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Sales User sending multiple quotes every day
What do you like best about the product?
Pandadoc is a great app for recurring documents like sales quotes. I create about a half dozen quotes a day. I like the fast fill features and the integration ability with our CRM so client information is automatically populated into new quotes and documents. The interface is clean, intuitive and easy to learn. I like the ability of users to make certain changes before acceptnce and the auto-notification of accepted quotes is great!
What do you dislike about the product?
I don't have much in the way of downsides to report.
What problems is the product solving and how is that benefiting you?
The main benefit to Pandadoc is the speed in which I can now process and send quotes. The big problem with recurring quotes is maintaining all the critical information such as price levels and product specifications. Pandadoc allows me to maintain and edit templates so changes can be distributed quickly and easily. Pandadoc solves the problem of keeping quote status and expiry dates up to date with its automated features and optional reminders.
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Wonderful document system and CPQ alternative with great integrations
What do you like best about the product?
I manage multiple PandaDoc instances, many with multiple workspaces for business units, some workspaces with dozens of end users in various roles. We use the tool for in house HR, Legal, Channel sales, and direct sales. It's so customizable and scales great for our unique team needs.
- Document template creation tool is powerful and very intuitive once you get to know it (it's a little confusing at first because there are so many options)
- You can create BEAUTIFUL documents and alternate versions on the fly
- Document and template management is super easy for admins, and usage is super easy for end users
- Document management is easy for all sorts of end users (ie. sales reps can manage their own documents)
- Document generation within CRM is wonderful for end users ... don't need multiple tabs open
- Document automation options make managing alerts and expirations very simple for users
- Post-completion automation and document file save back to CRM platforms works great
- Integrations to other platforms (Salesforce, Hubspot, etc) are really customizable
- TONS of custom options when integrating to SFDC (multiple options to sync to Opportunities, Opp products, and/or
Orders, Order Products, etc)
- Two-way sync (write back) to CRM can be done very easily with Zapier
- Support chat is highly available and email support usually responds in under 24hrs
- Helpdesk is highly searchable and includes good documentation
- Document template creation tool is powerful and very intuitive once you get to know it (it's a little confusing at first because there are so many options)
- You can create BEAUTIFUL documents and alternate versions on the fly
- Document and template management is super easy for admins, and usage is super easy for end users
- Document management is easy for all sorts of end users (ie. sales reps can manage their own documents)
- Document generation within CRM is wonderful for end users ... don't need multiple tabs open
- Document automation options make managing alerts and expirations very simple for users
- Post-completion automation and document file save back to CRM platforms works great
- Integrations to other platforms (Salesforce, Hubspot, etc) are really customizable
- TONS of custom options when integrating to SFDC (multiple options to sync to Opportunities, Opp products, and/or
Orders, Order Products, etc)
- Two-way sync (write back) to CRM can be done very easily with Zapier
- Support chat is highly available and email support usually responds in under 24hrs
- Helpdesk is highly searchable and includes good documentation
What do you dislike about the product?
- Takes a bit of time to learn template builder (or you pay for them to build for you)
- Setting up enterprise-level integrations to SFDC can take time to learn
- The document emails sent to recipients are simple and not very customizable
- Setting up enterprise-level integrations to SFDC can take time to learn
- The document emails sent to recipients are simple and not very customizable
What problems is the product solving and how is that benefiting you?
Share proposals, orders, MSA, and other documents. Services our CPQ needs. document generation by sales reps, custom document building, automation with CRM systems to move deals down pipeline. We also use it for legal and HR related forms.
A great tool
What do you like best about the product?
It's simple to use and provides a nice tool to streamline how customers receive proposals.
What do you dislike about the product?
The lack of 2-way integration with Hubspot is a bit irritating - it doesn't pull £ values through.
What problems is the product solving and how is that benefiting you?
Streamlining proposals
Pandadoc makes customizable forms in an easy manner, leveraging tokens and widgets for easy build.
What do you like best about the product?
The ability to easily modify forms, and leverage tokens via Hubspot integration.
What do you dislike about the product?
Nothing really, it's pretty solid, I cannot think of any significant improvements, at least for how I use the app.
What problems is the product solving and how is that benefiting you?
Digital signatures and traceability, along with form-consistency.
Didn't require any onboarding or training, very intuitive.
What do you like best about the product?
Having all document templates for legal, quotations etc. in one place.
What do you dislike about the product?
There is not anything negative that I can think of at this time
What problems is the product solving and how is that benefiting you?
Provides quick and simple price quoting for all level of users
Excellent value for money
What do you like best about the product?
Pricing, Ease of use, Frequency of use, Ease of implementation
What do you dislike about the product?
Time spent updating templates, UX improvements
What problems is the product solving and how is that benefiting you?
Before, we didn't have an automated workflow to create, send, and track proposals and contracts. Pandadoc's workflow automation in combination with our Hubspot integration solves this issue.
Daily use with ease
What do you like best about the product?
Very easy, very quick and reliable. I use it every day
What do you dislike about the product?
Nothing i have come across. Everything works exactly the way i want it to
What problems is the product solving and how is that benefiting you?
digital agreements
Easy to use and much better than DocuSign
What do you like best about the product?
I've never had any issues with client signing.
I love the tracking and the ways in which you can edit a document to resend instead of starting over.
I love the tracking and the ways in which you can edit a document to resend instead of starting over.
What do you dislike about the product?
I don't really have any dislikes but sometimes when I'm looking to send a reminder, the menu can be a bit hidden.
What problems is the product solving and how is that benefiting you?
I work remotely and my clients are all over the city so it's really easy for me to send these documents over to them and discuss it over the phone or walk them through the contracts.
Visually Beautiful - Videos, Images, & more
What do you like best about the product?
It looks beautiful and you can embed videos and pictures to help facilitate sales. It is easy to use. I especially like the ability to have the client choose aptions and it to tally a different total based on those options. It also intergrates with everything.
What do you dislike about the product?
I can't think of anything I dislike about it.
What problems is the product solving and how is that benefiting you?
I helps our agreements be easy to read visually and to have photos and videos.
PandaDoc + HubSpot is a GAME CHANGER
What do you like best about the product?
PandaDoc's integration with HubSpot makes it so easy to spin up proposals!
What do you dislike about the product?
Nothing so far! I love everything about it.
What problems is the product solving and how is that benefiting you?
Panda makes it super easy to create and send proposals within HubSpot.
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