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Good product that saves time when creating proposals
What do you like best about the product?
The library content is the best and makes it quick and easy to build a proposal.
What do you dislike about the product?
Remove the big black bar if an item/document needs to be signed. The bar is so large it takes up 25% of the viewport on a laptop. This is very distracting tot he viewer. This should at least be optional (turn on/off) this feature.
I love the library but the biggest issue is when you update a library item it doesn't update automatically in current drafts. It would be great the library items were "linked" to existing content in your document. You could have the option to "unlink" the library item so you can edit it in a specific proposal. All linked library content would update automatically. Any Library content would automatically be unlinked once it was sent to a client.
I love the library but the biggest issue is when you update a library item it doesn't update automatically in current drafts. It would be great the library items were "linked" to existing content in your document. You could have the option to "unlink" the library item so you can edit it in a specific proposal. All linked library content would update automatically. Any Library content would automatically be unlinked once it was sent to a client.
What problems is the product solving and how is that benefiting you?
Creating proposal - saves time
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Mature, easy to use product
What do you like best about the product?
I've used several cloud based products over the years for producing quotes but PandaDoc is the best by far. Great connectivity with other apps is a major benefit.
What do you dislike about the product?
Styling with css for fonts, colours etc could be easier
What problems is the product solving and how is that benefiting you?
Rapid response to quote requests
Great platform
What do you like best about the product?
PandaDoc provides a great interface that lets the user get creative with proposals, contracts, and reports.
What do you dislike about the product?
I think there are some aspects of the editing tool that make it difficult to integrate with other platforms.
What problems is the product solving and how is that benefiting you?
It's very useful for proposal, contract, and reporting tools.
Top Notch Customer Service & Feature Rich Software
What do you like best about the product?
Customer service was on point. Our rep told us the customer service was top notch and companies always fall short of that when it comes to it. Not PandaDoc, Kenneth delivered at all cylinders.
What do you dislike about the product?
Honestly I'm struggling to come up with one thing I don't like and I'm drawing a blank.
What problems is the product solving and how is that benefiting you?
Speed of sending proposal and customization of them. They provide incredible tokenization of dynamic fields and made our proposal look incredible!
Recommendations to others considering the product:
Keep up the customer service.
Better than DocuSign
What do you like best about the product?
PandaDoc is more than a simple system to request e-signatures, it hosts a variety of use cases, and templates can be used across an entire organization. PandaDoc helps users manage large volumes of routine paperwork, such as RFP fulfillment, statements of work, and legal contract management. Best of all, PandaDoc integrates with G-Suite and Office 365. It can also be used with CRM.
What do you dislike about the product?
Honestly, there are very few critiques to give this platform, but it's impressive design and development comes with a price tag.
What problems is the product solving and how is that benefiting you?
PandaDoc streamlines the sales process by helping users deliver custom content, proposals, contracts, and signatures to prospective clients and existing customers. It's also a great tool for reducing the tedious time required to finish an RFP or lengthy contract related to Legal and Finance. Best of all, PandaDoc can be used to handle a variety of document life cycles, including customer renewals.
Recommendations to others considering the product:
Consider the value, don't cringe at the price. This is not a basic e-signature solution, this is a full suite of tools for ALL your document life-cycle management. This system should not be adopted for one purpose, it's true value can be seen when used across the entire organization.
Buggy Software
What do you like best about the product?
The best part of PandaDoc was the content library that lets you easily bring in existing content.
What do you dislike about the product?
The software is very buggy. Proposals failed to send without any notice of them being undelivered. When I followed up with clients they would constantly tell me they never received the proposal — I wonder how much money I lost due to this?
The software does not support any spell checkers. As a result, proposals would be sent out with spelling errors. There is no way to easily export the proposal to Word for spell checking. Though I did request this, they never responded.
There are instances where my data was lost and unretrievable. PandaDoc does not offer any data protection so they left me in the dark about this.
Documents exported to PDF were consistently formatted strangely and not professionally looking. If you ever needed to present a proposal in person you can definitely understand how important this is.
Support no longer responds to me after I requested a refund for the remaining months of my term. I have not heard back from anyone in the last 45 days.... they won't even give me an answer in regards to this...
The software does not support any spell checkers. As a result, proposals would be sent out with spelling errors. There is no way to easily export the proposal to Word for spell checking. Though I did request this, they never responded.
There are instances where my data was lost and unretrievable. PandaDoc does not offer any data protection so they left me in the dark about this.
Documents exported to PDF were consistently formatted strangely and not professionally looking. If you ever needed to present a proposal in person you can definitely understand how important this is.
Support no longer responds to me after I requested a refund for the remaining months of my term. I have not heard back from anyone in the last 45 days.... they won't even give me an answer in regards to this...
What problems is the product solving and how is that benefiting you?
I was trying to make it easier to create proposals and not have to worry about mistakes that can occur due to data input.
Recommendations to others considering the product:
There are better alternatives out there.
Time saving software
What do you like best about the product?
I love that it integrates with Xero, being able to create Invoices directly from pricing proposals is a huge timesaver and forces the Sales team to structure the pricing correctly.
What do you dislike about the product?
Setting up the templates can be quite time-consuming but does pay off once they're setup.
Improving the conversion from PDF or Word documents into templates would be great.
Improving the conversion from PDF or Word documents into templates would be great.
What problems is the product solving and how is that benefiting you?
PandaDoc has streamlined the proposal process and means we can turn around proposals in hours rather than days. By integrating with Xero creating invoices is simple and means there is no chance of data entry errors.
Excellent
What do you like best about the product?
Ability to save multiple templates and template filling options
What do you dislike about the product?
Inability for a preview before download. Any breaks entered go to bottom of template instead of where you need them.
What problems is the product solving and how is that benefiting you?
Proposal creation.
pretty decent
What do you like best about the product?
I like how easy it is to create proposals and show information about our companies.
What do you dislike about the product?
The search doesn't always seem to work and the login for some odd reason is broken so I have to go through extra steps to make it work.
What problems is the product solving and how is that benefiting you?
We can now integrate it with our CRM which is cool. I wish it were compatible with others though. It also helps not having to pay for DocuSign for our contracts.
Great tool, backed up by blisteringly fast support
What do you like best about the product?
PandaDoc helps me progress new client opportunities faster, and the document analytics are great.
What do you dislike about the product?
The tiniest thing - I wish we could change the colour of the button in the emails that PandaDoc sends out. Can't think of anything else I'd change!
What problems is the product solving and how is that benefiting you?
We needed to speed up proposal creation, and standardise our approach. PandaDoc has proved to be great for both.
Recommendations to others considering the product:
Go for it. We struggled for a while before buying comparing to other tools and trying to make sure it had the features we needed. Having been hands on for a couple of months now I wish we'd just jumped straight in!
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