PandaDoc Erfahrungen

Unzumutbare Preiserhöhung ohne Zustimmung

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.

Super einzusetzende Software für schnelle Vertragsabschlüsse

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

Unterschreiben mit PandaDoc

Kommentare: Der größte Vorteil ist, dass die Dokumente super schnell unterschrieben und zurückgesendet werden können

Vorteile:

Die Einfachheit, Dokumente zu unterzeichnen und wieder zurückzusenden

Nachteile:

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

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

Es macht Spaß , mit diesem Programm zu arbeiten, es ist sehr Benutzerfreundlich. Endlich mal ein gut

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

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!

Best online platform for certified documents

Kommentare: I've liked using Pandadoc. It's really easy to use and easy for others as well. The templates and the user experience is what stands out for me

Vorteile:

The default templates were really helpful to get started with certain documents The UI UX is really good Sharing with others is easy as well

Nachteile:

I feel they could offer better pricing They are also not utilizing AI much where they could have made a good impact because most documents can be generated with few inputs.

PandaDoc Review

Kommentare: Overall, I loved it. It really separated my company from the others at the time. The speed in which you can produce a very professional proposal was great!

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.

PandaDoc has taken our professional branding to the next level.

Kommentare: Overall, PandaDoc has been great for us. It allows use to showcase professional contracts/agreements, as well as help with branding many areas of our business.

Vorteile:

PandaDoc is easy to use and great to accomplish several different roles as a software.

Nachteile:

PandaDoc only offers quarterly or yearly payments/contracts.

Confusing, not enough sends for free trial

Vorteile:

I liked that it was free to try, and include the ability to send the customer to a page after they signed up.

Nachteile:

I worked for 3 hours to get my contract in, figure out how to use everything, etc. Then I was out of free contract sends (because I was a new user testing everything to make sure it would work went I need to close). I contacted, support but they weren't not able to reset my trial even through I was communicating with them for an hour as I figured out how to use the platform. So it was a waste of my time. I switched to digisigner, and was able to do what I needed and have upgraded to digisigner pro since.

Removing contract and quoting human errors

Kommentare: Pandadoc has revolutionised our quoting and contract process and has eliminated human errors or miscalculations when summing up totals for a contract and its been a great help. Not just for our sales team but also our customer success team too.

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.

Streamlined document workflow

Kommentare: I especially like the smooth flow of the entire document process, from drafting to signing

Vorteile:

The templates and automations greatly speed everything up. CRM and other integrations are also very useful

Nachteile:

The editing interface could definitely be more flexible, and sometimes loading big documents can take way longer than expected

PandaDoc is quick and easy! A must use.

Kommentare: Overall, PandaDoc has been extremely easy to use. Signings are typically received through email, where there is a button to complete the signing through PandaDoc. Each field is clearly highlighted, and the user is prompted if there are every any missing fields. Extremely straight forward system.

Vorteile:

How you can read through the document, while seeing the areas that need to be completed, and how quick and easy it is to use.

Nachteile:

I cannot think of any cons for PandaDoc.

Pandadoc Review

Vorteile:

Very easy to use to upload almost any doc to have signed digitally

Nachteile:

I can’t think of anything that is a major deterrent from using it effectively

Great for creating

Kommentare: I enjoy Panda Docs, it has helped me create professional documents for my clients.

Vorteile:

Creating Documents that are neat and organized.

Nachteile:

I had to self-teach myself on how to create documents.

First time user

Vorteile:

Easy enrollment system and intuitive to understand.

Nachteile:

Nothing least, I was just unfamiliar only using docusign before this.

PandaDoc is a visually appealing and powerful tool enabling sales teams

Kommentare: PandaDoc was a fantastic addition to our tech stack after a pretty poor experience with Docusign. It is a must have tool for dynamic sales teams that want to make their contracts far more powerful and visually appealing to customers.

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.

Easy, Breezy, PandaDocs!

Kommentare: Overall, PanadaDoc has been successful in helping streamline our processes and contracts for remodeling projects.

Vorteile:

Pandadoc has wonderful integrations with GMAIL, Salesforce and Quickbooks. Their ability to work with al three platforms greatly improves our sales process.

Nachteile:

The backward-compatibility with Salesforce is very tricky to set up. Importing and exporting CRMs to link documents has proved to be a struggle in the beginning.

Pandadoc digital signature

Kommentare: Was very good and professional. Quality product and services.

Vorteile:

Easy to use and implement. The sales team worked very well with us.

Nachteile:

Pricing was not what we expected. We chose a more cost effective option

Fantastic solution for digitizing your signed documents

Kommentare: We've been using Pandadoc for about two years, and it's been a fantastic tool for managing our e-sign docs on the cloud. We usually get about a few dozen docs signed every month and it was priced a lot better for that scale. It's also pretty easy to set up and maintain, and rarely causes issues where we have to intervene manually. All in all, I strongly recommend Pandadoc, especially if you're still on paper docs.

Vorteile:

I like how easy it is to get it up and running. We used the document scanning a lot in the beginning to move our standard agreements to the system, and that saved us tons of time from having to draw everything up from scratch. But the template library is also a great addition to save time when you have to create a doc on the system.

Nachteile:

I'd love to have the personalization tokens improved, like having the ability to automatically enter names and titles etc., based on the information of each contact.

PandaDoc an easier way to create and manage documents.

Kommentare: There is only one word to describe our experience with PandaDoc and that is exceptional. It has made it so easy for us to create and take charge of our documents all from a single platform. Its ease of use makes it really quick for us to create any kind of document that we are in need of.

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.

Pandadoc is a flexible signing tool

Kommentare: We used it as a way to present our proposals. It was synced with HubSpot and for 95% of the time it worked very well.

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.

Great for Business

Kommentare: Overall, we really enjoy using PandaDocs. Their support team is fantastic. They've helped us come up with solutions and workarounds for my teams specific issues.

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.

PandaDoc - documents powerhouse

Kommentare: PandaDoc helped us go paperless with all our documents, makes managing all the documents and signatures easy to track, send and receive. PandaDoc is saving us a lot of time with printing and scanning documents.

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.

PandaDoc, easy to use and some progress to make

Kommentare: building offer using previous ones or using blank sheets

Vorteile:

easy to add sheets from templates / libraries

Nachteile:

1- not so fun to copy a page from another offer... you have to open the previous one, copy as a template, open the new one, import the page... Can we not open two documents at the same time to allow copies ? 2-the tables are not so easy to modify: some troubles using the format "EURxxx" or sometimes it is "€xxx" 3-import an image must go through a file, not allowed directly using a screenshot