PandaDoc

L'avenir des documents.

Note globale

4,5 /5
(986)
Rapport qualité-prix
4,2/5
Fonctionnalités
4,3/5
Simplicité d'utilisation
4,3/5
Support client
4,3/5

91%
des utilisateurs recommandent cette application
Classer par

986 avis

Eliott
Note globale
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 10 000+ employés
  • Logiciel utilisé tous les mois pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Devenu indispensable pour les signatures

Publié le 15/02/2023

Très pratique pour l'envoi de document et signature électronique, je recommande !

Avantages

Facile à utiliser et à naviguer, avec une interface intuitive et conviviale. Permet de créer des documents variés, tels que des contrats, des devis, des factures et des bons de commande. Et intégration des services tels que Google Drive, Dropbox.

Inconvénients

Interface pas facile à comprendre pour les débutants, fonctionnalités parfois limitées, tarif mensuels franchement élevés.

Utilisateur vérifié
Note globale
  • Secteur d'activité : Vente au détail
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 10.0 /10

Simplicité

Publié le 23/12/2022

Avantages

Facilité à faire la facturation, les devis, ainsi qu'a la signature électronique.

Inconvénients

Petit point faible au niveau de la conversion de fichier , qui nous fait perdre certains morceaux de documents lors de la conversion.

Florent
Note globale
  • Secteur d'activité : Télécommunications
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les mois pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 10.0 /10

PandaDoc - Avis

Publié le 07/01/2023

Avantages

Permet d'effectuer des signatures électroniques de manière rapide et sécurisé. Je l'utilise au quotidien pour faciliter la gestion de mes documents et signatures.

Inconvénients

Je ne trouve pas de points négatif sur le logiciel, il y a même des fonctions que je n'utilise pas, mais qui sont particulièrement utile pour d'autres utilisateurs.

Valérie
Note globale
  • Secteur d'activité : Conseil en gestion
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les mois pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Probabilité de recommander le produit 10.0 /10

PandaDoc, c'est facile!

Publié le 04/10/2022

Avantages

La simplicité d'implantation et d'utilisation

Inconvénients

Je n'ai rien trouvé à date que je n'aime pas

Utilisateur vérifié
Note globale
  • Secteur d'activité : Design
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé toutes les semaines pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 8.0 /10

Créer, gérer et suivre facilement des documents professionnels

Publié le 28/02/2023

Avantages

PandaDoc me permet de gérer les signatures électroniques de documents à l'aide de la signature manuscrite ou de la signature numérique, ce qui facilite grandement la gestion des contrats et autres documents.L'intégration de l'outil avec des services comme Zapier, Google Drive, Dropbox,me facilite l'automatisation de mes flux de travail.

Inconvénients

Je n'ai pas rencontré de problème avec cet outil pour le moment.

romain
Note globale
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé toutes les semaines pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Signature électronique rapide et sécurisée

Publié le 25/12/2022

Application agréable au quotidien dans son utilisation

Avantages

Fonction de signature électronique rapide et sécurisé. Tres apprécié au quotidien pour faciliter la gestion des documents et signatures

Inconvénients

D’autres fonctions peu utilisées non nécessaire à mon quotidien

Joséphine
Note globale
  • Secteur d'activité : Enseignement supérieur
  • Taille de l'entreprise : 10 000+ employés
  • Logiciel utilisé tous les mois pendant Essai gratuit
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Version gratuite

Publié le 13/02/2023

Avantages

Possibilité de conserver plusieurs mois des documents. Envoi facile via un lien sécurisé aux collaborateurs

Inconvénients

Tout est correct surtout pour un logiciel qui propose une version d’essai gratuite

Hafizah
Note globale
  • Secteur d'activité : Télécommunications
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Zoho Notebook is really the best

Publié le 02/06/2021

Avantages

Using Zoho Notebook on my desktop pc or on my mobile device, I can easily take notes or save my thoughts. Not only written material but also music and pictures can be added to the note. However, the file size is limited. Using a digital notebook to save my notes is more safer than using a real notepad.

Inconvénients

It does not allow an offline setting since it requires constant internet connections to view my notes in the software. If the note may be saved on my desktops as a backup option, it will greatly assist me in recovering my note if I lose internet access. Overall, most of the feature is really useful for me as i really in needs for a good digital notepad

Habibah
Note globale
  • Secteur d'activité : Télécommunications
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Good document editor with e-sign feature

Publié le 20/05/2021

I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and immediately notify me when they see the proposal, which allows me to watch their level of engagement.

