Resumo do PandaDoc

O que é o PandaDoc?

O PandaDoc fornece soluções inteligentes, tornando a gestão de documentos indolor. Comece a gerar e distribuir documentos, como propostas, contratos, cotações e outros documentos para os clientes, em apenas alguns minutos. Reduza seu tempo e seus esforços nos processos de criação, armazenamento e administração de documentos.

Comece a usar o PandaDoc e descubra por que os clientes relatam sobre:

50% menos papelada
30% mais fechamentos
15% maior valor por contrato fechado

Resumo do PandaDoc

Preços

A partir de
US$ 9,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Recursos do PandaDoc

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália, China e outros 5, Índia, Japão, Alemanha, Brasil, México
Idiomas
Inglês

Mídias

PandaDoc - Vídeo Captura de tela do PandaDoc: Captura de tela do PandaDoc: Captura de tela do PandaDoc: Captura de tela do PandaDoc: Captura de tela do PandaDoc: Captura de tela do PandaDoc: Captura de tela do PandaDoc: Captura de tela do PandaDoc: Captura de tela do PandaDoc:

PandaDoc - Avaliações

PandaDoc - Avaliações

Classificação geral
4,5
/
5
Excelente
433

Muito bom
215

Regular
51

Ruim
11

Péssimo
7

Relação qualidade/preço
4,2
Recursos
4,2
Praticidade
4,3
Suporte ao cliente
4,4
90% dos usuários recomendam este app
Heather C.

All-around great proposal software and automation tool.


Traduzir com Google
Kalie L.

Newer to the product, BUT LOVE IT!

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.


Traduzir com Google
Olga Y.

Best investment in Sales process so far!

I will be honest, I decided to give PandaDoc a try because I like pandas, and because their marketing was great. I started with a free trial version and through trial and error learned how to create templates myself.

Once I figured out how to use tokens and came up with a design template, there was no turning back. PandaDoc proposals look better than anything that I could have come up on my own, and thanks to tokens, the chance of leaving a wrong client name or other important detail is eliminated. If your clients are used to signing contracts digitally, you will find the PandaDoc digital collaboration and activity log feature invaluable.


Traduzir com Google
Ted B.

Has some big shortcomings

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.


Traduzir com Google
Rene B.

Critical in helping build trust with prospects

Being able to put together quotes, proposals and contracts quickly has allowed us to cut down "admin time" to a minimum. Plus, prospects are impressed with our professionally-looking business documents.


Traduzir com Google
Heather C.
Setor: Contabilidade
Porte da empresa: 501-1.000 funcionários
Traduzido para o Português
Traduzido para o Português

All-around great proposal software and automation tool.

Usado Diariamente durante Mais de dois anos
Avaliado em 11/05/2018
Fonte da avaliação: Capterra

Vantagens

PandaDoc has allowed us to streamline our proposal process tremendously. Because of the content library, template functions and ease of use, we've been able to double the number of proposals we put out in the same timeframe before implementation.
The analytics reporting feature has assisted in increasing our win rates. We can hone in on the areas of our proposals that resonate with our prospects, allowing the follow-up meetings to be more focused - discussing targeted, relevant themes, services and needs.
PandaDoc's development team is very open to feedback and ideas on how to improve the platform. It's refreshing to work with a company that takes your input and one-off special requests to not only deliver on those requests for you but roll out these changes across the board for all of their users. Having a say in the process of polishing and tweaking a product to work best for us is a value-added benefit.
The various plug-ins for other software, such as CRM systems, is useful for collaboration between departments.
The ability to customize the CSS to fit our brand is essential. We can customize templates with designs that fulfill each of our needs.
Having multiple workspaces under one account is extremely helpful keeping documents separated for different departments and projects.

Desvantagens

There are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future.
From time to time we will run into small formatting issues due to a glitch in the coding. More often than not, they are isolated to one document. For a couple of issues we ran into, the development team was able to provide a timely fix, and the issues have been non-recurring.
In the past few years that we've been using the platform, we have only had three instances where the software was down, two of those instances were for less than an hour. Even with the downtime, we have never missed a deadline to deliver a proposal, even in an industry where RFPs are common.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Kalie L.
Setor: Serviços e tecnologia da informação
Porte da empresa: 13-50 funcionários
Traduzido para o Português
Traduzido para o Português

Newer to the product, BUT LOVE IT!

