PandaDoc Avis et détails du produit

Within Pandadoc we can manage different types of textual documents, not only reports: we can also create and distribute invoices, contracts, budgets, catalogs, among others, which is very useful in the execution of guided sales processes, discounts, and even of demands. Basically Pandadoc can be used to administer on a large scale any process involving one or more documents of some kind.

When it comes to the application of currencies, Pandadoc shows problems, since it does not have a system that automatically calculates the value of any currency within the documents, and that said value can be exchanged after having a predetermined template. The software also does not allow to be specific enough with the optical reading of characters in those documents that are not text, but of images scanned from some external source.

Seeing the performance of our reporting processes is no longer a problem, since Pandadoc streamlines and allows us to customize each of the document editing stages that we decide to have. The main advantage of Zendesk is that it can be oriented towards team collaboration, as it is software that facilitates the processes of sharing information, makes it possible for everyone involved to interconnect with each other and obtain a better file flow.

Software development is the specialty of mine, therefore I've a great deal of documents that I've to read and sign for the clients of mine. For a number of individuals it is not hard to get a printer, however sometimes it takes so long to print out a document, scan it, sign it, and then transfer it to the group with a random folder stuck to their hard drive.At PandaDoc we've created guides for each of the legal papers of ours and with a number of button clicks you are able to send them straight to the signer that could send it to us carefully mounted in a folder.

There is absolutely nothing wouldn't adore about PandaDocs, it makes document deletion easier and much more apparent, though I would actually love to fool folks into you use it.

I used to spend a long time planning for my future business. It had taken some time to implement, but today it is saving us a great deal of time in the end.

Comprehensive feature set, good UI, content library, lots of integrations including Zapier

It's a bit pricey for small individuals like me.

Handles all my invoices and contracts in the cloud. I can achieve consistent branding and user experience for my clients across all documents I send them.

Pandadoc has helped me tremendously in my job as a Client Specialist and I now close at least 2x more clients and at a much faster pace than before. This is mostly due to the fact that pandadoc makes it so easy for clients to sign without having to print anything (also very environmentally friendly). It is also thanks to Pandadoc's reminders which urges clients to sign.

Pandadoc is not very customizable in terms of adding fonts, colors, and other design features. The way around that is by uploading a document and only adding blank spaces where you fill in the names and information of each client. I have heard that if you upgrade your account even further to a higher level editor, you will have access to these features, but honestly, I think it might even be easier to keep using the document upload.

Pandadoc has been much better for us than its competitors, and it is for sure better than using the good old paper and pen! It also allows you to store all the contracts in your online cloud which ensures you never lose track of any client's paperwork.

PandaDoc is a wonderful tool for document creation, document signatures, quotes and other paperwork that requires sharing. Here are some ways I use PandaDoc and in which PandaDoc works for me in my job: 1. Sending Contracts - It takes me about 1 minute to generate a contract and send to an influencer or other partner. This is the fastest I have ever been able to generate and send a document. I can thank PandaDoc's template generator for this. Simply upload a document and add blank fields and save as a template. Problem solved. 2. Signatures - I can send contracts and gather signatures right away. Prior to discovering PandaDoc, it would take me hours to get a response with a signature and it would always be a terribly blurry phone picture of their signature. Now, I have a legally recognized contract that was created in minutes and it is super easy for the client/partner to understand how and where to sign because PandaDoc walks them through it. 3. Document / File Storage - It is great to have all our documents saved in one place and PandaDoc makes it easy for us to create a folder hierarchy that is easy to navigate. We have yet to lose a contract or important file and I would like to think PandaDoc had something to do with this. 4. Reminders - PandaDoc sends reminders to the person you have sent a document to for signature if they do not sign within a few days. PandaDoc will continue to send reminders until the document is signed or you have ended the period for signature. Great tool for getting the other party to sign on time.

Pandadoc is pretty good all around so there is not much to dislike, but I can mention one thing that has bothered me: their pricing. I wish there was either a possibility to do custom pricing based on usage or that they created an add-on menu where one could pick and choose what features to add. Because one of the features we want to use is reserved for a higher tier, we are paying more than we would with a competitor.

PandaDoc has made partnerships and employee on-boarding so much simpler and efficient. Now, we send a document with information or a contract to be signed and it can be done right away. The recipient can even view the document on his/her phone and sign on-the-go. Perfect for the modern world.