Avantages

I appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them.

Inconvénients

I am unable to replicate whole sections, just some of the content parts. This is infuriating. That strikes me as a little clumsy from the developer side. The document didn't allow me to write in Landscape mode, so I've been drafting my proposals slides in InDesign and afterwards copying/pasting them as photographs into the document, and this has resulted in some duplication of effort on my side, which is inconvenient given that one of the reasons I choose this software because I need a system to help reduce time wasted on drafting proposals.

Shanchhith Singh
Note globale
  • Secteur d'activité : Recherche
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

PandaDoc is incredibly simple to use and create and send documents with just a few clicks.

Publié le 25/02/2023

All in all, PandaDoc was a great tool for quickly and easily managing documents and eSigning them. The customizable feature set was especially useful, and I was pleased with the convenience and ease of use.

Avantages

I liked the fact that I could easily access my documents and drag and drop fields to customize them. I also liked how quickly I could send documents out for signature and track their progress. The intuitive user interface was a major plus too.

Inconvénients

The only downside to my experience with PandaDoc was the lack of integration with some other business software I use. This meant I had to use other platforms to access and send documents, which was a bit of a hassle.

Elaine
Note globale
  • Secteur d'activité : Services à la personne et aux familles
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 2.0 /10

Does the job but improvements needed

Publié le 18/03/2021

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.

Avantages

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.

Inconvénients

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.

Mark
Note globale
  • Secteur d'activité : Enseignement supérieur
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

If only it integrated with other products!

Publié le 01/12/2022

Excellent overall - form creation, editing, distribution, and management were all very easy.

Avantages

We used this software to process employment related forms for contractors and employees at the college and it was mostly great. The text boxes could be a little simpler for editing (you can't highlight text and change it, you have to use arrow keys to move to the text like you're working at a DOS prompt). But for document tracking, signatures, and security it's fantastic. If you don't have the need to integrate with enterprise systems you can't find a better document/workflow management software.

Inconvénients

It doesn't integrate with much in the way of enterprise software. As time passed and our other software was updated it became more difficult to track some things because Panda didn't integrate with any of our critical systems. As a result we used Panda less because most of the new ERP systems (and HRIS, and Finance) include workflows, forms, and signatures today.

Alicia
Note globale
  • Secteur d'activité : Bijoux et produits de luxe
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les mois pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

A Perfect Proposal Builder

Publié le 26/02/2023

Overall, PandaDoc is simple and intuitive to use and fantastic for sharing, creating, and digitally signing documents. It also seamlessly integrates with Hubspot which simplifies the process.

Avantages

I love the templates available so I can create proposals quickly and I can use the drag-and-drop builder to edit them how I like. Obtaining signatures globally is effortless and it is easy to track the analytics of the proposals. The live 24/7 support makes it easy to resolve any issues that arise.

Inconvénients

This did not work well with Stripe integrations

Alternatives envisagées 

QorusDocs

Logiciel antérieur 

HoneyBook
sanu
Note globale
  • Secteur d'activité : Gestion de l'enseignement
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

PandaDoc is a document automation software designed for small to mid-sized businesses.

Publié le 31/01/2023

We have had a great experience with PandaDoc so far. We have been using it for just under a year and have never had any issues with their platform

Avantages

The most impactful features in PandaDoc are its templates, electronic signatures, automation, and analytics. PandaDoc is user friendly and easy to use, making it simple for anyone to get started. It is also highly customizable to allow for integration with existing business processes. PandaDoc makes it easier to streamline and automate document management, providing better insights and performance.

Inconvénients

One feature that is missing from PandaDoc that would be very useful is a way to check the version history of a document. It would be helpful to have a view of all the previous versions of a document, so we can more easily access older versions and compare the changes.

Quentin
Note globale
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Very good tool and low price

Publié le 13/02/2023

Avantages

Pandadoc is very easy to manage, and take in our hands. The UX, UI is very simple for our customer. The connexion with all the tools that we use our on the top (hubspot, slack, google sheet).

