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Awesome - Effective - Efficient -
What do you like best about the product?
I love that I can add rich content to our contracts and proposals. We use it and embed video often.
What do you dislike about the product?
I wish there was more flexibility with notifications, I would like to be able to assign which recipients will get notifications of activity. I would also like to see nonlinear free form content placement.
What problems is the product solving and how is that benefiting you?
Contract Management, more effective proposal tracking and control
Recommendations to others considering the product:
Try it and take the time to understand how to customize content, create templated documents and content. Once you do you will be able to turn out very custom documents that will impress with ease.
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PandaDoc's ease of use has greatly improved our proposal building process
What do you like best about the product?
I most like the drag and drop functionality. The ability to quickly look up items from my content library or catalog in order to add them to what I'm working on makes the process go so much faster. My proposals are extremely long winded so having commonly used item descriptions at the click of a mouse is extremely important. I normally start with a template then rework it into a tailored proposal using the blocks of content I have saved.
What do you dislike about the product?
When downloading a proposal into PDF format there are times when entire blocks of content are missing. I'm not sure why this happens but it makes for a very frustrating problem when I'm dealing with customers who need a physical copy printed for them. We've also ended up with signed proposals that have only been glanced at. I don't think everyone reads what they're clicking on so they accidentally sign when they aren't supposed to.
What problems is the product solving and how is that benefiting you?
The biggest issue with our proposals is time and word processing. In the past they have taken hours to put together but now, thanks to PandaDoc, can be practically thrown together with very little time or effort. I can construct a proposal that is visually appealing and easy to navigate in as little as 20 minutes. Our customers have responded very positively to PandaDoc.
Recommendations to others considering the product:
Take advantage of the trial so you can get to know the product. I was able to get an extension of the trial in order for my boss to see it in action and approve of purchasing a subscription.
PandaDoc - e doc review
What do you like best about the product?
PandaDoc is so easy to use.
The templates and content library is easy to create, and any document is easy to customise.
All documents can be completely branded and personalised.
The quote acceptance feature is amazing, it allows us to get a signature on small projects without having to wait for contracts to be created, sent, printed, signed, scanned and emailed back.
My staff love using PandaDoc, there was very little training required to roll it out, as it is really easy to use.
The help has been very good too, they reply within 24hours (due to the time difference) and are always very helpful.
I love the content library section most of all, it makes it so easy to build customised documents for individual clients needs, and the templates make a great base point.
The templates and content library is easy to create, and any document is easy to customise.
All documents can be completely branded and personalised.
The quote acceptance feature is amazing, it allows us to get a signature on small projects without having to wait for contracts to be created, sent, printed, signed, scanned and emailed back.
My staff love using PandaDoc, there was very little training required to roll it out, as it is really easy to use.
The help has been very good too, they reply within 24hours (due to the time difference) and are always very helpful.
I love the content library section most of all, it makes it so easy to build customised documents for individual clients needs, and the templates make a great base point.
What do you dislike about the product?
I dont like the Hubspot integration.
it blocks the right hand side of the page, and can not be minimised, so it cuts off 1/4 of the page info that sometimes we need to see.
It also cant pull info from PandaDoc into Hubspot, the only way it links is if you create the PandaDoc through the Hubspot link.
it blocks the right hand side of the page, and can not be minimised, so it cuts off 1/4 of the page info that sometimes we need to see.
It also cant pull info from PandaDoc into Hubspot, the only way it links is if you create the PandaDoc through the Hubspot link.
What problems is the product solving and how is that benefiting you?
It makes our proposal system extremely streamlined.
All documents are quick and easy to create, very easy to customise, and look very professional.
All documents are quick and easy to create, very easy to customise, and look very professional.
Recommendations to others considering the product:
This is a fantastic system for creating documents, and with an e-signature feature too.
super easy and professional.
great value for money!
super easy and professional.
great value for money!
Shocking simple platform to use!
What do you like best about the product?
PandaDoc has increased our conversion rate by cutting time required to draft, edit and submit project proposals. Our sales team is a raving fan of the platform.
What do you dislike about the product?
Te mobile app is a bit "vanilla". Does not allow for detailed search our outstanding docs not does it allow to send any sort of reminder to sign on the go.
