PandaDoc

Excellent esignature tool

Opmerkingen: Very positive. I have been comparing e-signature platforms for sometime, and as a small business, I needed an solid, simple solution that didn't break the bank. Pandadoc provides exactly that.

Pluspunten:

Having an affordable option for certified digital signatures (this funcitonality is actually free!) is brilliant. I can upload quotes and proposals, get notified when the client views the document, and received legal, secure signatures is great.The integration with HubSopt is a dream. All of my quotes are attached to deals and I can easily manage the documents across systems.

Minpunten:

I don't have any complaints about Pandadoc. I find it easy to use for e-signature management and my clients like it.

Cost Effective Yet Feature Rich

Opmerkingen: PandaDoc helps us with Contract management and has eliminated the hassle of dealing with paperwork. This saves us time and is easy to manage with template creation. Also helpful for filling out common forms like W-9, Card authorization Form, etc.

Pluspunten:

PandaDoc has all features of other Digital signature products yet is priced much lower. Comes with unlimited documents for signature in a year (unlike other products that cap the total number of documents). Also offers a referral / Partnership program.

Minpunten:

Only has sales specific tools - perfect for startups and small businesses but could be missing features for mature businesses that have departments other than sales.

Overwogen alternatieven: Adobe Acrobat Sign en DocuSign

Redenen om voor PandaDoc te kiezen: Cost

Overgestapt van: DocuSign

Redenen om over te stappen op PandaDoc: Cost and unlimited documents available for signature

If you will be processing payments via Stripe, this application is not for you!

Opmerkingen: The tool is easy and intuitive to use and looks flashy on the surface. Pull back the covers a bit and it becomes incredibly apparent that their product designers have not built a strong tool. Integrations that make life more difficult for users should be amended. On top of all that, PandaDoc support is among the worst I've ever encountered.

Pluspunten:

Ease of configuration and use. Creating new and amending existing documents is a dream. And the native CRM integrations make managing agreements at the customer level very straight forward.

Minpunten:

The Stripe integration is inherently broken. A paid invoice will invariably result in a net-new customer being created in Stripe (even if the paying party already exists as a customer in your stripe account). This wrecks your stripe analytics and requires manual reconciliation. Worse, when notified of this issue, PandaDoc has stated that "the integration works as expected" and that they have no desire to resolve it. But to get that answer, I had to go through a month long battle with PandaDoc Support to figure out why it was messing up Stripe records.The support team is offshore (managed by a third party outsourcing company) and wildly ineffective. If you expect clear communications about the issues you're reporting and plans for resolution, look elsewhere. Your tickets will sit in unaddressed for weeks on end. When a support rep finally responds, they will likely not respond to the issues you've raised (I've literally had support reps provide guidance to me that was clearly meant to address another customer's challenges as it was entirely unrelated to mine). And only once you escalate to your AE will support finally take you seriously. In an age when we must all do more with less, managing another company's support team is the worst investment you can make.

Great tool for sending personalized contracts in minutes

Opmerkingen: I use PandaDoc for creating business proposals for my clients. I like that my proposal documents look professional and are full of interesting and clickable content such as Youtube videos, external links, etc.

Pluspunten:

The integration of PandaDoc with Hubspot is fantastic in my opinion. Because this integration pulls data from all of my customers' Hubspot accounts onto the document that I'm working on, I can quickly and easily customize the client contracts that I use. It significantly simplifies the process of sending files.

Minpunten:

I do not like the restricted methods in which you can design a personalized proposal document. I find this to be very frustrating. In point of fact, they assert that you may import a Word document, and the software will immediately convert it into a PandaDoc document for you. I gave it a shot, and unfortunately, it did not work in the least. Both the written content and the visuals were jumbled up. In addition to this, you are unable to add custom HTML code, which, in my opinion, should be a feature that they offer.

Overwogen alternatieven: DocuSign

Redenen om voor PandaDoc te kiezen: I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.

Overgestapt van: DocuSign

Redenen om over te stappen op PandaDoc: I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.

Review for Easily Create Professional Documents with PandaDoc!

Opmerkingen: My interactions with PandaDoc have been overwhelmingly pleasant. The features are extensive and potent, and the user interface is clear and simple to use. The automated document signing process is really quick and effective, and the customer support staff has been friendly and accommodating. I value the ability to check document progress and send reminders in particular, as well as the flexibility to customise documents with photos and branding. Overall, PandaDoc has exceeded my expectations, and I heartily endorse it to anyone searching for a reliable and user-friendly document automation solution.

Pluspunten:

I appreciated PandaDoc's extensive document creation and management features. I could swiftly generate and edit documents because it was simple to use. Real-time collaboration with others was another excellent aspect. Additionally, I was grateful for the customer service staff, who were always accessible to respond to my inquiries and assist me with any problems I might have.

Minpunten:

The user interface of PandaDoc can occasionally be overwhelming and challenging to use, which is its least preferred feature. Additionally, some features could be difficult to locate, which might cause confusion and frustration.