PandaDoc is very easy to learn even if you have never used it before and our clients constantly compliment us on how easy it was for them to sign and come onboard.

PandaDoc has a lot of features for a low fee, but as you grow and want to add more - Be prepared to also pay more.

PandaDoc is a brilliant tool to Be used in everything from employee on-boarding packets to customer contracts.

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High results call for great deals of time and the very best devices which will assist you to obtain them, so this system is that thing that your employees need in order to increase their outcomes and amount of money that they bring in the business.

The agreements as well as papers are integral parts of any type of sale, at once this is great deals of them and also the various other this is only a single paper, yet they always figure. And this system assists you to work with them, nonetheless, I can not say that I am completely pleased with this component for their service, because as for me there is absence of automatization of this procedure due to the fact that it still requires your time.

When you work in sales, particularly with the thorough and huge products(like software, robots, etc) often you can simply miss out on the reality that you may invest more time doing the paper as well as mechanical work than shut the offer as well as communicate with the clients, so, the finest point that I such as about this software is that now this issue is addressed.

I like the fact that dynamic data, for example the price list of carefully selected items, is very well balanced. In the content library the "drag and drop" feature works well. You can also get a quote from your tablet or desktop easily produced and sent. n   The tracking (sending reminders) feature looks and works  extremely well. It's really important if you are using a template and can construct sentences right away. If you need it you'll be able to get immediate help.

There's absolutely nothing to complain about. Adjusting the advice to your needs is a challenge but I think you should expect it.

We have a lot of thoughts we'd like to see confirmed. Combining applications with deals, electronic signatures and basic CRM capabilities is your solution ... That's just what we wanted.

I like that you can generate a document and send it out to your prospect in a fast and efficient manner. The learning curve is very slim since there are many options for the template.

I haven't had any issues using the solution so far.

Sending out quotes and contracts to propects.

- The ability to have a professional-looking quoting system that is tracked when they view and fill out the form. - Being able to easily add and remove items into the quote as well to personalise and still keep the premium look.

- When a customer wants to make one change it deletes out all their filled out fields so that they have to fill out all their details again.

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The best thing with this application is that we can get the digital signatures of our customers and employees without visiting them and who are located at far places, we just need to upload the document within this application and get the signature of the particular person we want.

At the beginning this application some complicated for the beginners

With the use of this application we can have the signatures of customers on the proposals and agreement we wish, which speed up the process of the deal.

Being able to easily brand, edit and create new documents. Making templates is very easy and sending documents is a very quick and simple process. They are often bringing out updates to make the functionality even better, and their support is very quick to respond. We can now use both the original editor and the new editor, which means we can still use all our original templates but we can take advantage of the editor when we need to. We also make templates for clients and send them to their accounts, we were having an issue with this with the new editor when we had the old editor but new clients had the new one, but now we can choose which editor to make the templates with to match the requirements of our clients.

The new editor is great but it has a few glitches that make it difficult to use. Some issues that seem to be browser dependent, each browser seems to have it's own quirks. We've also had some issues where clients have signed proposals but they haven't clicked finalise so the document says incomplete and then it expires, where it should have been complete because it is signed.

We can send all kinds of reminders and proposals. We have template proposals for each of our different services, and we create document templates for our clients as well. We also use it for our own staff contracts, it's great having everything in the same place. It takes a lot of the repetitive work out of admin tasks. We also have it linked to our CRM which is really handy.

When our company first introduced PandaDoc, it was very lacking in terms of what we needed. However, as we combed through it, followed tips and tricks, it has been groomed into one of our most valuable tools. The ability to create proposals for clients that are simple and easy to navigate has been a game changer. I love that our company branding can be added into our account. This is incredibly helpful when we're going in front of clients. Additionally, the customer service is wonderful! Every time I have come across and issue, the team on the support side is quick to address the issue and fix it. This has been a lifesaver on several occasions!

Prior to upgrading the Editor version, my list of dislikes was pretty high. One of the main issues I had was the lack of ability to add custom fonts and colors. I mean, this was possible, but only if you went into the CSS to make the updates. This hindered us from adding our own specific colors and fonts that we use in our universal branding. Since we updated to Editor 2.0, I really don't have anything that I dislike about PandaDoc. Sure, there are little bugs that pop up every once in awhile, but for the most part, they are quick fixes and don't cause a lot of stress.

