PandaDoc makes beautiful proposals a snap! Templates allow you to leverage best practices across your proposal types and content libraries make it incredibly easy to personalize! What's best is that you can look at the data associated with your proposal templates to see what's working and what's not. At the proposal level you can even see insights down to the page level. If you are serious about improving your proposals, I know of no better tool. Reseña recopilada por y alojada en G2.com.
As with any feature filled tool, it can be a little overwhelming. I strongly recommend working with the account teams at PandaDoc to share your challenges. Each time they have delivered high quality suggestions. Reseña recopilada por y alojada en G2.com.
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It has a big range of features suited to our needs for building proposals, contracts and anything else that needs parties to review and sign (eg NDAs). The canvas/layout editor is quite easy to use given how many features there are in it, and it is only a very shallow learning curve before you can do things really quickly.
The tracking and reminders are handy features. Seems to be easy from the signer's side as well, they can choose to upload their own signature, sign it by drawing or select from a varity of fonts as the "signature". Reseña recopilada por y alojada en G2.com.
Sometimes the searching function is difficult to use, I forget where to look to actually find a specific document. That's probably more user-error than anything though :) Reseña recopilada por y alojada en G2.com.
Me encanta lo fácil que es usar la plataforma, los bloques para insertar, similar a construir una página de blog o sitio web y aprecio la facilidad de uso. También disfruto del hecho de que puedo ver cuando un cliente abre un documento o interactúa con él. Esto es esencial para mi trabajo. Pandadoc fue fácil de configurar e implementar en mi trabajo diario. Siempre estoy recibiendo correos electrónicos de su equipo dispuesto a enseñarme o asistirme, gran soporte al cliente. Reseña recopilada por y alojada en G2.com.
Solo he encontrado un defecto con Panda doc, algunas limitaciones con la edición, pero puedes ajustar y encontrar soluciones fácilmente. Reseña recopilada por y alojada en G2.com.
I run a small cleaning company, and PandaDoc has been a game-changer for how I handle client agreements and payments. It’s simple, reliable, and does exactly what I need without being overly complicated. The ability to send out documents effortlessly and keep track of them in real-time has been such a time-saver. I love that I can see when a document has been opened, how many times it’s been viewed, and when it’s been signed. Knowing exactly where everything stands gives me peace of mind and makes my workflow so much smoother.
One feature I appreciate a lot is the stripe integration. Having payments built right into the document is incredibly convenient. My clients can handle everything in one place, which means less back-and-forth and more time saved for both of us.
I’ve tried several e-sign platforms, and PandaDoc is hands-down the best. It’s affordable and packed with useful features that make my job easier. For instance, I can create custom products and quickly add them to a table when preparing estimates for clients. This small feature has been a huge help in making my proposals look professional and polished.
Overall, PandaDoc is easy to use, reliable, and well worth the investment. If you’re looking for a tool that simplifies contracts, payments, and document management, I can’t recommend it enough. It’s made running my small business so much easier, and I use it on a daily basis. Reseña recopilada por y alojada en G2.com.
While I really appreciate PandaDoc’s automatic field recognition, it drives me crazy when it doesn’t work properly. If the platform doesn’t recognize a field, I have to adjust it manually every time I add something to the document, because the fields don’t move automatically. This can get frustrating, especially since it’s such a small but recurring issue. For auto-recognized fields, everything works perfectly, but when it doesn’t, it’s a bit of a hassle. Maybe I haven’t figured out the best way to handle this yet, but it’s one thing that bugs me. Reseña recopilada por y alojada en G2.com.
Panda Doc allows you to see in real time if the receipient has viewed the document and it allows them to sign virtually any where by using their mobile number or email address. By having the feature that the person can sign on their phone can eliminate time because everyone has their phone with them at least 99% of the time. Reseña recopilada por y alojada en G2.com.
To date, I have not had any issues or concerns with this program. Reseña recopilada por y alojada en G2.com.
