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A wonderful piece of software
What do you like best about the product?
It's so easy to navigate and create documents.
What do you dislike about the product?
I would like UK support and preferably a number to call so that I can get help when I need it. The time difference usually means I don't get support straight away. If I have an urgent contract that needs attending to it can be the different between acquiring and losing a job.
What problems is the product solving and how is that benefiting you?
Our contracts and money laundering forms are completed faster and it makes it easier for our clients too. PandaDoc gives us that extra professional feel and it shows that we're digitally competent. Sometimes people presume that our industry can be a bit behind in the digital world (we're bookkeepers) when actually we're the opposite.
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Great proposal software
What do you like best about the product?
Ease of use, templates are easy to access and modify, personalized content. Great selling tool.
What do you dislike about the product?
Some features are great but there are some that can be added like a content library for easy access. Overall it is a great tool.
What problems is the product solving and how is that benefiting you?
Great proposal tool. As long as all templates are set up it is very fast and easy to use.
Recommendations to others considering the product:
Totally recommend it for professional proposals.
Good for consulting business
What do you like best about the product?
Pandadoc made it easy to create SOW-oriented proposals and contracts. Other tools are more product focused. I like the drag and drop features and maintenance of past inputs to make routine updates easier.
What do you dislike about the product?
The platform is continuing to evolve. But some of the interfaces for building invoices and entering data require ramp up time. The interface for moving docs could be more drag+drop.
What problems is the product solving and how is that benefiting you?
This is how I manage proposals and invoices for my consulting business. When everything works right, it saves on files, document signing, and replicating templates so it cuts down email and workload.
Recommendations to others considering the product:
This is a great platform for service/custom proposal oriented companies. Other tools seem to be more focused on standard inputs and fields.
Exchanging contracts has never been this efficient
What do you like best about the product?
The easy of speed and simplicity in exchanging contracts is amazing. The template library is excellent for a new company and reduce legal costs.
What do you dislike about the product?
The name Pandadoc doesn't tell what it does and isn't necessarily giving trust when first mentioned.
What problems is the product solving and how is that benefiting you?
Having employment contracts prepared and online before interviews makes hiring process faster. Templates to download and amend reduce legal work. Clients and suppliers often signed contracts quickly and shortly after negotiations which speed up way of doing business.
Pandadoc is a very useful tool that helps us to save time and create professional documents.
What do you like best about the product?
I like the interface. It helps me to easily create very nice and organized documents. I can also create templates to go back to for the documents I create the most.
I like how pandadoc helps us to save time by being able to create templates and fill in tokens easily. This makes creating documents faster. I don't have to go back and do a lot of copy and pasting.
I like how pandadoc helps us to save time by being able to create templates and fill in tokens easily. This makes creating documents faster. I don't have to go back and do a lot of copy and pasting.
What do you dislike about the product?
I do not like that there cannot be real-time editing amongst multiple users (such as in google docs). Our team uses Pandadoc often for our proposal writing and other documents. When one of our team members makes an edit, the page has to be refreshed to see it.
Sometimes, Pandadoc can respond very slow and gets hung up. It causes me to have to wait for the pages to load.
Sometimes, Pandadoc can respond very slow and gets hung up. It causes me to have to wait for the pages to load.
What problems is the product solving and how is that benefiting you?
We are much more organized when using pandadoc. We organize all of our important documents into folders and we can easily send these documents out to our clients for e-signatures.
We also benefit from being able to make all of our documents look consistent with layout. We use our logo on all our documents and pandadoc makes it easy to customize with features like tables, adding in attachments, and also adding in images.
We also benefit from being able to make all of our documents look consistent with layout. We use our logo on all our documents and pandadoc makes it easy to customize with features like tables, adding in attachments, and also adding in images.
Recommendations to others considering the product:
If you're looking for something flashy and over the top, Pandadoc is not it. Pandadoc is for simple clean and professional looking documents and easily getting e-signatures. It saves time.
Panda Doc - document management and e-signatures at its finest
What do you like best about the product?
I like several of the features this product offers:
* The e-signature implementation is easy and clear both for us and for customers.
* Very happy with the security and organization of the product
* The editor is great - SO many online document editors really leave a lot to be desired - PandaDocs created an editor that is clean and easy to use
* Their support is fantastic
* I love the ever evolving feature set and the continued set of new features that are offered.
* The e-signature implementation is easy and clear both for us and for customers.
* Very happy with the security and organization of the product
* The editor is great - SO many online document editors really leave a lot to be desired - PandaDocs created an editor that is clean and easy to use
* Their support is fantastic
* I love the ever evolving feature set and the continued set of new features that are offered.
What do you dislike about the product?
A couple of things that are areas for improvement:
* I think I'd like the ability to collaborate on documents better - especially in real time, as you would for Google Docs. I know this is a tall order, and it doesn't detract from how I feel about he solution.
* The ability to rename documents after they've been signed. This is not so much a problem for documents that are being created and then sent to a customer for signature, but if a document is created automatically (because it is integrated directly in a website and requires only a link for a customer to sign), there is no way to rename those documents once they've been signed.
* The ability to embed documents is limited to uploaded PDFs - you can't embed a document you created in Pandadocs. Again, not something that's big enough to detract from my recommendation, but worth mentioning.
* I think I'd like the ability to collaborate on documents better - especially in real time, as you would for Google Docs. I know this is a tall order, and it doesn't detract from how I feel about he solution.
