PandaDoc vs. Qwilr

PandaDoc is well suited for when you may need to make on-the-fly adjustments to a document prior to sending. Templates are great, but sometimes they have to be changed per issuance. This is easy to adjust when needed. When hundreds of documents have to be customized, PandaDoc can be cumbersome. In many cases, I prefer a fillable PDF form, as PandaDoc does not always suit these cases.

Incentivized

It is great for presentations to customers and keeping them engaged in your presentation. Although it is great for creating a highly customizable presentation, some users may want even more control over font, font size and font color. Some of my colleagues have expressed some dissatisfaction with the formatting as well as saving any formatting changes that have made.

Incentivized

• Templatization of different documents
• Reminder system to remind clients to view and sign documents
• Easily save different pages as templates to add or remove them from future documents
• Easily collect signatures from clients and view the progress of all documents in one dashboard.

Incentivized

• It has different and useful templates that can help you start creating amazing presentations
• It is really intuitive to use
• It can incorporate files from other companies like: Drive and YouTube in a really organic way.

Incentivized

• Templates reporting doesn't really exist, you can't see how often a template is being used or not used or by who.
• The Quote Builder features cannot be fully automated via the API yet, specifically you cannot set photos of your products except by doing it manually through the UI.
• PandaDoc does not integrate well with Insightly CRM, a lot of standard features that PandaDoc claims can be used via a connection with the CRM do not work. Specifically, it will not pull in product data from your CRM Opportunity into the pricing table in the PandaDoc document.
• Paragraph numbering does not continue from one text box to the next. This means that if you need a page break and have to split your numbered list into another text box it will start over at one again. So you are stuck choosing between not having page breaks which makes printing your documents ugly or manually numbering your paragraphs which is inefficient and time consuming.

Incentivized

• Quick support
• Wish it was easier to turn the links on and off.
• Some of their custom block styles could be easier to edit.

Incentivized

The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new

Incentivized

Great product with great service.

Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.

Incentivized

At the beginning, there is a slight learning curve, but once you get the way out of it, it becomes easy to use.

Incentivized

We haven't had any real issues regarding downtime as of yet.

Incentivized

The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.

Incentivized

Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.

Incentivized

Onboarding was very organized and simple. Our account manager made it easy for our team to learn the tool by organizing several group training sessions.

Incentivized

Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.

Incentivized

PandaDoc offers a free version with basic features and several tiered pricing options. The pricing is generally considered to be competitive and offers good value for the range of features provided. we often find PandaDoc intuitive and user-friendly. Its interface is designed to facilitate easy document creation and management, even for users who aren't particularly tech-savvy. PandaDoc is known for its robust document management capabilities. It offers a wide range of features such as document creation, a rich content library, customizable templates, and a user-friendly interface for creating interactive and engaging documents. It also includes CRM integrations, automated workflows, and analytics.

Incentivized

Qwilr was a really quick and easy setup, which I think is great for smaller teams that have simple sales processes and cycles. Once more complication is it will fall short in providing the level of control and detail that is needed for a larger sales team. The end product is very elegant but comes down to the needs of the organization.

Incentivized

It's scalable

Incentivized

• Helped improve cash flow from the ability to collect payments
• Helped me keep track of which contracts a client has signed (way harder than it sounds).
• Templates have allowed me to both standardize proposals yet allow rapid customization for each specific customer, a key capability.

Incentivized

• Increased efficiency when using Qwilr's library content to create proposals.
• Can save existing building blocks to use toward future proposals.
• Can keep track of analytics on who is viewing the documents sent.

Incentivized