Inconvénients

The management of document is not very UX friendly. It's difficult to find the document that we search juste by having a look. Also, it's not possible to create some variables with our CRM.

Katie
Note globale
  • Secteur d'activité : Santé, bien-être et fitness
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Very Quick Option for Digital Signatures

Publié le 14/02/2023

My overall experience has been very positive. Especially appreciate the fact that you don’t have to manually email the document back to the original sender once filled out, but that the document gets automatically relayed back to them once complete. Saves an extra step, unlike other similar software.

Avantages

This software provides an incredibly quick option for sending and receiving digital signatures on documents. I’ve used it many times when filling out on boarding documents for short term gig work, and the prompts take you straight to the areas that need a signature or text. Very user friendly.

Inconvénients

I haven’t ran into any issues with this software. All of my experiences with it have been positive, don’t have any negatives to share.

Utilisateur vérifié
Note globale
  • Secteur d'activité : Logiciels
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 8.0 /10

Pandadoc review

Publié le 20/03/2023

Avantages

PandaDoc has been a helpful tool. It accelerate our document creation process. It enable us to track our documents. Moreover, the selection of templates and the capability to customize them is a great bonus. Additionally, the electronic signature feature saves us time.

Inconvénients

I find this tool to be somewhat expensive. Furthermore, it is slow, it takes time to open the document and it is not very user friendly; it is a bit complex to modify a document.

Utilisateur vérifié
Note globale
  • Secteur d'activité : Marketing et publicité
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

After six months of using Pandadoc

Publié le 15/08/2019

I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It allows clients to sign electronically and it notifies me when they have viewed the proposal which helps me track how engaged they are.

Avantages

I like that Pandadoc notifies me when prospects view my proposals and it allows them to easily sign electronically without scanning and printing. I like that it gives me the ability to propose a pick list for clients and they can select which package or which services and it will automatically total them.

Inconvénients

I can't clone whole pages, just content chunks. And I can't move entire pages, just content chunks. This is annoying. I find that a bit clunky. I also have not liked the visual aspect as much as designing on my own, and it hasn't let me compose in Landscape mode, so I have instead been designing my own proposal slides in InDesign and then when the client is ready to sign I just copy/paste them as images into an agreement. This is creating some double work for me, which is annoying and part of the reason I wanted a software in the first place was to minimize time spent on proposals.

Alternatives envisagées 

HoneyBook et Proposify

Pourquoi passer à PandaDoc

It had more integrations with other software and I didn't want to have to do everything manually.
Ed
Note globale
  • Secteur d'activité : Marketing et publicité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Seamless collection of digital proposal signatures and invoice payments

Publié le 02/06/2022

Excellent experience

Avantages

Ability to customize proposals for individual products and services we offer

Inconvénients

Must pay extra for the Salesforce integration

Alternatives envisagées 

Better Proposals et Loopio

Pourquoi choisir PandaDoc 

Ability to customize Pandadoc and robust Salesforce integration for our pipeline

Logiciel antérieur 

DocuSign

Pourquoi passer à PandaDoc

Ability to customize plus the integration with Salesforce and Stripe
Heather
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

All-around great proposal software and automation tool.

Publié le 11/05/2018

Avantages

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.

Inconvénients

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.

Halimatun
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 9.0 /10

Create business document easily

Publié le 28/10/2021

Avantages

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.

Inconvénients

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.

Ekta
Note globale
  • Secteur d'activité : Marketing et publicité
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 0.0 /10

Latest software update is a debacle

Publié le 01/06/2022

Customer support is excellent and the agents do everything in their capacity to assist. I give them 5 stars. Unfortunately the so called "Customer Success Team" gets 0 stars from me. They are the ones who assist with more complex issues. Unresponsive and unhelpful.
A content library that I built over the course of 2+ years for my business was invaluable and a huge time-saver. PandaDoc just decided to delete it without any notice, or opportunity to back up. My order of quotes is in a mess as they are all dated 22nd May 2022.

Avantages

Version 1 was relatively easy to set up and use. I could duplicate documents, build a library of images and commonly used sub-headings and sections, resize images.
In Version 2 it is easier to create tables and page breaks.

Inconvénients

Version 2 was launched without any communication and/or notice. The team decided that it was okay to delete my content library that I had built over the course of 2.5 years. All quotes were automatically updated to a single date. So I am unable to sort quotes and proposals based on newest to oldest. The functionality to resize images is lost. The documents are clunky and useless.

