What do you like best about the product?

Ease of Use, great support, and visually appealing - it pays for itself

What do you dislike about the product?

It required some research and training to get to use it as you want to. No phone support, only expert advice or through chat, yet it works

What problems is the product solving and how is that benefiting you?

Being able to create documents and send quotes fast. I find that sending a formal quote with Images and Videos and to be able to attach a brochure is fantastic and it gives my potential customer a great view of the product I'm offering

Recommendations to others considering the product:

If you want to impress your customer with top of the line and creative proposals, use PandaDoc

What do you like best about the product?

The ease of using templates to create proposals and then add additional customization.

What do you dislike about the product?

When we first started using the emails we were sending out often got marked as junk mail, but they have fixed that problem for most emails and if we don't hear back we just follow-up with a phone call.

What problems is the product solving and how is that benefiting you?

We are able to provide professional looking documents to potential clients in minutes.

What do you like best about the product?

I have found PandaDoc to be superior to DocuSign and Adobe in many ways. I don't have to worry about sending too many contracts since they offer an unlimited plan so the pricing is consistent. PandaDoc's user interface is easy to use and allows live editing of documents as templates rather than re-uploading documents from Word/PDF and then adding all the fields for my clients to enter or sign. The integration with HubSpot was super easy to setup and use. I can't say enough how much I like PandaDoc's platform. When other people find out about PandaDoc, they will end up switching services. They just don't have the name recognition as the other big names...things will change though. You watch!

What do you dislike about the product?

After using PandaDoc for about 3 months, I have not found any major issues. If I was forced to pick on something, there are times when my added text edits doesn't move the signature or other entry fields with the rest of the document, but it is a minor fix with drag/drop. It's still better than re-uploading an entire document and adding the fields back in like other platforms.

What problems is the product solving and how is that benefiting you?

I'm using for NDAs, software licensing, MSA, and SOW contract management.

Recommendations to others considering the product:

It will take just a bit of time to know where some of the editing options are located. It's not bad by any means, but moving to a new platform will always have somewhat of a learning curve.

What do you like best about the product?

Nothing, I will be removing it internally from our system at our earliest possible convenience.

What do you dislike about the product?

Generally, the whole product.

To highlight a few things that are of major concern and that we were over sold on:

1. Connectivity with Salesforce. There is no real sync happening between Salesforce and PandaDoc of anything meaningful. They are only able to sync over Product Line Items, fairly standard, on document creation. Which means if you edit your products for the opportunity in SFDC you either, a. have to manually edit you proposals, which is not user friendly, or b. you have to create an entirely new PD proposal, which is also time consuming. When questioned about the commitment to improving this from the product team, they did not inspire confidence that it is a priority.

2. Approval Workflows. We were sold very heavily on PD's approval workflows, which were rudimentary at best. The basic if logic, can only handle the simplest of needs and it has really no flexibility. It was so poorly built that they scrapped approval workflows entirely when they released their "Editor 2.0" which was meant to address the poor interface and usability of "Editor 1.O". Forget trying to do any basic thing like override an approval for a party that may be unexpectedly out of the office, they provide no means to do this simply.

3. Usability. As mentioned, they released a "Editor 2.0" to address the abysmal experience in the original editor. They first issue was, that it's essentially an entirely new product and requires either their or your effort to move over any existing templates you have. The second was, there is not feature parity around approvals or SFDC with the new editor, making it difficult to choose what to sacrifice. A horrible user experience on Editor 1.0 for a marginally better one in Editor 2.0 and completely re-engineer our approval process inside of Salesforce or to stay on the original editor and deal with the constant barrage of headaches from individual contributors all the way to our CEO.

4. Export Ability. God forbid you ever need to export one of these to a PDF. There was no thought put into the exporting features and the conversion process leaves any stylized document nearly unrecognizable.

5 Admin Capabilities. There is next to nothing in the way of true admin capabilities here. There are three roles available, but no ability to edit what permissions those roles have. For example, I have "Managers" as a role assigned to the people in our org that need to be able to look at team wide documents. As a part of that role they can add whoever they would like as a user, which has created a nightmare for international teams who from time to time, because they can, just go in and add new users, despite our best efforts to communicate not too. There is little in the way of supporting a need for control over users and their abilities.

What problems is the product solving and how is that benefiting you?

We have created more issues, than we solved.

Recommendations to others considering the product:

It would be easier for you to just create some nice looking proposals in G-Slides, Powerpoint, Canva, etc. and take the time to create approval workflows in SFDC, if that is your CRM of choice.

It will save you time, headaches, and above all $10K+ depending on your license needs.

What do you like best about the product?

PandaDoc works excellently. I am relieved to find a specific employee to take care of the budgeting and then send it to my candidates. It has helped me to have a repository of electronic signatures caused by my previous business.

What do you dislike about the product?

As an end user I would like to have a unique folder of documents according to the category, where I can sort within the interface budgets by date for example.

What problems is the product solving and how is that benefiting you?

For us it has had considerable benefits in sending very explicit quotes to potential clients. We have also used electronic signatures on some occasions, depending on the business to be carried out. It has had an important scope for our documents.

Recommendations to others considering the product:

PandaDoc is a recommended software, very important for your documents and for business legalization. I'm satisfied with the quotes I've prepared, and this is a feature that will help you.

What do you like best about the product?

As a one-man-band, the more sales automation I use, the more productive I am. With PandaDoc I manage proposals and contracts, so templates are key for me.

What do you dislike about the product?

I must be honest and say that there is nothing about PandaDoc that I dislike.

What problems is the product solving and how is that benefiting you?

I find Templates, Signatures and Analytics the most useful.

What do you like best about the product?

Great to control contracts and provides visibility not available in other methods. It also saves a lot of time for reps when putting together contracts.

What do you dislike about the product?

Setting up templates for the first time can be frustrating if you have never used a system similar before. Biggest complaint is the ability to undo something disappears after a couple seconds.

What problems is the product solving and how is that benefiting you?

We are getting contracts in front of clients quicker and with increased visibility.

What do you like best about the product?

Efficiency, user friendly. Self intuitive.

What do you dislike about the product?

When it does not work and my clients don’t know how to use.

What problems is the product solving and how is that benefiting you?

Quick turn around on getting contract signed

Recommendations to others considering the product:

Yes, because of efficiency.

What do you like best about the product?

Easy to use without a huge learning curve. Does what we need it to do.

What do you dislike about the product?

I have no dislikes. Just like any software, you have to understand the best practices and do them. We have simple needs for signing and forwarding sales contracts and this does it.

What problems is the product solving and how is that benefiting you?

Sales contracts with multiple signatures needed

What do you like best about the product?

ease of use, fact that everything is clear, fast and nice

What do you dislike about the product?

Sometimes when you change something about the structure it is difficult to do so

What problems is the product solving and how is that benefiting you?

no paper anymore