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Vorteile:

Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers.

Nachteile:

Unfortunately I find the program a bit confusing, it took me a bit longer to understand everything.

Bewertungen zu PandaDoc

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4.4
Kundenservice
4.3
Funktionen
4.3
Preis-Leistungs-Verhältnis
4.3

Weiterempfehlungsquote

8.4/10

PandaDoc hat eine Gesamtbewertung von 4.5 von 5 Sternen basierend auf 1’118 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (1’118)

Dave
Director
Verifizierter Nutzer auf LinkedIn
Design, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Best Document Creation, Management & Signing Tool out there.

4.0 vor 4 Jahren
Untertitel auf Deutsch sind im Videoplayer verfügbar
Oliver
Director Partners and Product in Deutschland
Freizeit, Reisen & Tourismus, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Unzumutbare Preiserhöhung ohne Zustimmung

1.0 vor 2 Monaten Neu

Vorteile:

Wir sind langjährige Kunden von PandaDoc und waren bisher zufrieden. Doch im Mai 2024 bemerkten wir eine erhebliche und unerklärliche Erhöhung unserer Rechnung seit März 2024. Diese Erfahrung war äußerst frustrierend und hat unser Vertrauen stark beeinträchtigt.

Nachteile:

Wir sind langjährige Kunden von PandaDoc und waren bisher zufrieden. Doch im Mai 2024 bemerkten wir eine erhebliche und unerklärliche Erhöhung unserer Rechnung seit März 2024. Es stellte sich heraus, dass unsere Benutzerkonten, die seit 2022 vorhanden waren, durch eine Systemaktualisierung dann einzeln berechnet wurden, statt inklusive in einem Paket. Diese Preiserhöhung erfolgte ohne unsere Zustimmung. Trotz mehrfacher Kontaktaufnahme und klarer Kommunikation verweigerte PandaDoc eine vollständige Rückerstattung der unberechtigten erheblichen Zusatzkosten. Der Kundenservice bot nur teilweise Rückerstattungen und keine zufriedenstellende Lösung an. Diese Erfahrung war äußerst frustrierend und hat unser Vertrauen stark beeinträchtigt. Wir hoffen, dass diese Bewertung anderen hilft, vorsichtig im Umgang mit PandaDoc zu sein, und dass das Unternehmen seine Kundenservice- und Abrechnungspraktiken überdenkt.

Antwort von PandaDoc

letzten Monat

Hi Oliver, Thank you for your honest review, I'm disappointed to hear you had this experience. We'd like the chance to make this right and find out what may have went wrong here regarding the pricing and lack of communication surrounding it. Please feel free to email [email protected] so we can collaborate on a solution. We hope to have the chance to make this right.

Jora Jessica
Jora Jessica
Kundenbetreuerin in Deutschland
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Dokumente einfach mit Finger oder Stift unterschreiben

5.0 vor 2 Jahren

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.

Barbara
MTA in Deutschland
Gesundheit, Wellness & Fitness, 1’001–5’000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Unterschreiben mit PandaDoc

5.0 letztes Jahr

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

Uwe
Coach in Deutschland
Alternative Medizin, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

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

5.0 vor 2 Jahren

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

Cem
Sales in Deutschland
Freizeit, Reisen & Tourismus, 5’001–10’000 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

PandaDoc im Sales

5.0 vor 2 Jahren

Vorteile:

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

Nachteile:

Hoffentlich gibt es in der Zukunft noch mehr Funktionen!

Jesus
Jesus
CEO/President in USA
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Jumping From RightSignature to PandaDocs

5.0 vor 4 Jahren

Kommentare: We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back. We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign. If you're a small business getting started and need free e-Signing, PandaDoc is a winner.

Vorteile:

They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".

Nachteile:

I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.

In Betracht gezogene Alternativen: airSlate SignNow

Warum PandaDoc gewählt wurde: RightSignature was too expensive for API access.

Zuvor genutzte Software: RightSignature

Gründe für den Wechsel zu PandaDoc: PandaDoc had a free tier.

Jamie
Head of Growth in UK
Computer-Software, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The best for multi-signature contracts

5.0 vor 2 Monaten

Kommentare: Overall PandaDoc saves us several hours a week creating detailed contracts; it integrates with our entire sales tech stack and I can’t recommend it enough.

Vorteile:

Panda doc is super easy to set up and customise. The template creation process is also simple and they have lots of ready-to-use templates too. It makes getting signatures from multiple stakeholders easy and the integrations we’ve set up mean we can very quickly generate contracts from our Deals in Pipedrive

Nachteile:

I’ve not seen anything I don’t like or any limitations of PandaDoc compared to other digital signature/document management tools I’ve used.

