The ultimate document/template organizer
December 14, 2017
The ultimate document/template organizer
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
We use it for the sales department mostly. The one thing we are solving is the way we are building and sending out commercial proposals. With Pandadoc we have everything organized and all the documents in the proper folders, so you can go back to them easily and see what's happing with the document. Also, all the different templates already being built in make it very easy for the sales reps to build proposals in no-time.
Additionally, the human resources department started using it a year after we in sales did. We saw the opportunity to use it for employee documentation and simple form fill-out processes like vacations forms, for example.
Additionally, the human resources department started using it a year after we in sales did. We saw the opportunity to use it for employee documentation and simple form fill-out processes like vacations forms, for example.
- What I like best is the document builder features. The structure they gave to the product with the templates and the content library I think is very useful because it lets you slightly change each document on specific sections which is something that happens a lot. I mean, templates work as a baseline document and then you can have multiple content library items that you pull in when needed.
- They have been updating the product constantly. They make at least one big release per year. I've seen the product evolve twice already.
- Client support is really good. There are agents all the time ready to talk to you.
- There are key features that I feel are missing. Nonetheless I have spoken to them several times and they've said to me that all of the features I mentioned are already on the roadmap of the product, in fact they delivered one of those in the last update. Things like document signature deadline.
- Live collaborative document editing is missing.
- Task/comment assignment to other team members when building a document is missing as well.
- Grant (or not) access to a document depending on the type of user. Right now they have like a general rule depending on your user type (admin, manager, regular). But that's not very helpful if I need to give some team member access to only certain types of documents, for example, access to proposals but not to contracts.
- Using Pandadoc helped us to organize the proposals versions
- We are now building proposals or contracts more than 3 times faster (guesstimate)
The content library and document templates are something they do extremely well. I haven't seen that in other products. That was the main reason why we were attracted and subsequently, we purchased Pandadoc. It keeps you and your team organized, making them produce documents way faster than before.
Using PandaDoc
15 - Sales and HR
- Proposals
- Contracts
- HR Forms
- HR forms was not originally thought
- We would like to be able to build collaborative documents