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PandaDoc Sales User
What do you like best about the product?
I like how customizable it is, and easy to add in other documents from our library.
What do you dislike about the product?
With how customizable it is, it can get confusing. The UI could be more friendly and have more explanations.
What problems is the product solving and how is that benefiting you?
Faster signatures, and being able to have insight as to who and when contacts are viewing my documents.
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Auto-populated proposals make lives easier
What do you like best about the product?
Connectivity with Salesforce means that fields auto-populate, PDFs auto-attach, easy to match an opportunity to the past proposal.
What do you dislike about the product?
Not able to paste in Excel tables without terrible formatting, cannot duplicate a proposal and have it linked to Salesforce, occasionally freezes when working with large tables
What problems is the product solving and how is that benefiting you?
PandaDoc gives our reps up-to-date proposal templates with minimal fields to fill in. Everything is attached to Salesforce automatically for historical purposes.
Excellent Solution - Creates Efficiencies
What do you like best about the product?
There are many things I like best about PandaDoc. The ease of creating documents, tracking changes and redlines keeps our team on the same page and ensure the correct updated document makes it to the client. Having analytic on who is viewing the document and for how long ensure we have proactive conversations with our clients. Also, the integration with Salesforce makes it easy for us to ensure the correct data is in both solutions.
What do you dislike about the product?
There is not much I dislike. I need more time in the day to fully explore all of the offerings PandaDoc has beyond what we are currently utilizing the tool for.
What problems is the product solving and how is that benefiting you?
Previously we were using Google Docs to a statement of work to clients. We spent a significant amount of time on document creation and would sometimes loose track of the correct version. Without an e-signature tool, we would download the Google Doc as a pdf and spent a significant amount of time tracking down client's signatures.
We now feel our document creation and signature process is not only streamlined for our business, but also creates an exceptional user experience for our customers.
We now feel our document creation and signature process is not only streamlined for our business, but also creates an exceptional user experience for our customers.
Recommendations to others considering the product:
Take the time to vet out this solution. There are many tools within the solution that can bring value to any business.
Great PandaDoc for your Documents and Signatures
What do you like best about the product?
I can consider this PandaDoc platform of great importance because it allows me to sell and have an administration more effectively apart from being able to make proposals and contracts that are sent electronically. I can also manage information libraries and product catalogs where my creation is very easy to provide the proposals. On the other hand I can optimize the information on a single platform.
What do you dislike about the product?
I would love that PandaDoc will improve the integration with other software services. Although at first it seemed a little difficult when cutting and pasting from other documents because it is usually a bit common but I would like the process to be a little more fluid.
What problems is the product solving and how is that benefiting you?
We as a work team are using PandaDoc because it allows us to generate proposals and work statements for our clients. We find it very easy for details of the contract apart from streamlining the process for storing documents and providing us with online signatures.
Recommendations to others considering the product:
Undoubtedly, we recommend PandaDoc because it allows us to generate proposals and have an excellent organization in the documents since everything can be organized in the content library and we as a team benefit a lot from sending proposals and contracts.
Customized and interactive
What do you like best about the product?
We are a small company and did not have an easy process to provide quotes for our services to clients. Panda Doc has been life changing! It allows us to pull in many different services to customize for each client's needs. Once sent, the client can change quantities and services to easily modify the quote. Panda Doc reps worked with our company to set up documents that are easy to use, save us time, and allow our clients to use interactively .
What do you dislike about the product?
While it integrates well with SalesForce, it does cause a slight delay in Sales Force as it loads the documents each time I pull up an Opportunity.
What problems is the product solving and how is that benefiting you?
-Easier quotes/contracts
-Flexible based on what each client needs/wants
-Less time for account managers to create
-More professional
-Flexible based on what each client needs/wants
-Less time for account managers to create
-More professional
Recommendations to others considering the product:
Has been a great asset for our business. Many of our users are not "tech savvy" and this was easy to adapt to and learn. Support from Panda Doc has been very good
Great electronic document management software
What do you like best about the product?
Very easy to use, while still being customizable. I really like the ability to import and edit templates. The tokens for inserting information is also a big time saver.
What do you dislike about the product?
Their pricing structure keeps changing, and they moved the Zapier integration from one of their lower plans to the most expensive plan. Despite feeling like the options for the Zapier integration were somewhat limiting, it still was very useful. I am a small business (startup) which can't afford to pay for the most expensive plan.
What problems is the product solving and how is that benefiting you?
Simplifying document signature workflow. This helps me to keep all my signed documents in one place and be updated when items are accomplished which are related to the documents.
Recommendations to others considering the product:
Overall, this is a very useful tool for e-signature and e-document management.
Easy and Fast
What do you like best about the product?
I like how they set it up to use the platform mobile and desktop. The platform is very user friendly.
What do you dislike about the product?
So far, I haven't ran into anything I didn't like. I'm still learning.
What problems is the product solving and how is that benefiting you?
I want our agency to be first to send out proposals and that makes a difference.
Love this platform--makes my life easier!
What do you like best about the product?
My favorite part of PandaDoc is you can upload PDFs automatically that you want to edit. And sending it out for a signature is a simple process for all parties involved.
What do you dislike about the product?
Going back and editing signed contracts and requesting a re-signature is either not possible or I'm just not sure yet how to do it.
What problems is the product solving and how is that benefiting you?
Signatures between multiple parties is a quick and easy process.
Great for sales workflow, ungainly editor
What do you like best about the product?
I love the speed of generating a customised/perrsonal document, for signing, like a proposal or quote, once you have templates set up.
What do you dislike about the product?
The editor is super unfriendly. Yes there are responsive blocks for most items (headings, text, images, video etc) but lining things up, customising heading/text colour, working with images, working with fields (at least editing after placement) are all nightmares.
Also, the pricing table is pretty restrictive. You can mostly work around it, but you have to work around it.
Also, the pricing table is pretty restrictive. You can mostly work around it, but you have to work around it.
What problems is the product solving and how is that benefiting you?
Speeding up proposals, NDA's, quotes etc. What used to take days is now minutes. Once you get over the template editing woes, and have your templates set up, the workflow from Hubspot, through to payments, and Xero, is sublime.
Recommendations to others considering the product:
Set aside time to create your templates and workflows. Standardise image sizes. Have an experienced CSS developer if you want to get creative with brand guidelines and palettes.
My preferred client solution
What do you like best about the product?
Ease of editing. Integration options. Integrated payment flexibility
What do you dislike about the product?
The insightly integration. Some missing features in pandadoc 2.0
What problems is the product solving and how is that benefiting you?
Simplifying the proposal to sign off/pay process for myself and my clients
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