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Great portal
What do you like best about the product?
Easy platform to use. New users find it very friendly
What do you dislike about the product?
Templates can be easier to create: A template with fixed spaces to fill would be amazing (Not the document it self)
Lots of e-mails go to spam
Lots of e-mails go to spam
What problems is the product solving and how is that benefiting you?
Contactless oficial signatures of course. Secure and saves time.
Recommendations to others considering the product:
Do not hesitate to try. Easy, secure and very helpfull!
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Easy, quick, efficient
What do you like best about the product?
PandaDocs is very simple and easy to use. Parents also find it useful during today's Covid outbreak.
What do you dislike about the product?
I wish the text field was open in the free version.
What problems is the product solving and how is that benefiting you?
I have zero problems. Benefits are a time saver! So easy and quick to complete paperwork!
Recommendations to others considering the product:
Take the time to navigate yourself through it.
After a month of use we are happy customers.
What do you like best about the product?
As a manager - I love how I can view all documents in the workspace in their respective categories (draft, sent, etc.) as a whole, as well as per individual user if needed. Our users have been very happy with PandaDoc so far. Most say that it is very user friendly and "self-explanatory", and a vast majority of our users have been able to use it on their own after only one training session from our IT Team. The fillable/assignable fields are color coded to help differentiate different signers (if there are more than one), so that you can always be sure the right signer is assigned to to correct field. Multiple notification settings is also a very popular feature that our users have reported.
What do you dislike about the product?
There isn't much. I'd say the complaint that we get the most is the cluttering of templates.
"Save as template" window pops up after document has been sent -- this has caused many of our users to create templates which then clutter up our template space, creating even more confusion. It would be great if we could restrict template creation, or at least restrict sharing them with the entire Workspace.
"Save as template" window pops up after document has been sent -- this has caused many of our users to create templates which then clutter up our template space, creating even more confusion. It would be great if we could restrict template creation, or at least restrict sharing them with the entire Workspace.
What problems is the product solving and how is that benefiting you?
We are, for the first time, able to receive signatures without having to meet face-to-face with our stakeholders. This is excellent especially during the COVID-19 pandemic. Our users love that they're able to capture signatures much easier.
Recommendations to others considering the product:
We are very happy with PandaDoc and it is very cost-effective compared to similar services.
Great for business
What do you like best about the product?
The simplicity of the process and the email alerts every step of the way.
What do you dislike about the product?
I am unable to auto populate the document with info in the same spot on each page.
What problems is the product solving and how is that benefiting you?
Quickly and efficiently receiving signatures
Efficient & Easy to Use
What do you like best about the product?
PandaDoc is a very useful and efficient tool for our Sales Team and Finance Team. Because of PandaDoc, our Sales Team has been able to send more proposals than ever as well as receive an increase in contracts signed. Our Finance Team can also keep tracks of incoming and outgoing proposals.
What do you dislike about the product?
Maybe we are not aware, but if we could edit a certain Empty Field for Text next to "Credit Card Number" when we send Contracts to our clients, if there is a way to ensure the credit card number provided is valid, that would be helpful. It would also be helpful if the "Strikethrough" ability was added into PandaDoc. Other than that, PandaDoc is a great tool and has been an asset to our business.
What problems is the product solving and how is that benefiting you?
We are able to create so many different templates depending on our potential client's industry as well as be as creative as we want within the templates. It's also very easy to track each document based on sent, viewed, completed, etc. The last page generated as a "Signature Certificate" is also an important part to keep for our records.
PandaDoc to DocuSign and PandaDoc Again
What do you like best about the product?
The in-application document creation with the fields. Also its ability to upload documents within the proposal or contract is great for our purposes.
What do you dislike about the product?
The lack of customization in graphics on the content pages. I would like to see the level of customization that is on the cover page integrated into the actual document. I would also like to see more integrations or enhanced integrations such as Copper CRM. It has a integration, but it is nowhere as robust as it is for platforms like Salesforce. I also dislike that you cannot edit the workflow within the actual document once it is established. There are some documents that need to go through different workflows. I then need to create different templates for each of the documents, and then if I need to make a change to one of the templates, I need to go into each of the templates and alter them accordingly. This problem would be solved by just incorporating the ability to adjust or even select a workflow after the document is established.
What problems is the product solving and how is that benefiting you?
We love to see a consolidated place where all our documents live for quick access. The templates and the fields are paramount to establishing a quick process. We also really enjoy the workflow for getting documents approved in steps for each stakeholder.
Easy contract management
What do you like best about the product?
Ease of use. Real time notifications. Prospects on the receiving end don't seem to get confused which is a huge plus
What do you dislike about the product?
Can't really think of much. There could potentially be better reporting
What problems is the product solving and how is that benefiting you?
Signing new clients. Visibility across teams
Recommendations to others considering the product:
Super easy to use and lightweight option for small teams. Individuals on the receiving end seem to understand how PandaDoc works as well
Amazing Proposal Sending Software
What do you like best about the product?
Easy to use, intuitive, flows straight from our SFDC products, it makes our lives so much easier and our clients love getting them.
What do you dislike about the product?
One thing that could be better or maybe we just need help with it - is that if when you update the products in SFDC - if the updates flowed into the document you were working on. Other than that, this software is amazing.
What problems is the product solving and how is that benefiting you?
Communicating the value of our product while communicating how much the investment is for our prospects. It does a great job.
Amazing value! Honestly way better than docusign! Perfect for a startup!
What do you like best about the product?
Love the free plan and great value for the paid versions!
What do you dislike about the product?
Haven't found anything yet! It's super easy to use!
What problems is the product solving and how is that benefiting you?
Managed to get all of our fundraising docs signed in record time!
Recommendations to others considering the product:
Try it! It's free and you've got nothing to lose!
Online app 100% recommended
What do you like best about the product?
PandaDoc has many positive characteristics but the one we like the most is the ability to know when a client has opened the document, and that I can add all of my coworkers under a specific Workspace. Also, how easy it is to group several documents and send them all under one email or signature link.
What do you dislike about the product?
PandaDoc is perfect! We use the free version but the paid version is even better. If we need any of the premium tools, we'll buy PandaDoc immediately.
What problems is the product solving and how is that benefiting you?
We've solved several issues: We have, now, a truly paperless office thanks to PandaDoc and we can speed up the signature process by sending the unique link to our clients.
Recommendations to others considering the product:
PandaDoc is a very versatile online app. It has many perks: the eSignature, the eSignature trail, fully compatible with Adobe Forms, you can have your contacts stored there, an organization system for your documents, form, and templates... So, my advice is to test each one of their tools one by one so you can develop the best workflow possible.
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