PandaDoc vs. pdfFiller

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

Honestly, everyone should know about PDF filler. But then again, its my little secret, lol. I love the fact that I can make edits to PDF seamlessly and professionally. I also love the fact that the documents i need to fill out, sign and return look great. Not like i printed them and then tried to use a phone scanner to send them back. PDF filler is what allows me to travel without a printer

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

• Its user interface makes it a very easy-to-operate app. Without having adequate technical knowledge any user can operate it easily.
• It works very fine on adding text on any part of a PDF document and It also allows users to delete pre written text from a pdf file.
• It can also convert PDF files in other office formats with good quality.

Incentivized

• I would like to see the ability to LOCK a field instead of locking an entire block or document.
• I would like to see more standard features that need to be part of the service instead of add-ons.
• Would like to see an option to allow different levels of users than just the two standard options.

Incentivized

• Manually resending the document was a feature that seems to have been taken away.
• Templates for Send To Sign letters. I basically have to type the same information over and over again each time. I was hoping that it would save it but it doesn't seem to have that function
• Signer cannot save the document once it has been signed. I have to make sure that there is a note within the email that states that I will send them a copy.
• Wish it had a way to send me a copy of the email I sent.

Incentivized

We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it

Incentivized

I will always be a faithful PDFfiller customer. The product has saved me a lot of time over the years and I find a great deal of value in the platform. If I move on to another company someday, PDFfiller will be going with me wherever I go.

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

I don't fully understand all the features and I could probably be using it better, especially the templates. The organisation of exisiting files could be better (ie similar to folders on a pc/laptop). I haven't really invested much time into exploring it further than filling out forms; There possibly is an organisation solution I haven't discovered yet

Incentivized

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

Incentivized

As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely.

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

If you need help, you can easily search for it and find online tutorials that walk you through how to do specific things step by step. You do not have to read a 20 page manual or sit for a 10 hour training session, it is refreshing that you can take it at your own pace and learn things as you need to

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

When I was hired on by my current company I was already a paying customer, so I just brought it with me. Once I showed our President/Founder how simple it was to use for our contracts, agreements, and NDAs, it has been a staple in our company ever since. That was almost 3 years ago. We've closed quicker because of the speed at which we can turn signed docs around.

Incentivized

PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.

Incentivized

There are SO many options for this category. What I will say is that I am not always in control nor am I always able to suggest going PDF. People have their rhymes and reasons foro why they use what they do. My next most frequently used option is DocuSign, which by all means is a top performer as well. The ease and universal comfort of PDF Filler resonate on a higher level of subconscious use globally so it becomes second nature like using text messages to video conferencing

Incentivized

I agree. We have created folders for multiple departments and have been successful with the usage.

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

• Achieved significant ROI immediately, by freeing up our sales staff to actually sell (show properties, prospect new clients, list new houses), rather than spending time printing/scanning/manually completing forms, documents, and legal agreements.
• Huge quality of life improvement immediately felt by our entire team that uses the application

Incentivized