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Panda Doc is a fairly easy product to use.
What do you like best about the product?
There are lots of helpful videos to guide you. Customer support is also quick to respond when needed. I didn't get any formal training, and I was able to figure things out on my own fairly quickly.
What do you dislike about the product?
I wish it was more user friendly. When I make a template, I would like that process to be easier.
What problems is the product solving and how is that benefiting you?
We are able to create contracts and then follow-up orders that require multiple signatures. These are send out by email to the necessary recipients and then returned.
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Vastly improved our efficiency
What do you like best about the product?
Using PandaDoc with our CRM system we can create proposal in seconds. It's quick and easy for clients to review and sign off online.
What do you dislike about the product?
Overall everything is great. If there was one thing editing of text within tables can be a little frustraing at time.
What problems is the product solving and how is that benefiting you?
Quick and easy for clients to approve proposals
Getting signatures that I need - fast and easy
What do you like best about the product?
The user interface is EASY to use and navigate
What do you dislike about the product?
The software offers to place signatures but is not always as intuitive as necessary
What problems is the product solving and how is that benefiting you?
When signatures are from people that are too far to get to easily, or simply for convenience.
PandaDoc has made my job easier
What do you like best about the product?
I use PandaDoc daily for pre-startup checklists that I need our customers to sign. My company was able to send in PDF versions of the checklists, and get them professionally made into PandaDoc templates. They look great and are easy for our customers to complete. You can also take courses on how to create your own templates, if you would like to do it yourself. I have not taken a course, however I am able to easily create my own templates from pre-existing PDFs we have, and they look professionally done. Before I started using PandaDoc, I was sending out the checklists via email, and often received them back incomplete or I had to repeatedly follow up on my emails. With PandaDoc, I am able to make all fields required, and set up auto-reminders plus an expiration date on the document. It was very easy to switch over to using PandaDoc, and now that PandaDoc sends out auto-reminders, I have one less thing I need to worry about. We are slowly integrating using PandaDoc in my office, and my coworkers really enjoy it as well. The customer support is great too, and gets back to you pretty quickly.
What do you dislike about the product?
I am unable to select the time at which a document expires. Sometimes I would like a document to expire at 5pm on a certain day, but it will expire in the morning instead. To remedy this, I usually just extend the document by an extra day if I see it is expiring soon. Hopefully the PandaDoc team will take this suggestion into consideration!
What problems is the product solving and how is that benefiting you?
PandaDoc helps me solve the problem of receiving back incomplete documents, as I am able to require all fields to be completed before a document can be returned. It also sends out auto--reminders so I don't have to repeatedly follow up on my emails, it is one less task I have to worry about which allows me to focus on other aspects of my job.
very friendly and easy to use
What do you like best about the product?
i am able to send my claimant's documents to sign to their phone and is very pratical cince they are able to get it done quickly and easily.
What do you dislike about the product?
so far we like it. i did not like the change on the way to add new receipients. i liked it the way it was before.
What problems is the product solving and how is that benefiting you?
get my claimants on board faster and easy for them
PandaDocs has continued to be a great tool for our business
What do you like best about the product?
Pandadocs is very intuitive the use of variables makes projects that would otherwise be very tedious a breeze to complete. It's ability to promt signers, remind them of pending documents, and to send them a copy once the document has been completed has saved me a lot of time. I really appreciate that the PD team is constantly making improvements and broadening its capabilities.
What do you dislike about the product?
I've run into problems with signers forwarding the email to another user... This creates a problem becuase they sign their name under the wrong user. It would be helpful if there were some way to prevent this from happening. Perhaps prompting them to request the signer be changed.
What problems is the product solving and how is that benefiting you?
PandaDoc has been a huge time saver for me. Our company manages over 180 associations and often times their are 180 forms that I need to get out to individual board members. The use of variables, templates, and saved messages had saved me hours upon hours of time.
We love it and so do our clients.
What do you like best about the product?
Sending our porposals electronically has never been easier. The ability to get half down on projects is amazing. We dont have to wait for the mail to come.
What do you dislike about the product?
The search bar moved with the last update.
What problems is the product solving and how is that benefiting you?
Payments.
PandaDoc Review - Sales User
What do you like best about the product?
It is easy to collect signatures and payment from clients in the sales cycle.
What do you dislike about the product?
Sometimes editing a document can be difficult.
What problems is the product solving and how is that benefiting you?
PandaDoc helps streamline getting agreement signature and payments from clients, making for a quicker close on sales.
Great for quick quoting and contracts that are repetitive!
What do you like best about the product?
Templates make it so easy to quickly action new opportunities. I have been able, and have received feedback, on how fast I get back to potential clients with fully broken down quotes!
What do you dislike about the product?
Sometimes it is a little clunky. When something is deleted by accident, it seems the good old ctrl-z undo shortcut doesn't always do the trick. Restarting a document is frustrating, but this is few and far between the great experience.
What problems is the product solving and how is that benefiting you?
Quick quoting and contract binding. Makes it very easy to impress future customers with timely actions on the sales side.
LOVE Panda! Great HubSpot integration too
What do you like best about the product?
Ease of use. It's incredibly easy to create your SOW's, NDA's and proposal templates in Panda. It's also super easy to push adoption as the tool is so easy to use and gets deals signed MUCH faster.
The HubSpot integration is super strong.
The HubSpot integration is super strong.
What do you dislike about the product?
Sometimes support can be delayed. But the reps are generally very knowledgable and helpful.
What problems is the product solving and how is that benefiting you?
Panda helps us get deals signed faster. It makes the sales rep's job super easy by templating the SOW for them and making it all available within the CRM (HubSpot).
Seeing contracts and their status from with the CRM keeps all team members on the same page.
Seeing contracts and their status from with the CRM keeps all team members on the same page.
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