PandaDoc - Présentation

Description du logiciel PandaDoc

PandaDoc fournit des solutions intelligentes en rendant indolore la gestion des documents. Commencez à générer et à distribuer des documents tels que des propositions, des contrats, des devis et autres documents destinés aux clients, en quelques minutes. Réduisez votre temps et vos efforts sur les processus de création, de stockage et d'administration de documents.

Commencez à utiliser PandaDoc et découvrez pourquoi les clients annoncent :

50 % de documents en moins
30 % de hausse du taux de conclusion
15 % de hausse de valeur par contrat conclu

PandaDoc - Présentation

Prix

À partir de
9,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

PandaDoc - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
Asie, Australie, Brésil, Canada, Chine et 5 autres, Europe, Allemagne, Inde, Japon, Amérique latine
Langues
anglais

Captures d'écran

Capture d'écran pour PandaDoc :
Capture d'écran pour PandaDoc : Capture d'écran pour PandaDoc : Capture d'écran pour PandaDoc : Capture d'écran pour PandaDoc : Capture d'écran pour PandaDoc : Capture d'écran pour PandaDoc : Capture d'écran pour PandaDoc : Capture d'écran pour PandaDoc : Capture d'écran pour PandaDoc :

PandaDoc - Avis

PandaDoc - Avis

Note globale
4,5
/
5
Excellent
424

Très bien
212

Moyen
49

Médiocre
10

Mauvais
7

Rapport qualité-prix
4,2
Fonctionnalités
4,2
Simplicité d'utilisation
4,3
Support client
4,4
91% des utilisateurs recommandent cette application
Heather C.

All-around great proposal software and automation tool.


Traduire avec Google Translate
Kalie L.

Newer to the product, BUT LOVE IT!

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.


Traduire avec Google Translate
Wilber C.

My Only and Go to Proposal Platform

I have been using PandaDoc for more than 3 years and I haven't been able to find anything like it.


Traduire avec Google Translate
Ted B.

Has some big shortcomings

I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't write a bad review, but this is more of a warning to others so they don't get surprised like I did.


Traduire avec Google Translate
Rube S.

Hands down the best proposal builder

We had been waiting years for our previous quoting tool to implement a content library, eSignature capabilities, live quote amendments. This was up and running in a matter of minutes.


Traduire avec Google Translate
Heather C.
Secteur d'activité: Comptabilité
Taille de l'entreprise: 501-1 000 employés
Traduire en français

All-around great proposal software and automation tool.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 11/05/2018
Provenance de l'avis : Capterra

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Kalie L.
Secteur d'activité: Services et technologies de l'information
Taille de l'entreprise: 13-50 employés
Traduire en français

Newer to the product, BUT LOVE IT!

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 23/08/2019
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation

Probabilité de recommander le produit: 10.0/10

Wilber C.
Secteur d'activité: Marketing et publicité
Taille de l'entreprise: 2-10 employés
Traduire en français

My Only and Go to Proposal Platform

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 08/05/2020
Provenance de l'avis : Capterra

I have been using PandaDoc for more than 3 years and I haven't been able to find anything like it.

Avantages

What I love about this platform is the functionality and how it allows you to charge your client. It makes it very easy for your client to sign and pay right there and there.

Inconvénients

I don't like the fact that you have to send reminders, manually.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Ted B.
Secteur d'activité: Gestion de l'enseignement
Taille de l'entreprise: 13-50 employés
Traduire en français

Has some big shortcomings

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 11/08/2016
Provenance de l'avis : Capterra

I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't write a bad review, but this is more of a warning to others so they don't get surprised like I did.

Avantages

Cool name.

Inconvénients

#1. No text wrapping in fields. If you put a field on a form and someone types past the end of the field, it does not wrap text. It also does not tell them they hit the character limit. So what happens? Anything extra is lost with no way to retrieve it. Quote from support "Unfortunately this is a known issue. At this time there is no way to retrieve any information in these situations. " Yes, in 2016, a software company creating fillable fields is not capable of wrapping text or telling a user they are at the limit.

