Item: PandaDoc
Rating: 7
Author: Verified User

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

Simple to import an existing pdf.
Easy to complete a form.
Engaged support and development team.

Cons

The workflow functionality is limited.
Doesn't integrate with sources of data.
Forms can't be edited once initiated.

Return on Investment

It provided a paperless solution for employees and clients that couldn't meet in person.
Introduced paperless processes to many departments in the organization.

Document Creation

Reusable templates and eSignatures with automated workflows have helped with contracts and waivers.

Professional Quality

The documents look clean and professional.

Innovative Uses

They are used for documents that internal and external parties need to review and sign.
Used for liability waivers.
Used for property leases.

Alternatives Considered

OnBase and Adobe Acrobat

PandaDoc has a simple, integrated eSignature component, which is our primary reason for using it over its competitors.

Key Insights

Do you think PandaDoc delivers good value for the price?

Yes

Are you happy with PandaDoc's feature set?

Yes

Did PandaDoc live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of PandaDoc go as expected?

I wasn't involved with the implementation phase

Would you buy PandaDoc again?

Yes

PandaDoc is well-suited to simple document signing with single or multiple parties involved. Contracts, waivers, etc., are perfect in this tool. Pandadoc is unsuited for situations where multiple parties can modify the form or the routing is variable.

Comments

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PandaDoc is a simple and effective document distribution and eSignature tool.