PandaDoc

Dokumente einfach mit Finger oder Stift unterschreiben

Kommentare: Ich finde, das Pandadoc optimal für Vertragsabwicklungen geeignet ist. Es gibt Vorlagen, die man kinderleicht anpassen kann. Einfacher kann das Unterschreiben von Vertragsdokumenten nicht sein. Die Software ist sehr übersichtlich und gut strukturiert.

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: Dropbox Sign

Gründe für den Wechsel zu PandaDoc: Pandadoc war meine und somit beste erste Wahl, ein anderes Alternativprodukt hatte mich mir gar nicht mehr angeschaut.

PandaDoc im Sales

Vorteile:

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

Nachteile:

Hoffentlich gibt es in der Zukunft noch mehr Funktionen!

Excellent esignature tool

Kommentare: Very positive. I have been comparing e-signature platforms for sometime, and as a small business, I needed an solid, simple solution that didn't break the bank. Pandadoc provides exactly that.

Vorteile:

Having an affordable option for certified digital signatures (this funcitonality is actually free!) is brilliant. I can upload quotes and proposals, get notified when the client views the document, and received legal, secure signatures is great.The integration with HubSopt is a dream. All of my quotes are attached to deals and I can easily manage the documents across systems.

Nachteile:

I don't have any complaints about Pandadoc. I find it easy to use for e-signature management and my clients like it.

Cost Effective Yet Feature Rich

Kommentare: PandaDoc helps us with Contract management and has eliminated the hassle of dealing with paperwork. This saves us time and is easy to manage with template creation. Also helpful for filling out common forms like W-9, Card authorization Form, etc.

Vorteile:

PandaDoc has all features of other Digital signature products yet is priced much lower. Comes with unlimited documents for signature in a year (unlike other products that cap the total number of documents). Also offers a referral / Partnership program.

Nachteile:

Only has sales specific tools - perfect for startups and small businesses but could be missing features for mature businesses that have departments other than sales.

In Betracht gezogene Alternativen: Adobe Acrobat Sign und DocuSign

Warum PandaDoc gewählt wurde: Cost

Zuvor genutzte Software: DocuSign

Gründe für den Wechsel zu PandaDoc: Cost and unlimited documents available for signature

If you will be processing payments via Stripe, this application is not for you!

Kommentare: The tool is easy and intuitive to use and looks flashy on the surface. Pull back the covers a bit and it becomes incredibly apparent that their product designers have not built a strong tool. Integrations that make life more difficult for users should be amended. On top of all that, PandaDoc support is among the worst I've ever encountered.

Vorteile:

Ease of configuration and use. Creating new and amending existing documents is a dream. And the native CRM integrations make managing agreements at the customer level very straight forward.

Nachteile:

The Stripe integration is inherently broken. A paid invoice will invariably result in a net-new customer being created in Stripe (even if the paying party already exists as a customer in your stripe account). This wrecks your stripe analytics and requires manual reconciliation. Worse, when notified of this issue, PandaDoc has stated that "the integration works as expected" and that they have no desire to resolve it. But to get that answer, I had to go through a month long battle with PandaDoc Support to figure out why it was messing up Stripe records.The support team is offshore (managed by a third party outsourcing company) and wildly ineffective. If you expect clear communications about the issues you're reporting and plans for resolution, look elsewhere. Your tickets will sit in unaddressed for weeks on end. When a support rep finally responds, they will likely not respond to the issues you've raised (I've literally had support reps provide guidance to me that was clearly meant to address another customer's challenges as it was entirely unrelated to mine). And only once you escalate to your AE will support finally take you seriously. In an age when we must all do more with less, managing another company's support team is the worst investment you can make.