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PandaDoc Has Stopped My From Going Grey
What do you like best about the product?
PandaDoc is one of the best products that a salesperson can have. The quality of the features it offers in combination with the reasonable price point makes it a no-brainer for startups and small businesses. The value of the signature flow is almost immeasurable. One of the most significant issues that I had was my salespeople sending out proposals without my authorization. Now with the signing order, all proposals have to go to may and be signed before they can go out to the customer. Another great feature is the ability to know when somebody has received the document and viewed it. This has been especially helpful in the case of trying to collect payment by way of authorization form. In the past, we had no way to know if the client was receiving their authorization form and now we do.
What do you dislike about the product?
The only thing that I would like to see added on all of the service plans is a customized URL so that my clients don't see the PandaDoc URL when signing contracts. Otherwise, I rate this product a 9.9 out 10
What problems is the product solving and how is that benefiting you?
When we first started the company we were doing our proposals via PDF, InDesign, and even more documents. We found panda dock uploaded PDF templates of our existing proposals to their system and were able to customize them. This way we could retain the branding that we had already created while taking part in the ease and flexibility of PandaDoc.
Recommendations to others considering the product:
At the very least give it a shot. PandaDoc offers a variety of templates for you to choose from. This is especially helpful if you are a new business and have not had any contracts or proposals developed.
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It's good for what it does, and it does pretty great proposals.
What do you like best about the product?
It is convenient having an online system to manage and send all our proposals. It is easy to collaborate with the customers and our team. The build is intuitive and easy to drag and drop to build proposals. The proposals we send out are very professional looking.
What do you dislike about the product?
I dislike when I add a section or field, it adds at the bottom of last page instead of the page I'm working on. Also, font changes in the table fields cant change. Otherwise, the system is pretty easy to use.
What problems is the product solving and how is that benefiting you?
Having one central place to log in and send/view/create proposals. We have seen better acceptance and it impresses clients that like this level of technical delivery and it impresses over a Word doc or something less fancy than Pandadoc.
Recommendations to others considering the product:
Better builder edits would be great. Focus on Digital Agencies and what they're doing and selling and functions that would help them deliver proposals that convert but otherwise I'm happy with the platform.
Why Pandadoc is a timesaver and standard keeper
What do you like best about the product?
I love the seamless integration with Pipedrive
What do you dislike about the product?
I think its a it clunky to format documents and make documents actually look good. Pagination tools are poor
What problems is the product solving and how is that benefiting you?
Maintaining standards of documentation and contracts.... ensures compliant documentation and quick execution of documents
Recommendations to others considering the product:
Its good , but they could make it easier to make documents look good, its a bit fidgety
Perfection!!
What do you like best about the product?
the easy way of creating offers for clients and that i track it when they open it to read it. This great for our sales team! Plus we really like the templates feature because we can make an offer within 2-4 mins.
What do you dislike about the product?
The fact that the clients get emails and display pandadoc branding. Whitelabel on emails will be great! Plus on emails when add a link is not working when they click it.
What problems is the product solving and how is that benefiting you?
solving the offers part to clients and tracking of offers!
Great for Generating Contracts
What do you like best about the product?
Pandadoc has hugely simplified our client proposal processes with standardised layouts, pricing tables and tracking opens and collecting e-signatures.
What do you dislike about the product?
Would love to be able to total individual price tables at different points in the document together to come to an end total but this is not currently possible.
What problems is the product solving and how is that benefiting you?
We have significantly reduce time to proposal and improved contract signature and return with the implementation of PandaDoc - definitely a must have tool for our business,
Has helped our agency scale our proposals & close more deals
What do you like best about the product?
Really nice looking templates – cuts down on time.
The proposal tracking is very helpful...no more wondering if someone opened the proposal.
The proposal tracking is very helpful...no more wondering if someone opened the proposal.
What do you dislike about the product?
The hard set columns and margins in the templates are just a little limiting. Sometimes I have wanted images to bleed off the edge of a proposal but couldn't do that. Still looked good tho and was not a problem. That's about it.
