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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.
Companies selling customer specific products and services.
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.
The good thing about Sofon is that we can take care of adjustments directly ourselves. Model building, maintenance and management are user-friendly.
In the past, errors could easily slip into quotations and into production. With Sofon, mistakes can no longer be made.
The user interface performance is excellent and a pleasure to use.
With Sofon the errors in project forms are down from 60% to 0.
The user interface performance is excellent and a pleasure to use.
Mistakes in order-entry, production and logistics have been greatly reduced.
Thanks to Sofon, we have enabled a better workload distribution. It is immediately clear who is up to his neck in work.
This was time-consuming and prone to errors; it was for example easy to forget a change in rates. This is why we wanted to simplify the way the rates were put together.
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.
PandaDoc
Top FeaturesSofon Guided Selling
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