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Sales processes faster, safer and with related firms.
What do you like best about the product?
Undoubtedly PandaDoc is a great software, and what I like the most is to be able to link other softwares with this one in order to speed up our sales process by providing the best experience, its library features, contacts and templates are excellent
What do you dislike about the product?
I would like to have more power of personalization, I like how your design is but I do not rule out the possibility of improving it.
What problems is the product solving and how is that benefiting you?
The monitoring, analysis and all sales processes have changed for the better, PandaDoc has linked with each part of our company to improve the way we work, there are no complaints in that part, it meets all the requirements.
Recommendations to others considering the product:
We made a difficult, risky but worthwhile decision, PandaDoc is a software with everything a company needs, its integrations make it better and better. 100% recommended...
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Great Proposal product
What do you like best about the product?
Easily create templates and quickly fill out the info to send them to leads. I also like the additional options like when they looked at it, how long they spent on each page, when opened, ect.
What do you dislike about the product?
There is not much I do not like about Panda Docs.
What problems is the product solving and how is that benefiting you?
Creating professional/personalized pricing proposals very quickly.
PandaDoc - Simplifying Proposals
What do you like best about the product?
The easy drag and drop interface and pre-made blocks make creating a tailored document a breeze.
What do you dislike about the product?
Because it is so easy to drag and drop, customization is a bit harder to obtain.
What problems is the product solving and how is that benefiting you?
My business uses PandaDoc to send proposals to clients that lay out our entire system, with customization based upon the particular client. The ease of creating a template and then using it to create a personalized document is a huge time-saver.
OK platform, but your data is locked in
What do you like best about the product?
Digital signatures, easy to use, basic content library, simple templating
What do you dislike about the product?
No export options, limited video use, billing issues, price per user is excessive
What problems is the product solving and how is that benefiting you?
Sending information packages, proposals, and contracts for review and signing. For the most part, the same features as other platforms. Support is reasonably good.
Recommendations to others considering the product:
Beware of autorenewal - even if they invoice you net 30 they will still run your card without warning.
Beware of any platform with no capability to export your content and data.
Beware of the pricing tiers if you plan to add more users in the future. There is no discounted rate for additional users.
Beware of any platform with no capability to export your content and data.
Beware of the pricing tiers if you plan to add more users in the future. There is no discounted rate for additional users.
Pandadoc Reveiw
What do you like best about the product?
I like the analytics functionality. I can see which areas of my proposal prospects read the most. It allows me to improve them. I also know what they are most interested in followup meetings.
What do you dislike about the product?
I don't like the fact I cannot synchronise my contacts with Pandadoc. This means I have to create a new contact every time.
What problems is the product solving and how is that benefiting you?
I use it for consulting proposals, it saves me lots of time as I can use templates and copy previous successful proposals.
Great for contracts, not terrible for proposals
What do you like best about the product?
The content library is really helpful and fairly easy to create new elements for, tagging system is useful for finding work across clients
What do you dislike about the product?
Ability to do nice layouts and designs is pretty limited. It can be a little clunky to harvest and update proposal components in the content library.
What problems is the product solving and how is that benefiting you?
SOWs for 1099/contractors, sows for clients, some proposals for clients, employment agreements for new hires. We have explored doing MSA's with the tool, and those are so/so.
Recommendations to others considering the product:
Great tool for creating and sending contracts. Little bit of a learning curve to get the content library and product library setup, then it is pretty fast.
Happy PandaDoc Customer
What do you like best about the product?
The ability to create almost instant professional informative Quotes, and the the speed we can close a deal without any delay
What do you dislike about the product?
Overall I m happy, no dislikes :) we use this application for quote and service information
What problems is the product solving and how is that benefiting you?
Speed, Professional presentation, and be able to close deals fast and easy
PandaDoc - Good to Almost Great
What do you like best about the product?
I like the fact that it autosave, and has a library of content to be able to quickly modify a quote for a client.
What do you dislike about the product?
The fact that I can't change some of the programming on the 'layout'. It can be restrictive by time.
What problems is the product solving and how is that benefiting you?
Help get an electronic signature faster and allow clients to review with their pers at any time the documents without us being needed to print it and send it.
Great tooñ
What do you like best about the product?
The fact that I can make clients sign and follow up quotes.
What do you dislike about the product?
Mobile app is not too complete and I can't make all the same things I do on web.
What problems is the product solving and how is that benefiting you?
To quote my clients. And to sign documents.
Really easy to use for all types of business documents
What do you like best about the product?
The ability to have clients and partners sign documents online
What do you dislike about the product?
There some flexibility of styling the documents created within PandaDoc but more would be helpful
What problems is the product solving and how is that benefiting you?
We moved all document signing and approval onto PandaDoc from Statements of Work to Contracts and Receipts.
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