PandaDoc Erfahrungen

Dokumente einfach mit Finger oder Stift unterschreiben

Kommentare: Ich finde, das Pandadoc optimal für Vertragsabwicklungen geeignet ist. Es gibt Vorlagen, die man kinderleicht anpassen kann. Einfacher kann das Unterschreiben von Vertragsdokumenten nicht sein. Die Software ist sehr übersichtlich und gut strukturiert.

Vorteile:

Ich hatte eine Software gesucht, mit der man Dokumente ganz einfach mit einem Finger oder mit einem Touchpen unterschreiben kann. Pandadoc unterstützt diese Funktion sowohl über Smartphone als auch über Tablet. Die Dokumente werden in einer redundaten Cloud abgelegt, worauf man jederzeit und quasi von überall drauf zugreifen kann.

Nachteile:

Es gibt Unternehmen, die akzeptieren das Unterschreiben mit dem Finger nicht. Vielleicht gibt es einen Weg, auch die letzten Unternehmen zu überzeugen. Ansonsten habe ich nichts zu bemängeln

In Betracht gezogene Alternativen: Dropbox Sign

Gründe für den Wechsel zu PandaDoc: Pandadoc war meine und somit beste erste Wahl, ein anderes Alternativprodukt hatte mich mir gar nicht mehr angeschaut.

Unterschreiben mit PandaDoc

Kommentare: Der größte Vorteil ist, dass die Dokumente super schnell unterschrieben und zurückgesendet werden können

Vorteile:

Die Einfachheit, Dokumente zu unterzeichnen und wieder zurückzusenden

Nachteile:

Es gibt nichts negatives, was mit bisher bei PandaDoc negativ aufgefallen ist

Es macht Spaß , mit diesem Programm zu arbeiten, es ist sehr Benutzerfreundlich. Endlich mal ein gut

Vorteile:

Schnell und einfach zu erlernen und Personal zu schulen. Das PandaDoc-Supportteam reagiert auch immer Zeitnah echt toll. Wenn Sie nur eine einfache Unterschrift auf einem einfachen Formular benötigen, ist dies ein Kinderspiel.

Nachteile:

Manchmal kann das Importieren von Dokumenten aus Word ihre Formatierung verlieren, aber nur selten

PandaDoc im Sales

Vorteile:

Perfekt um Verträge abzuschicken und abzuschließen. Preislich auch besser als die Konkurrenz.

Nachteile:

Hoffentlich gibt es in der Zukunft noch mehr Funktionen!

Perfect for Proposal Management

Kommentare: I was very happy with it. Hope to use it again sometime

Vorteile:

It made our sales processes easy by allowing us to digitally share our proposals and the customers can digitally sign it easily as it is very intuitive and actually guides you through the parts you need to sign. It also makes it very easy to prepare templates and you can work from that template, so you don't have to prepare a completely new document every time

Nachteile:

The box setting feature makes it hard to design it however you can sometimes

PandaDoc beats out Docusign for the win!

Kommentare: It helps me provide a service that I would normally have to pay a lot more for. In these times of economic uncertainty every dollar counts. I was introduced to this software by a bank. They sent me a document and I said "what the heck is PandaDoc". To my surprise it was not a bootleg version of Docusign which is what I thought it might be. Then I started to notice a few other began using it as well. After then I was sold.

Vorteile:

It's free version is great! I really only ever used docusign for the signing features. This gives you this at no cost. It's a must for any business looking to add legitimacy to their business.

Nachteile:

Nothing really. It did what I needed it to do, and for free no less. It's effective, and both in terms of cost and functionality.

Does the job but improvements needed

Kommentare: Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.

Vorteile:

Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.

Nachteile:

No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.

Efficient Document Management with Advanced Features - My Experience with PandaDoc

Kommentare: Overall, my experience with PandaDoc has been positive. The software has helped streamline our document creation and sharing process, and its user-friendly interface has made it easy for our team to adopt. Additionally, the software's integration with other business tools has been incredibly useful in enhancing our workflow efficiency. While there have been some occasional technical issues, the PandaDoc support team has always been prompt and helpful in resolving them.

