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Great, easy to use product
What do you like best about the product?
IT's easy for me to create templates and send out contracts. It also allows me to easily import word or PDF documents as needed.
What do you dislike about the product?
Deleting old templates or contracts isn't as intuitive as I'd like.
What problems is the product solving and how is that benefiting you?
I use Pandadoc to send digital service agreements to prospects when we have a deal verbally awarded. It increases our close rate and speeds up our onboarding processes because we can document all of the procedures we are going to do for the client.
Recommendations to others considering the product:
I find it to be one of the best digital document signature platforms on the market.
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PandaDoc Review
What do you like best about the product?
I love the tokens and how they match up wherever they are in the document. This is great for proposals when we need to write the client's name in multiple areas, tokens does this for us.
What do you dislike about the product?
I was slightly confused by roles/participants at first, but once you get used to it, it makes sense.
What problems is the product solving and how is that benefiting you?
Creating order forms and proposals and contracts with ease.
Happy PandaDoc user
What do you like best about the product?
Easy to use and seamless platform for all my e-signature needs. The fact that training new staff takes minutes and not hours is a huge plus. Also the integration with out CRM (Hubspot) has bee invaluable.
What do you dislike about the product?
The reporting available for certain accounts is very limited unless you want t6o upgrade to premium.
What problems is the product solving and how is that benefiting you?
We have been able to cut down on mailing time for many clients who opt for e-signature of contracts and other documents.
All-in-one proposal tool
What do you like best about the product?
Easy implementation and integration with SFDC. Template creation is intuitive and powerful. Hosting videos and payments in the docs themselves has been an absolute game-changer. Reporting on the back end is great (page view % and time, time to close, etc)
What do you dislike about the product?
The lightning component is a little wonky at times, I'd like if it could be 1/3 page width and still display crucial fields. Also, some values that pass through don't retain formatting (namely currency)
What problems is the product solving and how is that benefiting you?
This has helped streamline our sales process significantly, and reduces the need for multiple tools to accomplish the same goal (eg- Conga+Adobe was our old solution)
Recommendations to others considering the product:
Best SFDC integration in e-sign platform I've found- If you're looking for one tool to integrate SFDC with electronic signatures, this is it.
Make Sales Easier Than Ever Before With PandaDoc
What do you like best about the product?
I love the ability to have clients read their proposal, sign their contract, and pay in one place, using one URL. If I make changes to the proposal (which I often do after their first revision) the link doesn't change.
What do you dislike about the product?
The mobile app could use a lot of improvements - I can't edit everything to the extent needed when on a mobile device.
What problems is the product solving and how is that benefiting you?
We're solving the problem of converting clients through PandaDoc. We've realized the benefit of seamless sales interactions, leading to increased close ratios.
PandaDoc has made our sales process much easier
What do you like best about the product?
I like the table functions the best and the different pricing options
What do you dislike about the product?
That it takes a while to load when I need to access
What problems is the product solving and how is that benefiting you?
ease of getting signatures/sharing proposals
Recommendations to others considering the product:
Easy to use. Create tables that you use consistently.
Great for approvals with no login for clients.
What do you like best about the product?
I use Panda Docs for approvals with Clients. It a great option to use if you want people to review and approval with out having to create a login or account with a software system. They can simply review the doc, comment and approve without entering any personal information or making a password. I also use there integration with Pipedrive and Zapier which is great way to manage my work flow.
What do you dislike about the product?
The initial set up of my first template took a little getting used to. It wasn't as intuitive as it could be but didn't take long to figure it out.
Sometimes my emailed Panda docs go to clients spam or junk mail.
Occasionally my Zapier Zaps error when all the other ones run fine.
Sometimes my emailed Panda docs go to clients spam or junk mail.
Occasionally my Zapier Zaps error when all the other ones run fine.
What problems is the product solving and how is that benefiting you?
Approvals with field inputs are great. It pulls info from Pipedrive (CRM) like Specs, shipping address, etc so I know my clients see all the info they need to approve their docs.
Recommendations to others considering the product:
Watch the training course and other setup material before starting.
This is a great, user-friendly way to send documents!
What do you like best about the product?
I love that it is so easy to use! Everything you need is right there and labeled!
What do you dislike about the product?
There is really no down-side. Or I haven't use it enough to discover a downside.
What problems is the product solving and how is that benefiting you?
I love that it is easy for anyone to use! I can send a document off for a signature and it comes back right away. I don't have to hunt poeple down to get their signature and I don't have to explain to them HOW to sign- Panda Doc shows them what to do!
PandaDoc is killing the competition with it's features and price point
What do you like best about the product?
When I moved to PandaDoc from another digital signing tool, I was hesitant about how well it'll cover my requirements, given the low price point. But in my 4 months of use, I have not been disappointed once.
- The UX is very streamlined and user-friendly
- A timeline bar on your home panel helps you track your recent documents
- The option to create templates comes in handy, many times
- You can create documents and letters from scratch or have them drafted for future
- Certificate for e-sign that is widely accepted
- SSL encrypted website and SOC2 attested data storage
- Integrations with pipedrive, zapier, salesforce
- Option to add teams
- The UX is very streamlined and user-friendly
- A timeline bar on your home panel helps you track your recent documents
- The option to create templates comes in handy, many times
- You can create documents and letters from scratch or have them drafted for future
- Certificate for e-sign that is widely accepted
- SSL encrypted website and SOC2 attested data storage
- Integrations with pipedrive, zapier, salesforce
- Option to add teams
What do you dislike about the product?
There's no limitations except that I could not void or cancel documents on the low-tier plan. I could only delete them. Another thing that I noticed was the billing details attached to each document. Often times when I am not sending invoices or bills, the billing tab set to $0.00 does not make sense.
What problems is the product solving and how is that benefiting you?
I'm using PandaDoc for
- Management of Letters & Agreements
- HR formalities using E-Sign
- Creating letters from the inbuilt letter templating features
- Management of Letters & Agreements
- HR formalities using E-Sign
- Creating letters from the inbuilt letter templating features
Recommendations to others considering the product:
If you're in the market looking for a tool to help you with managing contracts with the in-built functionality of e-signature, do not look elsewhere. PandaDoc is the all-in-one tool that'll help you maximize your efficiency in terms of management of your letters/invoices/bills and keep a log of everything for anytime you might need it. Also, the certificate of digital signature makes it legally binding and saves you the hassle of manual signature and bonds. And it's all super secure. The website is SSL encrypted and the data storage is SOC2 attested. Also, it helps you with customized branding and allows payment gateways to be linked in. Go ahead with it and you'll see the advantages from day one.
Simple and Friendly to Use
What do you like best about the product?
Super quick and easy to upload documents, add the necessary digital signing elements, and send to clients.
What do you dislike about the product?
Minor issue is having to continually resize the digital elements. I always resize the signature and date boxes, but need to do so on every document vs changing a default setting.
What problems is the product solving and how is that benefiting you?
During COVID, its much easier to complete full service quotes and estimates from afar. I can quickly get clients to agree to projects within social distant guidelines.
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