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PandaDoc serves businesses ranging in size from SMB to Enterprise. From dog groomers to Panasonic, we can help almost any business streamline their proposal and document processes.

Valoración media

301 reseñas
  • 4.5 / 5
    En general
  • 4.5 / 5
    Facilidad de uso
  • 4.5 / 5
    Atención al cliente
  • 4 / 5
  • 4.5 / 5
    Relación calidad-precio

Detalles del producto

  • Precio de partida
  • Versión gratuita
  • Implementación
    Instalado: Mac
    Instalado: Windows
  • Formación
    En persona
    En directo en línea
    Seminarios web
  • Asistencia
    Todos los días a cualquier hora (atiende un representante)
    Horas laborables

Datos del proveedor

  • PandaDoc
  • http://www.pandadoc.com
  • Fundada en 2013

Información sobre este software

PandaDoc is the complete digital document solution, designed for efficiency. Create, send, track, and eSign documents -- all from one intuitive and easy-to-use platform. Supercharge your CRM with our PandaDoc integrations.

PandaDoc is an ideal platform for managing organizational documents including proposals, quotes, contracts, HR documents, and more. Create media-rich documents with a single click. Access completed documents from inside the platform at any time.

  • 2D Drawing
  • 360 Degree Feedback
  • 3D Modeling
  • Access Controls
  • Applicant Tracking
  • Approval Process Control
  • Approval Process Management
  • Approval Workflow
  • Archiving & Retention
  • Attendance Management
  • Audit Log
  • Authentication
  • Auto Extraction
  • Automated Quoting
  • Automatic Formatting
  • Benefits Management
  • Business Process Automation
  • Buy Side (Suppliers)
  • Calendar Management
  • Career Development Planning
  • Catalog Management
  • Collaboration
  • Compensation Management
  • Completion Tracking
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Content Management
  • Content Repository
  • Contingency Billing
  • Contract Drafting
  • Contract Templates
  • Customer Accounts
  • Customer Database
  • Customer Portal
  • Customizable Dashboard
  • Customizable Invoices
  • Digital Signature
  • Discount Management
  • Document Assembly
  • Document Conversion
  • Document Delivery
  • Document Extraction
  • Document Indexing
  • Document Management
  • Document Overview
  • Document Templates
  • Dunning Management
  • Electronic Capture
  • Electronic Signature
  • Email Management
  • Employee Database
  • Employee Lifecycle Management
  • Event Monitoring
  • Expense Reporting
  • Expiration Date
  • Fax Management
  • Forms Creation
  • Forms Management
  • Full Text Search
  • Goals / Quota Management
  • Government Contracts
  • Graphical Workflow Editor
  • Guided Selling
  • Help Desk Management
  • Hourly Billing
  • Incident Tracking
  • Invoice History
  • Knowledge Library
  • Lead Management
  • Lifecycle Management
  • Meeting Management
  • Milestone Tracking
  • Mobile Payments
  • Mobile Process Management
  • Mobile Signature
  • Multi-Currency
  • Multi-Party Signing
  • OCR
  • Onboarding
  • Online Invoicing
  • Online Payments
  • Paper Capture
  • Payment Processing
  • Payroll Management
  • Performance Appraisal
  • Performance Management
  • Pipeline Management
  • Presentation Management
  • Pricing Management
  • Print Management
  • Product Configurator
  • Progress Tracking
  • Project Billing
  • Project Management
  • Proposal Generation
  • Proposal Management
  • Quotes / Estimates
  • RFP Management
  • Recruiting Management
  • Recurring/Subscription Billing
  • Renewal Management
  • Requirements Management
  • Resource Management
  • Revenue Recognition
  • Revision Management
  • Revision Tracking
  • Scanning & Imaging
  • Self Service Portal
  • Sell Side (Customers)
  • Sequential Signing
  • Service Ticket Billing
  • Specialty Contracts
  • Subscription Billing
  • Succession Planning
  • Task Management
  • Tax Calculator
  • Templates
  • Territory Management
  • Time & Expense Tracking
  • Time Off Management
  • Timesheets
  • Training Management
  • Travel Management
  • Version Control
  • Watermarking
  • eCommerce

Últimas reseñas disponibles sobre PandaDoc

Traducción realizada automáticamente. Mostrar la reseña original


En general
4 / 5
Facilidad de uso
3 / 5
Características y funcionalidad
3 / 5
Asistencia al cliente
4 / 5
Relación calidad-precio

Comentarios: Some efficiency and design options.