* The ability to rename documents after they've been signed. This is not so much a problem for documents that are being created and then sent to a customer for signature, but if a document is created automatically (because it is integrated directly in a website and requires only a link for a customer to sign), there is no way to rename those documents once they've been signed.
* The ability to embed documents is limited to uploaded PDFs - you can't embed a document you created in Pandadocs. Again, not something that's big enough to detract from my recommendation, but worth mentioning.
What problems is the product solving and how is that benefiting you?
For a long time, having our customers sign sales contracts was a real pain and required that we have customers sign, print, and scan or fax back documents for our records. They would then have to be countersigned by us, re-scanned, and re-sent. Managing the paper trail was a nightmare and time-consuiming.
I had looked for a long time for an e-sign solution that would allow me to create dynamic sales documents on demand, and I explored MANY options for multiple years, but I was never satisfied with the solution. The available options were either inelegant, inflexible, or just didn't have the features I needed in order to make our process as effective as it could be.
Enter PandaDocs. I knew almost immediately that this solution would address my most pressing need (sales document e signatures and management), but it would make us more efficient as an organization. We are now able to close at a rate 50-75% faster than we were previously, and we now have analytics and other data that we can use to identify bottlenecks in our sales process and address them more quickly than we ever were before.
As the project has evolved, so has our usage, and we're now even using it for vendor contracts and customer contracts NOT related to sales.
I find that PandaDocs works hard at providing real value to their customers through regular updates and new features that address business problems that I didn't even know I had! I love this company and am happy to be working with them.
I had looked for a long time for an e-sign solution that would allow me to create dynamic sales documents on demand, and I explored MANY options for multiple years, but I was never satisfied with the solution. The available options were either inelegant, inflexible, or just didn't have the features I needed in order to make our process as effective as it could be.
Enter PandaDocs. I knew almost immediately that this solution would address my most pressing need (sales document e signatures and management), but it would make us more efficient as an organization. We are now able to close at a rate 50-75% faster than we were previously, and we now have analytics and other data that we can use to identify bottlenecks in our sales process and address them more quickly than we ever were before.
As the project has evolved, so has our usage, and we're now even using it for vendor contracts and customer contracts NOT related to sales.
I find that PandaDocs works hard at providing real value to their customers through regular updates and new features that address business problems that I didn't even know I had! I love this company and am happy to be working with them.
Recommendations to others considering the product:
If you have ANY document management needs that require eSignatures, Panda Doc is the way to go. They have an EXCELLENT support team that will help you with any of your needs, and you'll find new and different ways to use their software to engage you customers and anyone else that needs to sign documentation for you.
Great software to improve interactivity in proposals and let the prospect create his own budget!
What do you like best about the product?
I love the fact that i can integrate any kind of media in my proposals, especially for presenting our company. The interactivity is even maintained when the receiver downloads a PDF version of the proposal. Within the PDF the link to a youtube movie or online presentation is maintained.
What do you dislike about the product?
That the basic version does not contain the ability to build a library of text blocks... click'n drag option is only for the more expensive versions
What problems is the product solving and how is that benefiting you?
Pandadoc serves me well to reproduce recurring proposals. it enables me to speed up the proposal writing process whenever i have standardised proposals to create. It is a real timesaver for that.
Recommendations to others considering the product:
Make sure to build a good product reference list. It saves a lot of time aftewards to prepare a budget table
Pretty pricey for such buggy editing functionality. But, just barely worth it enough.
What do you like best about the product?
Being able to eSign and save document templates for re-use.
What do you dislike about the product?
The formatting of documents is super buggy. Very difficult to get things to look right sometimes. I have to cut/paste as text and reformat a lot. Also, it's not clear who gets the document sometimes. I had a proposal age 2 days because I didn't realize it was waiting for me to sign it, even though it said "sent."
What problems is the product solving and how is that benefiting you?
Being able to send proposals and agreements.
Good product
What do you like best about the product?
Panda Doc is a good product . Very easy to use . Recommend
What do you dislike about the product?
There is nothing that I actually dislike about it
What problems is the product solving and how is that benefiting you?
Having contracts signed electronically
PandaDoc is way better than the rest
What do you like best about the product?
The analytics are incredible. I can see exactly when someone views a doc as I get notification when they view it and when they sign it. I can also view how long they look at a certain page of a document. I use Zoho CRM and it integrates with my database so less typing of a client's name and email in order to send a doc. And what's somewhat surprising is that with all of the features that are offered it's extremely affordable. My company is small so not having to go with a large minimum number of users was very appealing unlike those other doc signing services. Live support is pretty prompt.
What do you dislike about the product?
Sending a reminder to a client to view or sign a doc isn't the most intuitive. It took me a while and some live support in order to figure it out. The integration with Zoho CRM allows me to pull data from my CRM directly into a quote so I don't have to save out a pdf in my CRM and then upload. Unfortunately, I've not been able to figure out how to do that yet so it's a little frustrating.
What problems is the product solving and how is that benefiting you?
Want to have clients be able to view and sign docs on the go. It's great when they are at the office behind a desktop or laptop but I have clients who travel so the option for them to sign on their smartphone or tablet is great. And while I'm on the go, I get notification of when a doc is signed which prompts my "happy dance."
Recommendations to others considering the product:
Give it a try and see how it works for you. Every contract I send out is custom so I don't use the template options very often. The only template I have is for sending some Federal Forms that some vendors or clients may request but once I set them up, it's saved me a whole lot of time. So, try it as I've been using online document signing services for over 6 years now and can't ever imagine doing it any other way.
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