PandaDoc

O futuro dos documentos

Classificação geral

4,5 /5
(1 044)
Relação qualidade/preço
4,3/5
Recursos
4,3/5
Praticidade
4,4/5
Suporte ao cliente
4,3/5

91%
dos usuários recomendam este app
Classificar por

1044 avaliações

Avaliador Verificado
Classificação geral
  • Setor: Alimentação e bebidas
  • Porte da empresa: 2 - 10 funcionários
  • Usado Semanal durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Minha opinião

Avaliado em 22/01/2023

Vantagens

Oque eu mais gosto é que dá pra enviar rastrear e assinar eletronicamente documentos

Desvantagens

Eu gosto de tudo não tenho nada a reclamar

Alexia
Classificação geral
  • Setor: Suprimentos e equipamentos para empresas
  • Porte da empresa: 2 - 10 funcionários
  • Usado Semanal durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

Great tool for sending personalized contracts in minutes

Avaliado em 04/11/2022

I use PandaDoc for creating business proposals for my clients. I like that my proposal documents...

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.

Vantagens

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.

Desvantagens

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.

Alternativas consideradas

DocuSign

Razões para escolher o PandaDoc

I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.

Software anterior

DocuSign

Razões para mudar para o PandaDoc

I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.
Luke
Classificação geral
  • Setor: Produção audivisual
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Best Contract and Signature Software

Avaliado em 22/04/2022

Pandadoc has allowed us to automate our entire proposal process, saving hours per work

Pandadoc has allowed us to automate our entire proposal process, saving hours per work

Vantagens

The best thing about PandaDoc is connecting it to Zapier and automatically creating customized proposals without lifting a finger. Tracking when recipients view documents, and how long they spend viewing each page are great metrics to have for sales.

Desvantagens

There are a few things I would like to be available with automation through Zapier, although they are possible with API.

Alternativas consideradas

Better Proposals e Qwilr

Razões para escolher o PandaDoc

I didn't like the formatting or functionality of Qwilr

Software anterior

Qwilr
Ekta
Classificação geral
  • Setor: Publicidade e marketing
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 0.0 /10

Latest software update is a debacle

Avaliado em 01/06/2022

Customer support is excellent and the agents do everything in their capacity to assist. I give them...

Customer support is excellent and the agents do everything in their capacity to assist. I give them 5 stars. Unfortunately the so called "Customer Success Team" gets 0 stars from me. They are the ones who assist with more complex issues. Unresponsive and unhelpful.
A content library that I built over the course of 2+ years for my business was invaluable and a huge time-saver. PandaDoc just decided to delete it without any notice, or opportunity to back up. My order of quotes is in a mess as they are all dated 22nd May 2022.

Vantagens

Version 1 was relatively easy to set up and use. I could duplicate documents, build a library of images and commonly used sub-headings and sections, resize images.
In Version 2 it is easier to create tables and page breaks.

Desvantagens

Version 2 was launched without any communication and/or notice. The team decided that it was okay to delete my content library that I had built over the course of 2.5 years. All quotes were automatically updated to a single date. So I am unable to sort quotes and proposals based on newest to oldest. The functionality to resize images is lost. The documents are clunky and useless.

Marcus
Classificação geral
  • Setor: Publicidade e marketing
  • Porte da empresa: 11 - 50 funcionários
  • Usado Semanal durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Switching to PandaDoc has made a big impact on our business

Avaliado em 26/06/2023

We onboarded PandaDoc to upgrade our contract signing process from a simple Google Sheet that our...

We onboarded PandaDoc to upgrade our contract signing process from a simple Google Sheet that our clients had to print, sign and scan. So just that switch has made a huge difference. Since then we have also found many other use cases - such as employee contracts and performance review forms

Vantagens

Lots of really useful features that are really simple to use. Lots of integrations also available via Zapier which has saved us a tonne of time on processes

Desvantagens

There are some features that are quite complex and take a bit longer to get used to or set up

Cyril
Classificação geral
  • Setor: Indústria têxtil
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Avaliação gratuita
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 2.0 /10

Insane product versus obsolete pricing

Avaliado em 22/07/2021

Wonderful product discovering, harsh disappointment on the pricing model.

Wonderful product discovering, harsh disappointment on the pricing model.

