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Easy and effective
What do you like best about the product?
Intergrates with my crm Zoho and Quickbooks
What do you dislike about the product?
I'm a service provider, I wish there was a way to have one document that is signed before service and the customer could sign the same document after service is complete. To have the customer sign the document after service I can not alter the first document so I have to create a second identical (but new) doc for them to sign.
What problems is the product solving and how is that benefiting you?
In this world of Covid I needed a solution to get authorization to perform work without having to exchange paperwork in person.
Recommendations to others considering the product:
Great features and very easy to use!
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Amazing tool that delivers on it promise
What do you like best about the product?
It´s simplicity to use, and how you can tell their product team work constantly to make the experience even better. If you actually know how to use it, and put processes around it, it can save you loads of time.
What do you dislike about the product?
That you cannot export the content of your documents in different formats
What problems is the product solving and how is that benefiting you?
We are presenting proposals and having contracts signed. We can test and analyze different uses. For example the fact of placing the signature on the second or third page after the summary of the proposal and the price increased time of conversions by 60%, before we had it at the last page, after all of the terms and conditions and typical legal jargon. You can test those kinds of thing
Long time user
What do you like best about the product?
Pandadoc is super easy, to use and implement. Super robust and highly useful
What do you dislike about the product?
Noting specific. Only when it came to integrations with SFDC I needed prof services
What problems is the product solving and how is that benefiting you?
Tactical signing for all HR and other legal documents as well as offers to potential clients
Good looking template documents to simplify the sales process.
What do you like best about the product?
Simplified our document creation and signing process. We went from a 2 week multiple touch point sales cycle to being able to complete the process and receive first payment within 24 hours. PandaDoc did allow us to make good looking proposals compared to other solutions.
What do you dislike about the product?
Editor is complicated to use many times and doesn't function the way that I would expect 100% of the time.
Easy to type data in the comments textbox and the click another section of the document and the comment text wasn't saved/lost.
Editor 2.0 payment integration doesn't allow you to select the "pricing" table for the payment. Must be entered manually. Wastes time requires some manual steps that previously were automatic. :(
Easy to type data in the comments textbox and the click another section of the document and the comment text wasn't saved/lost.
Editor 2.0 payment integration doesn't allow you to select the "pricing" table for the payment. Must be entered manually. Wastes time requires some manual steps that previously were automatic. :(
What problems is the product solving and how is that benefiting you?
Sales Proposals, Contracts, First payment. We went from a 2 week multiple touch point sales cycle to being able to complete the process and receive first payment within 24 hours. The workflow and approval process helps us work better as a team internally and reduced a lot of back and forth communication and editing documents.
Recommendations to others considering the product:
If your current process in sales is slow and manual then I highly recommend changing to PandaDoc to improve your quality of life. :) PandaDoc has saved us hours of time each year and saved us from simple/typo mistakes.
Great for Renewals
What do you like best about the product?
It's very user friendly and my renewal rates have increased by 25% monthly. Also, I have it automatically synced to my CRM which makes it easier to monitor the last updates right on my crm without the need to get into pandadoc.
For sales people, to be able to see everything in just one site, makes the whole difference.
For sales people, to be able to see everything in just one site, makes the whole difference.
What do you dislike about the product?
When a new doc is generated, the last one should automatically be asked for deletion. As for example, I've set up automatic reminders and it shouldn't send both of the docs as the new one "replaces" the last one.
Also, we tried to make the whole integration for my home-made subscription system in oracle, and the integration with the API's is'nt hard, but it makes it very costly.
Also, we tried to make the whole integration for my home-made subscription system in oracle, and the integration with the API's is'nt hard, but it makes it very costly.
What problems is the product solving and how is that benefiting you?
Renewals in a health insurance company. 25% increased renewals monthly.
Recommendations to others considering the product:
Make sure your CRM has a native integration to pandadoc, it makes the whole difference!
PandaDoc is a life saver
What do you like best about the product?
Pandadoc has allowed our organization to function during this pandemic and has even caused us to reconsider some of our processes and procedures. We found this at just the right time when we needed to move completely online. Thank you!!
What do you dislike about the product?
I’m not sure it has everything we needed.
What problems is the product solving and how is that benefiting you?
We’ve been able to create a remote process for recruitment and enrollment. We have been able to ensure that all of the necessary documentation is available for staff.
Very easy to use!
What do you like best about the product?
PandaDoc is very user friendly. It's easy to set up and personalize, easy to send out documents, and easy to reveiw documents when they return.
What do you dislike about the product?
As of now, there is nothing I dislike! It has been great so far!
What problems is the product solving and how is that benefiting you?
We are getting official signatures for important hiring documents, which makes things so much simpler.
Great for communication tracking, signing of proposals
What do you like best about the product?
I really like the ease of the GUI and integration of PandaDoc with Hubspot
What do you dislike about the product?
Very disappointed with the upload of pdfs as a static image, as opposed to per page, which has limited the functionality of the hyperlinks in table of contents for example.
What problems is the product solving and how is that benefiting you?
Sending and tracking of proposals, weekly reports, etc. It let's us know when a client has reviewed or signed the documents.
PandaDoc settles business via the web
What do you like best about the product?
It is extraordinary, it keeps in tune with the online documents, where I can add multiple functions such as contracts electronically. The support is amazing and intuitive, it really helps me to control most of our electronic signatures.
What do you dislike about the product?
I don't like the interface, it's been a long time and they haven't made an update in this specific area.
What problems is the product solving and how is that benefiting you?
Basically the program has benefited us to get the best option as far as contracts are concerned, thanks to the digitalized signature we can concentrate all the management in a very well organized and legalized way. It is extremely efficient and maintains a highly positive business vision in the industry.
Recommendations to others considering the product:
It is very easy to get any business online and finalize it through a document with your personalized digital signature. Many cost saving benefits can be obtained in the contracting process.
A brilliant tool for offers, contracts and beyond
What do you like best about the product?
Wide feature-set delivered fast and easily, super content editor with almost endless flexibility. The document flow is easy to set up and works very well for creators and recipients alike. We have decreased errors with documents, streamlined document flows. It makes a difference in our organization every day. Further PandaDoc allows for full integration with many services including CRM's like Microsoft 365 and Zapier. It allows for a streamlined and seamless flow of information from one place.
What do you dislike about the product?
Not much to dislike.
- Perhaps better filtering options when viewing documents in the backend.
- "Lite" user that can just view documents in the backend is something I do think is missing.
- Better "Global" search functionality
- Perhaps better filtering options when viewing documents in the backend.
- "Lite" user that can just view documents in the backend is something I do think is missing.
- Better "Global" search functionality
What problems is the product solving and how is that benefiting you?
No outdated documents for our team of salespeople, fully digital document flows and very good looking proposals that do not take hours but minutes to make and all stored in the cloud. It also gives me a very good central location to manage a lot of different document types. With the latest addition of "Forms", users can also go and fill out the information and submit based on one of our Templates. We do not use the Payment feature but I would think it would be very handy for many types of businesses.
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