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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.
Independent small business owners, field sales representatives, nonprofits seeking a mobile CRM to interact with customers, leads and vendors, offering the right amount of tools at an affordable rate.
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.
This is a solid company that is a wonderful corporate citizen. And a nonprofit will be a beneficiary this year.
I was discouraged from doing so because I would have to enter all the information manually.
HaystackCRM has software that will be a great benefit to the selected nonprofit. They are also amenable to making a few customizations for the this year's recipient.
The system was performing relatively well until a new problem appeared, and it's been unresponsive for four weeks after reporting a case.
Haystack CRM is the first true CRM app for my consulting business. It is a good entry-level program to help me capture and track information and keep it in one place.
I like that it's module-based so that you can add modules. Its free trial is functional and has some helpful features.
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.
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