Overall Satisfaction with PandaDoc
We use PandaDoc to quickly and accurately create a variety of great looking estimates for our customers and potential customers. We are able to make various templates with customizable tokens that we are able to quickly fill in. This helps us get out great looking bids very quickly. PandaDoc establishes an image library so we can imbed pictures into our bids, and you can even add videos to help better explain the product or process.
- Helps to produce fast and accurate quotes--once we have the correct information to fill in, we can make and send a great document in minutes.
- PandaDoc lets you know when the person actually opens the document and tracks the time they spend on it so you know which parts people are paying attention to.
- You can easily edit the document if changes are needed, and PandaDoc keeps track of the different versions so you can revisit old bids as well.
- PandaDoc can automatically convert your document to a PDF; it does so without any input from a person and, as such, can make awkward page descriptions.
- I find the tables in documents to be hard to fill in. You can't press "tab" to go to the next cell, but have to use a mouse.
- There is a drag-and-drop feature for placing text, tables, images, etc. Overall it's good but at times it can be clunky.
- We can turn around an estimate in hours.
- Customers comment on how great our documents look.
- Helps us as a small company make the most of our people and their time.
We actually haven't used most of those features yet. The biggest realtime notifications we do get are emails when the document is viewed by our customer. That's great to know because sometimes they review it right away, sometimes not for days. I haven't looked up redlining or commenting but will review that myself and likely start using those features.
- Helps us to share documents and work together as team.
- We are able to link it with Insightly and track customer progress.
We previously used Word or Google Docs, so this is a very different experience. I can't think of other products we used.
Using PandaDoc
3 - We have 3 people using PandaDoc. 2 are management and 1 is an engineer, all of them focus on sales.
3 - All of the people using PandoDoc work to support it. We regularly will update our templates with new information or better copy. The technical skills needed are a little more than basic word processor skills. PandaDoc has good interface, but parts of it are a little clunky. The other main skill required is the ability to make an understandable and engaging document. So someone with a decent understand of or background in marketing who can take make your text understandable to the proposed customer.
- Estimates
- Quotes
- Creating a record of customer documents
- We are looking at using it for a different side of our business
- It also has the potential to be used to create internal documents
Do you think PandaDoc delivers good value for the price?
Yes
Are you happy with PandaDoc's feature set?
Yes
Did PandaDoc live up to sales and marketing promises?
Yes
Did implementation of PandaDoc go as expected?
Yes
Would you buy PandaDoc again?
Yes