Opiniones de PandaDoc

Lo que más me gusta de esta app es su fácil uso y su comodidad a la hora de poder firmar documentos digitalmente en cualquier momento y lugar.Es una herramienta muy dinámica y se puede personalizar todo tipo de documentos.

Lo que menos me gusta es que no es totalmente gratuita, por lo tanto, no puede acceder a ella todo el menudo, pero tiene un bajo coste que cualquiera se lo puede permitir para hacer más cómodo su día a día.

ya que es muy util en esta fase de firmas electronicas

nada en serio todo lo que implica el programa me gusta

La opcion de almacenar lo que quiero es util.

No es muy facil de usar y rapido. Agiliza todos los tramites

Su uso gratuito y a través de la web y quise probar

Pocas funciones y poca personalización, debería ser un poco más personalizable

Me gusta ya que me resuelve muchos problemas de tiempo ya que no tengo tiempo para perder porque siempre siempre los contratos son de un momento a otro con esta herramienta me aseguro de que toda firma llegue a tiempo con seguridad.

Con esta herramienta estoy muy contenta no hay nada que no me guste todo es excelente.

Sencillo, fiable y con una prueba gratuita que te muestra que puede hacer antes de comprar. No se puede pedir más

Debería ser algo más intuitivo a la hora de usar los formularios

Es fácil de usar. Y algo intuitivo. En general la idea es buena

Pague una mensualidad de prueba por 25 dlls y me cobraron 2600 pesos es una estafa. Nunca me dieron solución

Es fácil de configurar y utilizar, a la vez que versátil y ágil cuando quienes nunca han tratado con este tipo de programas se enfrentan a el por primera vez.

tal vez mejorar el precio y las funcionalidades gratuitas del mismo creo que con eso ayudaria a que las usuarios se fidelizaran mas a la marca.

su visualizacionde area de trabajo es muy profecional y amigable da gusto de utilizarlo

altenativas de paga extra en sus distintas ventanas

Es fácil de usar, muy sencilla y eficaz, es económica lo cual es muy importante para el bolsillo del consumidor

le hace falta que sea as compatible con todos los dispositivos

Puedes gestionar todos tus documentos desde una misma aplicación

La velocidad de uso no es la mejor de todas

Using Zoho Notebook on my desktop pc or on my mobile device, I can easily take notes or save my thoughts. Not only written material but also music and pictures can be added to the note. However, the file size is limited. Using a digital notebook to save my notes is more safer than using a real notepad.

It does not allow an offline setting since it requires constant internet connections to view my notes in the software. If the note may be saved on my desktops as a backup option, it will greatly assist me in recovering my note if I lose internet access. Overall, most of the feature is really useful for me as i really in needs for a good digital notepad

I appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them.

I am unable to replicate whole sections, just some of the content parts. This is infuriating. That strikes me as a little clumsy from the developer side. The document didn't allow me to write in Landscape mode, so I've been drafting my proposals slides in InDesign and afterwards copying/pasting them as photographs into the document, and this has resulted in some duplication of effort on my side, which is inconvenient given that one of the reasons I choose this software because I need a system to help reduce time wasted on drafting proposals.

I liked the fact that I could easily access my documents and drag and drop fields to customize them. I also liked how quickly I could send documents out for signature and track their progress. The intuitive user interface was a major plus too.

The only downside to my experience with PandaDoc was the lack of integration with some other business software I use. This meant I had to use other platforms to access and send documents, which was a bit of a hassle.

Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.

No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.

We used this software to process employment related forms for contractors and employees at the college and it was mostly great. The text boxes could be a little simpler for editing (you can't highlight text and change it, you have to use arrow keys to move to the text like you're working at a DOS prompt). But for document tracking, signatures, and security it's fantastic. If you don't have the need to integrate with enterprise systems you can't find a better document/workflow management software.

It doesn't integrate with much in the way of enterprise software. As time passed and our other software was updated it became more difficult to track some things because Panda didn't integrate with any of our critical systems. As a result we used Panda less because most of the new ERP systems (and HRIS, and Finance) include workflows, forms, and signatures today.

I love the templates available so I can create proposals quickly and I can use the drag-and-drop builder to edit them how I like. Obtaining signatures globally is effortless and it is easy to track the analytics of the proposals. The live 24/7 support makes it easy to resolve any issues that arise.

This did not work well with Stripe integrations

The most impactful features in PandaDoc are its templates, electronic signatures, automation, and analytics. PandaDoc is user friendly and easy to use, making it simple for anyone to get started. It is also highly customizable to allow for integration with existing business processes. PandaDoc makes it easier to streamline and automate document management, providing better insights and performance.

One feature that is missing from PandaDoc that would be very useful is a way to check the version history of a document. It would be helpful to have a view of all the previous versions of a document, so we can more easily access older versions and compare the changes.

Pandadoc is very easy to manage, and take in our hands. The UX, UI is very simple for our customer. The connexion with all the tools that we use our on the top (hubspot, slack, google sheet).

The management of document is not very UX friendly. It's difficult to find the document that we search juste by having a look. Also, it's not possible to create some variables with our CRM.

This software provides an incredibly quick option for sending and receiving digital signatures on documents. I’ve used it many times when filling out on boarding documents for short term gig work, and the prompts take you straight to the areas that need a signature or text. Very user friendly.

I haven’t ran into any issues with this software. All of my experiences with it have been positive, don’t have any negatives to share.

PandaDoc has been a helpful tool. It accelerate our document creation process. It enable us to track our documents. Moreover, the selection of templates and the capability to customize them is a great bonus. Additionally, the electronic signature feature saves us time.

I find this tool to be somewhat expensive. Furthermore, it is slow, it takes time to open the document and it is not very user friendly; it is a bit complex to modify a document.

I like that Pandadoc notifies me when prospects view my proposals and it allows them to easily sign electronically without scanning and printing. I like that it gives me the ability to propose a pick list for clients and they can select which package or which services and it will automatically total them.

I can't clone whole pages, just content chunks. And I can't move entire pages, just content chunks. This is annoying. I find that a bit clunky. I also have not liked the visual aspect as much as designing on my own, and it hasn't let me compose in Landscape mode, so I have instead been designing my own proposal slides in InDesign and then when the client is ready to sign I just copy/paste them as images into an agreement. This is creating some double work for me, which is annoying and part of the reason I wanted a software in the first place was to minimize time spent on proposals.

Ability to customize proposals for individual products and services we offer

Must pay extra for the Salesforce integration

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.

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.

PandaDoc is mainly focused on preparing business paperwork, such as invoice documents or documents that require signatures, because it has a function that allows you to add an e-signature field. It will enable the paperwork to be totally digital, eliminating any need to print the document. This program is accessible from anywhere as long as you have an internet connection, making it ideal for people who alternate between working remotely and from the workplace.

The new upgrades were a little challenging to adjust to. With the previous version, we could attach PDF files straight into the contract and have them seem like part of a contract. As a result, they can only be uploaded as an attachment, which means they're more likely to be overlooked in the process. This situation has resulted in additional methods for us, lengthening the time required to provide them to our clients.