Vantagens

The visual template editor tool is completely insane; nothing to be compared to other existing SAAS out there. Tested like 7 other tools, really nothing compares.

Desvantagens

The pricing model for the first 2 plans (essential 29$ / business 49$) EXCLUDES THE API ACCESS, that can only be enabled — with extra-charges — with an enterprise plan. The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls). This is completely insane as of 2021 as it makes Pandadoc both unsuitable for automation workflows in human-sized companies, and inconsistent with its competition and its time. This is 21th century, every SAAS out there has an open API from starter plans, and there's a reason for this : an API is not an "enterprise" nor an "advanced" feature at all; every startup use them be it through code or no-code integrations. This is a pretty ridiculous situation where I love the product, already setup everything working like a charm, want to buy it, but am facing an inconsistent and prohibitive pricing model.

Alternativas consideradas

Formstack Documents

Razões para mudar para o PandaDoc

I did not, because of the prohibitive pricing model. I went with Docupilot which has a waaaaaaaaay less curated product, but a decent (and 2021-ready) pricing model
Kalie
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Probabilidade de recomendação 10.0 /10

Newer to the product, BUT LOVE IT!

Avaliado em 23/08/2019

We have cut down the amount of time it takes to get signed legal documentation from customers which...

We have cut down the amount of time it takes to get signed legal documentation from customers which allows us to begin work on projects much sooner! Also, housing all documents in one place allows for ease of access should we need to find a specific document.

Vantagens

With software development being our field of specialty, we have many documents that we need our customers to read over and sign. The location to a printer for some was easy, but for others, it would take so long for them to print out the number of documents, sign them, scan them and send them back to our team in which they would live in a random folder in our drive. Using PandaDoc allows us to create templates for each of our legal documents and send them directly to the signer in which they can click a few buttons and send it back over to us and everything is housed neatly together in folders.

Desvantagens

It does get a little pricey the more users you add, but if you only have one person that needs to access the information it is well worth it.

Alternativas consideradas

DocuSign

Razões para mudar para o PandaDoc

We looked at DocuSign because many of our customers use it because you can customize each of your documents and brand it directly to fit your company. The number of features PandaDoc's has compared to DocuSign was almost double giving us more uses for the software than just getting documents signed.
Emily
Classificação geral
  • Setor: Imobiliárias
  • Porte da empresa: 2 - 10 funcionários
  • Usado Semanal durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 10.0 /10

Easy to use, growing product!

Avaliado em 15/11/2022

Really great! User friendly and I also like how much progress the product makes! It is fun to see...

Really great! User friendly and I also like how much progress the product makes! It is fun to see new features.

Vantagens

I really like how easy it is to organize documents and collect signatures. I like assigning signers and others who are responsible for filling in certain information.

Desvantagens

Sometimes importing documents from word can lose their formatting, and I am very particular about that. I just plan for more time for inputting new documents.

Alternativas consideradas

DocuSign

Razões para escolher o PandaDoc

Price and organization.

Software anterior

DocuSign

Razões para mudar para o PandaDoc

I felt like Pandadoc allowed me to organize and edit each document easier.
Abhijeet
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 2 - 10 funcionários
  • Usado Semanal durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 8.0 /10

Cost Effective Yet Feature Rich

Avaliado em 07/12/2022

PandaDoc helps us with Contract management and has eliminated the hassle of dealing with paperwork....

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.

Vantagens

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.

Desvantagens

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.

Alternativas consideradas

DocuSign

Razões para escolher o PandaDoc

Cost

Software anterior

DocuSign

Razões para mudar para o PandaDoc

Cost and unlimited documents available for signature
Alys
Classificação geral
  • Setor: Publicidade e marketing
  • Porte da empresa: Profissional autônomo
  • Usado Mensal durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Probabilidade de recomendação 10.0 /10

Must have software for all social media managers

Avaliado em 23/06/2022

Vantagens

After trying a number of tools to streamline my onboarding process I was feeling at a loss. They were all so difficult to set up and couldn’t be customised in the way I required. PandaDoc solved this problem allowing me to send my proposals, contracts and gather an initial payment from clients in one go! It has saved me so much time and makes my onboarding process look so professional.

Desvantagens

There are some features only available on the paid plan which does limit what you’re able to do with some documents but there are often workarounds for this.

