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It has made contract signing seamless!
What do you like best about the product?
I really like being able to add additional documents or uploading new materials if there is an edit or change to the original copy.
What do you dislike about the product?
Sometimes our contracts get hung up in the recipient's spam folder. If I don't follow up soon after, it isn't always returned as quickly as we'd like.
What problems is the product solving and how is that benefiting you?
Before we had PandaDoc, we had a heck of a time trying to get contracts signed because they were Google Docs transformed into PDFs. Since PandaDoc, our contracts are being signed in minutes!
Recommendations to others considering the product:
I recommend having an individual seat for each sales rep you have in the organization.
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Extremely Intuitive
What do you like best about the product?
PandaDoc is so simple that I figured out how to create a template, customize it with CSS, define workflow rules, and start using a new proposal on the first day that I started using it.
What do you dislike about the product?
There is a new version of PandaDoc that allows certain functionality, but you have to pay a fee to get upgraded, in addition to paying a higher monthly cost. This doesn't make sense to me and makes me feel taken advantage of as a customer.
What problems is the product solving and how is that benefiting you?
Getting MSAs signed is super easy. It saves a lot of time.
Love PandaDoc for writing marketing proposals
What do you like best about the product?
I like that it can be easily integrated with different platforms such as stripe, Mailchimp and square.
What do you dislike about the product?
I would like for the payment integrations to let me edit a more customizable amount for the proposal for example.
What problems is the product solving and how is that benefiting you?
PandaDoc has allowed me to send proposals for my marketing agency and my customers and my team love it. Before I had to type all my proposals now I just save my template and edit depending on the client.
Pandadoc is for Closers!
What do you like best about the product?
What I like best is the ease of generating proposals.
What do you dislike about the product?
I want data on the proposal signed vs unsigned. I want to to know what types of proposals people sign, time of day, do I close more that have discounts etc.
What problems is the product solving and how is that benefiting you?
I am able to produce proposals much faster and track when people open it so I know when to call them.
PandDoc
What do you like best about the product?
Pandadoc is very easy to use. I like that it saves my contacts
What do you dislike about the product?
I do not like that there is no way to mark as won.
What problems is the product solving and how is that benefiting you?
I have been able to solve keeping all my contacts in one placed. A benefit I see is keeping quotes in one place and easy to search.
Recommendations to others considering the product:
If you are looking for a simple way to quote a customer...PandaDoc is it.
Beautiful Document Software With Perfect Automations
What do you like best about the product?
The direct integrations with PipeDrive CRM and the automations we can use when sending documents for our agency
What do you dislike about the product?
Price is a bit high and some integrations aren't able to sync unless a document is created directly through the integration widget. Cannot pull / push data if a document is created out side of the integration tools.
What problems is the product solving and how is that benefiting you?
Able to send off customized documents and agreements with clients directly through our pipedrive crm
Recommendations to others considering the product:
Definitely give it a shot. Clean UI, easy to use and documents look great
Recommended
What do you like best about the product?
Really efficient to use, great product. Recommended!
What do you dislike about the product?
There has been few small issues with the App in the past that has been solved in the new update.
What problems is the product solving and how is that benefiting you?
Real estate transactions
Recommendations to others considering the product:
Very easy to use, super helpful tools.
Great application for document presentation and execution
What do you like best about the product?
I liked that the ease of filling a form and flexibility it offers in creating text and signature fields. I like being able to send either by email or generate a link that I can embed in a text or email.
What do you dislike about the product?
I would like to be able to upload multiple documents at once.
What problems is the product solving and how is that benefiting you?
Its a fast and easy application to execute documents.
PandaDoc is an amazing tool you'd have to pry out of my...
What do you like best about the product?
I love that PandaDoc integrates with Zoho CRM, looks great (we can put in a title page, branding), has a content library and templates that cut down on the time to create a proposal, and does online signature and even payments so we can collect a project fee or deposit as part of our approval process rather than chasing down an invoice sent after the fact.
What do you dislike about the product?
I wish the payment functionality was a little more robust, it calls the payment piece at the end an "invoice" but it's basically some names and an amount. I would LOVE for it to create an entry in our cloud accounting system and look more like an actual invoice. Definitely not a deal breaker though!
What problems is the product solving and how is that benefiting you?
I can create proposals in less time, that get approved quicker (online signature + payment in one doc).
PandaDoc
What do you like best about the product?
I like the fact that dynamic data, for example the price list of carefully selected items, is very well balanced. In the content library the "drag and drop" feature works well. You can also get a quote from your tablet or desktop easily produced and sent. n The tracking (sending reminders) feature looks and works extremely well. It's really important if you are using a template and can construct sentences right away. If you need it you'll be able to get immediate help.
What do you dislike about the product?
There's absolutely nothing to complain about. Adjusting the advice to your needs is a challenge but I think you should expect it.
What problems is the product solving and how is that benefiting you?
We have a lot of thoughts we'd like to see confirmed. Combining applications with deals, electronic signatures and basic CRM capabilities is your solution ... That's just what we wanted.
Recommendations to others considering the product:
Make absolutely sure you also clearly described your preference of usage. This product is designed for a limited number of consumers and low complexity for small businesses. What problems it solves?
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