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Things are getting better each day!
What do you like best about the product?
That I am emailed once someone views and completes the documents.
What do you dislike about the product?
When the product freezes and deletes everything I have done.
What problems is the product solving and how is that benefiting you?
They are finally upgrading the service. My documents use to freeze none stop where now they are not.
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Convenient & Efficient
What do you like best about the product?
It is very convenient, and the online signature functionality makes it very efficient for the modern age. We can get clients and employees to sign documents without having to send physical mails. Very efficient indeed!
What do you dislike about the product?
It does not offer the type of security that it should, for example, 2FA on logins is a major feature that's missing in the tool but I hope that they will add it in soon.
What problems is the product solving and how is that benefiting you?
PandaDoc helps us to get documents signed without having to send physical papers or visit the client or the employee. This helps us stay remote and save big on our operational costs!
Seamless e-sign approval workflow
What do you like best about the product?
I love the intuitive use of the software to upload documents and set signing order. This ensures the hierarchy of my line mangers from bottom to top are maintained for memo approvals.
What do you dislike about the product?
I don't like the flow when you need to reupload a document when a new signer has to be added, even before the document signoff has been completed . Implication is that everyone on the queue has to resign.
What problems is the product solving and how is that benefiting you?
Ease of review and signoff on memo for multiple signers.
I can easily collaborate with my line managers to seek approval on memos and software documents to enable my continue with my projects.
I can easily collaborate with my line managers to seek approval on memos and software documents to enable my continue with my projects.
Take proposals and contract management to a new level
What do you like best about the product?
The ease of use while offering lots of features. Really important to me is also the handling of clients to guarantee an easy completion of proposals, quotes, and contracts.
What do you dislike about the product?
There is nothing that I really dislike about PandaDoc. Probably more integrations for payment and project management tools like ClickUp could help to improve the overall experience.
What problems is the product solving and how is that benefiting you?
PandaDoc helps us to create contracts and proposals quickly and intuitively. Furthermore, we depend on a digital signature solution that meets high acceptance from our clients who reside mainly abroad. The ease of use from both ends and the features to improve the probability of closing deals and contracts are highly important to me.
Great tool with a wide range of uses
What do you like best about the product?
Easy to navigate, it has a wide range of tools from Sales Proposals through to Order forms, the option to send a link rather than email direct from the system is very useful for us too.
What do you dislike about the product?
I havent come across anything as yet, I guess the restrictions on access would be a bug bear but thats only because we havent purchased enough admin licences !?
What problems is the product solving and how is that benefiting you?
Its allowing us to track quotations to our customer base (both renewal and new business), keeping everything in one place. Its also linked to our salesforce crm, giving us a fully automated process from opportunity to closed won.
End user experience
What do you like best about the product?
Easy to edit.
Easy to pull from pre-generated templates.
Ability to send documents directly from the program to clients.
Exceptionally good traceability of documents.
Easy to pull from pre-generated templates.
Ability to send documents directly from the program to clients.
Exceptionally good traceability of documents.
What do you dislike about the product?
Sometimes it's a bit slow.
Too many clicks/windows to get what you want.
Otherwise very robust.
Too many clicks/windows to get what you want.
Otherwise very robust.
What problems is the product solving and how is that benefiting you?
It's solving the need for traceability.
Able to quickly access historical documents in order to troubleshoot problems.
Also increased productivity.
Able to quickly access historical documents in order to troubleshoot problems.
Also increased productivity.
very helphul tool, especially in combination with pipedrive
What do you like best about the product?
the quotes and the tracking of send documents . that is very helpful to stay in touch
What do you dislike about the product?
There could be more templates in german language.
What problems is the product solving and how is that benefiting you?
We can track and follow the whole process with a client. that saves a lot of time for us. We are more productive.
Getting better all the time
What do you like best about the product?
I started using Panda in early 2021. Our IT Team switched us obver to Proposify for six months, which more than doubled (or even tripled ) the amount of time it took to create and edit a proposal. We have been back with Panda for around 12 months now and are really happy with the many improvements made in this time. We also love the way Panda integrates with Hubspot, Zapier, Xero etc.
What do you dislike about the product?
Not really a dislike, but we would like to give more users access to view, but we have reached our capacity
What problems is the product solving and how is that benefiting you?
Automations and integrations between multiple platforms (Hubspot, Zapier, Xero) is great
Best e signature and document platform on the market!
What do you like best about the product?
Love how customizable their documents & templates are. Their very slick and modern design features have helped us stand out from our competitors.
What do you dislike about the product?
Honestly nothing, I think it's pretty close to perfect.
What problems is the product solving and how is that benefiting you?
Providing accurate / transparent quotes to our prospective customers while helping us have a highly professional appearance.
Great for Small Business Owners!
What do you like best about the product?
Pandadoc makes sending invoices and agreemtns so easy for a small one woman run business like me. The stripe integration makes the process seamless for clients and myself!
What do you dislike about the product?
The only thing I dislike is how the payment amount sometimes double counts if I have a payment table on two documents.
What problems is the product solving and how is that benefiting you?
Billing and invoicing clients. Also managing my invoices and agreements and having ongoing documentation of these client documents.
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