PandaDoc for SaaS
February 25, 2025

PandaDoc for SaaS

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

In our company we use PandaDoc for two purposes: The first is to sign contracts with clients. These contracts usually require signatures of at least four people. On the other hand, we also use it to sign the contracts with employees, the warnings, the agreements we have with them, etc. PandaDoc is the tool we use in general to have legally valid signatures in our company.

Pros

  • Sending options: links, sms and emails
  • Reports on the reading and viewing of the documents
  • Reminders on the documents

Cons

  • Signing in an specific order
  • A paid plan with 10-15 documents monthly, like an entry level plan
  • Alerts on the time happening between each signature
  • Employee efficiency has grown due to easier setup
  • Lack of reputation makes it difficult for customers to open the document without a previous notification about receiving a "PandaDoc message"
  • Lack of scalonated signature makes us loose some time
  • Efficiency by sending the link vs just sending the email, has increased in closing deals
  • HR: We use it to hire employees
  • HR: We use it to formalize warnings
  • Legal: We use it as founders to formalize internal agreements
I find it easier to automate and create templates in PandaDoc. Specifically the templates. Also, connecting through API is easier (our IT team says so, I'm not qualified to evaluate that). Pricing is also something important, when we acquired PandaDoc it was cheaper so we were able to save some dollars there. Nonetheless, I bealive pricing has changed and I don't know if that remains being our case.

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

creating automatic documents is very easy in the basic plan, I would recomend this to a friend who needs to create and sign more than 30 documents per month.
In the scenario that you need fewer documents, the basic plan is not affordable and I would prefer to use other platforms.
If someone wants to replace DocuSign, I believe PandaDoc has most of the features with an easier setup

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