Vorteile:

User-friendly interface and intuitive designAdvanced document creation and editing toolsFlexible document storage and sharing optionsSeamless integration with other business softwareMobile app available for on-the-go document managementStrong customer support and training resources

Nachteile:

Pricing can be high for some business needs and budgetsLimited design customization options for documentsOccasional glitches or technical issuesSome users may find the learning curve for advanced features steepThe mobile app has limited functionality compared to the web platform

In Betracht gezogene Alternativen: signNow und DocuSign

Gründe für den Wechsel zu PandaDoc: I chose PandaDoc over the alternative products because it provided a user-friendly platform that offered a variety of features, including e-signature, document storage, and customization options. PandaDoc also provided excellent customer support, which was a critical factor in my decision-making process. The pricing was also reasonable and aligned with my budget, making it a cost-effective solution for my business needs. Overall, I found that PandaDoc met all my requirements and offered the best value for money compared to the other products I considered.

PandaDoc is easy to implement, fast, efficient, very functional and secure.

Kommentare: PandaDoc has given a stage for our clients to sign vital records without taking off their domestic. Diminished human mistake, spares us time and increments our precision, the truth that our clients can recommend alters so effortlessly is incredible, it truly cuts down on e-mail back and forward. PandaDoc is additionally much less demanding to explore than the other electronic record marking stages, from a client point of view it has got to be one of the least demanding marking encounters out there, it shows clients that marking is at hand. fair a couple of clicks absent and makes our work so much simpler.

Vorteile:

Utilizing PandaDoc has made a colossal distinction within the effectiveness and victory of the trade over the final few a long time, common assignments have been made less demanding than ever by utilizing its computer program, the control board is simple to utilize, and our clients appear have your possess positive comments to share. PandaDoc formats make a gigantic distinction to our commerce, it truly makes a difference us to be effective and dodge human mistakes in complex assentions, it spares us a parcel of time making modern understandings.

Nachteile:

I would truly like a way to rapidly dole out set areas to another underwriter, for case, say I set areas for one individual but was assumed to dole out them to somebody else. I truly wish there was a way to allot all set areas to somebody consequently, rather than going and changing each one. A zoom include would be truly incredible when making or seeing a report, automations to organize completed assentions after they are marked would moreover be awesome, but by and large PandaDoc contains a colossal advantage over other arrangements with all the astonishing highlights it has.

Everything we need to optimize our documents quickly and safely.

Kommentare: We utilize this program to assist the translation of all our office archives, with dreary designs, such as letters, suggestions, contracts, etc. It could be a exceptionally valuable apparatus with numerous layouts that make our work much easier. Without a question, this program could be a extraordinary venture, since it has spared us a part of time in transcribing records, being able to form them naturally and without blunders, which produces a better execution in other exercises of the company. Communication with our clients has been enormously progressed by this program, because it permits us to quickly create reports with the visual plan apparatus, in genuine time. It makes a difference us make a cite or receipt with a symbol, plan, structure and more, rapidly. This can be program that has made our work simpler, since we have not as it were centralized all the client archives in a single framework, but from there with the office integration, ready to make the reports and have the database Of clients.

Vorteile:

It contains a few customizable layouts, which offer assistance us to interpret records quicker and without mistakes, much appreciated to the questions that the framework inquires already. It moreover permits group preparing, to make records with the same arrange, changing only a few characteristics. It features a authorization control, so that as it were authorized individuals have get to to the documentation. It too permits the digitization of archives through its scanner, as well as the creation and confirmation of the electronic signature. Permits the capacity and organization of all client records counting solicitations, letters, etc. As well as the collection of information through diverse channels such as e-mail, informing, etc.

Nachteile:

On a few events the framework has required me to enter information that I have as of now entered already, for the creation of the layout. It takes a significant sum of time to make unused layouts and spare them for future archives, as the method isn't as speedy as I'd like it to be. We've had issues with chat and informing, as messages do not arrive in genuine time and take a long time to send. A few of the emails we send out in bulk drop into the spam box, making it nearly outlandish for the client to see them. I would like you to grant us more data approximately guests to our site.

Easy to use and very customer friendly, it works perfectly for everything we need.

