PandaDoc


 
PandaDoc est un logiciel cloud de gestion documentaire qui aide les utilisateurs à créer des propositions, des devis, des documents de ressources humaines, des contrats, etc. Cette solution est surtout utilisée par les équipes de vente et de marketing et par les dirigeants d'entreprises. PandaDoc permet aux utilisateurs de choisir parmi une variété de modèles de propositions qui peuvent être téléchargés et personnalisés gratuitement. Elle propose également des options permettant de modifier la langue et la devise utilisées dans les documents en fonction des normes régionales. Grâce à sa fonctionnalité de collaboration, diverses équipes peuvent collaborer sur un document unique en commentant et en enregistrant l'activité. La fonctionnalité de signature électronique intégrée permet aux signataires d'approuver et de signer les documents depuis n'importe où. Les analytiques PandaDoc fournissent des statistiques en temps réel sur les personnes ayant consulté la proposition, le nombre de fois qu'elles l'ont vue et le temps passé sur la proposition. Le tableau de bord fournit une présentation des performances des propositions. PandaDoc est disponible via un type de licence par abonnement, sur une base par utilisateur. Il permet l'intégration à Salesforce, HubSpot, SugarCRM, ProsperWorks, etc.
 

PandaDoc - Signature options
 
  • PandaDoc - Signature options
    Signature options
  • PandaDoc - Dashboard
    Dashboard
  • PandaDoc - Document recipients
    Document recipients
  • PandaDoc - Document updates
    Document updates
  • PandaDoc - Drag-and-drop files
    Drag-and-drop files
  • PandaDoc - Analytics
    Analytics
Système(s) d'exploitation pris en charge :
Mac OS, Linux, Navigateur web (indépendant du système d’exploitation), Windows 10

742 avis sur PandaDoc

 

Jesus P. Secteur: Marketing et publicité Nombre d'employés:  Auto-entrepreneur Nombre d'employés:  Auto-entrepreneur

18/10/2020

18/10/2020

Provenance de l'avis : Capterra

Jumping From RightSignature to PandaDocs

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We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back.

We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign.

If you're a small business getting started and need free e-Signing, PandaDoc is a winner.

Avantages

They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".

Inconvénients

I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.

Utilisateur vérifié Secteur: Marketing et publicité Nombre d'employés:  Auto-entrepreneur Nombre d'employés:  Auto-entrepreneur

15/08/2019

15/08/2019

Provenance de l'avis : Capterra

After six months of using Pandadoc

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I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It allows clients to sign electronically and it notifies me when they have viewed the proposal which helps me track how engaged they are.

Avantages

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.

Inconvénients

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.

Utilisateur vérifié Secteur: Marketing et publicité Nombre d'employés:  2-10 employés Nombre d'employés:  2-10 employés

29/12/2020

29/12/2020

Provenance de l'avis : Capterra

PandaDoc is an excellent document automation software.

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PandaDoc includes essential office functions for creating, tracking and executing documents, as well as functions for electronic signatures.

Avantages

The application integrates with CRM, as well as ERP, payment systems, Google Services, cloud storage Dropbox, Box and other systems. You can create quotes and contracts with custom templates that allow for branding, themes, and personalization options. Almost any file type can be downloaded and configured.

Inconvénients

The need to pay a monthly fee for a full range of services. PandaDoc has a very slimmed-down free version, but Surevis has a 14-day free extended trial.

Ted B. Secteur: Gestion de l'enseignement Nombre d'employés:  11-50 employés Nombre d'employés:  11-50 employés

11/08/2016

11/08/2016

Provenance de l'avis : Capterra

Has some big shortcomings

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I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't write a bad review, but this is more of a warning to others so they don't get surprised like I did.

Avantages

Cool name.

Inconvénients

#1. No text wrapping in fields. If you put a field on a form and someone types past the end of the field, it does not wrap text. It also does not tell them they hit the character limit. So what happens? Anything extra is lost with no way to retrieve it. Quote from support "Unfortunately this is a known issue. At this time there is no way to retrieve any information in these situations. " Yes, in 2016, a software company creating fillable fields is not capable of wrapping text or telling a user they are at the limit.

#2 No batch sending. Want to send the same document to 20 people to complete individually? You have to manually add all 20 contacts, then manually send each one of them an individual form that requires an 8 step process. That's 160 steps to send 20 people the exact same form.

#3 No way to identify required fields. Creating a doc with lots of fields with a mix of required and not required? There is no way to differentiate them visually. To check your work you must click on each field and see if the box is checked for it to be required. Nightmare of epic proportions.

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Réponse : PandaDoc 30/03/2020

Hi there!

I realize this response is long overdue, so first and foremost thank you for your honest feedback. Although this is our first public response, I can assure you that our team took your comments into account.

The truth is that we are not the company or the product that you once knew.

Since 2016, we have introduced a brand new editor built on user feedback like yours, equipped with overall better performance as well as features that you mentioned such as bulk send and required fields.

If you're still in the market for document automation software, drop us a line and our team would be happy to show you Editor 2.0.

We hope to have the opportunity to work with you again, and I sincerely apologize for your previous experience with us.

Wilber C. Secteur: Marketing et publicité Nombre d'employés:  2-10 employés Nombre d'employés:  2-10 employés

08/05/2020

08/05/2020

Provenance de l'avis : Capterra

My Only and Go to Proposal Platform

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I have been using PandaDoc for more than 3 years and I haven't been able to find anything like it.

Avantages

What I love about this platform is the functionality and how it allows you to charge your client. It makes it very easy for your client to sign and pay right there and there.

Inconvénients

I don't like the fact that you have to send reminders, manually.