PandaDoc


 
PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. PandaDoc allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The built-in e-signature feature allows signers to approve and sign the documents from anywhere anytime. PandaDoc analytics provides real-time statistics regarding who has viewed the proposal, how many times they saw proposal and how much time spent on the proposal. The dashboard provides an overview of proposal performance. PandaDoc comes is available via a subscription-based pricing model on per user basis. It provides integration with Salesforce, HubSpot, SugarCRM, ProsperWorks and many more.
 

PandaDoc - Signature options
 
  • PandaDoc - Signature options
    Signature options
  • PandaDoc - Dashboard
    Dashboard
  • PandaDoc - Document recipients
    Document recipients
  • PandaDoc - Document updates
    Document updates
  • PandaDoc - Drag-and-drop files
    Drag-and-drop files
  • PandaDoc - Analytics
    Analytics
Sistemas operativos compatibles:
Mac OS, Linux, Navegador web (independiente de SO), Windows 10

750 reseñas sobre PandaDoc

 

Jesus P. Especialidad: Marketing y publicidad Número de empleados:  Trabajador autónomo Número de empleados:  Trabajador autónomo

18/10/2020

18/10/2020

Fuente de la reseña: Capterra

Jumping From RightSignature to PandaDocs

Traducir a español
Facilidad de uso

 

Funcionalidad

 

Calidad del producto

 

Relación calidad-precio

 

Facilidad de uso
Facilidad de uso
Funcionalidad
Funcionalidad
Relación calidad-precio
Valor

We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back.

We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign.

If you're a small business getting started and need free e-Signing, PandaDoc is a winner.

Puntos a favor

They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".

Puntos en contra

I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.

Usuario verificado Especialidad: Marketing y publicidad Número de empleados:  Trabajador autónomo Número de empleados:  Trabajador autónomo

15/8/2019

15/8/2019

Fuente de la reseña: Capterra

After six months of using Pandadoc

Traducir a español
Facilidad de uso

 

Funcionalidad

 

Calidad del producto

 

Relación calidad-precio

 

Asistencia al cliente

 

Facilidad de uso
Facilidad de uso
Funcionalidad
Funcionalidad
Relación calidad-precio
Valor
Asistencia

I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It allows clients to sign electronically and it notifies me when they have viewed the proposal which helps me track how engaged they are.

Puntos a favor

I like that Pandadoc notifies me when prospects view my proposals and it allows them to easily sign electronically without scanning and printing. I like that it gives me the ability to propose a pick list for clients and they can select which package or which services and it will automatically total them.

Puntos en contra

I can't clone whole pages, just content chunks. And I can't move entire pages, just content chunks. This is annoying. I find that a bit clunky. I also have not liked the visual aspect as much as designing on my own, and it hasn't let me compose in Landscape mode, so I have instead been designing my own proposal slides in InDesign and then when the client is ready to sign I just copy/paste them as images into an agreement. This is creating some double work for me, which is annoying and part of the reason I wanted a software in the first place was to minimize time spent on proposals.

Paul S. Especialidad: Organización de eventos Número de empleados:  51-200 empleados Número de empleados:  51-200 empleados

28/1/2021

28/1/2021

Fuente de la reseña: Capterra

Panda Doc Review

Traducir a español
Facilidad de uso

 

Funcionalidad

 

Calidad del producto

 

Relación calidad-precio

 

Asistencia al cliente

 

Facilidad de uso
Facilidad de uso
Funcionalidad
Funcionalidad
Relación calidad-precio
Valor
Asistencia

Enjoy using Panda Doc, only wish it had the profit/margin visibility on a line item basis. Other than that we have been very satisfied.

Puntos a favor

Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.

Puntos en contra

No visibility on profit/margin %s on a line item / Individual SKU basis - only on the bottom line cost. Poor design

Ted B. Especialidad: Administración educativa Número de empleados:  11-50 empleados Número de empleados:  11-50 empleados

11/8/2016

11/8/2016

Fuente de la reseña: Capterra

Has some big shortcomings

Traducir a español
Facilidad de uso

 

Funcionalidad

 

Calidad del producto

 

Relación calidad-precio

 

Asistencia al cliente

 

Facilidad de uso
Facilidad de uso
Funcionalidad
Funcionalidad
Relación calidad-precio
Valor
Asistencia

I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't write a bad review, but this is more of a warning to others so they don't get surprised like I did.

Puntos a favor

Cool name.

Puntos en contra

#1. No text wrapping in fields. If you put a field on a form and someone types past the end of the field, it does not wrap text. It also does not tell them they hit the character limit. So what happens? Anything extra is lost with no way to retrieve it. Quote from support "Unfortunately this is a known issue. At this time there is no way to retrieve any information in these situations. " Yes, in 2016, a software company creating fillable fields is not capable of wrapping text or telling a user they are at the limit.

#2 No batch sending. Want to send the same document to 20 people to complete individually? You have to manually add all 20 contacts, then manually send each one of them an individual form that requires an 8 step process. That's 160 steps to send 20 people the exact same form.

#3 No way to identify required fields. Creating a doc with lots of fields with a mix of required and not required? There is no way to differentiate them visually. To check your work you must click on each field and see if the box is checked for it to be required. Nightmare of epic proportions.

Traducir a español

Respuesta: PandaDoc 30/3/2020

Hi there!

I realize this response is long overdue, so first and foremost thank you for your honest feedback. Although this is our first public response, I can assure you that our team took your comments into account.

The truth is that we are not the company or the product that you once knew.

Since 2016, we have introduced a brand new editor built on user feedback like yours, equipped with overall better performance as well as features that you mentioned such as bulk send and required fields.

If you're still in the market for document automation software, drop us a line and our team would be happy to show you Editor 2.0.

We hope to have the opportunity to work with you again, and I sincerely apologize for your previous experience with us.

Debbie C. Especialidad: Construcción Número de empleados:  11-50 empleados Número de empleados:  11-50 empleados

28/1/2021

28/1/2021

Fuente de la reseña: Capterra

Great for making contracts.

Traducir a español
Facilidad de uso

 

Funcionalidad

 

Calidad del producto

 

Relación calidad-precio

 

Asistencia al cliente

 

Facilidad de uso
Facilidad de uso
Funcionalidad
Funcionalidad
Relación calidad-precio
Valor
Asistencia

Great product. I prefer it over 2 other major competitors.

Puntos a favor

I can create and or make changes to existing ones. I like that my documents are saved and are simple to search for.

Puntos en contra

It was hard setting up and knowing how to save documents. It doesn't have the greatest instructions.