Experlogix CPQ (with e-Con CPQ) vs. PandaDoc

If the business is related to a manufacturing company or a telecom I say it is the best CRM that you can use for maintaining the Product and Partners. Salesforce w-Con CPQ Salesforce provides a full package to the business to design their business with out-of-the-box functionalities. Handling of product, Orders, price book, Product details, Partners, Discounts, Billings, Subscriptions, Quantity, Volume discounts, Total price everything is handled by Salesforce with its standard objects itself. We can create fields whichever the business wants under the object and design the automation as per the needs. Capturing orders sending quotes and final billing all is automated and maintained by Salesforce itself with the automation rules. We can use Workflows to send automated emails when a particular condition is meet reducing the manual efforts. The area where Salesforce CPQ is less appropriate is in the case of marketing the products such as creating the Leads and converting them to accounts and contacts here Salesforce CPQ lags.

Incentivized

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

• It stores the products which the company has and from sending of quotes to delivery is taken care of by Salesforce through automation.
• It has standard objects such as a price book which handles the price of the product and partners will be able to view the price of the product and see the quantity available for them and orders can be placed as per the price book.
• Partner's data will be stored in the CPQ and as per the partner discount and volume discounts will be automatically provided at the final billing which is done through automation
• Product features object will have the information of the product which business sells who's the parent is product and can give a high-level view to the customer what the product is all about. Making purchasing easy for the partner
• Quotes and subscriptions will be managed by the CRM itself and using the automation rules the product order will be captured and product delivery will be maintained

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

• Designer tool, it could still be friendlier.
• UI look designing is not that easy.

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

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

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

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

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

We only used this tool but in some events, we used the internal functionality that MS CRM could provide using business rules, workflows, and form changes to support the processes. CRM has no configuration tool so a third-party tool is necessary.

Incentivized

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

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

Incentivized

• More than 10 years ensuring quality quotes from the sales reps.
• Easy copying.
• Quick provides an good overview.

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