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Excellent for quotes
What do you like best about the product?
Ease of use and all quotes on one space.
What do you dislike about the product?
Dashboard changes, editing documents and multiple screens
What problems is the product solving and how is that benefiting you?
Instant, online signatures
Recommendations to others considering the product:
makes communicating and quoting with customers easy
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PandaDoc
What do you like best about the product?
I love that you can create templates and send documents with highlighted areas for the receiver to sign and no need to send back. I like how you can see if someone has viewed the document and completed it. Ease of sharing the documents and seeing what has went out thru the dashboard.
What do you dislike about the product?
The pricing could be a little better but overall not bad for what it offers.
What problems is the product solving and how is that benefiting you?
Sales proposals, ACH forms, Contracts, Renewal docs. Streamlined and In one place to find easily.
Great for quickly creating repeating documents
What do you like best about the product?
We use PandaDoc for our pricing indication documents and statement of works. The best part is how the system can get a certified digital signature on our contracts without requiring the customer to print, scan and email them back to us.
The creation of your documents is easy and when you have settled on a template it is very quick to generate it again and again for your customers. It also links to our CRM system (Zoho CRM), which means that a "Send with PandaDoc" button appears within our leads and deals panel. When pressed, it will connect the created document to the contact and use some of the details from that contact within the contract using "Tokens". On average, we save approximately 20 minutes per document that we create using PandaDoc over using MS Word.
PandaDoc also notifies you if a customer Opens, Signs or questions a document via the email link that they are sent. This is very useful for knowing that you customer is actually progressing with the contract. You also can see how much time they spent on each page. This means that you can work out what parts of your documents are confusing and may need improvement.
Overall, it is a nice, easy to use, connected service that will save you time.
The creation of your documents is easy and when you have settled on a template it is very quick to generate it again and again for your customers. It also links to our CRM system (Zoho CRM), which means that a "Send with PandaDoc" button appears within our leads and deals panel. When pressed, it will connect the created document to the contact and use some of the details from that contact within the contract using "Tokens". On average, we save approximately 20 minutes per document that we create using PandaDoc over using MS Word.
PandaDoc also notifies you if a customer Opens, Signs or questions a document via the email link that they are sent. This is very useful for knowing that you customer is actually progressing with the contract. You also can see how much time they spent on each page. This means that you can work out what parts of your documents are confusing and may need improvement.
Overall, it is a nice, easy to use, connected service that will save you time.
What do you dislike about the product?
The main annoyance is when you are creating tables within your documents, and you press "Tab" to move to the next column. It doesn't move you there, but instead takes you to the next "User" input field which is completely not relevant when you are creating a new document.
The search functionality is a little bit limited if you are looking at the dashboard. You need to switch to the document or contact section to search for a particular user or document. Which is a bit of a pain if you have forgotten who/what you have sent to your clients.
The search functionality is a little bit limited if you are looking at the dashboard. You need to switch to the document or contact section to search for a particular user or document. Which is a bit of a pain if you have forgotten who/what you have sent to your clients.
What problems is the product solving and how is that benefiting you?
PandaDoc simply reduces the time needed to generate documents for your clients. It means that we are able to take an enquiry, and in the same call generate and send a pricing indication document. Or after a demonstration, we are able to quickly create a contract for the work that they can review.
Recommendations to others considering the product:
Have a quick look to see if your CRM system integrates with PandaDoc, though you can use it in isolation, it is much better if its linked up.
Great for contract and document management
What do you like best about the product?
Easy and low-cost for e-signature of contracts for our team. It is fairly easy for our customers to manage and sign, I've never had any questions regarding the e-sig process which means its working great!
What do you dislike about the product?
Wish it had more robust proposal management and ways to self-guide prospects through a process. So it will step them through a proposal, enter credit card, sign, etc. Also, the Hubspot integration went away
What problems is the product solving and how is that benefiting you?
This stores and houses all our customer SaaS contracts. This is how we ensure we are within contract obligations when it comes time to service and support. The entire company has access and can easily search and find customer contracts.
Recommendations to others considering the product:
Definetly consider it for easy to use e-signature
Great Tool for Proposals
What do you like best about the product?
