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Excellent fast service without hiccups
What do you like best about the product?
Love the shareable link facility so can be sent as a message in whattsapp or text.
What do you dislike about the product?
Nothing to dislike, all really good. More than adequate for my needs.
What problems is the product solving and how is that benefiting you?
Online transferring of documentation. Allows me to process sales faster and easily achieve results.
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Automations that are easy to use and work well for contract development
What do you like best about the product?
The interface is intuitive, customisable, and replete with excellent catalogue features. Our departments utilise this regularly, from sales to accounting and anything in between. The reports published are fantastic and beneficial for following up on ideas.
What do you dislike about the product?
Spam filters occasionally intercept the reminders. Converting a Word document to a PDF may be necessary for proper formatting.
What problems is the product solving and how is that benefiting you?
For uniformity, we created templates that all Consultants could utilize. This software allows us to keep track of each proposal.
The Best E-Signing Platform Used
What do you like best about the product?
The User Interface is Clean and Neat, allowing for Scheduling and availability of Free Trial Periods. The Validation Certification which is always available with downloading the Signed Document is also a Big Plus.
What do you dislike about the product?
Nothing to be Honest. It is a Simple Platform that offers more than Expected Productivity Tools. Final Alert of Configurations before confirmation of Send, as more often than not, I may have forgotten to Switch on the Signature Flows, and all User receive the Document at the Same Time although someone could be a Mid Step Reviewer.
What problems is the product solving and how is that benefiting you?
Moving to Digital Business Archiving with tremendous Reduction of Papers in the Office Space. It also saves on the Courier Fees for Cross Country Documents. Yes definitely we are enjoying using PandaDoc.
Easy E-signatures
What do you like best about the product?
It is very user-friendly. I can easily generate the various fields (text box, signature, date) I need for my forms.
What do you dislike about the product?
I wish the date box default was the MM/DD/YY.
What problems is the product solving and how is that benefiting you?
It was really slow one morning, but was working faster later that day.
Easy to use and customizable
What do you like best about the product?
PandaDoc allows us to make edits to our saved templates at an individual document level. The newly added collaboration feature as well allows us to have external users review and approve changes before they are sent to our clients.
What do you dislike about the product?
It's gotten better, but when using tables there is not always a good way to format all the text. The font and sizing is supposed to be set at the admin level however, this doesn't seem to always correspond to the documents. Rare occasions do the emails land in new users junk mail.
What problems is the product solving and how is that benefiting you?
Transparency and simplicity to our contract management process. Customer experience with our external users signing these documents is very important to our relationships and PandaDoc's ease of use really compliments this goal.
Great document management tool
What do you like best about the product?
We like PandaDoc largely because there is no cost and it is effective for the level of service we currently need. It also has some very robust features that we expect to grow into. The filing system let's use build a manual workflow for post-processing organization and, when needed, easy document retrieval.
What do you dislike about the product?
The occasional requests to enable features we have specifically chosen to not use at this time. Included in this is the online editing capability which doesn't do the best job at editing, specifically related to how it interprets page layout such as check boxes and initials underlined spaces.
What problems is the product solving and how is that benefiting you?
Tracking and managing customer documents that require signature. This has been invaluable in helping us standardize a process whereby we know the status of all documents out for signature and, when needed, being able to easily retrieve them in the future.
Panda Doc is great, highly recomend.
What do you like best about the product?
Panda Doc is great. I used to use DocuSign and it was expensive and let me down twice when it really mattered; customer service was hopeless. Found PandaDoc from some helpful reviews and now have been using it for about a year and love it. Just easy to use.
What do you dislike about the product?
Small suggestion, maybe a 2nd email could be included from teams sending out. All seems to go from the account email. You could select what email to send from.
Maybe make it easier for my clients to change the document - cross out and change items.
Maybe make it easier for my clients to change the document - cross out and change items.
What problems is the product solving and how is that benefiting you?
Trying to make it easy for clients to sign paperwork. Knowing when they open and sign the document is hugely helpful. We use as a team, so there are 3 different users on the account.
Easy to use
What do you like best about the product?
Creating templates that are ready to go was the best
What do you dislike about the product?
Nothing about this software turns me off, it's easy to use
What problems is the product solving and how is that benefiting you?
Sending documents to get signed from investors
Love PandaDoc! Very happy we switched
What do you like best about the product?
SO easy to use and love the compatibility with PipeDrive. We swithced over and couldnt be happier
What do you dislike about the product?
Sometimes the bugs have slowed down my sales process, but overall we are satisfied
What problems is the product solving and how is that benefiting you?
Making sales with clients, sending IOs, making the process very simply
Great app for sending offers to clients and automate the process
What do you like best about the product?
It's very easy to use, nice and friendly interface, useful tools inside app
What do you dislike about the product?
The lower tier packages doesn't have the option to copy/paste a table from another document.
What problems is the product solving and how is that benefiting you?
Sending offers to clients and automate the signing process.
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