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 Great use case for TEmplafy is when you have a lot of assets in a system, that you want to be able to slice and dice and export a custom report of what is meaningful to you. They are set up so you can make selections to only surface what you need and feel very well served. It is not ideal, at this time, if you want to look at many separate systems and merge them all. It requires a lot of work to customize and tailor to fit this more curated need
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 Simple user interface to make choices and see results Puts the power of customization in the users hand Quick set up and powerful 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 Customized interface to fit more with a brand or style Web interface and not being dependent on microsoft software 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 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 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 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 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 We went went templafy for the ease of set up, still in our first year but looking to see how it stacks up once we want to integrate with
Salesforce . We wanted the ability to customize and templafy offered more options than others
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 search hours by half Read full review ScreenShots