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I'm so happy to be a pandadoc customer
What do you like best about the product?
Awesome... All documents shared with my customers are on that platform... Centralized and so beatiful. I would like to suggest to everybody to change the idea of Adobe Esign and go to this awesome platform.
Already integrated in salesforce with awesome plugin.
Already integrated in salesforce with awesome plugin.
What do you dislike about the product?
Pricing, I know that plaform is not for SBS customers.
What problems is the product solving and how is that benefiting you?
Sharing quotes and contract with our customers with a beatiful setup and also centralization of all documents.
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Simple, Effective with great additional features
What do you like best about the product?
PandaDoc makes it very easy for us to ensure clients are able to electronically sign our documentation. Each signed document carries a certificate of compliance, and with the professional version, there is an audit trail, which shows that the customer has viewed the documents etc. It has a number of field formats so you can customize not just for signature and date, but drop-down menus, free text, initials, etc and this is in the free version and the professional version. The professional version also allows you to create templates which is an added time-saving. All the viewed/signed docs are retained on PandaDoc until you delete them. We really use the ability to create a link, so we can send a personalized email to our client from our email address and send them a straightforward link to the document. Clients have commented that they have found it easy to use. The links can also be sent via WhatsApp, which has been helpful for clients to sign on the go when they don't want to use email.
What do you dislike about the product?
There is no downside in using Panda doc that we have come across or that has been highlighted by our customers.
What problems is the product solving and how is that benefiting you?
We are no longer having to meet clients to sign documents nor send them via the post. We use PandaDoc to send the documents and then jump onto a call or online meeting to run through the details of the document with the client and the client can then sign it, just as if we are face to face. Upon receipt of the signed document it can be immediately filed and no more paper/scanning etc required.
PandaDoc is the ideal business partner
What do you like best about the product?
As a small business owner, I really appreciate the ease of compiling proposals. It saves me time and money (I would have to do it, or hire someone else to). At the same time it ensures a consistently professional look and feel to my proposals which is important as often proposals are the first time a client interacts with my business.
What do you dislike about the product?
From a useability perspective I can find no fault. As a small business that not US based it would be great if the lower levels of licensing allowed 2 users instead of just one. If I were to expand my business I would like someone to run the proposal compilation and management for me, but I would love to have a viewer license so I can keep an eye on things.
What problems is the product solving and how is that benefiting you?
Writing, and formatting, proposals is very time consuming and not all proposals are accepted. Each time a proposal is declined it is a costly affair as time was already spent on the client. With PandaDoc I can get the proposals out quickly and it reduces the impact of declined proposals.
I also like the fact that I can see when clients have looked at the proposal as it means I have a better idea of when to reach out and follow up, further reducing time wastage.
I also like the fact that I can see when clients have looked at the proposal as it means I have a better idea of when to reach out and follow up, further reducing time wastage.
Does everything i need it too
What do you like best about the product?
Easy to use, free if you are only using it every now and then, which is almost unheard of nowadays. Efficiently notifies me when someone has read or signed a document so no chasing.
What do you dislike about the product?
Nothing, i have been using it for about 4 years now and there isn't anything i don't like
What problems is the product solving and how is that benefiting you?
Signing contracts is much easier this way and users don't have to sign up to complete the document. Theres no hard sell.
Lots of features and benefits, more than you may initially realize -
What do you like best about the product?
We use PandaDoc for generating service agreements and collecting initial payment from the new client to kick off onboarding. The process for generating my agreements has been so easy! I like that I can have multiple different templates based on the industry my new client is in, so I can always send a customized agreement to them that fits their needs. I can add multiple data fields so that we collect all pertinent info from them before they ever onboard, reducing double data entry on the clients end. Integrating our payment software on the backend has also been very easy and we've had no issues with collecting & documenting client payment details.
We looked at multiple service agreement softwares before deciding on PandaDoc; we chose this tool because it was user friendly, a simple interface, not a bunch of needless bells and whistles, simple, effective and easy to use!
I use PandaDoc DAILY! So it is important to have a tool that I can keep many agreement templates in, our different cost structures, safely capture client data, and more. I feel like I use a lot of the features in here, but there is still so much more I have not delved into yet!
