PandaDoc

We mostly use it within the sales team. We send the service agreements via PandaDoc as well as a Client Verification Form, payment options, addendums, and exhibits.

I was not involved previously but I would have asked for a little more help in setting up on how to use particular features. We have taught ourselves and had to move backwards several times before moving forward.

No, I would recommend training and even segmented training or step training.

I dont but I sure would like some.

Would love to learn more about this.

No, we do not have too many questions. It is usually a technical issue that occurs that does not get fixed.

The initial sale of the Integration between PandaDoc and Salesforce. Just starting this next week so not sure how it will go yet.

None

Unsure, I was not involved

No

I use PandaDoc for contractor, employee and sales agreements. Within the contractor and employee agreements, there are multiple documents needed and used that required confidentiality and signatures. We use it across all departments. It keeps our document secure and the proper signatures to insure the agreement are obtained.

I was not involved the the purchase process. PandaDoc was purchased prior to my working at Riafox.

It was pretty easy. I used the help to learn. I would recommend some type of training for ease of use.

I was not involved in the purchase process.

I attended a Webinar that was very informative and helpful. I will attend more when they are available.

Just understanding how the integration works .

No

No I just imported document from drive, downloads and google docs.

It is being used for sales and billing purposes. We send quotes and service agreements with it. It addresses the problems we had in regards to making sure our customers receive our proposals, contracts and invoices. It has been very useful in keeping track of what parts our customers actually read and how much time they spend on each section. It also serves as an ''all inclusive'' sales and administration tool. We could not operate without it!

We wouldn't change a thing

Very easy to learn. My colleague got the hang of it instantly and passed on his knowledge to me. Everything else was pretty much learned by using it and I only had to contact the PandaDoc support team once since the beginning. Since everything is customizable, you can get around easily.

I suggest using the app regularly and trying stuff out. Trial and error has been the best way to learn for us.

We haven't done any additional configuration or customization besides what was previously mentioned.

No

Initially, there were problems when we would make a mistake in the credentials of the people we were sending our proposals to. For example typos in the email address, missing letters in names, etc. I wrote to the support team and got a very quick response regarding the issue. It has been addressed and we can now modify the names of the people without having to restart the document.

Don't be afraid to contact their support team if you need help. They are quick and courteous.

We didn't negotiate per se. Pricing is fair and support is very good. Well worth the asking price.

No, they do a great job as is. Wouldn't change a thing.

We use PandaDoc to send proposals and contracts to our customers. It's easy to set up and we use the templates to generate collaborative documents. We receive an electronic signature in a very easy way.

not much

yes, intuitive and good online support

no

no thank you

Never had a big issue that I couldn't resolve myself

Integration is a must

Not specific

no