Alternativas consideradas

Proposify

Razões para escolher o PandaDoc

Dubsado was expensive, difficult and time consuming to set up, and didn’t have the level of flexibility and customisation I needed in my business
Avaliador Verificado
Classificação geral
  • Setor: Seguros
  • Porte da empresa: 11 - 50 funcionários
  • Usado Semanal durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

PandaDoc the Perfect Fit

Avaliado em 10/04/2021

Great product and will recommend to anyone needing a similar solution for their problems.

Great product and will recommend to anyone needing a similar solution for their problems.

Vantagens

Functionality is perfect for what we looking to have it do. Easy to set up the documents you need to have signed and on the back end easy for the user to sign and return.

Desvantagens

It does take some time to set up the formatting for the documents, but the support team is great to assist with that.

Haley
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

A good product that promises to become a great one

Avaliado em 07/08/2019

Vantagens

It streamlined our process and removed some potential for error when passing around Word documents. Love the ability to see progress on documents, get updates, and view status on dashboard. Using this instead of emailing PDFs or sending through a signature platform makes us look more professional, and in most cases is easier for our clients to use. The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.

Desvantagens

At first the design interface was pretty limiting, but they've rolled out an upgrade. Lack of a true in-platform redlining feature is a drawback for us, but PandaDoc is responding to feedback and it seems like that's something that will happen in the future. As a longtime Word user, sometimes there are things that don't seem super intuitive, but it's mostly just a learning curve.

Alternativas consideradas

Proposify

Razões para mudar para o PandaDoc

Although Proposify had much better template designs at the time, PandaDoc still had more functionality in place and had concrete plans to continue to improve all aspects of the service. After demo-ing both, we felt our clients would respond better to the PandaDoc user experience.
Carol
Classificação geral
  • Setor: Clínica de saúde mental
  • Porte da empresa: 201 - 500 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

PandaDoc saved us during the Pandemic

Avaliado em 21/07/2022

This has really been a blessing to us - especially when the mandates are back in place for not...

This has really been a blessing to us - especially when the mandates are back in place for not allowing verbal signatues.

Vantagens

I love how easy it was to implement this product and all of the training we received. It was perfect to train the trainer and everyone we came in contact with at PandaDoc were so helpful and quick to lend a hand.
Since there are still clients who aren't comfortable coming into the office, PandaDoc really helps us with obtaining the necessary signatures from our clients without having to have laptops or computers. They can easily sign from their phones.

Desvantagens

It is a bit difficult if you don't use it for a bit and then try to set up a form to be signed. Or if we have turnover and we have to train a new person to use it.

Alternativas consideradas

DocuSign

Razões para mudar para o PandaDoc

PandaDoc was listed as an integrated program with Zoom - we were hoping to be able to have clients sign while in Zoom sessions.
Brittany
Classificação geral
  • Setor: Publicidade e marketing
  • Porte da empresa: 2 - 10 funcionários
  • Usado Mensal durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Probabilidade de recomendação 10.0 /10

My go-to document program

Avaliado em 13/12/2021

I love PandaDoc. I have used it for invoicing, contracts, NDA’s, non competes, sub contractor...

I love PandaDoc. I have used it for invoicing, contracts, NDA’s, non competes, sub contractor agreements, and so much more. It is capable of so much! When integrating a system for a client, I try to make most of the process automated as I my client base is mainly small business owners who don’t have time to manually do each process.

Vantagens

Very user friendly, capable of doing many things (and everything expanding!) integrates with plenty of programs easily.

Desvantagens

There is not much I don’t like about PandaDoc- the only thing I can say here is when setting it up (for a small business owner to take over the program)- showing them the integration between Pipedrive and how to set it up using variables is not as user friendly to people who don’t usually see this.

Alternativas consideradas

DocuSign

Razões para escolher o PandaDoc

More complex than docusign for what I needed

Software anterior

DocuSign e Jotform
Ed
Classificação geral
  • Setor: Publicidade e marketing
  • Porte da empresa: 2 - 10 funcionários
  • Usado Semanal durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Seamless collection of digital proposal signatures and invoice payments

Avaliado em 02/06/2022

Excellent experience

Excellent experience

Vantagens

Ability to customize proposals for individual products and services we offer

Desvantagens

Must pay extra for the Salesforce integration

Alternativas consideradas

Better Proposals e Loopio

Razões para escolher o PandaDoc

Ability to customize Pandadoc and robust Salesforce integration for our pipeline

Software anterior

DocuSign

Razões para mudar para o PandaDoc

Ability to customize plus the integration with Salesforce and Stripe
Samantha
Classificação geral
  • Setor: Emprego e contratação
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

BEST SOFTWARE EVER!

