PandaDoc

After trying a number of tools to streamline my onboarding process I was feeling at a loss. They were all so difficult to set up and couldn’t be customised in the way I required. PandaDoc solved this problem allowing me to send my proposals, contracts and gather an initial payment from clients in one go! It has saved me so much time and makes my onboarding process look so professional.

There are some features only available on the paid plan which does limit what you’re able to do with some documents but there are often workarounds for this.

The automation of creation of proposals saves time and minimizes mistakes.
Also, the beauty of the outcome; I love the Tables for Pricing, and the possibility of including high quality images for cover page, videos, and for the content in general.
I also love the content library, the fillable fields, and the templates management.

The edition of texts lack of formatting (inhering properties). Also the Bulleting does not work very well.
Finally, I would like to have the possibility of duplicating a document from the document I want to duplicate itself. Nowadays this is not possible, and we need to go to the folder and duplicate from there.

I love how easy it was to implement this product and all of the training we received. It was perfect to train the trainer and everyone we came in contact with at PandaDoc were so helpful and quick to lend a hand.
Since there are still clients who aren't comfortable coming into the office, PandaDoc really helps us with obtaining the necessary signatures from our clients without having to have laptops or computers. They can easily sign from their phones.

It is a bit difficult if you don't use it for a bit and then try to set up a form to be signed. Or if we have turnover and we have to train a new person to use it.