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Makes our quoting process so simple!
What do you like best about the product?
All our products are imported with images and prices which make the quote look great and also the email from pandadoc when your prospect opens the quotation
What do you dislike about the product?
if you could set an email sig in the panda doc messinging box when sending an email it would save a lot of time typing.
What problems is the product solving and how is that benefiting you?
Proposals/Quotes. we have more than halved the time we spend on producing quotes.
Recommendations to others considering the product:
for anyone producing quotes with often need a lot of manual editing then this is definitely an option for you. Also when using agreement that need e signing it makes this so simple
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PandaDoc is a great tool to keep documents organized
What do you like best about the product?
I love that you can easily see the progress when things move from sent to completed, etc.
Also that you are able to leave comments if someone has questions about the document.
Also that you are able to leave comments if someone has questions about the document.
What do you dislike about the product?
the search feature is hard sometimes by searching the documents for a contact, etc. and if there is a hyphen without a space the name doesn't seem to show up.
What problems is the product solving and how is that benefiting you?
We send out all of our rep agreements with girls that want to join our business. I love that it is all in one place and that it notifies us when it is completed
Recommendations to others considering the product:
If you are back and forth between pandadoc and another software, choose PandaDoc! it is so easy to get the hang of and keeps everything very well organized.
Easy to use and ensures brand standards are met with consistency across the sales team.
What do you like best about the product?
The interface is the best part of the tool. It's easy to use and looks great. The templates are a huge time saver and it's simple to customize each agreement while maintaining brand standards. I also really liked the internal approval process. It was reassuring knowing that all proposals and agreements sent out would first go to my manager.
What do you dislike about the product?
I don't like that emails come from a panda doc email address and not my work email. I have found that sometimes the emails get lost in spam OR just lost in their inbox because they don't know it's coming from me. I've had to follow up with quite a few prospects to make sure they received it and to help them find it in their inbox.
What problems is the product solving and how is that benefiting you?
It's helped reduce the time spent on proposals, while ensuring brand standards are met and consistence across the sales team.
Recommendations to others considering the product:
It does take some initial time to setup. The most time consuming part is creating templates, but once they are done it is so easy to create proposals and agreements (basically dragging and dropping)
Love PandaDoc
What do you like best about the product?
I love the flexibility of designing our proposals. I mostly love that I can include videos inside the container of panda. Sets us apart and communicates the excellence we value.
I also appreciate the email tracking of who opens the document and when.
The mobile app is INCREDIBLE. As good if not better than the website. Works flawlessly.
I also appreciate the email tracking of who opens the document and when.
The mobile app is INCREDIBLE. As good if not better than the website. Works flawlessly.
What do you dislike about the product?
Unfortunately, more than once, people have not gotten our pandadoc because their email filtered it as spam. :/ That's a real bummer.
What problems is the product solving and how is that benefiting you?
We use it for our proposals, gathering information and contracts.
We benefit from having it all in one place.
Again we use it to send proposals, so it gives us a distinction right from the beginning.
We benefit from having it all in one place.
Again we use it to send proposals, so it gives us a distinction right from the beginning.
Recommendations to others considering the product:
Depends on what you need... for us, it is way better than attaching a PDF.
They give you a healthy review time. We used it with potential clients and got responses ABOUT the proposal... so that sold us.
They give you a healthy review time. We used it with potential clients and got responses ABOUT the proposal... so that sold us.
Good document signing software program
What do you like best about the product?
Ease of use and I can see when the customer opens the document and sends back signed
What do you dislike about the product?
sometimes I cannot add as much as I would like to the document
What problems is the product solving and how is that benefiting you?
getting contracts out immediately to customers and having it stored
Recommendations to others considering the product:
good program and easily linked to your CRM software
Time Saver....But Room For Some Improvement
What do you like best about the product?
Integration with Salesforce is a great benefit. I love the ability to one-click inside of an opportunity to develop a PandaDoc on the fly. Also, the audit trail notifications allow me to easily see when a client has viewed the document, allowing me to plan and accurately time out my follow-ups to close more business.
What do you dislike about the product?
The outline of the documents is templated which is nice, but does not allow for much customization. Also, the inability to reuse contract documents forces me to start over from scratch for an existing client. It would be nice if I could take a previously signed contract document and simply update quickly with new term dates and send for a quick sign-off.
What problems is the product solving and how is that benefiting you?
Easy to use eSignature portal and templated proposal documents. Also, visible audit trails to see when a document has been viewed and/or forwarded to other players in the org.
Recommendations to others considering the product:
Ensure integration with your companies CRM. Also, make sure you fully engage in user training to know all of the nuances going in. This can help eliminate beginner use frustrations.
Easy Contract Software
What do you like best about the product?
You can create templates and catalog for your products/services, which makes creating contracts super easy and fast. You'll have the same look for all your clients.
What do you dislike about the product?
It would be helpful to be able to change the status of the contract when it is not going to be signed. Now we have a lot of drafts or expired quotes hanging around.
What problems is the product solving and how is that benefiting you?
All the sales people has the exact same contract templates and price catalog so it is very beneficial when creating contracts even if everyone is not at the same location.
Time saver. Helps close business!
What do you like best about the product?
Integration with Hubspot is a huge help -- I can literally send agreements and proposals from HubSpot with deep personalization tokens in a flash. The ability to have payment set up in the doc is also amazing. However, PandaDoc lets me know when my prospect opens the document, which allows me to call and close business. A serious sales tool with a big force multiplier effect for salespeople.
What do you dislike about the product?
The only real issue I have is not being able to send e-sign proposals from my business email -- they are sent from a PandaDoc email address. I find that I typically have to email the prospect separately to look out for the PandaDoc so they know what they are looking for. Obviously you can also save to PDF and send a PDF, but then you don't have the e-sign efficiency.
What problems is the product solving and how is that benefiting you?
Custom proposals a fraction of the time using templates. Activity tracking increases sales velocity because I can close faster. Quick way to create simple sell sheets. Saves time and increases sales.
Recommendations to others considering the product:
Evaluate how much time your company spends writing proposals and contracts. The setup can seem daunting, but it's actually quite easy. If you invest the time, it pays off in the first week of use.
Such an easy solution
What do you like best about the product?
It's really easy to create and manipulate documents/contracts. We use it specifically for contracts and proposals. Very simple document building functionality. Easy to edit and restructure.
What do you dislike about the product?
Once the templates are created it's very easy to use. A little complex to get them started. I've fortunately come into my role with documents already created.
What problems is the product solving and how is that benefiting you?
Easy and common way of creating documents for the sales process.
Recommendations to others considering the product:
Very simple to use. Great for a team to have common templates.
Gets the job done
What do you like best about the product?
Pandadoc is easy to navigate and user-friendly. It gives you an audit of who and when someone has viewed your proposal.
What do you dislike about the product?
If you do not have a template set up already and do not have the experience to set one up it can take some time and if you do not have an upgraded package they charge extra to assist. Also If you start a document from an older proposal or send it out with the wrong email/name, that email becomes permanently associated with the document and you cannot delete the, Super annoying.
What problems is the product solving and how is that benefiting you?
It is a great tool that allows us to have e signing in a proposal heavy industry. Quick and easy to use.
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