PandaDoc

PandaDoc

von PandaDoc

Wer verwendet PandaDoc?

PandaDoc wird von Unternehmen aller Größenordnungen eingesetzt, von KMU bis zu Großunternehmen. Vom Hundesalon bis zu Panasonic, wir können für praktisch jedes Unternehmen die Angebots- und Dokumentenvorgänge optimieren.

Was ist PandaDoc?

PandaDoc ist eine Vertriebsplattform, mit der die größten Unternehmen der Welt (Fortune 500) auf den Weltmärkten operieren. Mit PandaDoc kann dein Team mühelos eine Pipeline aufbauen, offene Vertriebschancen nachverfolgen, mit der Kundenbasis mitwachsen und vieles mehr. Nach der Registrierung bist du schon in wenigen Minuten startklar und kannst PandaDoc direkt von deinem CRM aus nutzen. Die Plattform kann in jede gängige CRM-Plattform integriert werden. Mit PandaDoc wird dein Vertriebsteam so produktiv wie noch nie.

PandaDoc – Details

PandaDoc

http://www.pandadoc.com

Gegründet 2013

PandaDoc – Preisübersicht

PandaDoc ist verfügbar ab 9,00 $/Monat. PandaDoc bietet eine Gratisversion und eine kostenlose Testversion. Weitere Preisinformationen für PandaDoc findest du unten.

Startpreis

9,00 $/Monat

Kostenlose Version

Ja

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

24/7 (Live Vertreter)

Support während der Geschäftszeiten

Online

PandaDoc Funktionen

Sales Force Automation Software
Angebotserstellung
Anrufmanagement
Chancenmanagement
E-Mail Marketing
Gebietsmanagement
Kampagnenmanagement
Kanalmanagement
Kontaktmanagement
Kundendatenbank
Leadmanagement
Leistungskennzahlen
Provisionsmanagement
Verkaufsprognose
Vertragsmanagement
Vertriebsaußendienst-Management
Zugriffsquellen-Verfolgung

PandaDoc – Nutzerbewertungen

Zeigt 5 von 674 Nutzerbewertungen

Gesamt
4.5/5
Benutzerfreundlichkeit
4.3/5
Kundenservice
4.4/5
Funktionen
4.2/5
Preis-Leistungs-Verhältnis
4.3/5

All-around great proposal software and automation tool.

Bewertet am 11.5.2018
Heather C.
Senior Marketing Communications Manager
Buchhaltung, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: PandaDoc has allowed us to streamline our proposal process tremendously. Because of the content library, template functions and ease of use, we've been able to double the number of proposals we put out in the same timeframe before implementation.
The analytics reporting feature has assisted in increasing our win rates. We can hone in on the areas of our proposals that resonate with our prospects, allowing the follow-up meetings to be more focused - discussing targeted, relevant themes, services and needs.
PandaDoc's development team is very open to feedback and ideas on how to improve the platform. It's refreshing to work with a company that takes your input and one-off special requests to not only deliver on those requests for you but roll out these changes across the board for all of their users. Having a say in the process of polishing and tweaking a product to work best for us is a value-added benefit.
The various plug-ins for other software, such as CRM systems, is useful for collaboration between departments.
The ability to customize the CSS to fit our brand is essential. We can customize templates with designs that fulfill each of our needs.
Having multiple workspaces under one account is extremely helpful keeping documents separated for different departments and projects.

Nachteile: There are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future.
From time to time we will run into small formatting issues due to a glitch in the coding. More often than not, they are isolated to one document. For a couple of issues we ran into, the development team was able to provide a timely fix, and the issues have been non-recurring.
In the past few years that we've been using the platform, we have only had three instances where the software was down, two of those instances were for less than an hour. Even with the downtime, we have never missed a deadline to deliver a proposal, even in an industry where RFPs are common.

Efficiency

Bewertet am 11.10.2019
William S.
Sales Executive
Informationstechnologie & -dienste, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Sales, is, about efficiency. Having control of the little elements and details that quickly tend to be out of your control. PandaDoc makes things easier.
The obvious is it allows you to create documents with easy templates and modules to follow. What I like most are the features that come after. When you send a document it lets you know when it is opened, how long its opened and which part of the document the receiver pays most attention to. That is an invaluable bit of information when entering negotiations.
It also ensures accountability by recording every transition the document has undergone from creation, editing to approvals

Vorteile: The tracking and Audit trail features
The activity log of the receiver's actions.
Allowing clients to sign electronically.
Adding an in-person sign feature for assistance by sales rep

Nachteile: Nothing at the moment. Yet to find something I hate about PandaDoc. Still using, will revert when I find one.

Panda Doc

Bewertet am 4.2.2020
Emmarose D.
Office Administrator
Bau, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Panda doc has made our business run much smoother. We use it for sales agreements and can be signed off on in less than 5 minutes. Additionally, it saves so much paper.

Vorteile: Panda Doc expedites the process for signing off on our custom products. It also integrates with Stripe and makes processing deposits extremely easy. I use Panda Doc every day and love it.

Nachteile: There are very few things i dislike about Panda Doc. The only one that currently comes to mind is that, when selecting items that are optional, the block has to be clicked on to be activated and then the options can be selected. This sometimes leads to clients being confused or missing options they wanted.

Value for a growing sales team, great layers of customization

Bewertet am 3.12.2019
Brendan O.
Sales and Partner Enablement Lead
Informationstechnologie & -dienste, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall experience was very positive, some small nitpicks on the editing of documents. Would recommend to growing sales teams.

Vorteile: Great experience to use as a sales rep, the pre-set blocks to drop into quotes or invoices made it simple to get documents ready to go. Tracking opens and comments being built in was a great experience, especially sending reminders via the app.

Nachteile: Sometimes the mapping to Salesforce was tough to reconcile and formatting text could be cumbersome at times.

Could Be Great With A Few Tweaks

Bewertet am 14.8.2019
Matthew J.
Event Manager
Unterhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
3/5
Gesamt
3/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I am able to send the quantity I need without any additional payments to PandaDoc.

Vorteile: The annual price is better than other competitors by a long shot. Can also send unlimited documents which is what we need since I send a lot of contracts.

Nachteile: 1. The mobile cell phone signing feature is called"In Person Signing" which is not really very clear to the people I send documents to 2. Using an iOS device the mobile signature feature is flawed, many kinks that need to be worked out. Currently it is confusing to people how to actually sign from a cell phone. I put in a fixit request more than a month ago, they are supposedly working on it, but there has not been a fix as of today. 3. The input fields take longer to put in the document and assign to signers than competitors.