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Great, easy-to-use tool for a less-than-design-savvy entrepreneur.
What do you like best about the product?
PandaDoc offers far more than document management and e-signatures. They offer a platform for quickly and easily creating good-looking proposals, throwing together straightforward SOWs, and managing multi-part contracts. Highly recommend for entrepreneurs who want something slicker than Word templates and just as user friendly as Google Docs.
What do you dislike about the product?
Some of the templates are clunkier than others, but the extensive library PandaDocs has collated makes it easy to find something that works best for you.
What problems is the product solving and how is that benefiting you?
It's tough to stay organized, never mind creating and distributing (and tracking) contracts and proposals. PandaDocs is my one-stop-shop even for simple e-signatures.
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Pandadoc is a comprehensive tool for tracking proposals. The best one I've tried.
What do you like best about the product?
The ability to integrate different users, different departments and that all contribute to a comprehensive proposal in a few minutes.
What do you dislike about the product?
The price should be revised to Latinoamerica users with different economic realities.
What problems is the product solving and how is that benefiting you?
Solve time and collaboration problems with people who are not in the same geographic location. The proposals are from a representative of the company; the proposals are from the entire team. Improve the Image and enrich the content.
Recommendations to others considering the product:
Don't waste time waiting for a CRM to have a good document manager. It is better to integrate your CRM with PandaDoc
PandaDoc
What do you like best about the product?
I no longer write proposals by cloning some past proposal (and often missing some reference to the previous prospect) - I now build custom proposals by inserting pre-built content as needed, and as a result, there's less custom wording that I have to write. PandaDoc merges the prospect info from my Zoho CRM automatically. I now know if and when a prospect has opened my proposal, and they are able to accept the proposal with signature.
What do you dislike about the product?
I have to learn CSS to really customize my branding
What problems is the product solving and how is that benefiting you?
I am responding faster to Prospects by writing their proposals faster, reducing costly delays and winning more of my deals. My proposals look very professional, and prospects ask "How did you generate this proposal? Is this something you could do for us?"
Recommendations to others considering the product:
Take their regularly scheduled classes, in order.
good
What do you like best about the product?
templates quotations
keeping track
being able to send electronically to clients
keeping track
being able to send electronically to clients
What do you dislike about the product?
its a bit expensive to have more then one user for my company
i would like more options in the catalogue. its a bit tedious to go there.
i would like to add the items to the catalogue directly from quotation
i would like to be able to use it in arabic.
the text doesnt go right to left
i would like more options in the catalogue. its a bit tedious to go there.
i would like to add the items to the catalogue directly from quotation
i would like to be able to use it in arabic.
the text doesnt go right to left
What problems is the product solving and how is that benefiting you?
track of proposals and quotations.
PandaDoc has taken our proposals to a new level that has saved our team time and increased sales.
What do you like best about the product?
The ability to add and create content on the fly and include videos.
What do you dislike about the product?
I would like to have the ability to delete multiple items at once instead of deleting one by one.
What problems is the product solving and how is that benefiting you?
We are able to follow up with our potential customers on a more timely manner while providing all the details included in our recommended scope of work.
Recommendations to others considering the product:
I highly recommend using PandaDoc and would not consider any other solution. PandaDoc is hands down the best proposal tool I have ever used.
PandaDoc has been so amazing for my business this year!
What do you like best about the product?
I like that it's both a proposal and a contract in one. Very helpful. It is easy to use for both me and my clients. I like that they don't have to sign in or anything - they can just look at it. I love how customizable it is! I love being able to make adjustable numbers and options as much as I want. I also love how you can add backgrounds and logos to make it look nice. I also love how I can create files for sorting and create templates. It was also nice that I felt there was hardly any learning curve for using it - I had dreaded getting started for fear that it would be confusing or complicated, but it's been a breeze!
What do you dislike about the product?
So far I haven't encountered anything I don't like and have resisted other more full service options (like 17 hats, honeybook, etc) because now that I've used PandaDoc I want the proposals to be just like panda!
What problems is the product solving and how is that benefiting you?
I was using pdfs. So I'm solving a million problems. My proposals look professional and my contracts actually get signed now! I don't have to worry about organization, either. I think I have booked so many clients this year because of how nice, user friendly, and professional pandadoc is.
Recommendations to others considering the product:
It's easy, professional, and extremely customizable.
Great product just a few tweaks needed.
What do you like best about the product?
Ability to create professional document that are customer friendly. Document that can be reviewed, edited, and signed by the customer; this creates a much better experience for both parties.
What do you dislike about the product?
Mapping of information from CRM to panda docs. needs to be a service that helps map the data so the docs are easier to import to crm and populate the correct data.
What problems is the product solving and how is that benefiting you?
customer quoting and purchase orders
Recommendations to others considering the product:
need to have development to work correctly with CRM data importing
Does exactly what it's meant to and wins buiness
What do you like best about the product?
The quotes look professional, are easy to make and the templates save loads of time if your sending similar quotes to people.
What do you dislike about the product?
It could be easier to customise the quotes and the integration with crm and invoicing systems sometimes isn't quite as straightforward as it should be.
What problems is the product solving and how is that benefiting you?
It makes sending proposals and order forms simpler. Clients like the look of the proposals and we close more business due to them.
Recommendations to others considering the product:
If it's a proposal, use the tables to sell addons. Clients respond well.
Great product, confusing title
What do you like best about the product?
API that we can access from other platforms and add content. The PD Team is constantly updating and adding features.
What do you dislike about the product?
I would like to have more data table access for dynamic updates. The name is weird.
What problems is the product solving and how is that benefiting you?
We can do reports directly from Magento.
Recommendations to others considering the product:
Add dynamic tables to add via API or CSV
The software is very intuitive and flexible
What do you like best about the product?
What I like best is the flexibility to add and take away pieces of templates based on the customers needs.
What do you dislike about the product?
I wish it was easier to move sections around once they are part of the proposal. It's a real pain to have to drag them up and down and wait for the particular a template peace to get where you wanted to. It would be much nicer to click a button where a bunch of boxes come in and you can move them around by number to put your proposal in the right order
What problems is the product solving and how is that benefiting you?
The business problem that we're solving is the ability to portray a proposal that looks like we spent 2 hours on it and it only took 15 minutes which saves a bunch of time for my sales people
Recommendations to others considering the product:
More Integrations with CRM like prosperworks but they need to function a little better when it comes to the choices you have with templates when you go to the CRM. Also much more Integrations with QuickBooks and other payment portals. That will be huge
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