PandaDoc

PandaDoc Overview

PandaDoc is a reliable online tool that allows users to create, edit, and sign documents. More than 35,000 companies use this platform to improve their workflow. With advanced tools, PandaDoc helps you make professional documents within minutes.

Examples of documents you can create are contracts, quotes, proposals, eSignatures, invoices, and forms. Keep reading our PandaDoc review to learn more about this business platform with a higher genius score due to its convenience and ease of use.

Pros and Cons

Pros

+Pre-approved templates– PandaDoc has over 750 templates to help you create professional documents.

+App integration– Users can integrate PandaDoc with their everyday apps to make work easier.

+Used by different departments– PandaDoc has a wide array of templates that can be used by all departments in a business, from sales teams to human resources.

+Easy to use– The PandaDoc web is straightforward and user-friendly.

Cons

–Limited mobile version– PandaDoc mobile app lacks some features found in the desktop version.

–Challenge creating from scratch– It can be challenging for beginners to create documents from scratch if they don’t want to use the provided templates.

Usability

PandaDoc has a higher genius score as it is easy to use and reliable. This section of our PandaDoc review will show you some use-case scenarios. Once you have signed up, customize your account to suit your business needs. The available templates will help you create documents within a short period. These templates are categorized by industry, including construction, financial services, education, healthcare, manufacturing, and many more.

The website is also divided into use cases: contracts, quotes, contracts, eSignatures, and forms to make work easier. During this PandaDoc review, we discovered that users could track their documents under the Documents Tab. With this PandaDoc feature, users can tell the number of documents sent out, viewed, in progress, and so on. Note that you can also automate your workflow to save time. The site has an interactive user experience, and it runs smoothly on iOS, Android, and Windows devices.

Features

This PandaDoc review highlights every primary PandaDoc feature that has helped it attain a higher genius score. They include:

• Automation software- This PandaDoc feature allows users to automate tasks to make their workflow more efficient.
• Legally binding eSignature- This PandaDoc feature allows you to get signatures from clients remotely.
• Approval workflows- This PanadaDoc feature allows an HR team to approve documents internally & automatically.
• Drag and drop- The drag and drop PandaDoc feature makes it easy to create and edit documents without using intricate procedures.
• Real-time alerts– With this PandaDoc feature, you will get instant email and mobile app notifications when activity occurs on your document(s).
• Advanced analytics- This is another PandaDoc feature that makes the website convenient. The analytics will show you the well-performing documents. Thus, you can replicate them to improve your workflow.

Support Quality

If you want to reach out to PandaDoc’s support team, fill out the required form on the “Contact Us” page. You can also see PandaDoc via live screen share to learn how to go about some aspects. A search box is also available at the help center, in which you can type your question and get answers instantly. Additionally, you can go through live training sessions to improve your skills. Email support with a quick response is also available.

PandaDoc pricing – What does it cost?

The PandaDoc pricing plans are essentials, business, and enterprise. The Essentials PandaDoc pricing plan has a drag-and-drop editor and 24/7 email and chat support. Moreover, the Business PandaDoc pricing plan has a content library, custom branding, approval workflows, and CRM and Zapier integrations. Furthermore, the Enterprise PandaDoc pricing plan allows an unlimited number of team workspaces and API capabilities. You can also create a free account, but it has limited features.

PandaDoc pricing structure is tiered and per-user based. Below are the PandaDoc pricing plans available:

Conclusion

As you have seen from this PandaDoc review, this online platform makes work easier for users who make documents regularly. Thus, it can be used by educators, financial institutions, healthcare organizations, law firms, and software developers. Moreover, it is easier to use PandaDoc as all the required information is accessible on the platform. Besides, the company offers live training sessions to help users sharpen their skills.

Furthermore, PandaDoc features make the platform dependable. For instance, you can automate some tasks to make work more efficient with automation software. In addition, the tracking software allows you to follow up on your documents. Additionally, it is also fast to reach out to the support team at PandaDoc as all you need to do is fill out a form, and the experts will get back to you.

Try out PandaDoc now!

PandaDoc is an exceptional online tool that allows users to create and edit documents faster. Try it now to enjoy the benefits discussed in this PandaDoc review.