PandaDoc

Vorteile

Wir sind langjährige Kunden von PandaDoc und waren bisher zufrieden. Doch im Mai 2024 bemerkten wir eine erhebliche und unerklärliche Erhöhung unserer Rechnung seit März 2024. Diese Erfahrung war äußerst frustrierend und hat unser Vertrauen stark beeinträchtigt.

Nachteile

Wir sind langjährige Kunden von PandaDoc und waren bisher zufrieden. Doch im Mai 2024 bemerkten wir eine erhebliche und unerklärliche Erhöhung unserer Rechnung seit März 2024. Es stellte sich heraus, dass unsere Benutzerkonten, die seit 2022 vorhanden waren, durch eine Systemaktualisierung dann einzeln berechnet wurden, statt inklusive in einem Paket. Diese Preiserhöhung erfolgte ohne unsere Zustimmung.

Trotz mehrfacher Kontaktaufnahme und klarer Kommunikation verweigerte PandaDoc eine vollständige Rückerstattung der unberechtigten erheblichen Zusatzkosten. Der Kundenservice bot nur teilweise Rückerstattungen und keine zufriedenstellende Lösung an.

Diese Erfahrung war äußerst frustrierend und hat unser Vertrauen stark beeinträchtigt. Wir hoffen, dass diese Bewertung anderen hilft, vorsichtig im Umgang mit PandaDoc zu sein, und dass das Unternehmen seine Kundenservice- und Abrechnungspraktiken überdenkt.

Vorteile

Pandadoc ist einfach aufgebaut und bietet, im Gegensatz zu einigen Konkurrenten, eine unendliche Anzahl and Signaturen an.

Nachteile

Der Name Pandadoc - meckern auf hohem Niveau

Vorteile

Die Einfachheit, Dokumente zu unterzeichnen und wieder zurückzusenden

Nachteile

Es gibt nichts negatives, was mit bisher bei PandaDoc negativ aufgefallen ist

Vorteile

Ich hatte eine Software gesucht, mit der man Dokumente ganz einfach mit einem Finger oder mit einem Touchpen unterschreiben kann. Pandadoc unterstützt diese Funktion sowohl über Smartphone als auch über Tablet. Die Dokumente werden in einer redundaten Cloud abgelegt, worauf man jederzeit und quasi von überall drauf zugreifen kann.

Nachteile

Es gibt Unternehmen, die akzeptieren das Unterschreiben mit dem Finger nicht. Vielleicht gibt es einen Weg, auch die letzten Unternehmen zu überzeugen. Ansonsten habe ich nichts zu bemängeln

In Betracht gezogene Alternativen

Gründe für den Wechsel zu PandaDoc

Vorteile

Schnell und einfach zu erlernen und Personal zu schulen. Das PandaDoc-Supportteam reagiert auch immer Zeitnah echt toll. Wenn Sie nur eine einfache Unterschrift auf einem einfachen Formular benötigen, ist dies ein Kinderspiel.

Nachteile

Manchmal kann das Importieren von Dokumenten aus Word ihre Formatierung verlieren, aber nur selten

Vorteile

Perfekt um Verträge abzuschicken und abzuschließen. Preislich auch besser als die Konkurrenz.

Nachteile

Hoffentlich gibt es in der Zukunft noch mehr Funktionen!

Vorteile

The anilities to collect files from signers within the documents sent out

Nachteile

Customer support is only available via email and you have to go through a chat bot first.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu PandaDoc

Vorteile

Integrations and ability to edit .docs I. The app. The layout it also very customizable.

Nachteile

Add-on pricing. The cost gets as high as many competitors that include the addons which are charged separately.

The templates feature is confusing and can be simplified

In Betracht gezogene Alternativen

Warum PandaDoc gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu PandaDoc

Vorteile

Their billing methods are intentionally misleading. They will not refund you even if the error is on their end, and you are required to pay for the error until your next annual billing cycle. If you forget to remove a license before your annual due date, they charge you for the entire year. Customer service is like talking to a robot, no matter what the situation the CUSTOMER is wrong. Getting blood out of a turnup would be easier than getting a refund from this company.

Nachteile

Predatory billing, intentionally misleading, terrible customer service.

Vorteile

It's a really professional way for me to dispatch out contracts

Nachteile

The cost is really high in my opinion, I'd like there to be more features and integrations for the cost

Vorteile

Makes my workflow seamless.
The software generates all the necessary proposals I need in half the time it used to take with other softwares — Making sales close all the more faster.