Avaliado em 19/03/2020

This is certainly my favourite software that I have implemented at my workplace. If i've ever had...

This is certainly my favourite software that I have implemented at my workplace. If i've ever had an issue (which is rare), the customer support team is incredible - they're so helpful and come back to you so quickly. The software itself is so easy to use and very user friendly. The templates and content is so easy to create and really adaptable, you can do a lot with it without trying too hard. Being able to share it all with my team as required was so great as well. PandaDoc have really thought of most things and have the user experience as smooth as possible. Our clients have also commented on numerous occasions how easy it is to access and use also in comparison to other platforms.

Vantagens

Love that you can switch between workspaces, easy to monitor the document return rate and how much my team are achieving, easy to track documents and follow up, so easy to set up documents and templates, looks great, easy to use, customisable. It's accessible as long as you have internet which just makes everything so much easier if you spend some time working from home as well as in the office.

Desvantagens

It's quite tricky adding in custom fonts / increasing the list of fonts.
Would be nice if there more design templates to chose from.
More integrations - the CRM we use didn't work with PandaDoc. This didn't cause huge issues but would have been helpful and made the process slicker.

Steve
Classificação geral
  • Setor: Segurança de rede e informática
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

Good.

Avaliado em 09/01/2018

Some efficiency and design options.

Some efficiency and design options.

Vantagens

The analytic's built into it and the notifications we receive. Also, the somewhat easy configuration of each template. I would like to be able to create a document on a tablet though!! Unless thats an options now? :) The catalog section does need some work though. I would like to see other changes or options to us with regard to catalog items and how they document themselves as well as options for after a project has been completed and accepted by customer. It would be great to be able to edit the document without changing any words, items, quantities, options but rather be able to lets say re-add a column after the fact and print it to make it easier on purchasing to order the parts being approved by customer. Would be really cool too to integrate a calculator option. Like a pop-up calculator option while figuring our numbers. my two or three cents. :)

Desvantagens

We are so used to other, stand-alone systems, that have features such as 'tab' to move to next field that it causes some frustration with our team when we are unable to do that within a pricing table or any table. the other nice thing would be to see line items show up in sequential order-- EX: If I label line item 1 as (Option A) it stays on top of the price list. then when I add a second row, section or catalog item, it defaults to being placed below the first item. Currently this does not happen. We can move them after the fact though...just kind of annoying how it auto-formats that way. Also, would like to see more fonts added in. The fonts available get the job done but still, there should be a larger library of them.
Pricing/Cost---would be awesome to be able to have a price table have a back-end with actual item pricing and SKU's that can be printed after a document has been completed. Cant do this now.
Duplication: Would be awesome to duplicate a document that you didnt know you would need again. Same line items and quantities and pricing. I know you can convert to Template but that's not really what we would like. We want it to be as easy as hitting, 'duplicate document' BUT it changes the quote.sequence number to be different than the original. Now all you have to do is change the customer information and BAM, quick turn-around for contractors looking for numbers on the same project we are bidding. Cant do this now. Otherwise, PandaDoc is awesome!

Prudencia
Classificação geral
  • Setor: Pesquisa
  • Porte da empresa: 51 - 200 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 9.0 /10

Amazing tool

Avaliado em 19/03/2023

It's easy to use, has a lot of features, and is incredibly helpful for managing documents and...

It's easy to use, has a lot of features, and is incredibly helpful for managing documents and contracts. It also allows me to easily collaborate with other people and make sure that everyone is on the same page. It's definitely improved my workflow and I'm very happy with it.

Vantagens

PandaDoc proved to be a great asset for me due to its user-friendly interface. I was able to craft documents that were both presentable and properly formatted in a short amount of time, thanks to the helpful templates available. Moreover, the platform allows me to store my documents securely and monitor their progress, giving me a sense of security.

Desvantagens

At this point, I have not found anything that I dislike.

