Likelihood to Recommend PandaDoc is well suited for companies that send proposals and terms and conditions to customers for collection of digital signatures. It really helps that you can templatize your documents and have collaborators help you finish the document for you. The dashboard is also a game changer as it gives you one place to view all your active documents and the status of them. You can even use this to collect payments as it integrates with software like QBO.
Read full review I chose to hit #9. I believe we all have abilities to broaden our needs so for the majority you may end up thinking this is a 10 if having used comparison tools or remembering those times when a certain "other" signature and document completion tool didn't go as planned or seemed less familiar. I will always welcome the clients and professionals who need my response to send their documents to me for PDF filling. On the random flip when I have to have communication rapidly flow on the go in a last minute piece of time, these people will receive my PDF™ items. And if tips and tools are necessary, they are rather easily placed where they can be worked out by anyone.
Read full review Pros Complex quoting. API integration for cross platform communication and automation. Easy signing experience. Easy user interface. Excellent engagement and willing to partner with clients. Fantastic training resources (1:1 sessions, webinars, micro-videos, on-demand, articles). Beautiful proposal designs. Integrations - HR, CRM, Payments, CRMs. (Salesforce, HubSpot, Pipedrive, Zendesk, Greenhouse, Lever, etc). Online Notary. Read full review Create and edit forms with ease. Send forms out for signature and field completion to clients, vendors, and employees. Saved us a ton of time and space around the office, since we have been able to eliminate the fax machine and scanner. Read full review Cons The table builder could be a little more robust. It can be difficult to figure out which token to use so it can grab the info from Hubspot It could offer better integration with meeting tools so you can go over proposals with clients. Read full review multiple users can not login at the same time. When the 2nd user login to the same account, it will logged out the 1st user automatically. For using advanced features of this software users need to pay a lot. It's very expensive. Unavailability of task manager. It can help users to add their tasks on the dashboard itself and give reminders of those tasks. Read full review Likelihood to Renew 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
Read full review I will always be a faithful PDFfiller customer. The product has saved me a lot of time over the years and I find a great deal of value in the platform. If I move on to another company someday, PDFfiller will be going with me wherever I go.
Read full review Usability 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.
Read full review I don't fully understand all the features and I could probably be using it better, especially the templates. The organisation of exisiting files could be better (ie similar to folders on a pc/laptop). I haven't really invested much time into exploring it further than filling out forms; There possibly is an organisation solution I haven't discovered yet
Read full review Reliability and Availability We haven't had any real issues regarding downtime as of yet.
Read full review Performance 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.
Read full review Support Rating 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.
Read full review If you need help, you can easily search for it and find online tutorials that walk you through how to do specific things step by step. You do not have to read a 20 page manual or sit for a 10 hour training session, it is refreshing that you can take it at your own pace and learn things as you need to
Read full review Implementation Rating 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.
Read full review When I was hired on by my current company I was already a paying customer, so I just brought it with me. Once I showed our President/Founder how simple it was to use for our contracts, agreements, and NDAs, it has been a staple in our company ever since. That was almost 3 years ago. We've closed quicker because of the speed at which we can turn signed docs around.
Read full review Alternatives Considered PandaDoc offers a free version with basic features and several tiered pricing options. The pricing is generally considered to be competitive and offers good value for the range of features provided. we often find PandaDoc intuitive and user-friendly. Its interface is designed to facilitate easy document creation and management, even for users who aren't particularly tech-savvy. PandaDoc is known for its robust document management capabilities. It offers a wide range of features such as document creation, a rich content library, customizable templates, and a user-friendly interface for creating interactive and engaging documents. It also includes CRM integrations, automated workflows, and analytics.
Read full review I have used other editors such as Adobe
Acrobat and, in my opinion, for the money Adobe costs, if the need is just to edit pdf I would go with PDFfiller. It is a really easy tool to use. It's learning curve is not that steep and it does pretty much everything I need from it.
Read full review Scalability It's scalable
Read full review Return on Investment Time saved creating documents. Not copying that answer. I've said that several times in this review already IDK about increasing close rate, but customers certainly aren't afraid to click on a PandaDoc link or attachment Only miniscule, miniscule negative is that it isn't always instant Read full review not traveling with a printer able to do work a lot faster documents always look very professional all the paperwork i need to fill out is typed, not handwritten into forms which looks much more professional. Almost as if I had an assistant to type out my documents I love the fact that I can make an edit to an existing PDF. I dont have to go back and forth and ask for editable copies of word documents, etc. Read full review ScreenShots