Nachteile

It takes many hours / usage amounts to truly learn its functionalities.

Vorteile

I like the ability to collaborate on documents.

Nachteile

You have to cancel the entire document, if you want to make any amendments.

Vorteile

Seeing when someone has opened the document

Nachteile

All the sections which you had to remove or add, too many steps to take

Vorteile

pandadoc is a solid esignature tool. What I like the most is that it can help you quickly draft and send a contract while also being intuitive for the receiver.

Nachteile

not sure, there are some things they can improve though. User friendliness when drafting a new doc is one of them.

Vorteile

Contract management was easy and intuitive for all counterparts.

Nachteile

I had no complaints about it, maybe it could have a more modern UI.

Vorteile

I love how user-friendly PandaDoc is. The drag-and-drop editor and templates make it ridiculously easy to create professional-looking docs. Plus, I appreciate the creative freedom it gives me to customize my documents.

Nachteile

Sometimes PandaDoc freezes or logs me out unexpectedly which is frustrating - especially when I'm on a deadline.

Vorteile

PandaDoc has solved all of our basic needs with its free tier. Great experience overall.

Nachteile

The free tier is somewhat limited, but it's done the work. DocuSign is more established and trusted.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu PandaDoc

Vorteile

PandaDoc is a very flexible product and has been easy to customize to fit the needs at hand for creating specific documents. It has delighted us with its superior data safety functions that has been keeping our sensitive documents and information safe when working on them and sharing them. PandaDoc has an inbuilt e-signing feature that has made it easy to add signatures to documents without having to first print them. It provide us with audit trails that help track all the documents access activities to ensure no unauthorized access is permitted.

Nachteile

PandaDoc has stayed true to the course giving us no troubles at all. We have not experienced any cons yet.

Vorteile

It is a software that has facilitated my entire work style, it helps me a lot to be able to let my work flow better in a more organized way, better managed with my entire work team that works more united and better division of tasks so that everyone collaborates equally

Nachteile

I can't think of anything bad to say because everything has turned out perfectly

Vorteile

I like how they secure my data using this product very trustworthy.

Nachteile

Just nothing very smooth to use this product.

Vorteile

Easy to adopt and start using. The interface is simple and intuitive. Updates and enhancement are always being implemented. Being able to convert a pdf or word doc to a PandaDoc template is really slick.

Easy to add placeholders and template creation speeds up the document creation process. Being able to handle a variety of document types from contracts, proposals and invoices makes it a one stop solution.

Nachteile

There's no way to edit a document if it's not in a PandaDoc template format. This requires a paid subscription and is challenging for sole proprietorships.

Vorteile

Ability to integrate into Hubspot !! Ease of use, tracking and review of documents. Incredibly efficient and fantastic bespoke features

Nachteile

Hard to think of any really. Maybe that it would be good to have more login seats available for our subscription level

Vorteile

Unlike DocuSign, PandaDoc offers great features for document management including electronic signing.
I like the automation and workflow features and it ensures a smooth way of handling documents.
I also like the billing and invoicing capabilities.

Nachteile

I only have praises for PandaDoc as it hasn't failed.

Vorteile

It is easy to use and does what you need it to do, I think it's cheaper than Docusign.

Nachteile

I do have issues with the email not going through sometimes but that might be our company email, and you can send a link instead.

Vorteile

Very versatile and easy-to-use platform.

Nachteile

For the time we're working with PandaDoc we haven't seen any cons.

Vorteile

Plenty of valuable features on the free plan. Simple and intuitive

Nachteile

The auto allocate field feature doesn’t always ID signature fields. But this is being picky

Vorteile

The ease of creating new custom documents for the various clients/projects.

Nachteile

Sometimes the fields within the forms are finicky when moving them around the page

Vorteile

I like the most in pandadoc is SLL Security Because all data is encrypted at rest with AES-256 and have sophisticated encryption keys management

Nachteile

Least i like is multiple party signing i do not always use the e signature multiple times.