Nicolas
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 51 - 200 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Great product for sales teams - Some key features still missing though

Avaliado em 21/07/2017

The one thing we are solving is the way we are building and sending out comercial proposals. With...

The one thing we are solving is the way we are building and sending out comercial proposals. With Pandadoc we have everything organized and all the documents in the proper folders, so you can go back to them easily and see what's happing with the document. Also all the different templates already built in makes it very easy for the sales reps to build proposals in no-time.

Additionally the Human Resources Department is using Pandadoc for employee documentation. We've been using it as the formal company's employee documentation platform and it's been great.

Vantagens

What I like best is the document builder features. The structure they gave to the product with the Templates and the content library I think is very useful because it lets you slightly change each document on specific sections which is something that happens a lot. I mean, templates work as a baseline document and then you can have multiple content library items that you pull in when needed.

Desvantagens

There are key features that I feel are missing. Nonetheless I have spoken to them several times and they've said to me that all of the features I mentioned are already on the roadmap of the product, in fact they delivered one of those in the last update. Things like document signature deadline, live collaborative document editing, task/comment assignment to other team members when building a document. Those three are the key missing features.

Mariano
Classificação geral
  • Setor: Internet
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

PandaDoc: document management powerhouse

Avaliado em 13/12/2016

For a long time, we were handling our customer contracts by creating a digital document, faxing it...

For a long time, we were handling our customer contracts by creating a digital document, faxing it to our customers for signature, and then having them fax it back to us for our records. Managing this process was time-consuming and since it was all done via fax and email, it was a real pain for follow-up. We had looked into several solutions for document creation and management, but none seemed to quite do everything that we needed.

We stumbled across PandaDoc in our research and have not turned back. Their online document creation tools were already best in class when we started and have been improved regularly since we started with them about 2 years ago. The ability to upload documents created with a program like Word or Pages and set them up for signature has also been key. But I think most of all I LOVE the way they've set up e-sign. It's fast, convenient, easy, and works in nearly every case we've had in the last two years.

We've expanded beyond project contracts and now run almost everything that needs a signature through this system. Their service is top-notch, they provide a lot of value for the money, and I have not regretted our purchase...ever.

I can wholeheartedly recommend this product to nearly any business.

Vantagens

* Ease of use
* great feature set
* e-signature functionality
* Ability to convert any document to e-cig
* Workflow
* Multiple user levels

Desvantagens

If I had to pick *something*, maybe the workflow process could be more robust. I would also love it to integrate better with Highrise, our CRM.

Andrew
Classificação geral
  • Setor: Internet
  • Porte da empresa: 11 - 50 funcionários
  • Usado Semanal durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Probabilidade de recomendação 7.0 /10

Simplistic and Effective

Avaliado em 15/03/2019

Overall, I like PandaDoc much better than other electronic document signature applications I have...

Overall, I like PandaDoc much better than other electronic document signature applications I have used. Their pricing is very competitive, especially considering the features offered. This will be a product we continue to use, as it takes the hassle out of the physical signature process and saves our sales team substantial time and effort. I would definitely recommend this product to any business that is heavily reliant on any form of signed documentation.

Vantagens

The PandaDoc user interface is very intuitive. The Dashboard display gives you an excellent breakdown of your outgoing documents, include Sent, Viewed, and Completed categorized. This feature helps our organized keep track of the current state of our contracts, and essentially lets us know which documents require reminders or further attention. Uploading a document to the application for signature is as simple as drag and drop, and the application is set up to send out notifications when the recipient has viewed the document, as well as signed the document.

Desvantagens

Unfortunately, Panda Doc does not work well with non-PDF uploads, particularly MS Words documents. Uploading such formats often changes the layout or configuration of the document, causing extra work to adjust or simply redo. The admin panel is also challenging to navigate. Finding the correct path to adjust our company billing took some time; much longer than it should have. The template feature is nice to have, but if you need to make any adjustments, you essentially need to discard your entire template and re-upload, which is time consuming to a point where the feature is almost not worth using. It would also be beneficial to have automated reminders for unsigned documents, as opposed to having to complete this task manually.

Sunitha
Classificação geral
  • Setor: Desenvolvimento de programas
  • Porte da empresa: 201 - 500 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 9.0 /10

Amazing tool

Avaliado em 13/03/2023

Vantagens

PandaDoc is incredibly user-friendly and straightforward. After trying out a few different document signing platforms, I found that PandaDoc was far and away the most enjoyable to work with. Building documents is a breeze and the final product looks incredibly professional. The templates and tokens are a real time-saver and the signing process is a breeze. I also appreciate the activity feed, which lets me know if a document has been seen.

