PandaDoc vs. Zoom Workplace

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.

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In most cases, and I mean almost all, Zoom is vastly superior to Teams in terms of functionality and ease of use. Case in point: I recently tried to join a Teams meeting in the web browser, and it took me multiple attempts to access it. This NEVER happens with a Zoom link.

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• 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.

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• Audio quality of phone calls is spot on. Calls are clear and crisp.
• Video quality of video meetings are clear and there aren't any pixelization artifacts that some systems can have.
• Having AI summaries have been life changing for us. We no longer have to concentrate on note taking, like we did in the past. The summaries are accurate and enable us to put our efforts in the meeting or conversation. Plus, we can save them into our practice management system as required.

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• 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.

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• Love notes - allow insertion of table or grid
• Allow admin to turn off DND
• Allow a way to group individual people chats - not channels just individual peeps into groups for ease of finding - like how you can group shared calendars into sections in Outlook

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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

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We're sticking with Zoom for the foreseeable future--given its compelling feature set, ease of use, and advanced technology, there's just no other competition to be excited about. Plus it's a Gartner-recognized industry leader, so it's a rather easy choice.

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.

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Zoom is made for the non tech office. It has features that can be made to do what you need to run things on a day to day basis. Immediately we we able to get meetings going with remote employees. The ability to be able to add smartphone connected people was a big plus. Zoom met our needs at the time.

We haven't had any real issues regarding downtime as of yet.

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There have been less than a handful of outages during our two years with Zoom, and whenever there was one, an email informing us of the outage went out immediately, and they had the issue resolved shortly thereafter.

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.

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Zoom has among the best performance of any video conference platform, as I've mentioned several times. Besides that, their Chat platform works great, and their back end always runs smooth. It's unfortunate that reporting can now only be done by one month at a time, but nonetheless, it only takes a second to run any kind of Zoom report, whether it's an attendee report, Poll results, a user report, a list of meetings from the past month, etc.

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.

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Because I got a response right away, and was assigned one specific individual to work with me from the beginning to the resolution. I had an actual email address and direct contact with this person without having to start over and over every time I contacted Zoom - this singular individual remained attentive and was well informed on the subject matter and quite able to resolve my needs.

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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.

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If you receive any pushback from higher ups, point to any of the various positive reviews like this one. Or show Zoom's excellent Gartner report, or articles describing Zoom's partnership with Sequoia capital. It's not difficult to show how Zoom is a trustworthy industry leader with best-in-class technology.

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.

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Zoom Workplace is typically on the more expensive end against other options, but it's the industry leader for a reason. It has the most brand credibility by far, but that doesn't mean it's perfect. There are limitations when it comes to technical performance, customization and video/audio quality. I prefer Slack myself for communication apps, but Zoom Workplace is a good alternative.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

The billing and price model is really fair for so many functions that they offer, our remote work requires each of the features that Zoom offers, so accepting payment for a tool like this is the least we can do. I like that billing arrives on time and that they offer opportunities and payment times.

It's scalable

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Because the Basic licenses are completely free, and because it's very easy to configure and install Zoom, and because anyone can join Zoom from a link without needing an account, scaling is a Breeze. There are absolutely no roadblocks. My company keeps adding more Zoom Pro license every week since it's so in demand. We were able to convert users from several different platforms onto Zoom with no trouble at all.

Zoom is perfect for our business. We use it to video chat with prospective clients. The name recognition alone gives us credibility and it is very easy to screen share and send content out.

• 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

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• We have not lost much productivity in our teamwork during the pandemic because of the ability to have Zoom video calls and keep everyone in touch. This is definitely a positive.
• We are able to have more people participate in coaching sessions (described earlier) because we don't have room space limitations. This is a big positive.
• Being able to start a meeting instantly is great when we are doing support and/or training with a client over the phone and need to be able to share a visible

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info