PandaDoc CPQ

What differentiates PandaDoc CPQ from other similar products?

With PandaDoc we have a document automation application that allows us to send quotes, budgets, contracts, other documents and electronic signatures, Since we implemented PandaDoc in the company, we have sent proposals and contracts with greater ease and good results. It gave us better insight into customer behaviors, because we can see when they look at the contract, which pages they have spent more time on and how fast they view/sign it.

What is your favorite aspect of this product?

In its interface you have an excellent analytics of the process, its document histories and the reminder that it has as a function that are of great help to our record in conjunction with the templates and a complete control panel as well as eliminates user error when signing contracts.

What do you dislike most about this product?

Better integration with Outlook so we can see when in our sent folder have been sent documents (Not all users use Gmail.com accounts), it is not totally intuitive; I did a lot of training to many people in their use of the platform, requires an initial learning curve and a with customer service in conjunction with IT support.

What recommendations would you give to someone considering this product?

PandaDoc is suitable for a company that has a clear sense of its proposals, contracts and other materials that need to be finalized. One of its best features is the integrated electronic signatures that make it much easier for the client as well as the tracking of our contracts. They also speed up the process of creating so many proposals because then much of the document creation process can be automated.

What differentiates PandaDoc CPQ from other similar products?

We saved hours by building offers and interacting with HubSpot. Our sales staff regularly breached the format of the previous Word agreements, and PandaDoc has made it quite simple for them to swiftly produce logical agreements. We use PandaDoc to encourage individuals to fill out and sign contracts, therefore streamlining the process. Previously, I discovered that sending forms by email resulted in formatting errors, and individuals without the necessary software had difficulty signing and filling out the forms.

What is your favorite aspect of this product?

I like how all of my contracts are now in one place, with easy-to-use folder structures, and that I no longer have to bother about formatting them for other people's computers. It is quite handy to have them input text right into the form, sign, and date it. We've been using PandaDoc for several years, and the interface with HubSpot has made creating professional proposals a breeze. We've reduced our proposal agreement to a procedure that can actually take only a few minutes from start to end. It also makes the process easier for our sales staff and guarantees that all offers filed adhere to our brand guidelines.

What do you dislike most about this product?

It took me a bit to get used to the HubSpot connection, but it wasn't that difficult, and you'll be required to learn new connections like that. The system is simple to use, and our staff like its use. We can send more than 25 papers each day with Pandadoc while keeping everything in one location. So we have no complaints regarding PandaDoc.

What recommendations would you give to someone considering this product?

I wholeheartedly suggest Pandadoc to anybody searching for a safe solution to their business needs. This has simplified my life and saved me time and money. Include it in your portfolio and begin delivering papers right now. We are quite pleased with the product and the service provided by PandaDoc.

What differentiates PandaDoc CPQ from other similar products?

Obtaining finished and "done" transactions. We can rapidly submit my agreements using PandaDoc, he signs them, and everything is secure. Normally, we would have to send faxes and scans back and forth, but this is much faster. The simplicity of completing and signing paperwork at a low cost. It is quite simple for end users to sign papers. Previous services were more difficult for customers to utilize. We used to send PDF copies of documents to fill out, which were extremely difficult to recover.

What is your favorite aspect of this product?

It works quickly and is simple for me and my clients to utilize when signing paperwork. This saves a significant amount of time and energy. They also listen to user comments and have a strong community of users that recommend modifications. The process for documents is also good. Contact saving makes it very simple to send several papers to the same individuals in the future.

What do you dislike most about this product?

I'd still want to see some fundamental features added. Limiting the usage of email forms in particular, as this has a direct impact on our bill. My major issue would be solved if forms could only be used once per email address. I've utilized several integrations that haven't gone as well as I'd like, but I believe this was due to my fault more than PandaDoc. It's ideal for use as a signature tool.

What recommendations would you give to someone considering this product?

This program was quite beneficial to us, and the connectors made it even better: it works with my CRM, email system, and accounting software. We are now working more efficiently.