Vorteile

Well designed interface. Read the fine print

Nachteile

Cancellation policy is rigid and unfair. We made the mistake of signing up for a yearly subscriotion. After 30 days we realized pandadoc would not satisfy our needs however, rather than allowing the subscription to be canceled and prorated,

Vorteile

Amazing document signer software that does it all

Nachteile

To be honest, there's nothing I do not like

Vorteile

As a UI designer, I was particularly impressed with PandaDoc's user-friendly interface and drag-and-drop functionality, which made it easy to create visually appealing documents without any coding knowledge. The platform's extensive library of templates and customizable fields further streamlined the document creation process, allowing me to quickly generate professional-looking proposals, contracts, and other business documents.

Nachteile

I found PandaDoc's interface to be a bit cluttered and overwhelming, especially for first-time users. The abundance of features and options, while comprehensive, can make it difficult to navigate and find the tools you need.

Vorteile

PandaDoc can be used for e-signature, forms, contacts, notarization, payments and quotes just to name a few. Document templates are the fastest option however the smart editor is also available.
Plans include free, starter, business, and enterprise. When billed annually a discount may be applied to some plans.
There are many possible integrations including essential services and those I only use on occasion. PandaDoc is import-friendly (accepts multiple file types) and works on almost any device.
PandaDoc will notify me when clients have viewed or signed a document and I can even see how long they looked at each page. Sometimes I get a client (buying or selling) who wants the process to be completed very quickly. In those cases, PandaDocs features are helpful. I like that I can set documents up so that clients can check optional lines (or not). I am thankful for the reminder and teamwork capability. I can also select a box to assign to a coworker.
Customer service options include a learning center and chatting with a representative through email or instant messaging.
PandaDoc is secure and legally binding just like a paper document. Contracts are automatically stored once signed.

Nachteile

I can only call customer service with a subscription to premium support. If this resulted in lower prices I would put it in the pro column, but PandaDoc costs about the same or more.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu PandaDoc

Vorteile

The user interface is very clean and I have liked how PandaDoc makes it easy to create and edit any kind of document. PandaDoc offers premium features like e-signature that ease our work of signing documents. It has a document tracking function that allow us to monitor how and where each and every document we have is being used. It has a secure and fast file sharing tool that help us to share documents safely without loosing any of their data.

Nachteile

PandaDoc could not have been any better than it already is. No part of it that is disliked.

Vorteile

Robust and well thought through product. Really understood the needs of companies and are well equipped to delight them.

Nachteile

Reporting needs work. There's a lot of data missing from their reports and it is impossible to identify the difference between documents created in our production environment and our sandbox account. All shows up together.

Vorteile

I loved PandaDoc's comprehensive and user-friendly interface the most as the Director of ICT Operations since it greatly expedites the workflow and document management operations. For handling contracts, proposals, and other business papers, PandaDoc offers an easy-to-use interface that smoothly interacts with a variety of CRM systems. This makes the platform highly effective. Because this integration feature makes sure that all of our business and sales processes are in sync, managing documents manually requires less work overall, increasing team productivity.

Nachteile

The mobile experience for PandaDoc may also need some work. Although mobile devices can access the platform, the desktop version's user experience is more responsive and intuitive than that of the mobile version. For team members who must evaluate or approve documents while on the fly, this might be a hassle.

Vorteile

PandaDoc is designed in a way that allows us to deal with all digital documents seamlessly. I liked the simplicity of designing the different forms and the automatic insertion of the names of companies or individuals to whom the form is intended to be sent independently so that we can send it to all of them at the same time. It is great that everything is done on the same page, and you can also request approval or review from the officials directly and document their responses before completing the work. It is great that we get immediate notifications of receipt of the document from the other party. PandaDoc helps us send quotes and other requests officially to provide confidence and documentation for all procedures. I liked the ease of requesting the addition of a digital signature as it is done securely and easily and without the need for the other party to have an account on PandaDoc.

Nachteile

There are no negatives, PandaDoc is very practical and rich in tools that give various documents a unique organization and maintain our brand.

Vorteile

It is a very flexible product, not unlike Word, it is very easy to adjust and you can add people for signatures. It is quite easy to learn too.

Nachteile

Legal documents with their various clauses and punctuation are not easy to bring into Pandadoc as the formatting gets lost during the cutover if you are bring Word docs into Pandadoc. I had to change them to PDFs before bringing in, otherwise I would lose the punctuation.

Vorteile

At the time it was pretty much cutting edge software. CRMS have now made it pretty much obsolete.

Nachteile

I loved it! It is just more or less obsolete now with all the CRMS having pretty much the same quoting capabilities built in. The less subscriptions and platforms you have to use the better.

