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Easy to use, versatile and different approach...
What do you like best about the product?
The flexibility to create your own templates, resources ready for easy document creation.
Other services focus on document signature and assume the use of word files and PDFs as an acceptable starting point.
I wanted something that would provide an easy templating system for us to create both standard documents/agreements and more tailored documents.
The fact it is easy for any staff member to create and send a document.
Other services focus on document signature and assume the use of word files and PDFs as an acceptable starting point.
I wanted something that would provide an easy templating system for us to create both standard documents/agreements and more tailored documents.
The fact it is easy for any staff member to create and send a document.
What do you dislike about the product?
No automatic reminders - very frustrating if you have a lot of unsigned documents that are live in the wild - someone has to keep sales people on top of managing these!
Being able to create more image heavy documents would be great, our proposals are quite visual as our clients typically receive bland white space documents from our competitors, being able to create proposals that are colourful, visual and more engaging would be great.
There are few minor editing glitches when selecting or deleting selected text but no show stoppers.
The post-signing organisation is a little lack-lustre as is the search function - I want global search across pending, sent, signed and unfilled documents - a small inconvenience.
Organisation would do well to add tagging and the ability to view documents from the clients list.
No way to upload and convert a word document - you have to copy and paste - bulleted lists are an issue as they don't transpose across, which is annoying in lengthy contracts.
Being able to create more image heavy documents would be great, our proposals are quite visual as our clients typically receive bland white space documents from our competitors, being able to create proposals that are colourful, visual and more engaging would be great.
There are few minor editing glitches when selecting or deleting selected text but no show stoppers.
The post-signing organisation is a little lack-lustre as is the search function - I want global search across pending, sent, signed and unfilled documents - a small inconvenience.
Organisation would do well to add tagging and the ability to view documents from the clients list.
No way to upload and convert a word document - you have to copy and paste - bulleted lists are an issue as they don't transpose across, which is annoying in lengthy contracts.
What problems is the product solving and how is that benefiting you?
Problems being solved include;
• Proposal Generation
• Document standardisation
• Flexible document creation
• Seed to signing
• Time to Sale/Agreement
• Business intelligence around proposals
We have realised the ability to create and send proposals, contracts, agreements and more.
Ability to see when proposals have been read and for how long.
• Proposal Generation
• Document standardisation
• Flexible document creation
• Seed to signing
• Time to Sale/Agreement
• Business intelligence around proposals
We have realised the ability to create and send proposals, contracts, agreements and more.
Ability to see when proposals have been read and for how long.
Recommendations to others considering the product:
Take a holistic view of what other things can either be consolidated into PandaDoc.
Take time to setup resources, these are key to reusable content - even when creating templates!
Take time to setup resources, these are key to reusable content - even when creating templates!
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Getting better as the days go on
What do you like best about the product?
The analytics tracking are great, and for a contract signing it can't be beat.
What do you dislike about the product?
1) Very poor for proposals
2) Very difficult to customize for proposals
3) CSS doesn't jive with other CSS - I had a developer take two weeks try to figure out how to put in a custom font and despite the knowledgebase we gave up.
2) Very difficult to customize for proposals
3) CSS doesn't jive with other CSS - I had a developer take two weeks try to figure out how to put in a custom font and despite the knowledgebase we gave up.
What problems is the product solving and how is that benefiting you?
The contracting is great. Contracts and credit card forms get signed a lot quicker.
Great for standardizing and re-using agreements
What do you like best about the product?
I love being able to have all of our proposals look the same, regardless of who creates them in our company. The system works great with Pipedrive CRM, too. We can save a ton of time by creating standard templates and then just pull those in as needed. It has saved us a ton of time - it seemed like we were always "re-writing" the same proposals over and over.
What do you dislike about the product?
The worst thing about PandaDoc is the signature piece. We used to use RightSignature and it feels much more official and polished. Probably just me, but I like RightSignatures features a little better.
What problems is the product solving and how is that benefiting you?
We've saved a lot of time writing proposals - it's much faster now. We've also standardized the design and now all of our proposals are in one place.