#2 No batch sending. Want to send the same document to 20 people to complete individually? You have to manually add all 20 contacts, then manually send each one of them an individual form that requires an 8 step process. That's 160 steps to send 20 people the exact same form.

#3 No way to identify required fields. Creating a doc with lots of fields with a mix of required and not required? There is no way to differentiate them visually. To check your work you must click on each field and see if the box is checked for it to be required. Nightmare of epic proportions.

Traduire en français

Réponse de PandaDoc

Hi there!

I realize this response is long overdue, so first and foremost thank you for your honest feedback. Although this is our first public response, I can assure you that our team took your comments into account.

The truth is that we are not the company or the product that you once knew.

Since 2016, we have introduced a brand new editor built on user feedback like yours, equipped with overall better performance as well as features that you mentioned such as bulk send and required fields.

If you're still in the market for document automation software, drop us a line and our team would be happy to show you Editor 2.0.

We hope to have the opportunity to work with you again, and I sincerely apologize for your previous experience with us.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 0.0/10

Rube S.
Secteur d'activité: Services et technologies de l'information
Taille de l'entreprise: 13-50 employés
Traduire en français

Hands down the best proposal builder

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 04/05/2020
Provenance de l'avis : Capterra

We had been waiting years for our previous quoting tool to implement a content library, eSignature capabilities, live quote amendments. This was up and running in a matter of minutes.

Avantages

It’s intuitive and easy to use. Being able to customise our design to suit and branding and style guide.

Inconvénients

Native integration with Xero and cost however you get what you pay for. Also, you have to pay in USD.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Recommandation utilisateur
8,5/10
Basé sur 702 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

PandaDoc - Prix

PandaDoc - Prix

À partir de
9,00 $US/mois
Essai gratuit
Abonnement
Rapport qualité-prix
Rapport qualité-prix
4,2/5
Basé sur 702 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

PandaDoc - Fonctionnalités

PandaDoc - Fonctionnalités

API
Audit
Données en temps réel
Facturation
Gestion de la conformité
Gestion des documents
Gestion des flux de travail
Gestion des stocks
Importation et exportation de données
Intégration de tiers
Monitoring
Notifications automatiques
Piste d'audit
Rapports en temps réel
Rapports et statistiques
Rapports personnalisables
Stockage de documents
Suivi de l'inventaire
Suivi des activités
Tableau de bord d'activités
Fonctionnalités
4,2/5
Basé sur 702 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Vidéos et tutoriels

Vidéos et tutoriels

PandaDoc - FAQ

PandaDoc - FAQ

Voici quelques-unes des questions fréquentes sur PandaDoc.

Q. Quels sont les types de licence disponibles pour PandaDoc ?

Types de licences disponibles pour PandaDoc :

À partir de: 9,00 $US/mois

Type de licence: Abonnement

Essai gratuit: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel PandaDoc ?

Nous n'avons pas d'informations sur les fonctionnalités de PandaDoc.

Q. Qui utilise PandaDoc ?

Utilisateurs habituels du logiciel PandaDoc :

Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, À but non lucratif, Administration publique, PME

Q. Dans quelles langues PandaDoc est-il disponible ?

Langues dans lesquelles PandaDoc est disponible :

anglais

Q. Quels sont les types de licence disponibles pour PandaDoc ?

Types de licences disponibles pour PandaDoc:

Abonnement

Q. PandaDoc prend-il en charge les appareils mobiles ?

Appareils pris en charge par PandaDoc :

Android, iPhone, iPad

Q. Avec quelles applications PandaDoc peut-il s'intégrer ?

Applications s'intégrant à PandaDoc :

BriteBiz, Capsule, HubSpot Marketing, Insightly, Nimble, Nutshell, Pipedrive, Pipeliner CRM, Xero, Zoho CRM

Q. Quelles sont les ressources d'aide disponibles pour PandaDoc ?

Ressources d'aide disponibles pour PandaDoc :

FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo