PandaDoc vs. Verenia CPQ

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

I recommend this software to all companies that make their own products, as it helps them with all the sales management, from product creation, details, and features, to sales with customers, invoicing, and budgeting. It has worked very well for us and we have had no major problems.

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

• Verenia CPQ gives us the facility to configure a product at the moment of viewing it in our end user delivery, under the option of being able to build a code of the final product and that this is done step by step.
• Verenia CPQ has an incredible system which gives to enjoy every moment using the program, being able to automate all the training sessions with a continuous support contributing to the tranquility of each client.
• Verenia CPQ allows us to go deep through great solutions, based on the creation of hundreds of systems that have been successful over time.

Incentivized

• Sometimes the fillable fields don't automatically map properly and you have to manually adjust.
• Plan tiers and pricing recently changed, so now we get less value and less features (limited templates, no more pricing tables or invoicing/connected payment) for the same price, which is pricy for a small business.
• Easier, integrated invoicing as an included feature (so we don't have to use a different software for invoicing/payment collection) would be ideal. You have to upgrade to the Business Plan for this.

Incentivized

• Bringing existing products into the software was a long and tedious process. We had many customers and products at the time we purchased the software, so getting them all into the software took a long time. I wish they could make this process go faster.
• We wanted to integrate the software with our CRM program to bring everything into the same system and it was impossible until technical support helped us and we were able to solve it.
• The configuration of the product, although very detailed and very specific, is also long and sometimes even complicated, we would like the process to be more automatic.

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

We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time.

Incentivized

It's scalable

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

• Verenia CPQ has expanded us in the current business making our profits surpass records from several years ago.
• All of our employees feel secure and confident because of all the tools that Verenia CPQ has given us over the years.

Incentivized