Helpful tool to do business online
What do you like best about the product?
Easy to manage contracts online, whether on desktop or mobile.
What do you dislike about the product?
Sometimes sidebar in UI gets "stuck" and can't see the whole screen. Does not happen too often.
What problems is the product solving and how is that benefiting you?
We have clients coast to coast and so meeting in person is often prohibitive, and electronic contracts are much faster than mailing back and forth or scanning and emailing.
Recommendations to others considering the product:
Give it a try to be sure it works for your needs. We find it a lifesaver.
Clean and professional
What do you like best about the product?
I love the layout and presentation of PandaDoc documents. They are simply so clean, crisp, and professional. We used to use another service which was fine, but the cleanness of this one was too good to pass up. The auto-populate fields are very handy and the SF integration is a plus.
What do you dislike about the product?
Definitely a learning curve with this software. Takes some time to implement and perfect. Also required help from a number of departments to polish the documents to how we want. However, once it was up and running, it was cake.
What problems is the product solving and how is that benefiting you?
We are making the web a more meaningful place. We proud ourselves on accomplishing a lot with a small team. Because of this, we all wear a lot of hats and being able to quickly send over quality material is huge. Every aspect of our business should be professional and PandaDoc helps achieve this.
Recommendations to others considering the product:
As always, it would be very helpful to have someone in the organization who already has experience with PandaDoc. That way you don't have to always rely on the support team. (which is great, btw).
Great Experience with Pandadoc
What do you like best about the product?
I can edit just about anything I want to with PandaDoc because it allows me to either import PDF's and turn them into templates or I can have the PandaDoc team build a template which is editable in the web application. I have tried 6 different e-signature platforms and this is by far the most full featured and easy to use. I use it every week and have never had a problem so far.
What do you dislike about the product?
Currently there a few issues with the user interface (ie. errors) that appear. Minor items really. Also when you add a new field it doesn't make it easy to add a second without clicking off the current menu.
What problems is the product solving and how is that benefiting you?
Well, I can get contracts out to clients quickly and store them in a central place which is super helpful.
Recommendations to others considering the product:
Between the support and the actual product, I think you should give it a try!!
Panda Doc is legit
What do you like best about the product?
Rick and his team take great care of each customer. Their team has gone out of their way to support me outside of their normal roles which's greatly appreciated. On top of the people, the platform itself is robust and intuitive.
We send all of our quotes via PandaDoc here at LiveNinja and are very happy with it, especially:
+template customization
+in line comments
+audit trail whenever someone opens or reads the quote
+resend feature when the quote's not signed to remind client
We send all of our quotes via PandaDoc here at LiveNinja and are very happy with it, especially:
+template customization
+in line comments
+audit trail whenever someone opens or reads the quote
+resend feature when the quote's not signed to remind client
What do you dislike about the product?
Home dashboard can be improved. I'd like for the ability to see ALL the documents that ive sent on the dashboard in chronological order so i dont have to go in and specify the dates I need to review. A better interface would be nice also.
I think also the ability to integrate our solution with freshbooks would be great. Not necessary but definitely would be a nice to have.
No integration with relateIQ as well. We're a startup and not interested in sales force at this point. RelateIQ is a sales force company - yet lacks many integrations as a whole.
UPDATE: We transitioned over to SF and will be integrating PD. The integration looks great.
I think also the ability to integrate our solution with freshbooks would be great. Not necessary but definitely would be a nice to have.
No integration with relateIQ as well. We're a startup and not interested in sales force at this point. RelateIQ is a sales force company - yet lacks many integrations as a whole.
UPDATE: We transitioned over to SF and will be integrating PD. The integration looks great.
What problems is the product solving and how is that benefiting you?
Not having to hound prospects for signed quotes. They can easily sign in browser and add comments right in line with document versus 25 message email threads. Full customization of templates as well makes it easier than redoing them from scratch. The ability to upload our own template is huge and goes quite a ways.
Recommendations to others considering the product:
Highly recommend this team and their solution. Super intuitive, easy to use, comes packed with features. All for an acceptable price that works for even startups.
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