In Betracht gezogene Alternativen: Adobe Acrobat Sign und Docusign

Gründe für den Wechsel zu PandaDoc: Partly cost and partly because of recommendations from peers.

Antwort von PandaDoc

letzten Monat

Thank you for your feedback and support of PandaDoc!

Elaine
Director of Information Technology in USA
Einzel- & Familiendienstleistungen, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Does the job but improvements needed

2.0 vor 3 Jahren

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.

Lucien
VP of GTM in UK
Informationstechnologie & -dienste, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

PandaDoc is a visually appealing and powerful tool enabling sales teams

5.0 vor 2 Monaten

Kommentare: PandaDoc was a fantastic addition to our tech stack after a pretty poor experience with Docusign. It is a must have tool for dynamic sales teams that want to make their contracts far more powerful and visually appealing to customers.

Vorteile:

PandaDoc enables you to create visually appealing beautiful contracts that make a huge difference when it comes to signing. Previously, we used Docusign and the contracts were incredibly boring and now compelling. With Panda, we have beautiful images that enhance the experience and increase the close rate. The integration with Hubspot is fantastic and the workflow automation is powerful. The ability to create templates has saved countless hours and can easily be adapted without needing prior training.

Nachteile:

The challenge with PandaDocs is the limitations not having a native integration with Hubspot. Ideally, you want to have a contract tool built by the CRM but in this case, it relies on an API which does have certain limitations.

Antwort von PandaDoc

letzten Monat

Thank you for your feedback and support of PandaDoc!

Jorge
Jorge
HR Manager in USA
Verifizierter Nutzer auf LinkedIn
Krankenhausversorgung & Gesundheitswesen, 51–200 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

Document E-Signatures and Automation

4.0 vor 8 Monaten

Vorteile:

The ease of setting up template forms for multiple use was great

Nachteile:

It can improve in logic conditional format to set up each form better for the user to complete only necessary fields when another question was answered a specific way.

David
Lead Pastor in Kanada
Religiöse Einrichtungen, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Decent for a basic free plan

4.0 vor 2 Monaten Neu

Vorteile:

Being part of a non-profit, I appreciated the free plan and being able to have 2 saved documents and multiple e-signatures.

Nachteile:

I felt that it took way to long to select every area of the document and would have preferred it to be more intuitive.

In Betracht gezogene Alternativen: Jotform Sign und Jotform

Gründe für den Wechsel zu PandaDoc: It initially seemed to offer more than competitors for the free plan.

Antwort von PandaDoc

letzten Monat

Thank you for your feedback, it's helpful as we look to improve the user experience for customers. Thank you for your feedback and support of PandaDoc!

Sharath
Finance Manager in USA
Elektrische/elektronische Fertigung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

An Amazing Document Management Solution For Business

5.0 letzten Monat Neu

Vorteile:

I like the document management features of PandaDoc It comes with amazing electronic signature capabilities It handles workflow management really well

Nachteile:

No issues with PandaDoc. It serves us right.

Antwort von PandaDoc

letzten Monat

Thank you for your feedback and support of PandaDoc!

Gordon
Senior SAP Business One Consultant in Kanada
Computer-Software, 501–1’000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

I quickly did a proposal thanks to the helpof PandaDoc

5.0 letzten Monat Neu

Kommentare: Overall, PandaDoc is a great product. I would highly recommend and would probably be using it soon.

Vorteile:

I recently had to do a proposal and after weeks of procrastinating, I finally went on to the internet and searched for proposal templates I could use. Thats when I met PendaDoc and immediately clicked the link to see what I could get. I got a nicely done template that needed me to only change a few things like the logo, and my company name to get the proposal ready. After like one hour of making the necessary edits, my proposal was ready. I believe that PandaDoc was quite easy and straightforward to use. I can't remember needing to use any article or video to learn how to use it. I only needed to input my credit card details to get to use the premium version of PandaDoc. I got like a month of free premium trial to test out PandaDoc. I like this. You get to try premium PandDoc for free for the first month.

Nachteile:

Panda is quite expensive. After my free trial, I got a bill of about 200 dollars, which is quite expensive for me.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Marktforschung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

PandaDoc helped our team closed sales faster

5.0 letzten Monat Neu

Kommentare: So far so good, customer support is also attentive to customer's needs.

Vorteile:

I like that we can make revision to PandaDoc easily, and have multiple signatories in one document, which is critical to our organization.

Nachteile:

Nothing really, but if there one thing we would like to improve is it's integration to CRM apps.

Antwort von PandaDoc

letzten Monat

Thank you for your feedback and support of PandaDoc!

