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Amazing
What do you like best about the product?
I have been using Pandadocs for about a year now. The ability to send contracts and get signatures instantly has completely increased my productivity. I am 100% #teampandadoc
What do you dislike about the product?
The mobile app could be more user friendly. The lack of discount when you add users in not a good selling point either
What problems is the product solving and how is that benefiting you?
Signed proposals. They are necessary before accepting payment. This is the difference between closing a deal in minutes VS. 2-3 days.
Recommendations to others considering the product:
Please work on the mobile app.
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If you have the talent to customize and build, it's perfect.
What do you like best about the product?
Easy storage for all engagement letters and proposals in one place. The experience for the client is easy, painless, and straightforward.
What do you dislike about the product?
The need to custom build everything. I have to go in and redesign / align / build out proposals.
What problems is the product solving and how is that benefiting you?
We've streamlined our sales and onboarding process by using self-built templates in PandaDoc's platform for our engagement letters, ACH authorization forms, and proposals.
Recommendations to others considering the product:
The Dashboard is a great CRM.
Good Proposals
What do you like best about the product?
I can easily make proposals from Pipedrive data and almost all the data flows in very well. They are easy to put together once in PandaDoc
What do you dislike about the product?
I wish there was more data which could be imported in from Pipedrive but the biggest item is being able to insert token fields for Pipedrive data on top of existing PDFs, that would really be helpful. Another problem is emailing the proposals, I was using PandaDoc email feature however I found from my customers and prospects the PandaDoc email was in their junk folder! So I started just exporting PDFs and emailing but that does not help the process and loses some features.
What problems is the product solving and how is that benefiting you?
Being able to quickly and easily create quotes and proposal from Pipedrive and have all the data together and easily accessible made life so much easier than before.
PandaDoc Awesomeness
What do you like best about the product?
So simple... no more paper, no more scanning or faxing!
What do you dislike about the product?
Sometime it gets stuck in a spam filter.
What problems is the product solving and how is that benefiting you?
We send out all our proposal now and make them customizable with drag and drop editing.
Contracts are also easily signed back.
Contracts are also easily signed back.
We Love Panda
What do you like best about the product?
We love the ease of use and the ability to reuse our signatures. The team is friendly and quick to give any required support.
What do you dislike about the product?
I wish there was better form filling integrations between our CRM
What problems is the product solving and how is that benefiting you?
We love getting beimg able to easily reuse our agreements and have them signed instantly.
PandaDoc took our business to the next level
What do you like best about the product?
I'm a huge fan of how easy to use PandaDoc is while also allowing us to streamline our proposal and data estimate process. We do a lot of detailed explanations that can greatly affect a nonprofit's budget and clearly explaining things in a visual and easy to digest way helps both our business as well as our clients.
The templates were easy to create on our own and they even give you some starting documents that you can adapt. I was also able to put into the cloud one of the more difficult parts of our process and that has helped bring people on quicker.
The integration with HubSpot is awesome and barely took any time to get started. Being able to see when people opened and signed proposals has been a lovely addition to our sales process. No more guessing if they got the email!
I also think the support is fantastic. While its just an email, I've been able to get quick responses same day. I'm also given clear reasons explaining if there is a current limitation of the software, with a clear path provided on enhancements. As a fellow SaaS provider, that's the best you can expect and ask!
The templates were easy to create on our own and they even give you some starting documents that you can adapt. I was also able to put into the cloud one of the more difficult parts of our process and that has helped bring people on quicker.
The integration with HubSpot is awesome and barely took any time to get started. Being able to see when people opened and signed proposals has been a lovely addition to our sales process. No more guessing if they got the email!
I also think the support is fantastic. While its just an email, I've been able to get quick responses same day. I'm also given clear reasons explaining if there is a current limitation of the software, with a clear path provided on enhancements. As a fellow SaaS provider, that's the best you can expect and ask!
What do you dislike about the product?
Little things. I'd like to see more flexibility on the Textfield in terms of its length but have been told this is being actively worked on. I would also like to see more ERP integrations (or get into Zapier!) so we can move toward full integration throughout all processes.
What problems is the product solving and how is that benefiting you?
We've been able to cut down on proposal creation as well as obtaining the signed proposals as well. We also now are given accurate information since you can require fields. We were using more manual methods and this had a lot of back and forth between sales, account management, and the client. Much better now!
Recommendations to others considering the product:
Test it out and try building one of your more complicated documents in there. You can always get the branding elements in there (that's easy!) but make sure you get the user experience flow down. Do a test with a non work email to see how it works.
We use Daily
What do you like best about the product?
I love how the templates have shaved hours of my day. Creating a proposal before a sales meeting takes minutes verses hours with Panda Doc. I am able to customize a proposal or request additional information from out clients very quickly and keep it organized.
What do you dislike about the product?
I wish you were able to control how the pages were laid out when you printed. You have to get creative with this as of today by adding text boxes etc. I wish that the email that is sent to clients did not say Panda Doc. It causes confusion. I think a drag a drop feature for organizing documents would be extremely helpful as well.
What problems is the product solving and how is that benefiting you?
We are able to collaborate as a team, watch the status of pending contracts and gather sensitive information quickly and securely.
Recommendations to others considering the product:
I would recommend PandaDoc! It is extremely intuitive, collaborative and a time saver. We are really pleased with the product.
Great solution, amazing customer service
What do you like best about the product?
The fact that is really easy to use for the Sales persons that need basic things to build amazing proposals.
Innovative and reliable platform.
Innovative and reliable platform.
What do you dislike about the product?
There is still some things missing: the domain control when we send emails from Panda Doc sometimes there go to spam because of the customers firewall.
What problems is the product solving and how is that benefiting you?
I am solving Time sensitive problems and having all my content centralised.
Real time content branding
Real time content branding
Recommendations to others considering the product:
Simply brilliant
Quick & easy way to get contracts sorted.
What do you like best about the product?
Drag & drop functionality allowing me to move fields around on our templates.
What do you dislike about the product?
Not easy enough to get invoices from the system.
What problems is the product solving and how is that benefiting you?
We just wanted a hassle free way to get contracts signed, this works very well for us.
Great e-signature & proposal generation tool.
What do you like best about the product?
I love the ease with which you can create document templates, including storing large chunks of boiler plate proposal text in the library. I actually got excited about my proposals again after 15+ years in business and took a couple of days to completely re-vamp my proposals.
I love the tracking so that I know when prospects and/or clients receive the proposal, what they spend their time on in the proposal and the ability to quickly and easily collect electronic signatures for proposals.
I love the tracking so that I know when prospects and/or clients receive the proposal, what they spend their time on in the proposal and the ability to quickly and easily collect electronic signatures for proposals.
What do you dislike about the product?
Some of the tables are a little rigid, and I'd like tighter integration with the CRM. Having more public templates to choose from would also be helpful.
What problems is the product solving and how is that benefiting you?
Pandadoc has reduced my time to create and get signatures on a proposal by more than 75%. What used to take several hours, with copying and pasting from various other documents, is now much more streamlined and easier.
Pandadoc takes the guesswork out of whether or not a prospect and/or client has received a proposal or read it. And knowing which pages they spent the most time on allows me to be specific in my follow up.
Pandadoc takes the guesswork out of whether or not a prospect and/or client has received a proposal or read it. And knowing which pages they spent the most time on allows me to be specific in my follow up.
Recommendations to others considering the product:
Initially setting up Pandadoc takes some time, but there is such a huge payoff once all your templates are in and you populate your library with all the boiler plate content. You can also make your proposals so beautiful and even add video.
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