Sarah
Note globale
  • Secteur d'activité : Marketing et publicité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Pandadoc: its document organization system is amazing

Publié le 17/09/2019

Pandadoc we liked from the beginning for its sales training system. To this end, the platform provides content managers, collaboration tools, and online documents. In addition, it has helped us a lot with the management of budgets with its document management system with prices and discounts. It is without a doubt a document handling tool of all kinds, it is very versatile. We have been quite satisfied with our experience of using pandadoc. There are a lot of advantages when investing in the service. This platform integrates correctly with services like OneDrive. The use of API is highly recommended, for reasons of practicality, recommendable.

Avantages

It is used for the management of contracts, with tools that allow even reviewing the life cycle of the same, and control their different versions. Pandadoc allows you to manage documents within the platform without having to be connected to the internet, and has an excellent integrated calculator for taxes. Pandadoc is recommended for its wide range of tools for managing all types of documents, stores and workflows. Your business process automation is excellent, and your Dashboard is extensively customizable. In addition, you can track the progress of each task. The training for pandadoc end users has been very profitable from the start. Thanks to that, it is easy for us to manipulate the platform.

Inconvénients

The pandadoc platform does not support the management of online payments, nor does it allow the billing of unforeseen expenses (emergencies). As a document manager, it fails to have optical character recognition, nor can it configure access controls for team members to stored documents.

Caroline
Note globale
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Newbie to PandaDoc but already got the hang of it

Publié le 28/03/2022

PandaDoc is easy to navigate for a beginner and it is effortless to learn how to use. PandaDoc provides many options for users with questions - a help center, video tutorials, email support and a live chat (my favorite feature).

Avantages

I am brand new to PandaDoc, unlike my team who has more experience, but have found it very easy to navigate as a novice.

I love how effortless it is to upload the respective document and get it right to a client's computer within seconds. Yes, there is a level of work you must complete beforehand - prepping the document, editing the document, making sure it is good to go, but otherwise, it is as simple as uploading, formatting it correctly, and sending it to obtain signatures. We now have a binding agreement between client and team. I also am a huge advocate for Live Chat features on websites and lucky for me, PandaDoc provides that feature for its users.

PandaDoc also serves as a place to keep track of previous agreements and records. Everything is preserved and safe within this software. The search feature comes in handy here to reference exactly what you are looking for.

Inconvénients

Formatting issues - this may not be a PandaDoc issue, but if your third-party software such as PowerPoint has your brand font uploaded and downloaded from the internet, there is a chance the font may not upload exactly as is. This is a problem I face almost every single time I am using PandaDoc. Our brand font is called Catamaran, it has been downloaded to my computer, but when I go to upload to PandaDoc, 9 times out of 10, the font will not carry over as it is formatted via third-party software.

Nothing else is affected besides the fact fonts become inconsistent with our brand.

Scott
Note globale
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Overall good, sometimes interface is slow/clunky.

Publié le 23/05/2017

Quoting is great with it, which helps a lot in many of our transations.

Avantages

The client-editable quotes are awesome.

The UI is good (UX needs some work, below).

Content re-use is great.

Love the signing and notifications.

Inconvénients

Clunky interface (pretty, but not smooth). Makes it hard for us to get work done sometimes because we're waiting for the interface or having to move things around because they jump. The design philosophy and UI are great, but the UX leaves a little to be desired. Also, some refinements like keyboard shortcuts, maybe a favorite or most used bar.

In addition, we'd love more integrations. We're big into Google Apps, I'd love calendar linking that told us when we sent something (calendar item), when it expires (calendar item), etc.

The lack of sorting options, and default sorts that "stick" in the documents/ templates list is killing us. Open a folder, wait, sorted by default (age? Which is the least helpful when dealing with dozens/hundreds of docs). Sort by name. Wait.

Would be AMAZING to be able to set "sort by [name] [date] [recent] [X] as default" so we don't have to resort and reload every single time we go looking for a document. For heavy users, this is a real burden, wasting time waiting for the product to be usable, instead of doing work.

It's a good standalone product and helps a lot when we have a document built and send out multiple versions. Building documents is still a little clunky. And some of those "native" integrations such as calendar would be great, to make it less standalone.