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PandaDoc serves organizations ranging from mid-size to enterprises. We help sales, marketing, CS, and HR teams better manage proposals, quotes, and contracts.
ProjectTeam.com is the top pick for Owners, GCs, & CMs looking for customizable project software. With easy-to-use tools like forms, workflows, and reports - it's no wonder it's a 5-star favorite.
I love that it's integrated with Canva for more impressive and eye catching designs. First proposal was out within minutes and I love the Dashboard showing stats for proposals at varying stages.
There is a spam problem with the email sent to some customers. I don’t have any other concern with PandaDoc.
It's quick and easy to set up, use and have both our customers sign important documents best of all it's secure.
The only thing I can think of is pretty lame, but sometimes when I try to open to document the first time I click on the link it says "error.
It was very simple to figure out and the customer support team is fantastic. They help you breeze through the process.
The only problem I ran into was the document creation date field sometimes displayed tomorrow's date because they have it set to a different timezone than where I'm located.
The ease of use, the possibility to manage contracts with great efficiency, and the sense of security using the platform are outstanding.
Unfortunately I find the program a bit confusing, it took me a bit longer to understand everything.
Team members can keep notes and easily share them with coworkers thanks to the personal notes feature, which is also very helpful. The collaboration features are excellent.
Having used other, more expensive software in the past, there are several features missing in this software.
Overall, my experience with ProjectTeam has been great. The system is highly customizable to our needs & the customer service we receive when we run into any issues is excellent.
Then hide fields with log configure after they know what they want to see/not see.
I like not only the ability to customize the system as an administrator, but also the commitment from ProjectTeam to work with my team to discuss various system improvements that we see as valuable.
Some of the tasks needs multiple repetitive steps before you can for example close the RFI.
Throughout that process, they were extremely helpful and responsive. Just like Procore, their integration is dependent on hh2, but they worked with hh2 to enhance it to meet our needs.
Document uploads are extremely slow, it took 2.5 hours to upload 64 drawings. Drawing and spec packages cannot be linked easily.
Liam K.: Hi, my name's Liam. I work at a company called Sook. We specialize in renting pop-up spaces for brands for short rentals. We're about 20 big, and I rate PandaDoc five out of five. Before we were using PandaDoc, we were using DocuSign, and it was a very good tool, but we needed to find something that was better suited to what our business needs were. The reason that we went with PandaDoc was based on some of its better integrations and support features that they had. So we currently use HubSpot as our CRM. The integration works really well with PandaDoc, making our sales team save a lot of time when producing and creating their invoices and sending it to their customers. When looking overall at all their features, it was just a simple choice for us. It was very easy to onboard PandaDoc into the business. As mentioned, the integrations, features were really easy. It featured really well into Stripe, and it was easy to onboard all the team in terms of how they were going to use it and benefit from it. My recommendation for people that are looking to integrate PandaDoc into their invoicing system is just have a good idea of what you guys want to do. Make sure that you have a clear understanding of the integrations that is available with PandaDoc, and make sure it just meets your business needs and that it does tick all the boxes from just not an employee perspective, but also from a customer's perspective.
Prioritize real-user-identified key features according to your needs to find your best fit.
PandaDoc
Top FeaturesProjectTeam.com
ProjectTeam.com
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