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Great Product | Great Support
What do you like best about the product?
Support is great chat with a support rep inside the app.
What do you dislike about the product?
I think the template builder could be a bit better.
What problems is the product solving and how is that benefiting you?
Sending legal contracts and website proposals to clients. Then storing them for later reference.
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Good software for e-signature
What do you like best about the product?
Pretty easy to create templates. Good analytics tracking after the doc is sent.
What do you dislike about the product?
Hard to edit live documents or apply discounts per line item as it applies to every line item. Support is lacking a bit.
What problems is the product solving and how is that benefiting you?
Driving efficiency in the e-signature process. It does what it is supposed to do with minor hiccups.
Shitty basic app
What do you like best about the product?
It's automated. It's pretty much all I like.
What do you dislike about the product?
Can't decide the spacing between the text. Cost hundreds of dollars to implement to salesforce and can't work well. Some parts don't appear when we transform them into a pdf. Some changes in the templates don't save. So you think everything is alright but when you create a document they change it back to the previous version. No control whatsoever on the page/text format. Can't believe I pay for that.
What problems is the product solving and how is that benefiting you?
None yet.
Recommendations to others considering the product:
Find something else.
PandaDoc has been very easy to use
What do you like best about the product?
It is very easy to build and send a proposal. Many of my clients are impressed with how quickly I can get proposals over to them and a big part of that is how quickly I can build the proposal in pandadoc
What do you dislike about the product?
I haven't had much I dislike from a sales and user perspective. I know my boss who manages the API side of it has had some complaints.
What problems is the product solving and how is that benefiting you?
I don't want to spend a lot of time writing proposals. I want to get in and out pretty quick. I do want my clients looking at the proposals and I want to know when they do and how long they spend on each page. The analytics give me that capability.
Great benefit to our company, but some issues
What do you like best about the product?
I love that I can create proposals using information synced with my CRM. The process is quick and easy, and it's an amazing value-add to my company. Proposals look excellent, E-signature, analytics, tracking... All awesome!
What do you dislike about the product?
The design features can be a bit difficult to use and there's a thick, unmovable bar that sits on top of the documents as they're being read, which definitely lessens that quality of the visual.
What problems is the product solving and how is that benefiting you?
We're trying to streamline our sales process, and quick quote generation is a big plus. Also, it's a better optic to our customers.
Easy to use
What do you like best about the product?
I really like how you can customize templates, and how easily it integrates with Base CRM. It was really easy to make sure all the correct info ported in correctly from our CRM platform so that sales could make proposals with ease.
What do you dislike about the product?
I don't really like that I can't lock certain features out for sales people, especially if it's important aspects that sales people don't have rights to change. It's also frustrating that I can't turn off the download feature for sales people.
What problems is the product solving and how is that benefiting you?
It's nice to use this software as it makes the process much more streamlined, and helps our team focus more on selling, and less on admin work.
Recommendations to others considering the product:
If you're using Base CRM, this is definitely the way to go.
Impressive Interactive/Trackable Proposal, Contract, Marketing and Product Intro Document Creator
What do you like best about the product?
There are two things I like best about PandaDoc. First, the great support and training teams within the PandaDoc company family. They teach through live webinars using well prepared trainers. Second, I appreciate the well thought out ability to integrate with various applications - which in my case is Nimble Social CRM - by creating tokens (data field live links) to embed in the documents anywhere it adds personalization and integrity to data sharing.
What do you dislike about the product?
At this time of writing my review I have not experienced anything to report. My real dislike is not the product but my ability to maximize the various tools that keep being added to PandaDoc fast enough to fully enjoy what the development team keeps bringing into use.
What problems is the product solving and how is that benefiting you?
The ability to reduce the time it takes to adjust Word documents for each and every proposal, contract, agreement and marketing material in a digital delivery form by reusing blocks of data, images, videos, content and to track the delivery and exposure to all or parts of the document is a tremendous problem solver. Time savings is one of the benefits immediately experienced. Another benefit is the ability to present a wonderful designed interactive documents and presentations that incorporates all the best in progressive and integrative tool with so many other programs.
Recommendations to others considering the product:
My recommendation is to take time to watch the many videos available to learn about and be introduced to PandaDoc. Then sign-up for the many webinars that are given to show the many parts of PandaDoc. Then sign-up for a trial of the application and play with it to begin to see the potential for their own uses.
The only e-sign and quote, proposal, contract generator you need!
What do you like best about the product?
Ease of use - we sent out our first PandaDoc on day 1. It's so easy to manage document templates and author new documents from templates or from scratch. The document upload feature also works great.
What do you dislike about the product?
The HubSpot integration needs improvement. Most of it relies on the chrome plugin, whereas I'd prefer to see all my pandadoc data directly in the HubSpot timeline.
I'd also like to see improvement when sending a document to multiple parties; i.e. if I send a contract to 5 people I don't always know who the signer is going to be. PandaDoc makes you choose the signer role, while the remaining recipients are simply cc'ed on the doc.
Field management could be easier. I'd like to be able to add tokens to a document without dragging fields around on the page.
Make the API more open and see more innovation with the product. Locking it down for enterprise only seems shortsighted.
I'd also like to see improvement when sending a document to multiple parties; i.e. if I send a contract to 5 people I don't always know who the signer is going to be. PandaDoc makes you choose the signer role, while the remaining recipients are simply cc'ed on the doc.
Field management could be easier. I'd like to be able to add tokens to a document without dragging fields around on the page.
Make the API more open and see more innovation with the product. Locking it down for enterprise only seems shortsighted.
What problems is the product solving and how is that benefiting you?
It's faster to create and send documents, a great productivity boost for our team.
Recommendations to others considering the product:
Use the trial and create your first doc. You'll fall in love.
No better way
What do you like best about the product?
For a small/medium business/startup, PandaDoc allows us to keep our team small while efficiently and effectively getting proposals out.
The support team is great as are the FAQs and it takes little to no time to get set up (however, I highly recommend you set up your libraries though for top notch efficiencies.)
The support team is great as are the FAQs and it takes little to no time to get set up (however, I highly recommend you set up your libraries though for top notch efficiencies.)
What do you dislike about the product?
Absolutely nothing. Whenever I have an issue, PandaDocs top notch Customer Success team takes care of it for me right away.
What problems is the product solving and how is that benefiting you?
Sending proposals on time, tracking them, and being ready to handle possible objections/follow up.
Cool little document tool
What do you like best about the product?
PandaDoc is a flexible document creation, sharing, and TRACKING tool that makes it easy to draft proposals and send invoices and even lets customers pay through their Stripe gateway. It's an all-in-one system and a big time saver in terms of administration.
What do you dislike about the product?
I had trouble with keeping the formatting (custom design) in my documents at one point whenever a customer were to download as PDF - as they sometimes do - rather than just looking at it on the screen. I also find that sometimes the user interface of the web application itself has some strange conventions (eg. options in strange places, inability to drag and drop between folders)
What problems is the product solving and how is that benefiting you?
The main business problem being solved is proposal and invoice writing in a consistent and attractive way. PandaDoc made it easy to standardize the look and function of certain documents so that it wasn't always a huge time commitment each and every time
Recommendations to others considering the product:
Learn to use the template library functions early on to avoid duplicating efforts
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