Vorteile

It has hugely improved the way we share quotes and contracts with prospects and customers. Creating a fixed, but customisable quote builder that allows for accurate costings, clearly defined and looks professional.

Nachteile

It can be fairly complex to setup depending on how you sell your product. We have ended up with 100s of templates and content blocks in multiple currencies and at times can be a little overwhelming.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu PandaDoc

Vorteile

Secure software with everything we needed to create professional documents. Has ready-to-use and customizable templates.

Nachteile

Unbeatable value for our business. No complications.

Vorteile

The thing I like the most about PandaDoc is its integration capabilities with our CRMs. We're able to access customer contract information across multiple platforms and report on this data.

Nachteile

The thing I liked the least about PandaDoc is the limitations on the roles I can assign to users. I'd like for certain users to only view certain documents but, at least for now, couldn't find a way to do so.

Vorteile

PandaDoc simplifies the process of creating documents quickly and efficiently. In just a few minutes, my sales reps can build a pricing table, draft a business case, add testimonials, and include signature blocks. Once the document is ready, it's essential for our workflow to include the PandaDoc approval process, ensuring that sales reps get managers approval before each quote is sent out.

Nachteile

We no longer use the templates. Instead, we customize each contract for our clients directly in Google Docs. As a result, the template feature isn't useful for us. Once a document is in PandaDoc, it can't be edited, and if we spot errors like incorrect dates or names, we have to delete the document and start from scratch.

Vorteile

I love PandaDoc. I have used DocuSign and SignNow for similar jobs in the past- and PandaDoc is the easiest, most intuitive, and most cost-effective solution for digital signing. I use it to send job offers, HR documents, and to execute contracts with clients. I will always rave about PandaDoc! The best part? Clients find it easy to navigate- I get far fewer complaints using PandaDoc than I received with DocuSign or SignNow.

Nachteile

I have yet to find anything I do not like about PandaDoc.

Vorteile

After using Adobe Signature and DocuSign, PandaDoc is just simply better. The analytics, real-time feedback, and templates are fantastic. The UI is also very enjoyable to use.

Nachteile

It's quite pricey, but it's worth it if you need to send lots of contracts.

Vorteile

The ability to use professional templates with ease and send out Client Agreements for review and completion has been extremely helpful. This has replaced a very clunky process of updating a word document and sending as PDF etc. Having a web based product, including an app has allowed our lawyers and sales team the ability to important and timely steps!

Nachteile

We have been quite happy with PandaDoc, including all of the regular product update sessions. They appear to listen to their clients and implement positive changes.

Vorteile

PandaDoc enables you to create visually appealing beautiful contracts that make a huge difference when it comes to signing. Previously, we used Docusign and the contracts were incredibly boring and now compelling. With Panda, we have beautiful images that enhance the experience and increase the close rate. The integration with Hubspot is fantastic and the workflow automation is powerful. The ability to create templates has saved countless hours and can easily be adapted without needing prior training.

Nachteile

The challenge with PandaDocs is the limitations not having a native integration with Hubspot. Ideally, you want to have a contract tool built by the CRM but in this case, it relies on an API which does have certain limitations.

Vorteile

Panda doc is super easy to set up and customise. The template creation process is also simple and they have lots of ready-to-use templates too. It makes getting signatures from multiple stakeholders easy and the integrations we’ve set up mean we can very quickly generate contracts from our Deals in Pipedrive

Nachteile

I’ve not seen anything I don’t like or any limitations of PandaDoc compared to other digital signature/document management tools I’ve used.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu PandaDoc

Vorteile

To be straightforward PandaDoc is easy to use due to its nice and intuitive design and makes all my document easy to manage. I really like it the options to integrate with a lot of payments gateway and CRM. Another thing I want to mention is the responsives and very helpful support team.

Nachteile

It was not that simple to learn to use it.

Vorteile

How easy it was to navigate and setup agreements for signature.

Nachteile

A lot of people were not familiar with PandaDoc so it would go unopened in their inbox or would go to spam.

Vorteile

It makes the document management a easy job, saved me a lot of time. Some important features for me are the construction estimates and quoting, more than a half of my job is done with the help of PandaDoc. The possibility to get digital signatures on your contracts and docs is crucial for and offers the liberty to do the job on the go. Document cloud offers a secure storage and available from any device wherever you are.

Nachteile

Is not perfect, but there are no cons worth mentioning here.