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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.
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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?
Very useful for contracts
What do you like best about the product?
Helps with making contracts. User friendly and easy to use.
What do you dislike about the product?
Mobile app works a little slow. I can use faster on the web page.
What problems is the product solving and how is that benefiting you?
I was having trouble about giving offers fast. This app made me send my offers faster.
Thank you
What do you like best about the product?
We get my problem solved so quickly, right after the meeting.
What do you dislike about the product?
if we can have a live chatbox on the website, it will be easier to find some answers.
What problems is the product solving and how is that benefiting you?
How to get the footer printed and change the table colour.
My Contractor work when PandaDoc Review
What do you like best about the product?
The ease of creating a Personalized template document or the option to upload a personal proposal to send to one or multiple party signing.
What do you dislike about the product?
I have had a handful of times documents I have sent get blocked because the recipient email settings are not set up to receive panda doc so they won’t even receive an email to sign A document without changing their normal settings.
What problems is the product solving and how is that benefiting you?
The need for immediate call to action and ability to have documents prepared right away for independent contractors. It can be change easily from one job to the next.
Great tool for any SMB organization to maximize their workflow!
What do you like best about the product?
I like that you can generate a document and send it out to your prospect in a fast and efficient manner. The learning curve is very slim since there are many options for the template.
What do you dislike about the product?
I haven't had any issues using the solution so far.
What problems is the product solving and how is that benefiting you?
Sending out quotes and contracts to propects.
Recommendations to others considering the product:
Check out other similar solutions and find the one that aligns with your business needs.
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