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Panda Docs is great overall, but could use some improvements.
What do you like best about the product?
The drag and drop interface for building document templates is very helpful. The interface is simple and now too difficult to learn how to use. Also, the chat-based customer support was really nice. We were able to resolve issues that came up during use related to the interface quickly via the chat support service.
What do you dislike about the product?
I had issues with some interface bugs early on related to re-naming documents and having content I added disappear upon refresh. This hasn't been consistent, but it made my team feel like the interface was a little buggy. Also, the billing department over-billed us and it required several phone calls and emails to correct the issue. I generally prefer it when companies allow you to manage your own billing plan and make changes on the fly through the admin portal, but with PandaDocs everything has to go through a rep, so resolving issues is a bit slower.
What problems is the product solving and how is that benefiting you?
We are generating contracts for our consulting projects and they include an internal approval workflow as well as client signatures.
Recommendations to others considering the product:
I would consider how many documents will be created in a month and what formats they have and try to build as many templates upfront as possible.
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Game changer for our sales department
What do you like best about the product?
Panda doc has made it 100% easier for our clients to say 'yes'. We can modify our proposals to fit each client and they can sign and fill out all info we need to get started!
What do you dislike about the product?
I wish we could as rows where ever we want not just below the following one. I also wish we could have deleted recovery file.
What problems is the product solving and how is that benefiting you?
1. Clients can sign on the go
2. Makes on boarding easy
3. we look and feel much more professional!
2. Makes on boarding easy
3. we look and feel much more professional!
Recommendations to others considering the product:
If you are sick of using PDF and adobe reader!!!!!!!
Easy To Use/Makes Proposals and Contracting Easy
What do you like best about the product?
Pandadoc is extremely easy to use. I have set up Pandadoc at the last three companies I have worked at because of it's integration capabilities (which are easy to set up and have a wide variety of systems to integrate to). Simple and efficient to use.
What do you dislike about the product?
Occasional bugs when editing a document that don't completely save. The product gets better and better so I haven't noticed these bugs in the last few versions. I would like to have the ability for more design work inside of a proposal template than what is currently available. I would also appreciate the ability to customize the automatic reminders that go out and have the ability for multiple reminders and different times go out automatically. Right now, I used the public comment feature to follow up with clients and I would like something more flexible and automated.
What problems is the product solving and how is that benefiting you?
Automated proposal generation (tied directly to our CRM system) and e-signature routing and storage. We simply add an opportunity into our CRM (Hubspot), select 'Create a Document' inside the CRM and then we create and send a proposal. From there it is all automated to received a signed proposal back that is then stored and available to our clients.
Recommendations to others considering the product:
Always integrate with your CRM. It makes the entire sales process much more efficient (proposals, contracts, signatures, reminders, storage).
PandaDoc is awesome
What do you like best about the product?
Helps me to pull together documents that tell the story of our offerings better than a quote alone can.
What do you dislike about the product?
Not really a downside that I can see but I am still learning all the capabilities.
What problems is the product solving and how is that benefiting you?
Helps me with my solution selling.
My customers are impressed with what I am sending them as it answers all their questions.
My customers are impressed with what I am sending them as it answers all their questions.
Recommendations to others considering the product:
It is a great product don't wait to get started
Really usefull app
What do you like best about the product?
Pandadoc is very intuitive and easy to work with. We save time with PandaDoc and our clients are very happy with the integration.
What do you dislike about the product?
Sometimes the integration with Pipedrive does not work properly, but the problems are always solved the same day.
What problems is the product solving and how is that benefiting you?
We save 2h dayli with Pandadoc, is really quick, automatic and helps a lot to get sales
Incredible product and services
What do you like best about the product?
It's useful for everything I need, and their customer service it's amazing, they've helped me use the product at its maximum potential
What do you dislike about the product?
There's really nothing that I dislike, the experience has been pretty good so far
What problems is the product solving and how is that benefiting you?
Generating invoices for clients. I have found an easier way to send proposals to clients, for them to give me their credit card information and to sign our terms and services
Beats DocuSign anyday!
What do you like best about the product?
Ease of use, approachable UX, great mobile app
What do you dislike about the product?
The document editing feature set could be expanded on, and analytics,reminders and notifications could be made much better
What problems is the product solving and how is that benefiting you?
Contract and invoicing pipeline issues have been solved to a great extent with PandaDoc
Recommendations to others considering the product:
If you want a contract and invoice management tool that easy to use and looks great, then check out PandaDoc
Easy to implement and easy to use
What do you like best about the product?
PandaDoc is very easy to implement. It's very easy to create new templates when you have a finished template with all your branding you can clone.
What do you dislike about the product?
They don't have a feature to do redlines to documents. This is something that can be improved.
What problems is the product solving and how is that benefiting you?
Creating order forms, contracts and proposals from within salesforce and sending them out for signature.
An amazing product, has changed the way we sell
What do you like best about the product?
This product is incredibly easy to use, and once templates are created, even the least tech-savvy users in the organization can use it easily.
What do you dislike about the product?
Docs requiring approvals cannot be approved by an admin when the approver is not available.
What problems is the product solving and how is that benefiting you?
The tool allows the sales team to create content-rich proposals and send them to clients for acceptance and e-signature.
Recommendations to others considering the product:
Have all of your contracts and proposals ready to import; take the ones that generate the most revenue and value for you (e.g. your proposal form) and take advantage of the free document creation that is part of the new customer onboarding.
Good software, needs improvement
What do you like best about the product?
Great for easily sending contracts and signing them too!
What do you dislike about the product?
Editing is meh, sometimes when you convert a doc to be editable, PD just messes it up a bit (parsing).
What problems is the product solving and how is that benefiting you?
I can send and download contracts for remote people to sign!
Recommendations to others considering the product:
Docusign is easier to edit.
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