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Professional services firms: -Construction -Engineering -IT -Management Consultancies -Law Firms -Architects
PandaDoc serves organizations ranging from mid-size to enterprises. We help sales, marketing, CS, and HR teams better manage proposals, quotes, and contracts.
The product is excellent. The ability to trial it before we signed up was great.
As my title says, we struggled with having CVs with client and project descriptions updated across all employees. Also having consistent wording on skills was rather difficult.
CV Partner has a super easy user interface, a great search engine and useful features.
I am missing the category Branch, but overall I think CV partner has what we need.
The masterdata function - and the transparancy for all employees. The possiliby to tailor each cv to a particular tender is great - having more than one version of a CV.
I'm not sure there is a "downside. Perhaps would have like to be able to customise some of the language (headings) a bit more to reflect the common terminology we already used.
We managed to roll out CV Partner to all our employees without any planning or initial training. The ability to fully customise our templates to our exact design was very impressive.
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.
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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PandaDoc
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