Kommentare: Able to do our work online much obliged to this apparatus, which permits us to transfer our clients' records and effectively include signature and content areas for them to affirm. I can have clients total reports carefully which is speedier and simpler for both parties, they like to listen that PandaDoc could be a secure scrambled location, particularly when sharing installment data. The primary issue we unraveled was the time slack in completing a draft understanding, presently we may have to be plan a cite or just make and send the genuine understanding to the client so they can peruse and appreciate the terms and conditions, spares a parcel of migraines head afterward. A few of the foremost unmistakable benefits are, Virtual marks, questions and answers and, of course, trade and exchange of archives inside and to clients, it is basically utilized for B2B exchanges and contracts. It too makes it simple to exchange vital information to records, furthermore the formats are incredible and simple to customize.

Vorteile:

I adore how simple it is to know when somebody has completed their records, and to send us the notice, our clients moreover adore that ready to do our work online thanks to this instrument. I truly like that you simply can customize what data you're searching for for the recipient to fill out, it's pleasant to have choices like checkboxes, mail, phone, CC information, dropdowns, etc., and to be able to check the specified boxes. The leading portion of the selection was the affect on our bottom line, the genuine advantage was the lessening in time to plan, assess and send bargains, presently we will customize on the fly and on the off chance that there's a issue or something that seem wreck the bargain, you'll be able alter it on the fly and not lose the energy or the bargain.

Nachteile:

I do not like programmed close of reports, so I need to resubmit each archive, you'll likely lapse the record, but you've got the alternative to resubmit it. The format of the introduction is the most noticeably awful downside I can think of, the front pages are simple to customize, but the substance pages are frequently troublesome to oversee. I loved the live chat choice that PandaDoc used to have and now not offers, a few issues are not that huge and may well be settled lovely rapidly with the assistance of a live individual, and a few issues are as well pressing to e-mail a ticket. It's a highlight I've continuously told everybody approximately and highlighted as a reason to sign up for PandaDoc over competing electronic signature suppliers. It would be ideal if you bring back live individuals, not bots!

Great digital signature solution is efficient, does everything we need and is easy to use.

Kommentare: The have to be yield proposition has been settled, the analytics portion is one of our favorite perspectives, it takes the mystery out of deciding whether or not our prospects have seen your substance and alerts us when they do, the included advantage is merely can see how long They go on each page. This may motivate you to mail them inquiring in case they have any questions, PandaDoc is effective in making advanced records and marking them carefully has changed the way we make proposals, contracts and anything that requires a signature or vital archives that require followed collaborations. The method of getting advanced marks is basic and simple to utilize, the field apparatuses permit you to form essentially any record by dragging each field into put on the reports, so no specialized abilities are required and it's extraordinary for clients.

Vorteile:

I appreciate how basic it is to know when somebody has wrapped up their archives and send us a notice, our clients just like the truth that we are able total our commerce online much obliged to this innovation. We have been utilizing PandaDoc basically for the introduction of proposals and contracts. The capacity to alter CSS and genuinely customize your archives could be a colossal corporate advantage, estimating tables, as well as accepting installments and electronic marks, are basic and simple to join into papers. The stage is built naturally with helpful tips along the way, each layout has enlightening or tips for utilizing the format and made a difference with things I hadn't thought of. The redlining highlights are incredible when collaborating on a archive and permit you to spare unfinished work inside the stage to choose up where you cleared out off.

Nachteile:

PandaDoc has opened up modern conceivable outcomes for us and I cannot report any issues with the stage, as a legitimately official stage, I was concerned approximately collaborating with numerous parties and permitting get to to archives in advance, I found PandaDoc to be totally secure and following of the changes.

Useful for sales proposal & contract presentation & tracking

Kommentare: Overall it has been great. We've signed many clients through their platform

Vorteile:

The templates, form creation, automatic saving, multiple party automatic signing are all great features. Also it is a reliable software, which is super important for us.

Nachteile:

It would be great if they could integrate with our hubspot workflows more smoothly. Also formatting certain forms and fields can be difficult.Also not a huge issue but I have heard that the automatic reminders get annoying for our prospective clients - perhaps to make this option more readily apparent or "opt-in" would be useful. I've had to manually turn them off multiple times.

PandaDoc is our go to whenever a document needs to be signed

Kommentare: Overall PandaDoc saves us a bunch of time and trouble signing documents.

