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Great Service
What do you like best about the product?
Very easy to upload documents and create the necessary fields for our business.
What do you dislike about the product?
Some things still need to be improved like the cc option in documents, and the option to delete an attachment within a document. Other than that it works great.
What problems is the product solving and how is that benefiting you?
Streamlined paperwork from clients and employees.
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Contracts closed in seconds!
What do you like best about the product?
PandaDoc allows me to send contracts to clients one time! Because I get to dictate where all the initials, signatures etc ago, they never miss a spot and I never have to resend and ask for things to be completed.
What do you dislike about the product?
The app is a little funky on Apple and I can't upload via the App. No pre set message option, I work in sales, and often time use a standard script.
What problems is the product solving and how is that benefiting you?
Getting signed proposal back in a timely manner. Getting change orders signed and processed has become so much less of a hassle!
Recommendations to others considering the product:
uploading via the app
Early adopter who has seen PD grow
What do you like best about the product?
Slick-looking. Creates marginal improvement to our workflow.
What do you dislike about the product?
Tons of problems with clients not being able to sign due to browser issues. We've had to create our own resource that tells people how to clear their caches.
What problems is the product solving and how is that benefiting you?
Document building, document editing, e-signature
Recommendations to others considering the product:
Make sure you completely understand the workflows and technical issues. Not for very unsophisticated end customers/users. That said, PD is moving in the right direction and is making more features available to lower plans.
GReat product and save a lot of time
What do you like best about the product?
The ability to integrate in HubSpot and create compelling proposals that can be measuer.
What do you dislike about the product?
I wish there was more control over the design features.
What problems is the product solving and how is that benefiting you?
Creating and delivering proposals easily along with understanding how prospects interact with them.
Better Contract Management
What do you like best about the product?
The template and ease of document creation.
What do you dislike about the product?
Clients can't see signed contracts after 30 or 60 days.
What problems is the product solving and how is that benefiting you?
The ability to get a contract signed and a deposit on file has been a huge win for us.
Recommendations to others considering the product:
The integrations are really nice.
Makes everything easier!
What do you like best about the product?
I like that its totally customizable--allows you to make individual documents but formatted within a consistent theme/structure. Definitely saves a lot of time. Its also completely secure, and you are able to track all the activity related to the document
What do you dislike about the product?
Sometimes the functionality isn't the easiest. It's generally pretty good but it can be very slow, difficult to move things around, and difficult to make certain, specific changes.
What problems is the product solving and how is that benefiting you?
Saving time by allowing all the regularly-used content blocks, templates and texts to be centrally located. Moreover, its really secure - you can monitor each document or contract to see exactly where it has been sent, who has read it, and so on. You get real time updates when people engage with the documents as well
Excellent proposal sending and tracking product
What do you like best about the product?
- Content library lets you manage fields and media that you use frequently in proposals
- Templates let you easily streamline the proposal process
- Proposal analytics lets you see who's viewed your proposal
- Pandadoc supports e-signatures so you don't need to also send a DocuSign
- You can collect payments through your proposals using Stripe
- Templates let you easily streamline the proposal process
- Proposal analytics lets you see who's viewed your proposal
- Pandadoc supports e-signatures so you don't need to also send a DocuSign
- You can collect payments through your proposals using Stripe
What do you dislike about the product?
- There's not a lot of design customization ability for the proposals
- Tables and pricing tables are difficult to customize and you cannot copy/paste these elements
- Tables and pricing tables are difficult to customize and you cannot copy/paste these elements
What problems is the product solving and how is that benefiting you?
PandaDoc helped us streamline our sales process, especially the initial steps of our process where we qualify prospects into opportunities.
With PandaDoc, we can send leads a proposal once we receive a sales call request. We're able to create streamlined proposals with pricing options depending on the goals and constraints of the client's budget during the sales call.
If prospects accept a proposal, they can also sign the document and pay through Stripe on the PandaDoc itself, allowing us to track the win and loss rate of the proposals we send out, and easily quantify how much money PandaDoc helps us make.
With PandaDoc, we can send leads a proposal once we receive a sales call request. We're able to create streamlined proposals with pricing options depending on the goals and constraints of the client's budget during the sales call.
If prospects accept a proposal, they can also sign the document and pay through Stripe on the PandaDoc itself, allowing us to track the win and loss rate of the proposals we send out, and easily quantify how much money PandaDoc helps us make.
Recommendations to others considering the product:
It's a great tool for managing the beginning of your sales process if you send out a lot of proposals. If you don't need clients to pay through your proposals, perhaps another option will be more affordable.
PandaDoc Makes Our Proposals Look Awesome
What do you like best about the product?
PandaDoc is easy to use, it makes our proposals look amazing. We can add video, images and design it to fit our brand.
What do you dislike about the product?
The only thing I don't like about PandaDoc is that sometimes the proposals can't make it through spam filters and our prospects don't get them.We have to download a PDF and attach that to an email.
What problems is the product solving and how is that benefiting you?
We send proposals quickly, look very professional, and close more deals.
Quick and simple yet proffesional
What do you like best about the product?
I like that you can add content to a library and templates that you can utilize so you don't have to build a proposal from scratch everytime. I also like the analytics so you can see who viewed what pages and how long they spent viewing each page to gauge importance and what's working/appealing to your prospects.
What do you dislike about the product?
Sometimes the formatting is a little off and you have to open the doc or test print as what your viewing isn't a good representation of what the final format looks like. Also, the formatting for text (double spacing) doesn't seem to work properly
What problems is the product solving and how is that benefiting you?
Streamlining proposals and keeping consistent information to prospects.
Recommendations to others considering the product:
Give it a trial if you can first to see if you like it and if it meets your needs
Strong tool for document creation
What do you like best about the product?
Templates, Hubspot integration, ability to quickly customize documents, payment feature, signature feature
What do you dislike about the product?
There are not as many styles and fonts available as there would be in a word document so if you want your docs to look exactly like them, Panda Doc cannot always provide that.
What problems is the product solving and how is that benefiting you?
Document creation and signatures
Creating new customer Agreements
Creating new customer Agreements
Recommendations to others considering the product:
Set up your templates with tokens or use the integrations they have. Do not copy and paste your old document in and expect it to look exactly the same in Panda Doc, rather take time to build your own document templates that look the way you would want them to.
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