Usado Diariamente durante 1 a 5 meses
Avaliado em 23/08/2019
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade

Probabilidade de recomendação: 10.0/10

Olga Y.
Setor: Serviços e tecnologia da informação
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Best investment in Sales process so far!

Usado Semanal durante Mais de dois anos
Avaliado em 08/09/2020
Fonte da avaliação: Capterra

I will be honest, I decided to give PandaDoc a try because I like pandas, and because their marketing was great. I started with a free trial version and through trial and error learned how to create templates myself.

Once I figured out how to use tokens and came up with a design template, there was no turning back. PandaDoc proposals look better than anything that I could have come up on my own, and thanks to tokens, the chance of leaving a wrong client name or other important detail is eliminated. If your clients are used to signing contracts digitally, you will find the PandaDoc digital collaboration and activity log feature invaluable.

Vantagens

I like that PandaDoc makes it easy for me to create beautiful, professional looking proposals in just a few minutes.

Desvantagens

I wish it were easier to preview page breaks before I download multi-page proposals to PDF so I could make decisions on how to move content around to avoid page breaks in weird places.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Ted B.
Setor: Gestão da educação
Porte da empresa: 13-50 funcionários
Traduzido para o Português
Traduzido para o Português

Has some big shortcomings

Usado Diariamente durante 1 a 5 meses
Avaliado em 11/08/2016
Fonte da avaliação: Capterra

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.

Vantagens

Cool name.

Desvantagens

#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.

Traduzido para o Português

Resposta do PandaDoc

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 0.0/10

Rene B.
Setor: Pesquisa de mercado
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Critical in helping build trust with prospects

Usado Semanal durante 6 a 12 meses
Avaliado em 17/06/2020
Fonte da avaliação: Capterra

Being able to put together quotes, proposals and contracts quickly has allowed us to cut down "admin time" to a minimum. Plus, prospects are impressed with our professionally-looking business documents.

Vantagens

Setting up branded quotes, proposals and contracts in minutes. Huge time-saver!

Desvantagens

Adjusting blocks to fit page layout could be easier

Detalhamento da qualificação

Relação qualidade/preço
Praticidade

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
8,5/10
Baseado em 717 usuários
Compare as alternativas por recomendação dos usuários
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Preço do PandaDoc

Preço do PandaDoc

A partir de
US$ 9,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço
Relação qualidade/preço
4,2/5
Baseado em 717 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do PandaDoc

Recursos do PandaDoc

API
Acompanhamento de atividades
Armazenamento de documentos
Auditoria
Cobrança e faturamento
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de documentos
Gestão de conformidade
Gestão de estoques
Gestão do fluxo de trabalho
Importação/exportação de dados
Integração de terceiros
Monitoramento
Notificações automáticas
Painel de atividades
Rastreamento de estoque
Registro de auditoria
Relatórios e estatística
Relatórios em tempo real
Recursos
4,2/5
Baseado em 717 usuários
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Categorias

Perguntas frequentes sobre o PandaDoc

Perguntas frequentes sobre o PandaDoc

Abaixo estão algumas perguntas frequentes sobre o PandaDoc.

P: Que tipo de planos o PandaDoc oferece?

O PandaDoc oferece os seguintes planos de pagamento:

A partir de: US$ 9,00/mês

Modelo de preços: Assinatura

Teste Grátis: Disponível

P: Quais são os principais recursos do PandaDoc?

Não temos informações sobre os recursos do PandaDoc.

P: Quem costuma usar o PandaDoc?

Os clientes habituais do PandaDoc são:

Pequenas empresas, Grandes empresas, Administrações públicas, Sem fins lucrativos, Autônomos, Empresas de médio porte

P: Em que idioma o PandaDoc está?

O PandaDoc está nos seguintes idiomas:

Inglês

P: Que tipo de planos o PandaDoc oferece?

O PandaDoc tem os seguintes planos de preços:

Assinatura

P: O PandaDoc é compatível com disponíveis móveis?

O PandaDoc é compatível com os seguintes dispositivos:

Android, iPhone, iPad

P: O PandaDoc se integra com quais outros aplicativos?

O PandaDoc se integra com os seguintes aplicativos:

BriteBiz, Capsule, HubSpot Marketing Hub, Insightly, Nimble, Nutshell, Pipedrive, Pipeliner CRM, Xero, Zoho CRM

P: Que nível de suporte o PandaDoc oferece?

O PandaDoc oferece as seguintes opções de suporte:

FAQs, Suporte online, Suporte por telefone, Tutoriais em vídeo, Base de conhecimento