PandaDoc Erfahrungen

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.

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.

Die Einfachheit, Dokumente zu unterzeichnen und wieder zurückzusenden

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

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.

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

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

Hoffentlich gibt es in der Zukunft noch mehr Funktionen!

The ease of use of the online document generation software is my favorite feature. PandaDoc's is quite intuitive once you learn the basics, thanks to its user-friendly layout. This software does not require substantial user training, which I appreciate as the PandaDoc administrator at my organization. This makes it easy to implement across the firm.

PandaDoc's price table can be inconvenient because it isn't designed to work as an Excel spreadsheet. Our sales representatives would voice their dissatisfaction with this regularly. In many circumstances, it restricts our capabilities or significantly increases the amount of time and work we must devote to certain documents, such as sales orders.

Pandadoc made it very easy to send forms to my providers. The best part was the amount of compliments I received from people saying how easy it was to use.

There wasn't anything I disliked about Pandadoc. It has been nothing but helpful to me.

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.

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

Best tool for e-signing document , Feature to upload a document , create respective signing fields and sent directly via email to client.

Starter plans doesn't have CRM Integrations.

Easy to use, and it got the job (electronic signing) done.

There used to be a free version and now it is required to be paid, but I still find it more economical than other paid similar softwares.

Very easy to use and easy to track signature.

Not much I don't like about it, makes everything i need.

It's a free service and the platform is easy to navigate. I use it primarily for electronic signatures with customers and I've never received a call asking how to sign the documents I send them.

The name "PandaDoc". I don't get it. Unless there's a compelling story behind the name, try something more professional.

Very easy to create an attractive proposal that entices prospects

I wish it was a little bit cheaper. As a freelancer, things add up quick

The visual template editor tool is completely insane; nothing to be compared to other existing SAAS out there. Tested like 7 other tools, really nothing compares.

The pricing model for the first 2 plans (essential 29$ / business 49$) EXCLUDES THE API ACCESS, that can only be enabled — with extra-charges — with an enterprise plan. The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls). This is completely insane as of 2021 as it makes Pandadoc both unsuitable for automation workflows in human-sized companies, and inconsistent with its competition and its time. This is 21th century, every SAAS out there has an open API from starter plans, and there's a reason for this : an API is not an "enterprise" nor an "advanced" feature at all; every startup use them be it through code or no-code integrations. This is a pretty ridiculous situation where I love the product, already setup everything working like a charm, want to buy it, but am facing an inconsistent and prohibitive pricing model.

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

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.

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.

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.

The interface to send out documents is great, and there are some better features offered than the other competitors (such as masked fields, a proposal making function, attachments you can make to the document, and a signature authentication page with each agreement).

PandaDocs offers basically the same function as DocuSign, but it has some additional features and the cost is considerably cheaper.

Sometimes depending on the email server, the automated email sent by PandaDocs gets sent into the partners junk mail.

Doesn't integrate with SharePoint.

I love how easy it was to implement this product and all of the training we received. It was perfect to train the trainer and everyone we came in contact with at PandaDoc were so helpful and quick to lend a hand.
Since there are still clients who aren't comfortable coming into the office, PandaDoc really helps us with obtaining the necessary signatures from our clients without having to have laptops or computers. They can easily sign from their phones.

It is a bit difficult if you don't use it for a bit and then try to set up a form to be signed. Or if we have turnover and we have to train a new person to use it.

The analytic's built into it and the notifications we receive. Also, the somewhat easy configuration of each template. I would like to be able to create a document on a tablet though!! Unless thats an options now? :) The catalog section does need some work though. I would like to see other changes or options to us with regard to catalog items and how they document themselves as well as options for after a project has been completed and accepted by customer. It would be great to be able to edit the document without changing any words, items, quantities, options but rather be able to lets say re-add a column after the fact and print it to make it easier on purchasing to order the parts being approved by customer. Would be really cool too to integrate a calculator option. Like a pop-up calculator option while figuring our numbers. my two or three cents. :)

We are so used to other, stand-alone systems, that have features such as 'tab' to move to next field that it causes some frustration with our team when we are unable to do that within a pricing table or any table. the other nice thing would be to see line items show up in sequential order-- EX: If I label line item 1 as (Option A) it stays on top of the price list. then when I add a second row, section or catalog item, it defaults to being placed below the first item. Currently this does not happen. We can move them after the fact though...just kind of annoying how it auto-formats that way. Also, would like to see more fonts added in. The fonts available get the job done but still, there should be a larger library of them.
Pricing/Cost---would be awesome to be able to have a price table have a back-end with actual item pricing and SKU's that can be printed after a document has been completed. Cant do this now.
Duplication: Would be awesome to duplicate a document that you didnt know you would need again. Same line items and quantities and pricing. I know you can convert to Template but that's not really what we would like. We want it to be as easy as hitting, 'duplicate document' BUT it changes the quote.sequence number to be different than the original. Now all you have to do is change the customer information and BAM, quick turn-around for contractors looking for numbers on the same project we are bidding. Cant do this now. Otherwise, PandaDoc is awesome!