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Great functionalities, but not very pretty and wonky formatting.
What do you like best about the product?
So easy to turn around estimates and contracts. Very turnkey. Love being able to see who's opened the documents.
What do you dislike about the product?
We want to be able to brand out more to our liking. Limited options for formatting make it difficult to make things look 'pretty.'
What problems is the product solving and how is that benefiting you?
Managing time invested in crafting estimates, contracts, etc. Easier for clients to sign off right away.
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Easy to use &
What do you like best about the product?
I love how they are constantly trying to improve the entire system & user experience. Customer service is always on hand even for small issues or questions that I come across. All of my clients have been impressed with the ease of signing and professionalism.
What do you dislike about the product?
I initially had issues that almost made me leave, however, the constant updates showed me that they were listening to customers.
What problems is the product solving and how is that benefiting you?
Quickly e-sign with easy to use system. I've been able to build confidence with clients with the professional look and feel of signing documents.
My workflow is so much easier now
What do you like best about the product?
I love the convenience factor for both myself and my clients. In addition, its very easy to keep my clients organized and I finally feel like I'm in the 21st century!
What do you dislike about the product?
While I absolutely love this service, I do think $30 a month is a bit expensive. Also, I seem to have issues pulling up contracts in certain browsers.
What problems is the product solving and how is that benefiting you?
The transition from turning a lead to a client is much quicker now that I have access to E-contracts. It also helps me retain copies and access client information in the event that I lose a hard copy.
Great app
What do you like best about the product?
intuitive to manage, intuitive for clients
What do you dislike about the product?
signature fields float on page, sometimes make them unreadable.
What problems is the product solving and how is that benefiting you?
communicating a lot of content in an organized fashion.
PandaDoc Rocks!
What do you like best about the product?
I love the ability to send clients clean and beautiful service agreements that they can e-sign. The product works well and clients are able to use it easily.
What do you dislike about the product?
I disliked that the product didn't connect with my accounting software, Xero, but that's no longer the case as they completed the integration and it works great.
What problems is the product solving and how is that benefiting you?
Onboarding clients has never been easier. Getting service agreements signed quickly has never been easier. This product saves me time and money as well as presents my firm in a professional manner.
Recommendations to others considering the product:
This is a great product for sales and service. I use this product to have new clients sign a service agreement. I also use this product to create resource guides to my clients, present reports to my clients and so much more. I currently have a client that uses PandaDoc to make invoices to customers and the information get's pushed over to Xero. We love this product.
ocument signatu
What do you like best about the product?
I like that I can upload an existing document and then add the spaces for people to initial and sign. I also like that you can have more than one document uploaded and priest that before sending to a client.
What do you dislike about the product?
Sometimes it takes a while to set up a document. But once that initial timeframe is completed it's not necessary to do again as it is saved
What problems is the product solving and how is that benefiting you?
I have a lot of clients sign up after the initial meeting and this has allowed for faster receipt of the customer agreement so that way we can progress forward and get the client on the calendar faster
PandaDoc from the admin's viewpoint
What do you like best about the product?
Few things.
1) The customer service/team at PandaDoc. These guys are super responsive, always ready to try and help or assist in any way.
2) They built us a custom integration for ZenDesk. Yes this is available for everyone to use as well but for us it was a workflow enhancement like you could not believe! This is a big reason we went with them in the first place. They built out the integration for us in a few weeks.
3) Tool is very easy to use/configure documents.
1) The customer service/team at PandaDoc. These guys are super responsive, always ready to try and help or assist in any way.
2) They built us a custom integration for ZenDesk. Yes this is available for everyone to use as well but for us it was a workflow enhancement like you could not believe! This is a big reason we went with them in the first place. They built out the integration for us in a few weeks.
3) Tool is very easy to use/configure documents.
What do you dislike about the product?
Product is still missing some features that you may expect, however that doesn't mean its not in the pipeline. Things like good reporting, exporting data inside of documents etc...Now this info is available via there API/Webhooks if you want to build it yourself.
What problems is the product solving and how is that benefiting you?
Minimizing systems needed to execute. We are a tech company, with many systems that end up needing to play a role when we execute. This simplified our processes by integrating with our main production tool seamlessly.
Recommendations to others considering the product:
As mentioned before, they are a small company. So getting them to understand, listen and assist is very beneficial for us. If you go with the big players, more than likely you don't have any chance of getting anything customized for your business.
Makes sending contracts a breeze
What do you like best about the product?
Ability to send contracts and have it signed digitally
What do you dislike about the product?
Should have more templates that are usable. For example, why not have a pre-built ACH form that I can use to send to our customers? Also, uploaded file text cannot be changed. Am I missing something here?
What problems is the product solving and how is that benefiting you?
Ability to send and have signed contracts at a faster speed
Recommendations to others considering the product:
Good if you put in the time upfront to set everything up
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!
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.
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