- Home Document Management Systems PandaDoc Ok document platform, but your data is locked in
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User review
of PandaDoc
Ok document platform, but your data is locked in
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by Ryan Freeman
USER SATISFACTION
RECOMMENDATION Unlikely
3 out of 7
COST EFFICENCY Poor
3out of 7
OVERALL IMPRESSION mediocre
2out of 5
EASE OF USE very good
4out of 5
CUSTOMER SUPPORT ok
3out of 5
PROS & CONS
What are the best aspects of this product?
Digital signatures, easy to use, basic content library, simple templating
What aspects are problematic or could work better?
Beware of autorenewal - even if they invoice you net 30 they will still run your card without warning.
Beware of any platform with no capability to export your content and data.
Beware of the pricing tiers if you plan to add more users in the future. There is no discounted rate for additional users.
What features/services would you like to see in future versions of this product?
More robust content library, centralized content management.
What specific problems in your company were solved by this product?
Proposal and contract sharing and signing
Are you a current user of this product?
Yes
USER DETAILS
What is your role with this product?
- I use it myself
How long have you been using this product?
1-3 years
COMPANY DETAILS
What is your company size?
1-10 Employees
What is your industry?
Marketing and Advertising
USAGE & IMPLEMENTATION
Did your company use a different software before this one?
Yes
What software did you use before?
Quote Roller
Why did you decide to change it?
Same parent company, forced to migrate platforms
Are you satisfied with the change?
No - significant price increase, without the features to justify it.
Quote Roller had full export functionality, PandaDoc does not allow you to export docs, content, or contacts.
How did your company implement this product?
in the cloud
How long did it take to set up this product?
less than 1 day
How many people in your company actively use this product?
several employees
What is the primary use of this product in your company?
mostly B2B
PRICING & COSTS
What was the cost of implementing this product?
Over $1k
What is your total annual cost for using this product?
Over $1k
How long is your contract with the vendor?
1 year
Did you get any discount for this product? How much?
No
FEATURE DETAILS
Security
Document Encryption ok
3
Password Protection ok
3
Web Security ok
3
Integrations
API Availability ok
3
GUI Business Process ok
3
GUI Form Builder ok
3
Microsoft Office Integration mediocre
2
Collaboration
Collaboration Management ok
3
Customizable Fields very good
4
Customizable Functionality ok
3
Document Assembly ok
3
Functions with e-Mail Systems very poor
1
Real Time Updates ok
3
Remote Document Access ok
3
Text Editing mediocre
2
User Access Control very good
4
Versioning
Audit Trails ok
3
Automated Version Control ok
3
Document Versioning ok
3
Edits Tracking very poor
1
New Versions do not Overwrite very poor
1
Recording of complete Document Lifecycle ok
3
Distribution
Mobile Access ok
3
Remote Document Access ok
3
View Feed of all Documents mediocre
2
Indexing
Archiving and Retention ok
3
Publishing
Configurable User Access Permissions mediocre
2
Customizable Functionality ok
3
Customizable Reporting very poor
1
Locking Mechanism for Document ok
3
Document Publishing very good
4
Multiple Delivery Formats ok
3
Multiple Document Formats mediocre
2
Storage
Access and Retrieval from Anywhere very good
4
Centralized or Decentralized Document Storage mediocre
2
Configurable Storage Locations mediocre
2