Vorteile:

-You can create your own templates-You can integrate HubSpot with PandaDoc and pull data from HubSpot into the documents, which is excellent for creating quotes-The signature function is very easy

Nachteile:

There have been a few bugs in the past on the integration with HubSpot. Sometimes documents load pretty slowly.

In Betracht gezogene Alternativen: DocuSign

PandaDoc works fine

Vorteile:

The ease of use of the online document generation software is my favorite feature. PandaDoc's is quite intuitive once you learn the basics, thanks to its user-friendly layout. This software does not require substantial user training, which I appreciate as the PandaDoc administrator at my organization. This makes it easy to implement across the firm.

Nachteile:

PandaDoc's price table can be inconvenient because it isn't designed to work as an Excel spreadsheet. Our sales representatives would voice their dissatisfaction with this regularly. In many circumstances, it restricts our capabilities or significantly increases the amount of time and work we must devote to certain documents, such as sales orders.

Newer to the product, BUT LOVE IT!

Kommentare: We have cut down the amount of time it takes to get signed legal documentation from customers which allows us to begin work on projects much sooner! Also, housing all documents in one place allows for ease of access should we need to find a specific document.

Vorteile:

With software development being our field of specialty, we have many documents that we need our customers to read over and sign. The location to a printer for some was easy, but for others, it would take so long for them to print out the number of documents, sign them, scan them and send them back to our team in which they would live in a random folder in our drive. Using PandaDoc allows us to create templates for each of our legal documents and send them directly to the signer in which they can click a few buttons and send it back over to us and everything is housed neatly together in folders.

Nachteile:

It does get a little pricey the more users you add, but if you only have one person that needs to access the information it is well worth it.

In Betracht gezogene Alternativen: DocuSign

Gründe für den Wechsel zu PandaDoc: We looked at DocuSign because many of our customers use it because you can customize each of your documents and brand it directly to fit your company. The number of features PandaDoc's has compared to DocuSign was almost double giving us more uses for the software than just getting documents signed.

A good product that promises to become a great one

Vorteile:

It streamlined our process and removed some potential for error when passing around Word documents. Love the ability to see progress on documents, get updates, and view status on dashboard. Using this instead of emailing PDFs or sending through a signature platform makes us look more professional, and in most cases is easier for our clients to use. The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.

Nachteile:

At first the design interface was pretty limiting, but they've rolled out an upgrade. Lack of a true in-platform redlining feature is a drawback for us, but PandaDoc is responding to feedback and it seems like that's something that will happen in the future. As a longtime Word user, sometimes there are things that don't seem super intuitive, but it's mostly just a learning curve.

In Betracht gezogene Alternativen: Proposify

Gründe für den Wechsel zu PandaDoc: Although Proposify had much better template designs at the time, PandaDoc still had more functionality in place and had concrete plans to continue to improve all aspects of the service. After demo-ing both, we felt our clients would respond better to the PandaDoc user experience.

PandaDoc saved us during the Pandemic

Kommentare: This has really been a blessing to us - especially when the mandates are back in place for not allowing verbal signatues.

Vorteile:

I love how easy it was to implement this product and all of the training we received. It was perfect to train the trainer and everyone we came in contact with at PandaDoc were so helpful and quick to lend a hand. Since there are still clients who aren't comfortable coming into the office, PandaDoc really helps us with obtaining the necessary signatures from our clients without having to have laptops or computers. They can easily sign from their phones.

Nachteile:

It is a bit difficult if you don't use it for a bit and then try to set up a form to be signed. Or if we have turnover and we have to train a new person to use it.

In Betracht gezogene Alternativen: DocuSign

Gründe für den Wechsel zu PandaDoc: PandaDoc was listed as an integrated program with Zoom - we were hoping to be able to have clients sign while in Zoom sessions.

My go-to document program

Kommentare: I love PandaDoc. I have used it for invoicing, contracts, NDA’s, non competes, sub contractor agreements, and so much more. It is capable of so much! When integrating a system for a client, I try to make most of the process automated as I my client base is mainly small business owners who don’t have time to manually do each process.

Vorteile:

Very user friendly, capable of doing many things (and everything expanding!) integrates with plenty of programs easily.

Nachteile:

There is not much I don’t like about PandaDoc- the only thing I can say here is when setting it up (for a small business owner to take over the program)- showing them the integration between Pipedrive and how to set it up using variables is not as user friendly to people who don’t usually see this.

