eRep CPQ vs. PandaDoc

This software is ideal for all companies that want to automate their processes and that all the information of their products, features, design, price and budget, is in a single channel. All our departments are working efficiently and carrying out the projects in a more agile way.

Incentivized

PandaDoc is excellent for onboarding and document collection. It is easy to create templates for even the most inexperienced users (I was able to get the hang of PandaDoc in less than a week). Even though I use PandaDoc to send out custom PDF quotes, the quote builder from the system is not good for creating quotes that have items with different frequencies. It still needs a lot of work.

• Multiple users at once in one document.
• Clear communication within the document and ease of use to send to clients.
• Allowed for us to follow the paper trail as it was sent out for review or final signature.
• Look and feel of the product is outstanding.

Incentivized

• That allows us to include the "subject" field within the "saved messages" template. Currently we have to manually edit the subject every time we submit a quote
• That we can use Spanish in "Recipient's display language" to show the prices of the products separating the thousands with a comma and the decimals with a point
• To be able to import the names and prices of products in the price table without having to delete the first row because it appears blank

Incentivized

The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new

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

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

Incentivized

The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.

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

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

PandaDocs is way easier to use on the back end. So much more capabilities and custom field options. Because of this, it makes it extremely easy for recipients to complete fields accurately. Using Adobe, we would have to upload existing documents for signature but with PandaDocs we can adjust documents directly in the platform. We love PandaDocs and it has increased our efficiency greatly.

Incentivized

It's scalable

Incentivized

• Time saved: Using templates we spend a lot less time copying and pasting Word docs that someone might accidentally edit. With customizable fields we can easily update information for each new doc so there's never a blank spot.
• Customer experience: It's much nicer to send along an e-sign option for both us and the customer. There's no back and forth around Word docs versus PDFs, it's easy for them to sign, and they never miss a signature field.

Incentivized