The fact that design is in word, excel and powerpoint allows me to use any of my resources to design the document template directly from the users documents. Adding tags to pull data from any data source is also very easy to learn.
Currently using old version dictated by client version on report server, and the old versions of Autotag's data connector did not play nice with where Windows installs Office by default, even worse now with the recent company stipulation to upgrade to...
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...
The fact that design is in word, excel and powerpoint allows me to use any of my resources to design the document template directly from the users documents. Adding tags to pull data from any data source is also very easy to learn.
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...
Currently using old version dictated by client version on report server, and the old versions of Autotag's data connector did not play nice with where Windows installs Office by default, even worse now with the recent company stipulation to upgrade to...
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...