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. Análise coletada por e hospedada no G2.com.
A única coisa que não gosto é que, depois de enviar um documento eSign, você não pode adicionar pessoas adicionais ao documento, a menos que reenvie o documento inteiro. Isso torna um pouco inconveniente se um cliente ou cliente pedir para adicionar mais pessoas ao documento, e você tem que voltar e reenviar para todos. Eu encontrei uma solução para isso - se o encaminhamento estiver ativado no documento, você pode simplesmente dizer ao cliente para encaminhar para quem mais eles gostariam no documento.
EDIT: Eles corrigiram isso e agora é muito fácil adicionar alguém a um documento depois que ele foi enviado! Sem mais problemas! Análise coletada por e hospedada no G2.com.
Avaliações em Vídeo
Small Business Consulting Review
Fácil de usar, mas ainda precisa de uma melhor UX.
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Sentimento Geral da Revisão para PandaDoc
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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". Análise coletada por e hospedada no 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 :) Análise coletada por e hospedada no G2.com.
Eu adoro como a plataforma é fácil de usar, os blocos para inserir, semelhante a construir uma página de blog ou site e aprecio a facilidade de uso. Também gosto do fato de poder ver quando um cliente abre um documento ou interage com ele. Isso é essencial para o meu trabalho. Pandadoc foi fácil de configurar e implementar no meu trabalho diário. Estou sempre recebendo e-mails da equipe deles disposta a me ensinar ou ajudar, ótimo suporte ao cliente. Análise coletada por e hospedada no G2.com.
Há apenas uma falha que encontrei com o Panda doc, algumas limitações com a edição, mas você pode ajustar e contornar facilmente. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.
To date, I have not had any issues or concerns with this program. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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! Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.
Eu uso o PandaDoc todos os dias para o trabalho, adoro que ele me avise quando os clientes abrem o documento para assinar, quantas vezes eles abriram e a hora exata em que foi assinado. Análise coletada por e hospedada no G2.com.
Eu tentei transformar um dos meus documentos em um modelo para uso futuro, mas não funcionou, ou não consigo encontrar onde o modelo foi parar. Mas, fora isso, adoro usar o Panda Doc! Análise coletada por e hospedada no G2.com.
O que eu mais gosto no PandaDoc é o quão organizado ele é! Eu também gosto de como, quando aplicamos a caixa para assinaturas, ela muda de cor para especificar a pessoa. Também como ele permite que a outra pessoa adicione suas informações de pagamento, se desejarmos solicitar isso. A lista/livro de contatos também é agradável, da forma como nos permite adicionar todas as informações como e-mail, números de telefone, nome, etc. Ah, e a opção no final, quando você envia um anexo ou arquivo, permite digitar uma mensagem como um lembrete. Isso também é legal. Análise coletada por e hospedada no G2.com.
Não há nada que eu não goste no PandaDoc! Eu realmente amo tudo o que o PandaDoc tem a oferecer. É super fácil de gerenciar e trabalhar. A organização, no entanto, é a minha parte favorita! Eu consigo entender tudo. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.
