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Excellent platform for handling documents
What do you like best about the product?
Ease of use - I've dealt with several other document management and signature platforms and Pandadoc is by far the easiest to use. The price is also better than many of them, with more features offered than most.
What do you dislike about the product?
Inability to change the design very easily. For example, you can't choose custom colors in your document once a main color scheme has been chosen. This is annoying if you are trying to match your business colors.
What problems is the product solving and how is that benefiting you?
The need to easily create and send proposals, invoices, estimates, and more. It has created a streamlined way for us to manage documents, and ensures that we all adhere to a cohesive design and layout.
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Great for sending proposals
What do you like best about the product?
The super easy templates, and building out of the prices. Touch of a Button and your index is updated!
What do you dislike about the product?
More templates would be better I like being able to pull in ideas and see what other people are charging. Perhaps a forum for creative people to discuss pricing?
What problems is the product solving and how is that benefiting you?
Beautifully designed templates that match my high prices
PandaDoc has made sending contracts a breeze for our growing agency
What do you like best about the product?
I love the ability to create and save modules for multiple types of contracts. PandaDoc made templatizing our contract process significantly easier.
What do you dislike about the product?
I wish that PandaDoc formatting was a little easier. Sometimes bullet points don't go away, or a font doesn't change. I also wish there was a spell check feature built into the tool.
What problems is the product solving and how is that benefiting you?
With a growing business, building contracts now is a process that multiple people do in our organization. Being able to save templates and modules has increased efficiencies and made us more consistent with our contract language.
Recommendations to others considering the product:
Make sure you have someone dedicated to setting up this software who can then train your team. It was easier then having everyone contribute.
It would also be beneficial to review and templatize all contract language prior to setting up the system. We did this by templatizing as we went which required edits to templates that were already set up.
It would also be beneficial to review and templatize all contract language prior to setting up the system. We did this by templatizing as we went which required edits to templates that were already set up.
Transformative to our business. Dynamics integration good but could be better
What do you like best about the product?
We like the very good merge of data from dynamics, including the pricing table from our selected products. The drag and drop from the content library is brilliant and works very well. It also allows us to quickly create and send proposals from tablets as well as desktops. The chase function (send reminder) is excellent. Using templates and rapidly generating proposals is very effective. The support on the rare occasions when we have needed it has been rapid and useful.
What do you dislike about the product?
The integration with dynamics is one way and uses an iframe. It cannot update the status of a deal to "Won" and we cannot reference the document status (draft, sent, viewed, completed etc.) within Dynamics for reporting. We can see it on the iframe but we would prefer it talk directly to the CRM. They sometimes roll out updates that change the way dashboards etc. work in quite dramatic fashion and this is confusing for some of our users. The document search function could be better too. Once a proposal has been created we cannot change the target person in Dynamics and refresh, we have to start again or make the change in Pandadoc and this is irritating. There is a lot of trial and error in checking how documents will "page-break" when printed. This requires downloading as PDF, testing the page breaks and trying again. Normally takes three attempts to get it right, we would like an easier way of doing it. The workflow for signatures (allowing forwarding and for another party to sign) has to be set on every document, not at a template level.
What problems is the product solving and how is that benefiting you?
We now do 90% of our deals through Pandadoc e-signatures, proposal generation is approx 4x faster than it was before and proposals are more consistent. The approval process lets us spot errors and fix them quickly. Our proposals are more professional than they have ever been.
Recommendations to others considering the product:
We did a lot of evaluation of different products and found that for our requirements - linking to Dynamics CRM, having e-signature and drag and drop content - Pandadoc was by far the best value solution for us.
Has a lot of benefits but needs work
What do you like best about the product?
How it allows you to be creative and work things to your liking. Very impressive when sent out to customers
What do you dislike about the product?
Platform is extremely slow. Tends to take too long and in some cases I can be typing and it won't even show up for 10-15 seconds later so then I have to go back and proofread it.
What problems is the product solving and how is that benefiting you?
Wouldn't say problems but this allows for a much cleaner presentation and WOW factor.
Recommendations to others considering the product:
Needs to be sped up more. Maybe if you delete something you have a way to go back to previous
Cut time managing contracts in half
What do you like best about the product?
