PandaDoc

PandaDoc helps us get contracts out to customers for our SLG product. The product enables our sales team to update and edit contracts per the agreed terms with the customer and allows our finance team to approve customer contracts.

We utilize PandaDoc to sign all of our service agreements with our new clients. Not only the service agreements but also our agreements such as recurring payments, our transportation agreements as well. We also have our new hires to sign offer letters and job descriptions before they start employment. We have been using PandaDoc for over 5 years and we really enjoy it.

We use PandaDoc primarily for the e-signature functionality it provides. It is part of many workflows requiring a validated signature, such as external and government forms.

We use PandaDoc to send documents to our partners. These documents are to update their accounts and require signature. We use PandaDoc to create the templates, and then we use its integration with HubSpot to send the documents for signature. There are about four people on our team that use it on a regular basis.

We use PandaDoc to easily create contracts for our clients and partners.

PandaDoc has been our key partner in creating contractual agreements for our friends in the health and fitness industry. Its smooth integration with HubSpot allows us to easily create contracts within new deals and send them to the intended client. Its autofill features that pull contact information from HubSpot into PandaDoc make writing agreements super convenient. Overall, PandaDoc is a beneficial platform that I recommend to all businesses. I also love how it notifies you of your client's stage in the signing and payment process. That's right, you can collect payment from PandaDoc as well!

I use PandaDoc to create forms for businesses that want to work with us. It helps us make a customized contract without having to individualize it every time. With the forms I can put in fields we need and when the signer fills it out it is done without having to do it for every contract. I hope they expand more features with forms because we use it often.

We use PandaDoc to store contract templates for MSAs, DPAs, NDAs, and various other client-facing agreements. We also use PandaDoc for e-signatures, both inside our organization and with third-party signatories. Whenever a document needs to be signed by someone within our organization, we turn to PandaDoc to ensure signatures are collected quickly and efficiently.

We use PandaDoc for signing consent forms when both patient and partner cannot make it into the office in person

We use PandaDoc to send legal documents that need e-signature to individuals, send secure documents with personal information, and will likely use the new Rooms feature in the future for onboarding. It is also used to send promissory notes. With the new features, we may expand the scope of what we will use PandaDoc for.

We use PandaDoc to securely deliver and monitor proposals, agreements, notices, and contracts by and between our organization and our clients.

Our team utilizes PandaDoc on a daily basis to create, distribute, and manage business documents. PandaDoc allows our team to use templates, which reduces the time and effort required to create professional documents. PandaDoc also allows real-time tracking and notifications that allows our team to receive notifications when a document is opened, viewed, signed, and paid. The data integration with HubSpot is another phenomenal feature that ensures seamless data flow and reduces manual data entry.

We use PandaDoc for the submission, review and signing of contracts. It allows us to see whether the recipient has accessed the contract, whether they have read it or not, and which parts they have paid most attention to. It also allows us to have a repository and automatic sending to the people you want, which saves purely administrative tasks and allows us to spend more time on other more important tasks.

To sign contracts for payroll and HR as well as gather the necessary documents to register with the IRS. We have also used them for document check list and ACH authorizations as well. We use PandaDoc on a daily basis to help do our job quicker and more efficient!

We needed a product to produce professional-looking proposals with digital signature capability. We tried several market-leading products, and PandaDoc was the only one that delivered the features we needed.

We use PandaDoc primarily to create proposals for our corporate video production company. These proposals include various types of content to present the organization in a positive light to the recipient, including sample videos, logos of other clients, lists of qualifications, etc. We also use these as our contracts to determine pricing, scope, terms, etc.

Use for lease agreements, commercial contractual agreements and some HR use. PandaDoc has been used by us as a replacement for DocuSign. The ease of use and updates to docs on the fly has been amazing. We utilize it for lease agreements critical for our business, commercial service contracts and basically used for offer letters and some policy changes within the organization.

We have been using Pandadoc in our business for the past 4-5 years, and it has provided a great digital contract solution for our sales team. It has been easy to set up the templates and fast and efficient for our clients to review and sign digitally. Now fully integrated with our Salesforce CRM, Pandadoc has provided us with a great end-to-end solution for sales and business contracts. I highly recommend it for other users!

I use PandaDocs regularly to create and send out contracts for my organization. It helps me keep track of signatures and enter into client agreements. It allows me to easily send out signatures to our contractors or clients. I can also use it to customize templates so that I can re-use the same contracts with ease and pull in fields.

We have to sign forms daily for a large group of people. This software allows us to quickly send forms out to everyone at the same time and track receiving them. There is a bulk sending feature that is useful but it costs per document and not included in the basic software so that is a possible down side.

We use PandaDoc for all our contracts and new client documents. Their system allows us to change our forms and update them as needed quickly. PandaDoc gives us the option to send via email or text for clients to review and sign. We are able to review where a client might be stuck on the documents so we can reach out and address the delay.

PandaDoc is the foundation of our hiring, sales and contract process. It is an incredibly powerful tool that our business is centered around.

We began using PandaDoc to solve our contract writing and signing issues with our clients. We were using the old-school method of emailing contracts to our clients, who would then have to print them out, scan them, and email or fax them back to us. The quality of our contracts were poor after so much back and forth. We set out to look for a better solution and found PandaDoc. We then tried the service and added a couple of our contracts. Within a few weeks, we saw a huge difference in our process. We get contracts reviewed more thoroughly with the workflow approval process, and then the contracts are all managed through email, and the viewability is great. The contracts are digitally signed and the notification process by PandaDoc during the flow is great. We can see when our clients view, sign, and complete our contracts. The documents come back to us signed and clear, and a accompanying digital certificate verifying all digital signatures for legal purposes.

I use PandaDoc every day for creating client proposals for services like SEO, website design, and consulting. The program allows me to use my templates to make similar proposals easily.

We use PandaDoc to create and manage various essential documents, including offer letters, clinic forms, background checks, direct deposit forms, and other necessary paperwork. Some of these documents are generated on-demand to meet immediate needs, while others are systematically sent out via predefined workflows to ensure efficiency. It works great!