That's what makes it a 9.5 out of 10 for me.
That's what makes it a 9.5 out of 10 for me.
What problems is the product solving and how is that benefiting you?
I was always creating proposals with Mac Pages so I could design them exactly how I wanted them. While these visually looked beautiful, they were so highly customized that the took hours to create a custom proposal. Also, it was tough to remember all the areas to update a client name, address, industry, etc.
PD made their templates beautiful.
It's like a web page and I can customize it once and things are set. Our clients really like them a lot too and we have received high praise on our proposals as well as a high close rate.
Updating proposals to the client's needs was a huge hassle.
They would write an email back detailing changes or updates. With PD all of that is integrated and super easy to keep track of & implement. It's next-level proposal stuff.
We actually integrated the proposal with the contract. These used to be 2 separate processes.
Basically, we just have clients sign-off on everything in one place. Saved a ton of time with this.
Overall, we've closed deals much quicker on PD and love it.
PD made their templates beautiful.
It's like a web page and I can customize it once and things are set. Our clients really like them a lot too and we have received high praise on our proposals as well as a high close rate.
Updating proposals to the client's needs was a huge hassle.
They would write an email back detailing changes or updates. With PD all of that is integrated and super easy to keep track of & implement. It's next-level proposal stuff.
We actually integrated the proposal with the contract. These used to be 2 separate processes.
Basically, we just have clients sign-off on everything in one place. Saved a ton of time with this.
Overall, we've closed deals much quicker on PD and love it.
Recommendations to others considering the product:
Try it! I think you'll love it. Doesn't take a lot of time to get going.
Outstanding and easy to use document service
What do you like best about the product?
I really like that fact that PandaDocs is a secure Portal. My PandaDocs document requires bank details of my members and this gives my clients peace of mind
What do you dislike about the product?
It was initially a bit difficult to use as I am not techy minded. But once my bookkeeper sat down and explained it to me, I now find it easy to use
What problems is the product solving and how is that benefiting you?
A professional way to send my Membership Agreement was the single biggest reason that I use PandaDocs. My members find it easy to use and complete
Recommendations to others considering the product:
Outstanding easy to use document service
Great idea, needs some work
What do you like best about the product?
I like that it is cloud based and has some great features
What do you dislike about the product?
It has a lot of work to do for it to replace some solutions out there. I think that the document design tools are good but there is not a flexibility to design the document the way you want. This too often forces you to have too many pages due to bad spacing. Some of the features are lacking more comprehensive options such as tax and there is almost no quality reporting.
What problems is the product solving and how is that benefiting you?
Inisghtly
Recommendations to others considering the product:
You need better reporting. We use this is as a sales tool and would like to have more functionality to manage sales per rep, per product, etc.
Great for quickly creating professional documents from reusable snippets
What do you like best about the product?
Product 'catalog', embedded video, reusable document snippets/
What do you dislike about the product?
Lack of any API support unless you are an enterprise client.
What problems is the product solving and how is that benefiting you?
We use Panda for quality proposals and contracts. The invoicing integration with Xero is a useful addition - we imported the same product list into both so turning signed contracts into payable invoices is easy.
Recommendations to others considering the product:
It's value is as much in the integrations as with the product itself. Check that it integrates with the tools you need to use - don't use it as an island.
PandaDoc has a great product and great customer service.
What do you like best about the product?
The ease of using PandaDoc's service is perhaps the most important. People are looking for simplicity and convenience and I have found this service to meet both of those needs for both myself and my customers.
What do you dislike about the product?
I would like to see a few more of the add-ons become available for the entry level price range. I have a one man business and I do not need a lot of the add-ons that come with the two higher tier subscriptions but I would be interested in using some of the apps that are not available to me currently. But they are not worth the extra cost to upgrade my subscription.
What problems is the product solving and how is that benefiting you?
Getting contracts and quotes signed quickly and easily. I have saved a lot of time and money by being able to send quotes and contracts to customers and most importantly, being able to get legal e-signatures, without having to go back out to my customer's location personally.
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