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PandaDoc

PandaDoc is a cloud-based document management platform that streamlines sales and marketing processes by automating proposal creation, e-signatures, and contract execution, providing visibility and control over business documents.

Reviews and Ratings of PandaDoc

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G2 Rating

4.7 (2,600 Reviews)

SaasGuro Rating

Overall 4.6 (4,341 Reviews)
Value for Money
Ease of Use
Support

Capterra Rating

4.5 (1,182 Reviews)

What verified reviews from expects say about
PandaDoc

Insights from field experts about PandaDoc from first hand

M. Johnson

I was disappointed with PandaDoc's clunky interface and limited customization options, which hindered our team's ability to create professional-looking documents. The software's flaws outweighed its few useful features, making it a frustrating experience overall.

C. Collins

I've had an exceptional experience with PandaDoc. This e-signature and document management platform has streamlined our sales process significantly. The user-friendly interface makes it easy to create, send, and track contracts, which in turn has reduced paperwork clutter and increased our...

T. Sanchez

I've had a seamless experience with PandaDoc. The intuitive interface allowed me to create professional-looking documents in minutes, saving significant time and effort. Integration with my CRM was smooth and hassle-free, ensuring accurate tracking of sales pipeline activities. Customer su...

V. Thompson

I've been using PandaDoc for several months now and I'm thoroughly impressed with its capabilities. The document automation feature has saved me so much time and increased efficiency in my sales process. The intuitive interface makes it easy to create professional-looking contracts and pro...

A. Collins

I've been using PandaDoc for several months now and I'm impressed with its versatility. The e-signature feature has streamlined our contract approval process, reducing administrative tasks and saving us time. The built-in templates have also helped us create professional-looking documents ...

H. Garcia

I've had an incredible experience with PandaDoc. The all-in-one platform streamlined my proposal and contract process, saving me a ton of time and effort. Their intuitive templates and seamless e-signature integration made it a breeze to work with. Highly recommend!

C. Young

I'm extremely disappointed with PandaDoc's performance. The templates I created were constantly malfunctioning and causing documents to fail to send properly. Their customer support was also unhelpful in resolving my issues. Despite its promising features, PandaDoc's poor functionality mad...

S. Garcia

I was really let down by PandaDoc's clunky user interface and mediocre template selection. The document signing process took longer than expected and sometimes froze my browser. Customer support was unresponsive to my queries, making me feel like a second-class citizen. Overall, it felt li...

K. Moore

I've been using PandaDoc for several months now and I'm thoroughly impressed with its capabilities. The user interface is intuitive and easy to navigate, even for non-tech-savvy team members. Document creation and sending were incredibly streamlined, saving us a significant amount of time ...

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Frequently asked questions about PandaDoc

Find answers to the most relevant queries to be able to make decisions right away.

What is PandaDoc?

PandaDoc is a cloud-based document management platform that helps businesses create, send, and track documents electronically.


How does PandaDoc improve the document signing process?

PandaDoc streamlines the document signing process by allowing recipients to sign and return documents electronically, eliminating the need for physical signatures and reducing the risk of lost or misplace documents.


Can I integrate PandaDoc with my existing CRM system?

Yes, PandaDoc integrates with popular CRM systems such as Salesforce, HubSpot, and Microsoft Dynamics, allowing you to access and manage documents directly within your CRM interface.


What types of documents can I create in PandaDoc?

PandaDoc supports a wide range of document templates, including proposals, contracts, invoices, quotes, and more. You can also upload custom templates or create new ones from scratch.


Is my data secure with PandaDoc?

Yes, PandaDoc takes the security of your data seriously. Our platform is compliant with industry-standard security protocols such as GDPR, HIPAA, and PCI-DSS, ensuring that your documents are protected from unauthorized access.


How do I track document engagement and analytics?

PandaDoc provides real-time tracking and analytics for all documents sent through the platform. You can view who has viewed or signed a document, as well as monitor document performance and completion rates.


Can I automate workflows with PandaDoc?

Yes, PandaDoc allows you to automate business processes by creating custom workflows that trigger specific actions based on document events. For example, you can set up a workflow to notify team members when a document is signed or due for renewal.


How do I get started with PandaDoc?

Getting started with PandaDoc is easy! Simply sign up for a free trial account, explore our intuitive interface, and start creating documents and workflows tailored to your business needs.


What kind of support does PandaDoc offer?

PandaDoc offers dedicated customer support through phone, email, and live chat. Our support team is available to help you with any questions or issues you may have, ensuring a smooth and successful experience with our platform.



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