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The best in class signature system. Period.
What do you like best about the product?
Template creation and native web templates (not PDF uploads) are the best two features. That can be leveraged to collect payments and a whole host of other features that make workflow automation and systemization effortless
What do you dislike about the product?
I haven't found any downsides as of yet. I would love it if the Salesforce integration (which works well) allowed people to trigger document templates without having to be logged into PandaDoc.
What problems is the product solving and how is that benefiting you?
PandaDoc has allowed us to refine our referral system (primary source of revenue) to the point that we have easily 4x our efficiency. That has led to a direct revenue impact of a 25-30% increase.
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Excellent proposal software that has streamlined our sales process.
What do you like best about the product?
I love that PandaDoc has allowed me to create templates and a content library. This makes it easy for myself and other team members to create a variety of proposals quickly. It also keeps my sales team aligned with the services we provide, by standardizing our Presentations and proposals. Recently I was pleased with PandaDoc service level when we needed presentation decks converted into PandaDoc's format. Lastly and maybe it goes without saying, the ability to collect electronic signatures is critical in today's world.
What do you dislike about the product?
No serious complaints. A feature that I would like to see added is the ability to drag and drop pages in a proposal. But in the scheme of things that's a minor inconvenience.
What problems is the product solving and how is that benefiting you?
As stated above panda doc helps me streamline my sales process by:
- Collecting electronics signatures
- Standardizing our Presentation materials
- Speeding up the proposal development timeline
- Generating beautiful proposals and presentation decks
- Collecting electronics signatures
- Standardizing our Presentation materials
- Speeding up the proposal development timeline
- Generating beautiful proposals and presentation decks
Great way to handle and organize all legal documents.
What do you like best about the product?
Ability to use tokens to organize content.
What do you dislike about the product?
Cannot use Grammarly in the editor to fix grammatical errors.
What problems is the product solving and how is that benefiting you?
Send SOW to all clients.
Great Product
What do you like best about the product?
The ability to get the required signatures from our clients, the ease to send the documents to our clients
What do you dislike about the product?
multiple signatures on one form is sometime hard to use
What problems is the product solving and how is that benefiting you?
Since Covid has cease to be a problem, Panda Doc is a great tool and has revitalized our business process
Venntro Media Group X Panda Doc Review
What do you like best about the product?
PandaDoc integrated very well with HubSpot which is the CRM we use to manage all of our client relationships. We're able to send contracts directly from within the account records on the CRM which means our sales team can be must more effective as there is no need to jump between tools. The contact details are pulled through automatically and fields can be easily edited if necessary.
We also use PandaDoc to manage all of our internal contracts and documents. The template creator is very easy to use with a click and drag function that allows us to create very nice looking templates, all branded. The folder structure works well for us, as we have documents for all different departments. They allow us to easily find all templates and documents with ease. Overall, we're very satisfied with the PandaDoc interface.
We also use PandaDoc to manage all of our internal contracts and documents. The template creator is very easy to use with a click and drag function that allows us to create very nice looking templates, all branded. The folder structure works well for us, as we have documents for all different departments. They allow us to easily find all templates and documents with ease. Overall, we're very satisfied with the PandaDoc interface.
What do you dislike about the product?
We're unable to move documents from one user to another within our account which is a little inconvenient but we have been shown a workaround to do this manually should it be necessary. Unfortunately for a large volume of documents this is impossible at the moment. PandaDoc were supportive in submitting this concern for consideration with their product team as a future development.
What problems is the product solving and how is that benefiting you?
Sales team can easily send contracts through our HubSpot CRM which makes them extremely efficient and ensures they have more time managing accounts and selling. It also ensure all of our contracts are located in one place and easily accessible.
Use for work. Very helpful during distance teaching
What do you like best about the product?
allows me to obtain parent and staff signatures during distance learning
What do you dislike about the product?
It can be time consuming to drag so many boxes
What problems is the product solving and how is that benefiting you?
during distance learning, I am able to have compliant IEPs with parent/staff signatures
Recommendations to others considering the product:
I would recommend it
Love PandaDoc!
What do you like best about the product?
Super easy to use! I’ve used it so much and it’s quick and easy, which is important to me.
What do you dislike about the product?
I haven’t found any downsides to using it so far.
What problems is the product solving and how is that benefiting you?
I use it for getting electronic signatures from everyone I’m doing projects with.
Recommendations to others considering the product:
I love using PandaDoc and highly recommend it!
PandaDoc - Great Tool for 2020 -2021 School Year
What do you like best about the product?
Pandadoc allows for all team members to review and sign the same document virtually. The signatures are authenticated which is important for performance reviews and even IEP's. The system is very easy to use and takes just a few minutes to add the recipients and assign spaces for them to sign. PandaDoc will generate emails to you alerting you when someone has viewed the document, and signed the document. PandaDoc allows you to send reminders when people forget to sign and sends an email to you when the document has been signed by all parties. After everyone has signed the document you can download it included a page with all of the verified signatures. There is also live assistance where you are able to chat with someone to ask for help when needed.
What do you dislike about the product?
Users need to be careful that the document is error-free because once you send the document for signatures you cannot edit the document, If you make changes to the document you will need to resend it for new signatures.
What problems is the product solving and how is that benefiting you?
We have solved the problem of working remotely on the same document. PandaDoc allows all members of the team to review and sign the same document. This allows for social distancing while still carrying on important school business.
Recommendations to others considering the product:
My advice would be to definitely utilize the help features and the live chat if you are having challenges. I have always found them to be a great resource. I personally found that it was easier to use a mouse to drag and drop the features, but others might do fine with the touchpad.
Flexible
What do you like best about the product?
The Document revision is very easy for us.
What do you dislike about the product?
if CRM also inbuilt. it could be better.
What problems is the product solving and how is that benefiting you?
we simplified repetitive work. simplified our work
Recommendations to others considering the product:
Automatic file compression would be highly valuable. Some of our proposal bounced back because of huge size. Kindly work on this
Process and Procedure Efficiency
What do you like best about the product?
PandaDocs has helped me organize all my important client documents in one easily accessible place.
What do you dislike about the product?
There is nothing I really dislike. Took me a bit of time to get up to speed, but once I did, it has made me very efficient.
What problems is the product solving and how is that benefiting you?
Organization, ease of retrieval, reminders to clients. Those top points have led to closing potential deals more speedily.
Recommendations to others considering the product:
Integrating Pandadoc into our process and procedures has really moved us to a level of efficiency allowing the sales force to concentrate on selling. The thoroughness helps in accounting, renewals, subscriptions. It is a great product certainly worthy of consideration to any business.
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