the team’s productivity.

For anyone handling operations or document-heavy processes, PandaDoc saves time and effort, streamlining the flow of work.

• “The backward-compatibility with Salesforce is very tricky to set up. Importing and exporting CRMs to link documents has proved to be a struggle in the beginning.”

While PandaDoc works with CRM systems, integration isn’t always smooth sailing. This user found it a hassle to get set up with Salesforce, showing that the process isn’t necessarily plug-and-play.

If you rely heavily on Salesforce or similar CRMs, be prepared for a bit of extra setup time.

• “There’s no way to edit a document if it’s not in a PandaDoc template format. This requires a paid subscription and is challenging for sole proprietorships.”

For freelancers or sole proprietors, this might feel restrictive. Without a paid plan, editing non-template documents is off-limits, which means you lose a bit of flexibility.

If custom edits are a big part of your workflow, you’ll probably need to look at the paid options.

• “Easy to adopt and start using. The interface is simple and intuitive... Easy to add placeholders and template creation speeds up the document creation process... Being able to handle a variety of document types from contracts, proposals, and invoices makes it a one-stop solution.”

This user experience really highlights how user-friendly PandaDoc is. Whether you’re managing contracts, invoices, or proposals, it’s easy to dive in and get started.

The straightforward interface, quick template creation, and ability to convert PDFs or Word docs make it an excellent all-in-one solution for a variety of document types.

• “The mobile cell phone signing feature is called ‘In Person Signing,’ which is not very clear... Using an iOS device the mobile signature feature is flawed... Currently, it is confusing to people how to actually sign from a cell phone.”

Mobile signing sounds fantastic, but there are a few bumps. This user found that the iOS version isn’t always intuitive, which could be an issue if you or your clients rely on mobile devices for signing.

It’s something PandaDoc seems to be working on, but worth noting for now.

• “I love how easy it was to implement this product... Since there are still clients who aren't comfortable coming into the office, PandaDoc really helps us with obtaining the necessary signatures from our clients without having to have laptops or computers. They can easily sign from their phones.”

Here’s a different take on mobile signing: this user found it incredibly convenient, especially for clients who prefer not to meet in person. PandaDoc makes it easy to collect signatures from a phone—no need for a computer.

For businesses adapting to more remote interactions, this feature is a real advantage.

These testimonials paint a pretty clear picture: PandaDoc brings major benefits, from cost savings and ease of use to boosting team productivity. It’s not without its quirks—some users have had hiccups with CRM integration or mobile signing, especially on iOS.

But overall, PandaDoc stands out as a great choice for both small businesses and larger teams, provided you’re prepared for a few minor adjustments.

For more insights and detailed feedback on PandaDoc, Capterra is a great spot to dig deeper. You’ll find plenty of real-world experiences there, giving you a more rounded view of what PandaDoc can bring to the table.