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Marktforschung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Better than DocuSign

5.0 letzten Monat Neu

Vorteile:

PandaDoc gives us more flexibility when it comes to multiple signs needs for our contracts. It lets us edit and update the previous doc without having to create a new one.

Nachteile:

Integration limitation with our current tech stack.

Javier
Grants and Contracts Coordinator in USA
Non-Profit-Organisation Management, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great product. Rivals DocuSign and AdobeSign

5.0 vor 5 Jahren

Kommentare: We adopted this system to send out our organization's legal documents, and so far the experience has been great. I would highly recommend this e-signature product.

Vorteile:

The interface to send out documents is great, and there are some better features offered than the other competitors (such as masked fields, a proposal making function, attachments you can make to the document, and a signature authentication page with each agreement). PandaDocs offers basically the same function as DocuSign, but it has some additional features and the cost is considerably cheaper.

Nachteile:

Sometimes depending on the email server, the automated email sent by PandaDocs gets sent into the partners junk mail. Doesn't integrate with SharePoint.

In Betracht gezogene Alternativen: Docusign

Gründe für den Wechsel zu PandaDoc: DocuSign and AdobeSign charge using a transactional model (it gives you a set number of documents you can send), whereas PandaDocs uses a user based model with unlimited transactions.

Vincent
CEO in USA
Marketing & Werbung, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

An AMAZING product if you are patient at first

5.0 vor 5 Jahren

Kommentare: Overall this is an amazing software that takes care of so many business needs with ease, mainly:
- ESignatures
- Proposal creation
- Proposal tracking
- Payments
- Keeping track of pricing
The learning curve is a bit steeper than other like products, however, once you get the hang of you you'll see that it is hands down the best software. Yes the pricing is usually higher than other proposal softwares, however, you'll find out that it is much much more than a proposal generation tool and the convenience and ease of having so many features in one place saves so much time and money needed to run and integrate multiple platforms to do the same thing.

Vorteile:

the scope of features is unmatched by any other software the scope of native integrations into tools we already use tracking of users and activity HubSpot integration Dynamic pricing grids and ability to store products/services for ease of use later

Nachteile:

Because of how powerful this tool is and how much it can do, the learning curve is much steeper than other products we've used. However, once you get the hand of it it blows everything out of the water

In Betracht gezogene Alternativen: Proposify

Warum PandaDoc gewählt wurde: Was lacking features that we needed.

Zuvor genutzte Software: Nusii

Gründe für den Wechsel zu PandaDoc: The alternative products threw way too much information at me and overwhelmed in the decision making process.

Emily
CEO in USA
Immobilien, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Easy to use, growing product!

5.0 vor 2 Jahren

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.

Adam
Adam
Chief Information Technology in USA
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 10’000+ Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

PandaDoc, excellent integration for digital signatures

5.0 letztes Jahr

Kommentare: Unlike other electronic signature software, pandadoc has a variety of predesigned templates that can be used immediately, on its website it has a help center with several articles and tutorials on how to use its tools, something that could stand out is the integration that you have with other applications such as slack, Monday.com, Google workspace and Salesforce, PayPal, among others.

Vorteile:

I like pandadoc Since it is easy to use it is not a complex or confusing application, I have used it to create send and sign electronic documents, what I like about pandadoc is that I can follow up and see a detailed analysis of the documents, it is Useful to automate the creation of signature of the documents. PandaDoc is one of the software I've tried that integrates better with other applications I use constantly with Microsoft Word and Google docs.

Nachteile:

Some things that it has to improve is the customization of its predefined templates, details like color and order.

Harris
Owner in USA
Bau, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great Business Tool. Obvious, simple upgrades required

4.0 vor 8 Jahren

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

Heather
Heather
Senior Marketing Communications Manager in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 501–1’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

All-around great proposal software and automation tool.

5.0 vor 6 Jahren

Vorteile:

PandaDoc has allowed us to streamline our proposal process tremendously. Because of the content library, template functions and ease of use, we've been able to double the number of proposals we put out in the same timeframe before implementation. The analytics reporting feature has assisted in increasing our win rates. We can hone in on the areas of our proposals that resonate with our prospects, allowing the follow-up meetings to be more focused - discussing targeted, relevant themes, services and needs. PandaDoc's development team is very open to feedback and ideas on how to improve the platform. It's refreshing to work with a company that takes your input and one-off special requests to not only deliver on those requests for you but roll out these changes across the board for all of their users. Having a say in the process of polishing and tweaking a product to work best for us is a value-added benefit. The various plug-ins for other software, such as CRM systems, is useful for collaboration between departments. The ability to customize the CSS to fit our brand is essential. We can customize templates with designs that fulfill each of our needs. Having multiple workspaces under one account is extremely helpful keeping documents separated for different departments and projects.