In Betracht gezogene Alternativen: DocuSign

Warum PandaDoc gewählt wurde: More complex than docusign for what I needed

Zuvor genutzte Software: DocuSign und Jotform

Easy to use, growing product!

Kommentare: Really great! User friendly and I also like how much progress the product makes! It is fun to see new features.

Vorteile:

I really like how easy it is to organize documents and collect signatures. I like assigning signers and others who are responsible for filling in certain information.

Nachteile:

Sometimes importing documents from word can lose their formatting, and I am very particular about that. I just plan for more time for inputting new documents.

In Betracht gezogene Alternativen: DocuSign

Warum PandaDoc gewählt wurde: Price and organization.

Zuvor genutzte Software: DocuSign

Gründe für den Wechsel zu PandaDoc: I felt like Pandadoc allowed me to organize and edit each document easier.

Great Business Tool. Obvious, simple upgrades required

Kommentare: PandaDoc has become an integral part of our business operations. The technological features, continual upgrades and enthusiasm are all reasons why we continue to support and use the service. Since this is a "review" that hopefully someone will read and acknowledge, I want to make clear that we are very happy with PandaDoc.. but since you are requesting feedback, I hope the following is taken into consideration. Please note that these are all points that have been previously expressed to PandaDoc/QuoteRoller staff: 1) Dashboard: Show us how we are doing. What % are we closing, simple reporting and graphs, etc. This is simple stuff most of your competitors are doing. 2) Win/Loss (In relation to #1): We NEED a button to track LOST proposals... along with a text/dropdown box to document the reason for "failure". Similarly, we need a WIN button. We have a TON of customers that either (a) refuse to e-sign or (b) can't for whatever reason. 3) Proposal Follow ups: Thank you for the recent upgrade to add this functionality. But it is very generic. There needs to be a sense of customization for the customer. 4) Email hosting: This is one of the biggest complaints I receive from customers. The typical scenario is: We have an email conversation ongoing about a project.. then a random PandaDoc email/proposal off-thread is sent (even with forewarning to expect said random email).. and then it's difficult for the customer to search for said random email down the line because it's not from "me". I understand you want to control email opens, etc. But, a link to the page where the proposal is hosted (as an alternative to the current process) would be a hugely effective sales tool to allow the sales team to stay "in thread" and continue the conversation organically.
PS. We've been using your service for about a year and a half. We have sent approximately 2,500 proposals. I can probably count on 2 hands that number of customers that have used the "comments" functionality. 99.9% of customers simply reply to the email.. which then creates a disjointed conversation since inevitably people are not CC'd and I return to the point I started to make at the beginning of this paragraph. 5) Sales Team Control: Related to a few points above. Reporting, reminders, etc can be useful per employee. If you've made it this far, thank you again for reading. I hope you consider these integrations. I am available to discuss/clarify at any time.

Vorteile:

Ease of use. Templates, content library, general organization

Nachteile:

Noted in previous comments section

Good.

Kommentare: Some efficiency and design options.

Vorteile:

The analytic's built into it and the notifications we receive. Also, the somewhat easy configuration of each template. I would like to be able to create a document on a tablet though!! Unless thats an options now? :) The catalog section does need some work though. I would like to see other changes or options to us with regard to catalog items and how they document themselves as well as options for after a project has been completed and accepted by customer. It would be great to be able to edit the document without changing any words, items, quantities, options but rather be able to lets say re-add a column after the fact and print it to make it easier on purchasing to order the parts being approved by customer. Would be really cool too to integrate a calculator option. Like a pop-up calculator option while figuring our numbers. my two or three cents. :)

Nachteile:

We are so used to other, stand-alone systems, that have features such as 'tab' to move to next field that it causes some frustration with our team when we are unable to do that within a pricing table or any table. the other nice thing would be to see line items show up in sequential order-- EX: If I label line item 1 as (Option A) it stays on top of the price list. then when I add a second row, section or catalog item, it defaults to being placed below the first item. Currently this does not happen. We can move them after the fact though...just kind of annoying how it auto-formats that way. Also, would like to see more fonts added in. The fonts available get the job done but still, there should be a larger library of them. Pricing/Cost---would be awesome to be able to have a price table have a back-end with actual item pricing and SKU's that can be printed after a document has been completed. Cant do this now. Duplication: Would be awesome to duplicate a document that you didnt know you would need again. Same line items and quantities and pricing. I know you can convert to Template but that's not really what we would like. We want it to be as easy as hitting, 'duplicate document' BUT it changes the quote.sequence number to be different than the original. Now all you have to do is change the customer information and BAM, quick turn-around for contractors looking for numbers on the same project we are bidding. Cant do this now. Otherwise, PandaDoc is awesome!

