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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.
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Small Business Consulting Review
Facile à utiliser mais nécessite encore une meilleure UX.
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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". Avis collecté par et hébergé sur 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 :) Avis collecté par et hébergé sur G2.com.
J'aime la facilité d'utilisation de la plateforme, les blocs à insérer, similaires à la création d'une page de blog ou d'un site web et j'apprécie la facilité d'utilisation. J'apprécie également le fait de pouvoir voir quand un client ouvre un document ou interagit avec lui. C'est essentiel pour mon travail. Pandadoc a été facile à configurer et à intégrer dans mon travail quotidien. Je reçois toujours des emails de leur équipe prête à m'enseigner ou à m'assister, excellent support client. Avis collecté par et hébergé sur G2.com.
Il n'y a qu'un seul défaut que j'ai trouvé avec Panda doc, quelques limitations avec l'édition mais vous pouvez ajuster et contourner facilement. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.
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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.
To date, I have not had any issues or concerns with this program. Avis collecté par et hébergé sur 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! Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.
J'utilise PandaDoc tous les jours pour le travail, j'adore qu'il m'indique quand les clients ouvrent le document pour signer, combien de fois ils l'ont ouvert et l'heure exacte à laquelle il a été signé. Avis collecté par et hébergé sur G2.com.
J'ai essayé de transformer un de mes documents en modèle pour une utilisation future, mais cela n'a pas fonctionné, ou je ne trouve pas où est passé le modèle. Mais à part cela, j'adore utiliser Panda Doc ! Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.
La seule chose que je n'aime pas, c'est qu'après avoir envoyé un document eSign, vous ne pouvez pas ajouter de personnes supplémentaires au document à moins de renvoyer l'intégralité du document. Cela le rend un peu gênant si un client ou un client demande à ce que des personnes supplémentaires soient ajoutées au document, et vous devez revenir en arrière et renvoyer à tout le monde. J'ai trouvé une solution pour cela cependant - si le transfert est activé dans le document, vous pouvez simplement dire au client de transférer à quiconque il souhaite ajouter au document.
EDIT : Ils ont corrigé cela et il est maintenant très facile d'ajouter quelqu'un à un document après qu'il a été envoyé ! Plus de soucis ! Avis collecté par et hébergé sur G2.com.
Ce que je préfère chez PandaDoc, c'est à quel point il est organisé ! J'aime aussi comment, lorsque nous appliquons la case pour les signatures, elle change de couleur pour spécifier la personne. Aussi comment il permet à l'autre personne d'ajouter ses informations de paiement, si nous souhaitons le demander. La liste/le carnet de contacts est également agréable, la façon dont il nous permet d'ajouter toutes les informations comme l'email, les numéros de téléphone, le nom, etc. Oh et l'option à la fin lorsque vous envoyez une pièce jointe ou un fichier, cela vous permet de taper un message comme un rappel. C'est aussi sympa. Avis collecté par et hébergé sur G2.com.
Il n'y a rien que je n'aime pas chez PandaDoc ! J'adore honnêtement tout ce que PandaDoc a à offrir. C'est très facile à gérer et à utiliser. L'organisation est cependant ma partie préférée ! Je peux tout comprendre. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.