Nachteile:

There are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future. From time to time we will run into small formatting issues due to a glitch in the coding. More often than not, they are isolated to one document. For a couple of issues we ran into, the development team was able to provide a timely fix, and the issues have been non-recurring. In the past few years that we've been using the platform, we have only had three instances where the software was down, two of those instances were for less than an hour. Even with the downtime, we have never missed a deadline to deliver a proposal, even in an industry where RFPs are common.

Yevstakhii
Teacher in Ukraine
E-Learning, 51–200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

My expirience of use PandaDoc

4.0 letztes Jahr

Kommentare: PandaDoc is generally regarded as a comprehensive and feature-rich document management and electronic signature platform. Here are some aspects that I have highlighted as positive experiences:Ease of document creation: I appreciate the user-friendly interface and intuitive document creation process in PandaDoc. The platform offers a wide range of customizable templates and drag-and-drop functionality, allowing me to quickly create professional-looking documents without extensive design or technical skills.2. Streamlined document collaboration: PandaDoc provides robust collaboration features, enabling multiple users to collaborate on documents in real-time. I can easily track changes, leave comments, and assign tasks within the document, facilitating efficient collaboration and reducing communication barriers.3. Simplified electronic signature process: I find PandaDoc's electronic signature capabilities to be a significant time-saver. I can easily send documents for signature, track the signing progress, and receive signed documents back, eliminating the need for printing, signing, and scanning physical copies.But also I had issues with limited template selection, mobile app limitations and support response time

Vorteile:

1. Collaboration and workflow management: PandaDoc provides collaboration features that enable multiple team members to work on the same document simultaneously. I can track changes, leave comments, and assign tasks, facilitating efficient collaboration and streamlining the document review process.2. Electronic signature capabilities: PandaDoc allows me to request electronic signatures from recipients, eliminating the need for printing, signing, and scanning documents. I can easily send documents for signature, track the signing process, and receive signed documents back, saving time and simplifying the signing workflow.3. Document tracking and analytics: PandaDoc offers insights into document activity, allowing me to track when recipients open documents, view specific sections, or interact with embedded media. I can access analytics to gain a better understanding of recipient engagement and make data-informed decisions.

Nachteile:

1. Limited template selection: While PandaDoc provides a range of templates, I have mention a desire for a larger and more diverse selection. Users in specific industries or with unique document requirements may find it challenging to find templates that suit their specific needs, requiring additional customization efforts.2. Mobile app limitations: I have encountered limitations or challenges when using PandaDoc's mobile app. I had Issues such as slower loading times, limited editing capabilities, or difficulty navigating the app on smaller screens.3. Support response time: I had delays or slow response times when seeking support from PandaDoc's customer service team.

Halimatun
Halimatun
IT Manager in Malaysia
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 1’001–5’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Create business document easily

4.0 vor 3 Jahren

Vorteile:

PandaDoc is mainly focused on preparing business paperwork, such as invoice documents or documents that require signatures, because it has a function that allows you to add an e-signature field. It will enable the paperwork to be totally digital, eliminating any need to print the document. This program is accessible from anywhere as long as you have an internet connection, making it ideal for people who alternate between working remotely and from the workplace.

Nachteile:

The new upgrades were a little challenging to adjust to. With the previous version, we could attach PDF files straight into the contract and have them seem like part of a contract. As a result, they can only be uploaded as an attachment, which means they're more likely to be overlooked in the process. This situation has resulted in additional methods for us, lengthening the time required to provide them to our clients.

Haszilah
Haszilah
Administrative Assistant in Malaysia
Verifizierter Nutzer auf LinkedIn
Telekommunikation, 10’000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

My takes on PandaDoc

4.0 vor 3 Jahren

Vorteile:

I like that you can transition between work-spaces. PandaDoc offers a simple to measure document return rates but also how much my team accomplishes. Moreover, it is quick to track paperwork and follow it up. It's easy to put up papers and templates, and it looks nice, is simple to use, and can be personalized. This application is available as long as it is connected to the internet, making things a lot easier if you work remotely and in the office.

Nachteile:

Adding custom typefaces and expanding the font collection might be difficult. There should be more layout templates to choose from. We needed more integration option because our CRM didn't operate with PandaDoc. This didn't create any significant complications, but it would have made the process go more smoothly.

Mariano
CEO in USA
Internet, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

PandaDoc: document management powerhouse

5.0 vor 8 Jahren

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.