Streamline Your Document Management with PandaDoc

Kommentare: I must say, my experience with PandaDoc has been great so far. The software has truly revolutionized the way our team manages and handles documents. From creating and sending proposals to closing deals, PandaDoc makes it all incredibly easy.One of the things I love about PandaDoc is how intuitive and user-friendly the software is. With its drag-and-drop editor and customizable templates, creating professional-looking documents has never been easier. The eSignature functionality is another highlight of the software that has saved us so much time and effort.In addition to its great features, I have also found the customer support to be top-notch. Whenever we've had an issue, the support team has been quick to respond and always offers a helpful solution.Overall, I think that PandaDoc is a fantastic tool that has helped us streamline our document workflows and close deals faster. I would definitely recommend it to anyone looking to simplify their document management processes.

Vorteile:

Personally, I cannot imagine managing our documents without PandaDoc. It has made document creation and management so much simpler and more efficient. The eSignature functionality, in particular, has been a real game-changer, helping us to significantly reduce the turnaround time for closing deals.What I appreciate most about PandaDoc is how user-friendly it is. The drag-and-drop editor and the numerous customizable templates make it incredibly easy to create professional-looking documents. The integration with our CRM has also been seamless, making our workflow more efficient.

Nachteile:

While I have found PandaDoc to have some excellent features, I must admit that I have also experienced some issues with the software. For example, the user interface can be a bit confusing at times, and it can take a while to get used to the different features and settings.Furthermore, customer support has been less than ideal. I've had a few technical issues that needed to be addressed, but the support team was slow to respond and did not offer a satisfactory solution.Lastly, I think that the pricing for PandaDoc is quite steep, especially for small businesses. While I can see how the software may be worth it for larger companies, the high cost can be a barrier for smaller organizations like ours.

An integrated solution for managing electronic signature procedures

Kommentare: With PandaDoc, we have been able to improve our capabilities in managing the review processes of contracts, offers, and other necessary documents by the officials of the organization, as well as the process of sending to subcontractors, suppliers, and customers to make the electronic signature done quickly and securely.

Vorteile:

PandaDoc works great, and the interface is very easy to use. It is great how we can prepare contracts in full detail without complications, as the drag and drop feature helps to accurately locate personal information, the electronic signature area, and any other additional information, and it is good that we can make several copies of the same contract and customize it to suit the type and level of signatures and approvals that you need. I like the fact that we can track the contracts sent and know where they are actually located, which enables us to significantly speed up the processes.

Nachteile:

I don't have too many problems with PandaDoc; all the tools are simple and easy to use, and the constant updates have greatly improved the automation.

PandaDoc: document management powerhouse

Kommentare: For a long time, we were handling our customer contracts by creating a digital document, faxing it to our customers for signature, and then having them fax it back to us for our records. Managing this process was time-consuming and since it was all done via fax and email, it was a real pain for follow-up. We had looked into several solutions for document creation and management, but none seemed to quite do everything that we needed. We stumbled across PandaDoc in our research and have not turned back. Their online document creation tools were already best in class when we started and have been improved regularly since we started with them about 2 years ago. The ability to upload documents created with a program like Word or Pages and set them up for signature has also been key. But I think most of all I LOVE the way they've set up e-sign. It's fast, convenient, easy, and works in nearly every case we've had in the last two years. We've expanded beyond project contracts and now run almost everything that needs a signature through this system. Their service is top-notch, they provide a lot of value for the money, and I have not regretted our purchase...ever. I can wholeheartedly recommend this product to nearly any business.

Vorteile:

* Ease of use * great feature set * e-signature functionality * Ability to convert any document to e-cig * Workflow * Multiple user levels

Nachteile:

If I had to pick *something*, maybe the workflow process could be more robust. I would also love it to integrate better with Highrise, our CRM.