PandaDoc

Zoho Notebook is really the best

Pluspunten:

Using Zoho Notebook on my desktop pc or on my mobile device, I can easily take notes or save my thoughts. Not only written material but also music and pictures can be added to the note. However, the file size is limited. Using a digital notebook to save my notes is more safer than using a real notepad.

Minpunten:

It does not allow an offline setting since it requires constant internet connections to view my notes in the software. If the note may be saved on my desktops as a backup option, it will greatly assist me in recovering my note if I lose internet access. Overall, most of the feature is really useful for me as i really in needs for a good digital notepad

Good document editor with e-sign feature

Opmerkingen: I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and immediately notify me when they see the proposal, which allows me to watch their level of engagement.

Pluspunten:

I appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them.

Minpunten:

I am unable to replicate whole sections, just some of the content parts. This is infuriating. That strikes me as a little clumsy from the developer side. The document didn't allow me to write in Landscape mode, so I've been drafting my proposals slides in InDesign and afterwards copying/pasting them as photographs into the document, and this has resulted in some duplication of effort on my side, which is inconvenient given that one of the reasons I choose this software because I need a system to help reduce time wasted on drafting proposals.

PandaDoc - documents powerhouse

Opmerkingen: PandaDoc helped us go paperless with all our documents, makes managing all the documents and signatures easy to track, send and receive. PandaDoc is saving us a lot of time with printing and scanning documents.

Pluspunten:

To be straightforward PandaDoc is easy to use due to its nice and intuitive design and makes all my document easy to manage. I really like it the options to integrate with a lot of payments gateway and CRM. Another thing I want to mention is the responsives and very helpful support team.

Minpunten:

It was not that simple to learn to use it.

Does the job but improvements needed

Opmerkingen: Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.

Pluspunten:

Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.

Minpunten:

No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.

Effective support for document management and enhancing transparency in correspondence

Opmerkingen: Managing documents has become easier with PandaDoc, editing, formatting, adding digital signatures and documentation are done from the same page. It has contributed to increasing transparency in all our dealings.

Pluspunten:

PandaDoc is designed in a way that allows us to deal with all digital documents seamlessly. I liked the simplicity of designing the different forms and the automatic insertion of the names of companies or individuals to whom the form is intended to be sent independently so that we can send it to all of them at the same time. It is great that everything is done on the same page, and you can also request approval or review from the officials directly and document their responses before completing the work. It is great that we get immediate notifications of receipt of the document from the other party. PandaDoc helps us send quotes and other requests officially to provide confidence and documentation for all procedures. I liked the ease of requesting the addition of a digital signature as it is done securely and easily and without the need for the other party to have an account on PandaDoc.

Minpunten:

There are no negatives, PandaDoc is very practical and rich in tools that give various documents a unique organization and maintain our brand.