It is very easy to use and works with Salesforce. We find that this streamlines our process by setting proper expectation for renewals when they first sign on as a customer. In the past they initial proposal would look so different from the renewal we would...
The product doesn't feel tight and lacks polish. What I mean by that is that while it works 90% of the time exactly as it should, the 10% (whether actually 10% or it just feels like 10%) where we have problems makes me lower my confidence in the product. A...
Integration with Hubspot is a huge help -- I can literally send agreements and proposals from HubSpot with deep personalization tokens in a flash. The ability to have payment set up in the doc is also amazing. However, PandaDoc lets me know when my...
I dislike that you can't use the tab key to move from one field to the next. This makes building the form take a lot longer because there are so many mouse clicks. I also dislike that when you have two input fields next to each other, they end up looking...
It is very easy to use and works with Salesforce. We find that this streamlines our process by setting proper expectation for renewals when they first sign on as a customer. In the past they initial proposal would look so different from the renewal we would...
Integration with Hubspot is a huge help -- I can literally send agreements and proposals from HubSpot with deep personalization tokens in a flash. The ability to have payment set up in the doc is also amazing. However, PandaDoc lets me know when my...
The product doesn't feel tight and lacks polish. What I mean by that is that while it works 90% of the time exactly as it should, the 10% (whether actually 10% or it just feels like 10%) where we have problems makes me lower my confidence in the product. A...
I dislike that you can't use the tab key to move from one field to the next. This makes building the form take a lot longer because there are so many mouse clicks. I also dislike that when you have two input fields next to each other, they end up looking...