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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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Nice electronic contract solution that interface with PipeDrive
What do you like best about the product?
Fairly easy to use and has integration with Stripe for accepting credit card deposits and payments.
What do you dislike about the product?
When date data is passed from PipeDrive it does not allow us to manipulate the format to make it show in a more readable format.
What problems is the product solving and how is that benefiting you?
Paperless contracts and online payments.
Panda Doc makes sending price quotes and contracts a breeze
What do you like best about the product?
Panda Doc is so easy to use. The ability to take a saved template and create unique price quotes/contracts from it removes so much time from the sales process.
What do you dislike about the product?
I was disappointed PandaDoc didn't integrate with Quickbooks.
What problems is the product solving and how is that benefiting you?
Keeps errors out of contracts and allows us to update everything quickly when adding products or changing price structures.
Recommendations to others considering the product:
Don't think about it, just sign up!
Useful Hubspot integration. Easy to use. Lacks many features.
What do you like best about the product?
Integrates with Hubspot. Easy to style document templates. It's it’s hard to make a mistake within it, so no sending of proposals with key errors.
What do you dislike about the product?
No automated follow up system. Proposal send emails are not that nice. Table of contents editing and formatting isn't that easy or intuitive. No pipeline tracking in the software itself.
What problems is the product solving and how is that benefiting you?
Fast and easy way to get proposals out. Good behavior tracking of prospective clients.
Recommendations to others considering the product:
Is great if you are already a Hubspot client.
Easy to use and helps us sell more
What do you like best about the product?
I like how it integrates with our CRM system and allows us to easily send proposals.
What do you dislike about the product?
Sometimes can be a bit glitchy. They usually are good about fixing the issues though.
What problems is the product solving and how is that benefiting you?
Contract Management and Propoposals.
Great for electronic signatures. Lacking visual customization options
What do you like best about the product?
I love how easy it is for our clients to receive, review, and sign off on orders, contracts and more. It's also great the way you can save visuals and sections of documents into the content library for easy future use.
What do you dislike about the product?
The layout & graphic options are extremely limited making it hard to align templates with brand guidelines. Even simple things like the inability to have side-by-side tables for comparison, or the inability to select colours by HEX or RGB - you're limited to a very restricted colour pallet. The template building tools are also somewhat difficult to use - they certainly aren't very intuitive. It feels like the UI was designed by a developer rather than a UI designer accustomed to thinking about user experience and flow.
What problems is the product solving and how is that benefiting you?
Pandadoc has reduced the graphic design load on our marketing department. Now, designs can be done once as templates and elements in the content library, and our sales and executive teams are able to create their own proposals, quotes, presentations, and more without asking for graphics support the majority of the time. Pandadoc has also been amazing in increasing our ability to get contracts and quotes signed quickly via electronic signature. We're happy to be rid of paper contracts and complicated filing systems.
Recommendations to others considering the product:
If you do not have strict brand colours and other guidelines and need a solution for electronic signatures, proposals, quotes, contracts, etc. then go for it! However, if you are looking for a tool that you can customize and require brand adherence, make sure PandaDoc can accommodate what you need before purchasing, or consider other solutions.
Great tool to send and track proposals
What do you like best about the product?
Sample Templates and workflow, easy to use. Integration with Salesforce CRM. Email notification when the receiver opens the document or complete the document.
Almost all templates are updated with proper legal language. Complete transparency in proposals or agreement and almost all points covered.
Electronic Sign, E sign certificate, Document auto-expiration, Customizable pricing table, You can create unlimited templates and products catalogs. The right tool for the small and mid-size companies, it definitely saves the time of Salespeople and management team.
Almost all templates are updated with proper legal language. Complete transparency in proposals or agreement and almost all points covered.
Electronic Sign, E sign certificate, Document auto-expiration, Customizable pricing table, You can create unlimited templates and products catalogs. The right tool for the small and mid-size companies, it definitely saves the time of Salespeople and management team.
What do you dislike about the product?
Only one thing - The custom CSS, It's little hard for the people who don't have experience or knowledge regarding HTML coding.
What problems is the product solving and how is that benefiting you?
Complete Proposal/Agreement Management Solution, even if you want to share the presentation and company marketing material you can upload the PDF and share with prospect and customers. You will have complete insight which page they are visiting for how much time?
This feature will give an idea what changes are required in the document or marketing material.
This feature will give an idea what changes are required in the document or marketing material.
Recommendations to others considering the product:
Go for it, worth spending for this technology.
Super Easy and Efficient
What do you like best about the product?
My company doesn't use PandaDoc, but one of my clients does. I love the simplicity of it. I get an email with a link to the doc, we can write notes to each other right there next to the doc, sign the doc electronically, and submit it. No printing, scanning, or dealing wth overly-complicated e-signature programs.
What do you dislike about the product?
I honestly can't think of anything that I dislike. I haven't tried to redline an agreement via PandaDoc, and I'm not even sure if that's an option, but for my purposes it's great.
What problems is the product solving and how is that benefiting you?
We're getting agreements in place quickly and without any hassle on either end. This is hugely beneficial when you're running around from meeting to meeting, traveling, or just staying busy at your desk.
Recommendations to others considering the product:
I love getting PandaDocs from clients because they're so easy. I'd suggest trying it out.
Easy way to send and receive docs!
What do you like best about the product?
PandaDoc is super easy to use! It's a great tool to use to create service agreements, invoices, and other important documents. There is an additional page that shows who signed for the e-signature which is very helpful for our records and due diligence. Our company also uses HubSpot, so PandaDoc is an easy integration into the deals we've already created in our CRM. When using PandaDoc, I found it very easy to make templates using tokens and fields without having to search for the answers - nice user interface.
What do you dislike about the product?
When we send out invoices, there is no overall report for taxes of invoices paid. That is my one major complaint with PandaDoc.
What problems is the product solving and how is that benefiting you?
We were looking for an easy-to-use resource to send and receive invoices and service agreements with an e-signature feature. With easy integration into a system we were already using, we found PandaDoc to be the perfect solution.
Recommendations to others considering the product:
PandaDoc had a recent dashboard update, making it even easier to use. It's helpful when creating templates and keeping track of what was sent, viewed, received, and paid all at the click of a button.
PandaDoc made our documents 10x better and 10x easier
What do you like best about the product?
It's dead simple to create very good looking and effective documents, but you also have a lot of control if you choose to use CSS. The tracking tools are very helpful as well. The best part is the templating system which allows you to quickly and easily create new documents from templates and have them ready to go in no time.
What do you dislike about the product?
It's a little pricey and they restrict API access to the most expensive tiers which is too bad. I wish it was based off usage because small companies have to pay the same price as medium and large ones just for API access, but per user.
What problems is the product solving and how is that benefiting you?
It makes our documents faster to make and more effective (contracts, etc).
Recommendations to others considering the product:
If you want to create beautiful documents in an easy drag and drop format that will be quick to make in the future, use PandaDoc.
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