PandaDoc CPQ streamlined our entire contracting process with a custom-built solution tailored to our needs. It has continuously helped us maintain and improve the process. The implementation was fully aligned between our team and the PandaDoc product team, ensuring we were informed about every change and update. Reseña recopilada por y alojada en G2.com.
The only downside I’d mention is that, since the feature is highly customized, most changes usually need to be made by the PandaDoc product team. However, they are extremely responsive and always deliver top-quality results. Reseña recopilada por y alojada en G2.com.
PandaDoc is extremely helpful in the field of Human Resources. When sending an offer letter, I can easily upload our template and input specific details in real time. From there, I can send the offer letter directly to our candidate for review and signature. Additionally. you can create an order for sginatures- this allows me to request a signature from the hiring manager first prior to the candiate viewing. The process takes me no longer than 5 minutes due to the easy features! Reseña recopilada por y alojada en G2.com.
Sometime, PandaDoc offers to input signature fields based on where they think they would go. This can be inaccurate, so I always manually input the fields I want myself. Reseña recopilada por y alojada en G2.com.
Uso PandaDoc todos los días para el trabajo, me encanta que me diga cuándo los clientes abren el documento para firmar, cuántas veces lo han abierto y la hora exacta en que se ha firmado. Reseña recopilada por y alojada en G2.com.
Intenté convertir uno de mis documentos en una plantilla para uso futuro, pero no funcionó, o no puedo encontrar dónde fue la plantilla. Pero aparte de eso, ¡me encanta usar Panda Doc! Reseña recopilada por y alojada en G2.com.
I like how convenient it is to build out templates that I use often for my documents. I love how everything stays organized within PandaDoc, and how easy it is to use. I also love that you can see the status of your eSign documents, such as when they were sent, when they were viewed, and when they were signed. It's simple to use for both the user and the customer, which makes it a breeze to do business with. My company uses it as the platform to send out our customer agreements, and being able to quickly use my templates to send quotes to customers makes my customer service above average. We use PandaDoc for quotes, proposals, agreements, and additional customer orders. Reseña recopilada por y alojada en G2.com.
Lo único que no me gusta es que después de haber enviado un documento de firma electrónica, no se puede añadir personas adicionales al documento a menos que se reenvíe el documento completo. Esto lo hace un poco inconveniente si un cliente pide que se añadan más personas al documento, y tienes que volver a entrar y reenviar a todos. Encontré una solución para esto: si el reenvío está activado en el documento, simplemente puedes decirle al cliente que lo reenvíe a quien más quiera en el documento.
EDITAR: ¡Han solucionado esto y ahora es muy fácil añadir a alguien a un documento después de que ha sido enviado! ¡Ya no hay problemas! Reseña recopilada por y alojada en G2.com.
Lo que más me gusta de PandaDoc es lo organizado que está. También me gusta cómo, cuando aplicamos el cuadro para firmas, cambia de color para especificar a la persona. También cómo permite que la otra persona pueda agregar su información de pago, si deseamos solicitarlo. La lista/libro de contactos también es agradable, la forma en que nos permite agregar toda la información como correo electrónico, números de teléfono, nombre, etc. Ah, y la opción al final cuando envías un archivo adjunto o documento que te permite escribir un mensaje como recordatorio. Eso también es genial. Reseña recopilada por y alojada en G2.com.
No hay nada que no me guste de PandaDoc. Honestamente, me encanta todo lo que PandaDoc tiene para ofrecer. Es muy fácil de gestionar y trabajar con él. Sin embargo, la organización es mi parte favorita. Puedo entenderlo todo. Reseña recopilada por y alojada en G2.com.
Having the ability to utilize sales rooms and having quotes that our Prospects have the ability to look through in one place has been the biggest thing for us. No more multiple attachments and lost email threads as they can bookmark the link and access anytime that they need to. We also utilize it as a new onboarding tool and has helped alot with our integration within Salesforce. Reseña recopilada por y alojada en G2.com.
The self implementation was my least favorite part and not having access to live customer service reps in a quicker manner slowed down my implementation a bit as I had to utilize help articles on certain things that I need a live rep to assist with. Reseña recopilada por y alojada en G2.com.
