PandaDoc vs. Qwilr

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

It is great for presentations to customers and keeping them engaged in your presentation. Although it is great for creating a highly customizable presentation, some users may want even more control over font, font size and font color. Some of my colleagues have expressed some dissatisfaction with the formatting as well as saving any formatting changes that have made.

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

• Stock images are fantastic.
• Extremely intuitive functionality.
• Easy to drag and drop and can reuse complete building blocks makes it super easy to use.

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

• Quick support
• Wish it was easier to turn the links on and off.
• Some of their custom block styles could be easier to edit.

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

Great product with great service.

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

At the beginning, there is a slight learning curve, but once you get the way out of it, it becomes easy to use.

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

Onboarding was very organized and simple. Our account manager made it easy for our team to learn the tool by organizing several group training sessions.

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 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

Qwilr was a really quick and easy setup, which I think is great for smaller teams that have simple sales processes and cycles. Once more complication is it will fall short in providing the level of control and detail that is needed for a larger sales team. The end product is very elegant but comes down to the needs of the organization.

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

• It has increased efficiency when delivering a marketing proposal by 50%
• It has generated a positive impact of the company with our clients

Incentivized