Improve on app features. They are very basic and we are unable to do a true search of proposals currently outstanding. Looking for improve search as well as the ability to send a reminder to recipients. We would use this a lot with our outside sales team.
Also, it would be great to see an easier way to edit/delete documents. Currently, it appears this only possible from the main screen (dashboard).
Another feature that would be amazing to have would be an easier chat feature between users. On a few occasions we've accidently send private messages to clients.
Improve on app features. They are very basic and we are unable to do a true search of proposals currently outstanding. Looking for improve search as well as the ability to send a reminder to recipients. We would use this a lot with our outside sales team.
Also, it would be great to see an easier way to edit/delete documents. Currently, it appears this only possible from the main screen (dashboard).
Another feature that would be amazing to have would be an easier chat feature between users. On a few occasions we've accidently send private messages to clients.
What problems is the product solving and how is that benefiting you?
Timing is everything so the ability to decrease the time required on out end it critical. The templates/catalog make life 1,000,000 times easier than our old manual ways.
Recommendations to others considering the product:
Just do it!
PandaDoc has helped us standardize and minimize paper.
What do you like best about the product?
The simplicity of sending out regular documents has been great. The new collaboration features are also very helpful.
What do you dislike about the product?
It can take some time to get PDF versions to align up just right.
What problems is the product solving and how is that benefiting you?
Facilitates our sales process. It's great for getting out a quick NDA. Our HR department also is streamlined as we use it for employee agreements.
Recommendations to others considering the product:
If you are sending out a lot of contracts and in an industry that uses email heavily PandaDoc is a great resource.
PandaDoc is always Reliable and Easy to use for Client's who have never used such a product before!
What do you like best about the product?
Very simple and Intuitive interface. Easy to learn and understand. Great features that allow me to draft a Contract in our in-house Software and immediately upload/import it into PandaDoc so it shows up just like I need it to!
What do you dislike about the product?
It can be tricky transferring over ownership of one account to another when I have employees leave. Thankfully, there is a built in Chat platform that allows me to ask PandaDoc Support for assistance getting everything moved over!
What problems is the product solving and how is that benefiting you?
The ability to have Clients sign right away and cut-down on the lag time between sending contracts out in the mail/scheduling meetings to have them signed. It has increased our Booking/Closing rate immensely!
PandaDoc makes my contracts consistent and beautiful looking
What do you like best about the product?
I love that in a few minutes I can create and brand new contract for a brand new client, and track in real time if they've opened it, signed it and what pages they've read.
What do you dislike about the product?
The product table for adding and calculating is a little restrictive even though it adds a fantastic feature to contracts
What problems is the product solving and how is that benefiting you?
Grammer and spelling issues. Time saving on writting new contracts.
Recommendations to others considering the product:
I dont regret it using pandadoc at all
Its completely polished my proposals and made customers feel more taken care of
Its completely polished my proposals and made customers feel more taken care of
PandaDoc easily integrates with SugarCRM to provide cloud based presentation and e-signature
What do you like best about the product?
PandaDoc includes a Deep Integration with SugarCRM.
What do you dislike about the product?
There are some Nice-To-Have features that are on their roadmap but not yet available.
What problems is the product solving and how is that benefiting you?
Providing an easy to use, HTML based presentation layer for my customers to review and sign proposals and to securely collect credit card details.
Recommendations to others considering the product:
Test it first to make sure it meets your needs/expectations.
PandaDoc what a great experience
What do you like best about the product?
the software saves me many hours per week
What do you dislike about the product?
would like to be able to do a search in the document
What problems is the product solving and how is that benefiting you?
contracts, plans - time saving consistency in the documentation
Recommendations to others considering the product:
highly recommended
Saves our sales team hours each week
What do you like best about the product?
We have been using PandaDoc for about a year now, we love the templates and the online presentation side of it. The tokens which pull info from our CRM save us time when we are preparing proposals and help us get them back to our leads quickly.
What do you dislike about the product?
I wish we could customize the layouts and text a little more than we are able to. There is only a limited text editor feature for blocks of text.
What problems is the product solving and how is that benefiting you?
This saves us from recreating multiple proposals and using Word for everything.
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