PandaDoc for Medical Practice
June 18, 2024

PandaDoc for Medical Practice

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

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

Pros

  • Sequential signing
  • Onboarding help
  • Customizing templates

Cons

  • new pricing options
  • more onboarding support
  • better pdf conversions
  • saved time on template creation
  • easy to keep templates updated when versions change
  • Increased tracking capabilities to see when documents do not move forward
we use a different payment collection method so we do not use the platform for quotes or payments. reusable templates are very helpful to our team!
we love that patients can use their phones to e-sign the documents! I also like how the commenting allows patients to ask questions before just declining to sign
pdf conversion usually goes very well. The customized emails make it clear who the email is coming from. documents are easy to update!
  • Organizing templates
  • Sharing consent forms and having people sign sequentially
  • Creating workspaces for staff members
  • Security settings that are unique to teams
much better. The pricing structures worked a lot better than the other companies because we are a small clinic

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?

Yes

Did implementation of PandaDoc go as expected?

Yes

Would you buy PandaDoc again?

Yes

We really enjoy using PandaDoc for signing consent forms and sharing documents with patients and their partners. It is really helpful to have an expiration and to share the documents with multiple parties. However our donor documents need to be signed in person so we prefer to not use PandaDoc for those patients

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