PandaDoc

PandaDoc

par PandaDoc

Qui utilise PandaDoc ?

PandaDoc est au service d'organisations de toutes tailles, des PME aux grandes entreprises, des toiletteurs pour chiens à Panasonic. Ils peuvent aider presque toutes les entreprises à rationaliser leurs processus de devis et de documentation.

Description de PandaDoc

PandaDoc est une solution complète pour vos documents numériques, conçue pour l'efficacité. Créez, envoyez, suivez et signez électroniquement des documents, le tout à partir d'une plateforme intuitive et conviviale. Boostez votre stratégie CRM grâce aux intégrations PandaDoc.

PandaDoc est idéal pour la gestion des documents organisationnels, y compris les propositions, devis, contrats, documents RH, etc. Créez des documents riches en médias en un seul clic. Accédez à tout moment à vos documents complétés depuis la plateforme.

Informations sur PandaDoc

PandaDoc

http://www.pandadoc.com

Fondé en 2013

Prix de PandaDoc

PandaDoc est disponible en version gratuite et propose un essai gratuit. La version payante de PandaDoc est disponible à partir de 19,00 $US/mois.

À partir de

19,00 $US/mois

Version gratuite

Oui

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Service de support permanent (réponse directe)

Support en horaire de bureau

En ligne

PandaDoc - Fonctionnalités

Logiciels d'aide à la vente
Collaboration
Gestion de contenu
Gestion de la formation
Gestion des contacts
Gestion des documents
Gestion des leads
Gestion des objectifs et des quotas
Gestion des offres
Gestion des performances
Gestion des présentations
Gestion des réunions
Gestion du territoire
Bibliothèque de contenu
Collaboration
Gestion de la base de connaissances
Gestion de versions
Gestion des appels d'offres
Gestion des contacts
Gestion des documents
Gestion des flux de travail
Gestion des pipelines
Modèles
Piste d'audit
Signature électronique
Configurateur de produits
Dessin 2D
Devis
Gestion des renouvellements
Modélisation 3D
Portail libre-service
Tarification et calculs des coûts
Vente guidée
Workflow d'approbation
e-commerce
Configurateur de produits
Devis automatisé
Gestion des catalogues
Gestion des contacts
Gestion des prix
Gestion des remises
Portail client
Stratégie de marque personnalisable
Base de données de contacts
Calculateur d'impôts
Facturation des dépenses imprévues
Facturation des projets
Facturation en ligne
Facturation récurrente et des abonnements
Facturation à l'heure
Factures personnalisables
Gestion des demandes de paiement
Paiements en ligne
Paiements mobiles
Portail de facturation
Prise en charge de plusieurs devises
Traitement des paiements
Contrats formalistes
Contrats gouvernementaux
Côté achat (fournisseurs)
Côté vente (clients)
Gestion de cycle de vie des contrats
Gestion de versions
Gestion des flux de travail
Modèles prédéfinis
Recherche en texte intégral
Signature électronique
Suivi de la conformité
Suivi de la progression
Accès hors ligne
Archivage de documents
Assemblage de documents
Conversion du type de fichier
Gestion de versions
Indexation de documents
Outils de collaboration
Reconnaissance optique de caractères
Récupération des fichiers
Rétention de documents
Signature électronique
Suivi de la conformité
Analyse de documents
Authentification
Modèles personnalisables
Piste d'audit
Rappels automatiques
Signature de plusieurs parties
Signature mobile
Suivi de la progression des tâches
Accès mobile
Automatisation des processus métiers
Configuration des workflows
Contrôles/Permissions d'accès
Gestion des calendriers
Gestion des documents
Gestion des formulaires
Gestion des tâches
Intégrations de tiers
Sans code
Suivi de la conformité
Tableau de bord personnalisable
Éditeur graphique de workflow

Avis sur PandaDoc

Afficher 5 avis sur 711

Note globale
4,5/5
Facilité d'utilisation
4,3/5
Service client
4,4/5
Fonctionnalités
4,2/5
Rapport qualité-prix
4,2/5
Heather C.
Senior Marketing Communications Manager
Comptabilité, 501-1 000 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 11/05/2018

"All-around great proposal software and automation tool."

