PandaDoc provides intelligent solutions by making document management painless. Start generating and distributing documents like proposals, contracts, quotes, and other client-facing documents in minutes. Reduce your time and efforts around document creation, storing, and administration processes.
Start using PandaDoc and find out why our clients report about:
50% less paperwork
30% higher close rates
15% higher value per closed contract
Some efficiency and design options.
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. :)
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!
Likelihood to recommend
PandaDoc has become an integral part of our business operations. The technological features, continual upgrades and enthusiasm are all reasons why we continue to support and use the service. Since this is a "review" that hopefully someone will read and acknowledge, I want to make clear that we are very happy with PandaDoc.. but since you are requesting feedback, I hope the following is taken into consideration. Please note that these are all points that have been previously expressed to PandaDoc/QuoteRoller staff:
1) Dashboard: Show us how we are doing. What % are we closing, simple reporting and graphs, etc. This is simple stuff most of your competitors are doing.
2) Win/Loss (In relation to #1): We NEED a button to track LOST proposals... along with a text/dropdown box to document the reason for "failure". Similarly, we need a WIN button. We have a TON of customers that either (a) refuse to e-sign or (b) can't for whatever reason.
3) Proposal Follow ups: Thank you for the recent upgrade to add this functionality. But it is very generic. There needs to be a sense of customization for the customer.
4) Email hosting: This is one of the biggest complaints I receive from customers. The typical scenario is: We have an email conversation ongoing about a project.. then a random PandaDoc email/proposal off-thread is sent (even with forewarning to expect said random email).. and then it's difficult for the customer to search for said random email down the line because it's not from "me". I understand you want to control email opens, etc. But, a link to the page where the proposal is hosted (as an alternative to the current process) would be a hugely effective sales tool to allow the sales team to stay "in thread" and continue the conversation organically.
PS. We've been using your service for about a year and a half. We have sent approximately 2,500 proposals. I can probably count on 2 hands that number of customers that have used the "comments" functionality. 99.9% of customers simply reply to the email.. which then creates a disjointed conversation since inevitably people are not CC'd and I return to the point I started to make at the beginning of this paragraph.
5) Sales Team Control: Related to a few points above. Reporting, reminders, etc can be useful per employee.
If you've made it this far, thank you again for reading. I hope you consider these integrations. I am available to discuss/clarify at any time.
Ease of use. Templates, content library, general organization
Noted in previous comments section
Likelihood to recommend
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.
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.
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.
Likelihood to recommend
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.
* Ease of use
* great feature set
* e-signature functionality
* Ability to convert any document to e-cig
* Multiple user levels
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.
Likelihood to recommend
Quoting is great with it, which helps a lot in many of our transations.
The client-editable quotes are awesome.
The UI is good (UX needs some work, below).
Content re-use is great.
Love the signing and notifications.
Clunky interface (pretty, but not smooth). Makes it hard for us to get work done sometimes because we're waiting for the interface or having to move things around because they jump. The design philosophy and UI are great, but the UX leaves a little to be desired. Also, some refinements like keyboard shortcuts, maybe a favorite or most used bar.
In addition, we'd love more integrations. We're big into Google Apps, I'd love calendar linking that told us when we sent something (calendar item), when it expires (calendar item), etc.
The lack of sorting options, and default sorts that "stick" in the documents/ templates list is killing us. Open a folder, wait, sorted by default (age? Which is the least helpful when dealing with dozens/hundreds of docs). Sort by name. Wait.
Would be AMAZING to be able to set "sort by [name] [date] [recent] [X] as default" so we don't have to resort and reload every single time we go looking for a document. For heavy users, this is a real burden, wasting time waiting for the product to be usable, instead of doing work.
It's a good standalone product and helps a lot when we have a document built and send out multiple versions. Building documents is still a little clunky. And some of those "native" integrations such as calendar would be great, to make it less standalone.
Likelihood to recommend
Save time and increase productivity with our legally binding eSignature technology built right into the platform.
Do you ever wonder what happens to your document after you hit send? With our document analytics you'll be able to keep tabs on your proposals in real-time.
No need to switch between multiple tools to create, modify, and deliver your documents. Every quote, proposal and contract can be edited live.
Easily define the document lifecycle and even add steps to it. Your documents can be set up with a custom approval flow, signing order or even payment requests.
Distribute your content by teams, departments, projects, or specific groups of people with our workspaces feature. You can even organize your content by folders or with tags.
Configure Price Quote
Our platform includes robust CPQ functionality. Include dynamic pricing tables inside of your documents and auto calculate discounts, taxes, and margins with little effort.
Below are some frequently asked questions for PandaDoc.
PandaDoc offers the following pricing plans:
Starting from: $19/month
Pricing model: Subscription
Free Trial: Available
Professional - $19/user/month
Business - $39/user/month
Enterprise - contact PandaDoc for a pricing quote
PandaDoc offers the following features:
PandaDoc has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profits, Public Administrations, Small Business
PandaDoc supports the following languages:
PandaDoc has the following pricing plans:
PandaDoc supports the following devices:
Android, iPhone, iPad
PandaDoc integrates with the following applications:
Capsule, GreenRope, HubSpot Marketing, Insightly, Nimble, Nutshell CRM, Pipedrive, Pipeliner CRM, Xero, Zoho CRM
PandaDoc offers the following support options:
FAQs, Online Support, Phone Support, Video Tutorials