We have been able to effectively add our specific content into ready-to-use templates for our team members to cut down the time it takes to build a proposal. The ability to integrate our account with Salesforce has also been incredibly helpful because we are able to automatically have our products and pricing added into our documents. This feature has increased our productivity exponentially! The ability for our clients to sign digitally, or forward the document to another recipient makes the process easier on them, as well as our team.

It's great to be able to generate professional looking documents from a template, just filling out the customer-specific information. It's useful to be able to see exactly how the downloaded PDF will look directly in the editor, which was a problem with the first editor we used. Analytics let us know who's been looking at documents and at which pages, allowing us to cater our proposals and other documents to the way that they're being consumed and ultimately shortening the sales cycle.

Until we were using the new editor 2.0, documents didn't look great if they were downloaded but they've fixed this with their new editor. Price tables are a little strange to configure as they have their own editor, which takes some getting used to and is a little slower than I'd like but nothing that stops the system being a great product.

PandaDoc allows us to create high-quality documents at speed with limited opportunities for human error, it then allows us to track how these documents are being consumed so that we can continuously improve our sales collateral. It's become an essential tool for our sales process.

I like the fact that clients can sign using their phones, tablets or any device makes Panda Doc very practical. I also like the fact that I can see if a document has been opened yet or not. I like that there are status for each document (like sent, viewed, awaiting for payment, etc) and I like that there is a dashboard showing you a summary of the this. Another thing that is useful is that people can respond or comment in the document. When this happens we receive a notification so we can follow up right away. I like that you can integrate Panda doc with some payment methods. Although I would appreciate if you could add more some more (like Law Pay).

When you select something (by dragging the cursor over the phrase) but it automatically erases that selection. Also it should have a number to call for technical support. I know that you guys count with the online chat which has a very quick response rate but explaining issues through text is not the most efficient way sometimes a call can solve the issue very quickly. If a mass of customers calling for minor issues is what you want to avoid, maybe what you can do is to have your agents calling clients and not vice-versa (so you create a criteria in which you determine whether an inquiry qualifies as worth of a call or not).

Clients can sign anywhere they are as long as they have an internet connection. The benefits of this are obvious as it is very practical to send agreements.

Pandadoc is easy to navigate and very clean and organized. Good search functionality and templates.

Sometimes panda doc login was a bit funny but I worked around it by always logging in through google.

We use pandadoc for sharing service level agreements - it's quick and easy to collect signatures

I like PandaDoc because I can create templates and organize a document management during the sales process. In addition to allowing me to manage content and product catalogs with great proposals of interest.

I would like more designs to be presented since it is usually a bit limited and more user friendly. It would also be helpful to establish the edition of collaboration documents.

We are using a great tool such as PandaDoc to generate proposals and declarations of work to our clients, giving us an important analysis of new client proposals according to the service.

It is an intuitive and easy-to-use platform that allows us to create proposals, budgets and contracts through customizable templates through designs, themes and specific options such as images and videos. It allows us to simplify each payment process, in the same way its customizable templates to create any type of document because it presents a variety of options to choose from. It helps me to track for the optimization of each task and maintain a systematic order.

Usually your file converter has technical failures, it usually stops and does not complete the conversion which is quite overwhelming because it unquestionably delays the management of the moment, it is likely that you need an update, but in general terms it is very complex and works perfectly.

It is our ally with respect to our sales system and automates our content review, it works very quickly thanks to simplifying everyday processes, we have achieved objectives thanks to this platform and it has also allowed us to recover lost information thanks to its platform which allows you to save the last actions performed.

PandaDoc can handle major content repositories and item catalogs, rendering the idea snapshot possible thanks to its capacity to compare and to insert elements of these resources. It offers great style ideas and better workflows, without the need to upload, fill, search, or email people, everything can be done in a single step. It is so easy to construct a model that now we always use it. Also, PandaDoc customer service is amazing, on the same day they reply and help. They are a very experienced team.

I don't the process to locate PandaDoc documents and maybe this is because of the interface errors it constantly has, but we got a ton of messy files in PandaDoc, which makes searching documents challenging. Also, as default proposals were stored in the root folder, a significant clean-up of deals into directories after the case is often required. I would like to have more invoicing systems too.

PandaDoc is used as a booking device verification. Every day, PandaDoc spares us resources as we write, exchange, and keep contracts. PandaDoc's main task is to reduce the time it takes to plan and track proposals. Our Financial team and Sales team are constantly using PandaDoc to enable our customers to build PandaDoc ecosystems and align their software with their CRM.