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 11/05/2018
Kalie L.
Financial Controller
Services et technologies de l'information, 13-50 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    Sans note
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 23/08/2019

"Newer to the product, BUT LOVE IT!"

Commentaires: We have cut down the amount of time it takes to get signed legal documentation from customers which allows us to begin work on projects much sooner! Also, housing all documents in one place allows for ease of access should we need to find a specific document.

Avantages: With software development being our field of specialty, we have many documents that we need our customers to read over and sign. The location to a printer for some was easy, but for others, it would take so long for them to print out the number of documents, sign them, scan them and send them back to our team in which they would live in a random folder in our drive. Using PandaDoc allows us to create templates for each of our legal documents and send them directly to the signer in which they can click a few buttons and send it back over to us and everything is housed neatly together in folders.

Inconvénients: It does get a little pricey the more users you add, but if you only have one person that needs to access the information it is well worth it.

  • Provenance de l'utilisateur 
  • Publié le 23/08/2019
Wilber C.
Owner
Marketing et publicité, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 08/05/2020

"My Only and Go to Proposal Platform"

Commentaires: I have been using PandaDoc for more than 3 years and I haven't been able to find anything like it.

Avantages: What I love about this platform is the functionality and how it allows you to charge your client. It makes it very easy for your client to sign and pay right there and there.

Inconvénients: I don't like the fact that you have to send reminders, manually.

  • Provenance de l'utilisateur 
  • Publié le 08/05/2020
Ted B.
President
Gestion de l'enseignement, 13-50 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    2/5
  • Facilité d'utilisation
    1/5
  • Fonctionnalités
    1/5
  • Support client
    3/5
  • Rapport qualité-prix
    2/5
  • Probabilité de recommander le produit
    0/10
  • Provenance de l'utilisateur 
  • Publié le 11/08/2016

"Has some big shortcomings"

Commentaires: I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't write a bad review, but this is more of a warning to others so they don't get surprised like I did.

Avantages: Cool name.

Inconvénients: #1. No text wrapping in fields. If you put a field on a form and someone types past the end of the field, it does not wrap text. It also does not tell them they hit the character limit. So what happens? Anything extra is lost with no way to retrieve it. Quote from support "Unfortunately this is a known issue. At this time there is no way to retrieve any information in these situations. " Yes, in 2016, a software company creating fillable fields is not capable of wrapping text or telling a user they are at the limit. #2 No batch sending. Want to send the same document to 20 people to complete individually? You have to manually add all 20 contacts, then manually send each one of them an individual form that requires an 8 step process. That's 160 steps to send 20 people the exact same form. #3 No way to identify required fields. Creating a doc with lots of fields with a mix of required and not required? There is no way to differentiate them visually. To check your work you must click on each field and see if the box is checked for it to be required. Nightmare of epic proportions.

Réponse de l'éditeur

envoyé par PandaDoc le 30/03/2020

Hi there!

I realize this response is long overdue, so first and foremost thank you for your honest feedback. Although this is our first public response, I can assure you that our team took your comments into account.

The truth is that we are not the company or the product that you once knew.

Since 2016, we have introduced a brand new editor built on user feedback like yours, equipped with overall better performance as well as features that you mentioned such as bulk send and required fields.

If you're still in the market for document automation software, drop us a line and our team would be happy to show you Editor 2.0.

We hope to have the opportunity to work with you again, and I sincerely apologize for your previous experience with us.

  • Provenance de l'utilisateur 
  • Publié le 11/08/2016
Rube S.
General Manager
Services et technologies de l'information, 13-50 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 04/05/2020

"Hands down the best proposal builder"

Commentaires: We had been waiting years for our previous quoting tool to implement a content library, eSignature capabilities, live quote amendments. This was up and running in a matter of minutes.

Avantages: It’s intuitive and easy to use. Being able to customise our design to suit and branding and style guide.

Inconvénients: Native integration with Xero and cost however you get what you pay for. Also, you have to pay in USD.

  • Provenance de l'utilisateur 
  • Publié le 04/05/2020