I like how easy it is to create proposals. I also like the templates that help to expedite the process.
What do you dislike about the product?
Customer service is not the best inside of the tool. Meaning if I press the help button it does not work. I think they are still working things out. Once I email them from my email they are quick to respond.
What problems is the product solving and how is that benefiting you?
Proposals and easy tracking of signed documents.
Easy to use - way better than DocuSign
What do you like best about the product?
I think PandaDoc is an amazing platform for any team size. It allows you to save templates that can be edited on the fly - you can add in or take out portions of a contract that don't pertain to a deal. Unlike DocuSign, it's not a preloaded template - you can actually edit internally.
What do you dislike about the product?
Nothing much to dislike about PandaDoc other than I really wish they would add more math abilities in every row you create. Would love open formatting where you can set up formulas (i.e. when you change the quantity, it auto changes the cost).
What problems is the product solving and how is that benefiting you?
We are sending all of our pricing proposals through PandaDoc. It provides clarity on our product, and services.
Recommendations to others considering the product:
Go for it - leave DocuSign alone. This is the much better route for your team.
Great way to send proposals
What do you like best about the product?
The catalogue and inventory are great. When set up properly can save a lot of time
What do you dislike about the product?
The title page and its limitations regarding design
Downloading to PDF really messes up the document layout. Even with page breaks its really time to consume to get it right. Maybe an indication of the A4 page whilst in the document would be handy.
If a customer accepts the proposal but not through panadadoc, there is no way to change the doc to accept, it just stays there. Same goes if the payment doesn't match up.
Downloading to PDF really messes up the document layout. Even with page breaks its really time to consume to get it right. Maybe an indication of the A4 page whilst in the document would be handy.
If a customer accepts the proposal but not through panadadoc, there is no way to change the doc to accept, it just stays there. Same goes if the payment doesn't match up.
What problems is the product solving and how is that benefiting you?
saving time sending quotes
saving a lot of time by setting up the catalog and pricing tables
saving a lot of time by setting up the catalog and pricing tables
Recommendations to others considering the product:
Make sure you have time to set up your pricing etc. It works really well but only if you put the time in in the first place.
Generally very good
What do you like best about the product?
Sending out proposals and getting signatures is time consuming and Pandadoc saves some of that time.
What do you dislike about the product?
The export to PDF functionality is a bit limited - we can't use our own letterhead, set the margin etc.
What problems is the product solving and how is that benefiting you?
We send out about a proposal a week and each one takes on average half a day to assemble. With Pandadoc, we can roughly halve that time. The e-signature functionality is also good enough to replace DocuSign.
Easiest and faster way to send and track quotations
What do you like best about the product?
The interface : it is easy to use, design friendly, the library and templates are amazing to save time. My collegues and I are use the same templates and library so we are sure we say the same thing to clients. The price tables are great with check box, our clients love them.
What do you dislike about the product?
Some of my quotations arrive as a spam, so my futurs clients never receive them. There are bug with the typography (the size of the text change for no reason, the bold appears or disappear for no reason, etc).
The fact we can't add discounts (only one is permitted, I'd like to add a second discount category on my prices tables). Also some of my clients do not understand they can download or forward the document (it is not clear enough). It would be great if we can translate the buttons in french (some of our clients doesn't speak english).
The fact we can't add discounts (only one is permitted, I'd like to add a second discount category on my prices tables). Also some of my clients do not understand they can download or forward the document (it is not clear enough). It would be great if we can translate the buttons in french (some of our clients doesn't speak english).
What problems is the product solving and how is that benefiting you?
Before it was harder and longer to send quotations. Now, we sell easily our products because we can insert easily pictures and videos which is very important for our business. It's also easier to work with collegues because they use the pre-made templates. So, to resume, we save time and close deals faster
Proposals Made Simple
What do you like best about the product?
The different templates available make it very easy to get started and the interface is very simple to use
What do you dislike about the product?
Be great if you could have a library of previously loaded images that we can reuse not having to upload a new image every time.
What problems is the product solving and how is that benefiting you?
With pandadoc we are making the process of quoting jobs very simple and keeping track of the quotes is so simple
Recommendations to others considering the product:
Review the templates to give you a starting point when setting up
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