Puntos a favor: The analytic's built into it and the notifications we receive. Also, the somewhat easy configuration of each template. I would like to be able to create a document on a tablet though!! Unless thats an options now? :) The catalog section does need some work though. I would like to see other changes or options to us with regard to catalog items and how they document themselves as well as options for after a project has been completed and accepted by customer. It would be great to be able to edit the document without changing any words, items, quantities, options but rather be able to lets say re-add a column after the fact and print it to make it easier on purchasing to order the parts being approved by customer. Would be really cool too to integrate a calculator option. Like a pop-up calculator option while figuring our numbers. my two or three cents. :)

Puntos en contra: We are so used to other, stand-alone systems, that have features such as 'tab' to move to next field that it causes some frustration with our team when we are unable to do that within a pricing table or any table. the other nice thing would be to see line items show up in sequential order-- EX: If I label line item 1 as (Option A) it stays on top of the price list. then when I add a second row, section or catalog item, it defaults to being placed below the first item. Currently this does not happen. We can move them after the fact though...just kind of annoying how it auto-formats that way. Also, would like to see more fonts added in. The fonts available get the job done but still, there should be a larger library of them.
Pricing/Cost---would be awesome to be able to have a price table have a back-end with actual item pricing and SKU's that can be printed after a document has been completed. Cant do this now.
Duplication: Would be awesome to duplicate a document that you didnt know you would need again. Same line items and quantities and pricing. I know you can convert to Template but that's not really what we would like. We want it to be as easy as hitting, 'duplicate document' BUT it changes the quote.sequence number to be different than the original. Now all you have to do is change the customer information and BAM, quick turn-around for contractors looking for numbers on the same project we are bidding. Cant do this now. Otherwise, PandaDoc is awesome!

Traducción realizada automáticamente. Mostrar la reseña original

Great Business Tool. Obvious, simple upgrades required

En general
5 / 5
Facilidad de uso
4 / 5
Características y funcionalidad
1 / 5
Asistencia al cliente
3 / 5
Relación calidad-precio

Comentarios: PandaDoc has become an integral part of our business operations. The technological features, continual upgrades and enthusiasm are all reasons why we continue to support and use the service. Since this is a "review" that hopefully someone will read and acknowledge, I want to make clear that we are very happy with PandaDoc.. but since you are requesting feedback, I hope the following is taken into consideration. Please note that these are all points that have been previously expressed to PandaDoc/QuoteRoller staff: 1) Dashboard: Show us how we are doing. What % are we closing, simple reporting and graphs, etc. This is simple stuff most of your competitors are doing. 2) Win/Loss (In relation to #1): We NEED a button to track LOST proposals... along with a text/dropdown box to document the reason for "failure". Similarly, we need a WIN button. We have a TON of customers that either (a) refuse to e-sign or (b) can't for whatever reason. 3) Proposal Follow ups: Thank you for the recent upgrade to add this functionality. But it is very generic. There needs to be a sense of customization for the customer. 4) Email hosting: This is one of the biggest complaints I receive from customers. The typical scenario is: We have an email conversation ongoing about a project.. then a random PandaDoc email/proposal off-thread is sent (even with forewarning to expect said random email).. and then it's difficult for the customer to search for said random email down the line because it's not from "me". I understand you want to control email opens, etc. But, a link to the page where the proposal is hosted (as an alternative to the current process) would be a hugely effective sales tool to allow the sales team to stay "in thread" and continue the conversation organically.
PS. We've been using your service for about a year and a half. We have sent approximately 2,500 proposals. I can probably count on 2 hands that number of customers that have used the "comments" functionality. 99.9% of customers simply reply to the email.. which then creates a disjointed conversation since inevitably people are not CC'd and I return to the point I started to make at the beginning of this paragraph.
5) Sales Team Control: Related to a few points above. Reporting, reminders, etc can be useful per employee. If you've made it this far, thank you again for reading. I hope you consider these integrations. I am available to discuss/clarify at any time.

Puntos a favor: Ease of use. Templates, content library, general organization

Puntos en contra: Noted in previous comments section