I was able to cut my time managing contracts in half, and spend more time supporting client decision making and building relationships as a result! The consistency I was able to create not only the sales process and my team but for my fulfillment team was the most surprising part of using Pandadoc. Now our contracts with clients have become usable at each point in the client engagement and our team are more harmonized with what the client actually expects. This has driven overall profitability up for our firm but more importantly, our clients are happier and we are getting more and better referrals. Who knew a contracting platform could create that much value!
What do you dislike about the product?
I wish there was a more fluid team option. I was disappointed that I didn't get the final support I requested from sales/implementation. I use Hubspot Marketing, Sales, and CRM. This integration with Pandadoc is incredible. I rely on pulling in fields from Hubspot to create most of the agreements we author. I still haven't been able to pull in fields from the deal cards in Hubspot and feel like Pandadoc dropped the ball in supporting that complete integration. I'm still thrilled overall, but know this could have had more attention and support from the company to us as the customer.
What problems is the product solving and how is that benefiting you?
I used to spend 16-20 hours per month creating and redrafting contracts and agreements with clients and investors. Now with templates and the Hubspot integration, I spend less than 30 minutes a week creating better, more useable agreements. Totally streamlined my process and the receiving party's experience.
Recommendations to others considering the product:
Work to get a committed implementation specialist. Parts of our platform still are unusable because they were not able to follow through on calls with me to solve a technical implementation challenge with my Hubspot account.
Saves me time and converts more deals!
What do you like best about the product?
I like the pre built templates which allow me to save time and combine my proposal and contract into one doc!
What do you dislike about the product?
The monthly fee is a bit high but worth it since I have closed multiple deals with the software which pays for itself.
What problems is the product solving and how is that benefiting you?
Getting contracts signed virtually is much easier.
Effortless way to send proposals
What do you like best about the product?
- Making proposals is easy, quick, and flexible
- Integrations with our CRM and accounting
- Helpful sales experience
- Integrations with our CRM and accounting
- Helpful sales experience
What do you dislike about the product?
I really like PandaDoc, but I do have a few features on my wishlist:
- Calculated tables that aren't pricing tables
- Putting tokens in pricing tables
- Calculated tables that aren't pricing tables
- Putting tokens in pricing tables
What problems is the product solving and how is that benefiting you?
- Saving time on proposals
- Easily customized proposals
- A better customer signing experience.
- By helping our team work smarter and cut busy work, PandaDoc is helping our employee productivity, engagement, and happiness
- Easily customized proposals
- A better customer signing experience.
- By helping our team work smarter and cut busy work, PandaDoc is helping our employee productivity, engagement, and happiness
Simple, easy to use. Doesn't take into account editing to the contract
What do you like best about the product?
The user interface and simplicity are the best parts of panda docs. For users and us, it's highly functional.
What do you dislike about the product?
When it comes to editing an agreement or contract, it becomes a nightmare. Panda Docs doesn't download into a Word document, only a PDF. There's no redlining or editing. Just commenting, and even then, you can't call out specific sections you want to comment on. In specific cases, Panda Docs has extended our sales cycle.
What problems is the product solving and how is that benefiting you?
Faster signatures. Less back and forth. Shorter upsell cycles.
Recommendations to others considering the product:
If you are using it for short agreements that don't require much redlining.. highly recommend it.
For larger, more complex agreements with big companies that require agreement reviews/redlining, I do not think this is a suitable solution.
For larger, more complex agreements with big companies that require agreement reviews/redlining, I do not think this is a suitable solution.
Has been a great experience
What do you like best about the product?
I like the different tabs. Whether it is expired, viewed, signed, etc.
What do you dislike about the product?
Their isn't anything I really dislike. It isn't saving documents sent through PandaDoc into my CRM. However, I don't think that is PandaDoc's problem.
What problems is the product solving and how is that benefiting you?
It has made our lives so much easier with sending and receiving documents. As well as reminding and communicating on the side bar!
Recommendations to others considering the product:
Just make sure you take your time putting in the documents and setting the roles. It will make your life much easier
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