Box vs. PandaDoc

Very likely to use it. It gives you the comfort that all the files are being stored in [the] same places from different team members. It is easy to organize in folders and also very useful by adding time stamps. [With] an easy setup u can have and box extension installed on your laptop and use it directly. So you can sync files easily.

Best suited for after demonstrations when requested by the prospect when they are looking for pricing with T&C. The data room is also great that acts like a drop box for opportunities and their contacts. Helps share pertinent information with others in the organization.

Incentivized

• The main feature that I like the most in Box is that it makes collaboration seamless, workers can easily check the documents any time and make changes according to the needs.
• Box manages and backs up all of your files on its cloud servers, and provides a very nice interface for creating, viewing, editing, and collaborating on the most commonly used file types (PDF, XLS, DOC, etc.).
• Over the past few years, Box has built on top of its basic cloud storage management with a host of other tools, such as workflows, AI, monitoring, and analytics.
• It is helping us to make good connections with clients and our workers themselves as to its syncing and viewing feature to all is very much helpful and easy to go.

Incentivized

• Allows clients to remotely execute documents.
• Tracks the progress of document execution.
• Emails clients to remind them to sign documents so we don't have to follow up.
• Emails us when documents have been fully executed.
• Provides an easy-to use interface to place signatures, dates, and other information on our forms.

Incentivized

• The graphic design of the dashboard should be simpler and more tangible that can be changed to the liking of the Admin.
• Sometimes there are some syncing issues in the background.
• The product has very limited functionality in some areas which could be a bit frustrating at times.

Incentivized

• I would like to see the ability to LOCK a field instead of locking an entire block or document.
• I would like to see more standard features that need to be part of the service instead of add-ons.
• Would like to see an option to allow different levels of users than just the two standard options.

Incentivized

As I've stated Box is very easy to use and to set up. The documentation provided by Box is easy to follow and the interface is designed in a way that makes sense. With only a few limitations on the administrator side the system is fully capable to get the job done for our company

We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it

Incentivized

I think I can only describe it as excellent. All aspects of Box work without problem, quickly and efficiently. The file upload and download systems are quite fast, the process of access from different platforms is carried out without problems, so far no document has been generated in conflicts or unexpected copies, or any type of error.

Incentivized

Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.

Incentivized

Yeah, it's always worked, I've never had any kind of connection issues, the only issues I've had it I've been on our end when the Internet hasn't worked.

Incentivized

We haven't had any real issues regarding downtime as of yet.

Incentivized

It's performance is great. Everything loads as soon as you open a page. The same goes for the local file application, if is just like going through folders on a native "My Computer" or "Finder" folder. The integration into other softwares is also fantastic, as Box keeps them all running smoothly and quickly

Incentivized

As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely.

Incentivized

I found their support community lacking in clarity when I experienced a login issue. The error messaging was poor on my Box Sync application. I did not reach out to support staff for help, instead, I reasoned that I should try downloading the Box Sync application again and reinstall it. That fixed my issue, thankfully. I think a less computer-savvy user would've been much more frustrated.

Incentivized

Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.

Incentivized

The in person training was done in house and I helped with the training, people seem to respond well.

Incentivized

The documentation is good. Since Box is a popular service, there were also a number of YouTube videos and other sources that were helpful as we were considering the product and planning for deployment. Also, the ability to try the free version helped to prepare us.

Be careful with settings. It is easy to get overwhelmed with updates. For example, you don’t want to be updated when doing historical data uploads. I recommend taking off notifications initially and then turn on post you have done your historical data upload.

Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.

Incentivized

I slightly prefer Box over Dropbox, especially if I need to store and manage thousands of files. Dropbox online file management was not as easy to navigate as Box. However, Dropbox also has a similar cloud sync feature that worked similar to Box and was pretty comparable to the Box feature. The main reason my team switched to Box was because our organization provided it at no cost to our team, whereas for Dropbox we had to use our own research grant money to pay for it.

PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.

Incentivized

It's great, as we put more files on there it's done very well.

Incentivized

I agree. We have created folders for multiple departments and have been successful with the usage.

Incentivized

• Box has been an only positive experience. It provides a seamless way for me and my team to collaborate on documents in such a way where we're not sending the document back/forth via email. It's a huge timesaver.
• Box reduces the risk of sharing a sensitive document to the wrong person via email.
• Box has provided a platform where my team can share notes in meetings - this has helped streamline and organize our meetings. Our meetings are more productive and actionable.

Incentivized

• We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
• We have been able to find older documents very easily.
• W-9 have been very difficult due to Section 3, but this was addressed with conditional logic

Incentivized