We looked at multiple service agreement softwares before deciding on PandaDoc; we chose this tool because it was user friendly, a simple interface, not a bunch of needless bells and whistles, simple, effective and easy to use!
I use PandaDoc DAILY! So it is important to have a tool that I can keep many agreement templates in, our different cost structures, safely capture client data, and more. I feel like I use a lot of the features in here, but there is still so much more I have not delved into yet!
What do you dislike about the product?
Nothing! The couple of times I was frustrated by a feature, wound up being user error lol, however when I contacted PandaDoc, they were very quick to get on the phone with me to show me where I was going wrong. After it was figured out, it was easy breezy from there.
What problems is the product solving and how is that benefiting you?
The customer can view, sign, and pay as they see fit. The benefits to using PD are for the customer and me both. It's a much more efficient process for me, and the customer can move forward when they are comfortable doing so.
We needed a secure way of collecting client data (sometimes social security numbers, business EIN, tax payer DOB, dependent DOB - a lot!) and wanted the client to feel comfortable entering all of this data (plus payment details) in a secure way. PandaDoc does all of this. We have never had any issues with a client not feeling comfortable submitting their information through this platform.
Also, if the customer or I ever enter information incorrectly, it is easy to go back to make corrections, resend to the client and move forward quickly. Since I use this tool so often, it is beyond beneficial that I have a tool that is easy to use and I'm not constantly fumbling to figure things out.
We needed a secure way of collecting client data (sometimes social security numbers, business EIN, tax payer DOB, dependent DOB - a lot!) and wanted the client to feel comfortable entering all of this data (plus payment details) in a secure way. PandaDoc does all of this. We have never had any issues with a client not feeling comfortable submitting their information through this platform.
Also, if the customer or I ever enter information incorrectly, it is easy to go back to make corrections, resend to the client and move forward quickly. Since I use this tool so often, it is beyond beneficial that I have a tool that is easy to use and I'm not constantly fumbling to figure things out.
LOVE Pandadoc! Easier and cleaner then docusign
What do you like best about the product?
It is so simple and clean to use. It is easy for clients to sign as well. I had used docuaign and dotloop in the past and this is so much better!
What do you dislike about the product?
Grouping docs for transactions would be a cool feature
What problems is the product solving and how is that benefiting you?
I use pandadoc for realestate. It is inexpensive, easy to prepare docs on my phone, clean website makes it easy to navigate.
Recommendations to others considering the product:
I was weary about using a program that was less know but I am so happy.i did. It had made prepping docs for signatures so much easier.
Its easy and not complicated
What do you like best about the product?
The different futures that I get to use when creating a document for the client or editing the document to what the client has required
What do you dislike about the product?
When I notice that I have made an error on a document and the client has already signed after editing the document, the client has to sign again
What problems is the product solving and how is that benefiting you?
I have solved the problem of getting the document signed by the authorized signatory from the client
Business Friendly
What do you like best about the product?
An innovative way to do business for document sharing and collaborating.
What do you dislike about the product?
I don't have any downsides of using PandaDocs.
What problems is the product solving and how is that benefiting you?
The notifications keep all needed parties informed of needed steps to move forward.
Love this signing website!
What do you like best about the product?
PandaDoc is very user-friendly. I can easily navigate various pages that fit my professional needs. The feedback from signers is that it is easy to use and there are multiple signing options (e.g. sign using drawing or use a pre-selected signature). As a frequent user (daily), it is convenient that Pandadoc creates a contact list from each signer just like an email account. I love that you can begin to type a few letters of the contact's name or email and a list of possible options comes up. I also love the option to text the link for signing versus just email.
What do you dislike about the product?
I receive 3 emails when a document is signed. I would prefer two emails: one saying it was viewed and one saying it was signed and completed all in one.
What problems is the product solving and how is that benefiting you?
Using PandaDoc allows me to get notes signed by families at their convenience without having to travel to their homes for a signature. The benefit of sending the link to a phone versus email alone makes this application even more user-friendly.
Transition to a better customer service experience
What do you like best about the product?
The Price Table feature and the sales pipeline.
What do you dislike about the product?
Custom field mapping process during the template creation.
What problems is the product solving and how is that benefiting you?
The proposal follow-up process.
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