Avaliações do PandaDoc

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.

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

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.

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

Wonderful product discovering, harsh disappointment on the pricing model.

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.

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

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.

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

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

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.

Excellent experience

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.

Some efficiency and design options.

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.

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.

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.

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.

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

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!

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.