Desvantagens

I have no complaints; everything is excellent and amazing.

Mark
Classificação geral
  • Setor: Educação superior
  • Porte da empresa: 201 - 500 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

If only it integrated with other products!

Avaliado em 01/12/2022

Excellent overall - form creation, editing, distribution, and management were all very easy.

Excellent overall - form creation, editing, distribution, and management were all very easy.

Vantagens

We used this software to process employment related forms for contractors and employees at the college and it was mostly great. The text boxes could be a little simpler for editing (you can't highlight text and change it, you have to use arrow keys to move to the text like you're working at a DOS prompt). But for document tracking, signatures, and security it's fantastic. If you don't have the need to integrate with enterprise systems you can't find a better document/workflow management software.

Desvantagens

It doesn't integrate with much in the way of enterprise software. As time passed and our other software was updated it became more difficult to track some things because Panda didn't integrate with any of our critical systems. As a result we used Panda less because most of the new ERP systems (and HRIS, and Finance) include workflows, forms, and signatures today.

Linda
Classificação geral
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente

Well on its way to being perfect!

Avaliado em 27/07/2015

I use PandaDoc as a communication device for both proposals and documentation of my interactions...

I use PandaDoc as a communication device for both proposals and documentation of my interactions with my clients (I have my own HR consulting business). I have found this software to be the perfect choice for me for many reasons. PROS - I am able to easily track the progress of my proposals and documentation for client interactions. My clients have no idea that when they open my communications, I am notified (which is awesome).

The software is user-friendly and intuitive in that I was able to immediately pick up how to use the bells and whistles easily and without a tutorial (although tutorials are available). This is very important to me as I am a "skimmer" and feel that good programs should be easy, easy, easy. If I have to constantly refer to the users manual, I become frustrated and want to eliminate the program.

I love the electronic signature feature - this has allowed me to execute proposals quickly. Additionally, I get proof that my clients have received the documentation I sent out - leaving absolutely no doubt that we are all on the same page regarding the advice I have given.
The customer service has been outstanding - I made a suggestion and was immediately given a response on the suggestion from a human being (versus an automated response).

CONS:

I see that this software is clearly always advancing - so this is by no means a list of complaints, but rather more of a wish list.

I would like to be able to send attachments with my documentation. Many times, I have created an employee handbook, job application, Affirmative Action Program, etc., and if this was attached to my PandaDoc documentation, I would easily be able to track the changes accordingly.

As I store my communications (per client) in specific folders, I would love it if I were able to have a reporting feature to combine the entire list of communications with my clients in one report for a mid-year and annual review process.

My only problem with the software is that I am automatically put into SPAM or junk e-mail at the client end. This only happens with the PandaDoc software then I end up getting black-listed for all future correspondence. This starts with every new PandaDoc delivery - if this can be fixed, I would be so grateful.

Other than this, I have no complaints. Please - keep making changes and updating features because this program can become a monster!

Avaliador Verificado
Classificação geral
  • Setor: Software
  • Porte da empresa: 201 - 500 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

Super slow recently - impossible to do simple tasks in PandaDoc

Avaliado em 29/10/2021

Every week PandaDoc gives us a disclaimer that their service will be down to make it run faster....

Every week PandaDoc gives us a disclaimer that their service will be down to make it run faster. But really, it feels like every week PandaDoc gets slower and slower. Recently I spent 30 minutes just trying to duplicate one document and change a name of the recipient. The main reason why we decided for PandaDoc was efficiency - but recently it's actually making our jobs more difficult, not easier. Please fix this ASAP, turn off freemium accounts if you have to, but if we pay thousands of USD a year, we want the service to work smoothly.

Vantagens

Pretty much has all you need + HubSpot integration + document analytics are nice. But recently it's been lagging and simple tasks take forever to perform. It's frustrating.

Desvantagens

Speed. Super slow to do anything. Also with more features, they keep adding, the product is becoming more complex to use and it's harder to find anything. We were forced to migrate to Editor 2.0. which was super painful as we had to redo all our templates and everything is more complicated in new editor.