PandaDoc vs. TechnoMile GRC Suite

PandaDoc is well suited for small- to mid-sized firms that want to easily create, edit, and publish legal documents. If you have clients or multiple stakeholders who need to view documents, PandaDoc makes it easy for the right person to view the document without compromising privacy. It also has the option to export PDFs easily. PandDoc is an excellent choice for its ease of use if you're a consulting firm.

Incentivized

• Templatization of different documents
• Reminder system to remind clients to view and sign documents
• Easily save different pages as templates to add or remove them from future documents
• Easily collect signatures from clients and view the progress of all documents in one dashboard.

Incentivized

• Adding text to forms before/after images or Yes/No features can be difficult.
• Using the check mark boxes next to the text makes it difficult to line up. Can one be entered on the same line as the text as an option so that it is not difficult in the future?
• Combining templates creates shifts in some formatting, making the document no longer aligned where needed.

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

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.

Incentivized

It's scalable

Incentivized

• Helped improve cash flow from the ability to collect payments
• Helped me keep track of which contracts a client has signed (way harder than it sounds).
• Templates have allowed me to both standardize proposals yet allow rapid customization for each specific customer, a key capability.

Incentivized