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 Being out from the office, [Salesforce Mobile (formerly Salesforce1 Mobile App)] is a supporting tool to bring all the information with you without having the need of bringing the laptop. As I said before, I am a sales manager and it is much more comfortable for me to use the mobile app instead of bringing a bag or something similar only for the laptop. However, it wouldn't make any sense to use it in the office as you can enter into Salesforce from your computer and have a better experience with the SF product as it is much more comfortable to use. At the end it has a much larger screen than a phone or a tablet and it has many more possibilities as a whole
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 The ability to construct lead list for various marketing channels and have our staff prioritize calls. It's simple to use, just has to be set up once, and it's safe. The most important aspect of this app is that all of its features are incredible, especially the reporting capabilities and the ability to quickly input customer information. The app allows sales reps to focus on opportunities while on the field. The app has a feature that allows you to set up quick action for a variety of tasks. 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 Just like Salesforce, there's a lot you can do with the app. It can feel overwhelming if you don't know what you're looking for. This isn't necessarily a fault, but when you use Salesforce on a computer most of the time, when going to Mobile you do have to make an adjustment and be prepared for a different layout and navigation. 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 We have to have it !! We love the product and most of us use it everyday - many times daily !!
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 Salesforce Mobile is very useful to our organization. This makes the job of an agent more convenient. We can easily access it on our mobile phones. When you need an update for a certain lead, you can simply check it using your phone, you don't need to spend more time opening it on your computer or laptop.
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 I haven't had the need to contact support, but the online community has a VAST knowledge of support if you're in need. For instance, I needed to know how I could set the dashboard up to automatically refresh and the online community helped me within minutes.
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 It went great - need more discovery next time
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 HubSpot and
Copper CRM at previous companies but both of them are fundamental CRMs. Salesforce can truly be implemented to meet your unique business attributes and can scale as your company grows. It's no wonder it's the #1 CRM in the world. Plus with 100s of integrations to other apps, Salesforce can achieve a lot more than just managing sales.
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 Reduces the amount of times i need to get in the computer during weekends (to check stuff) Reduces the heaviness of my bag when im doing field sales no negatives, if it had i would just do it in the computer Read full review ScreenShots