PandaDoc vs. Salestools.io (discontinued)

As an alternative to other electronic signature mechanisms, I can't recommend PandaDoc more highly. It works, plain and simple. It is less costly - by a lot - than most alternatives, stores signed documents online for easy access, is simple to use by both our staff and our clients, and makes our lives far easier.

Incentivized

Salestools really helped us set up a predictable pipeline and helped us scale our sales efforts. Before we did manually prospecting looking for customers using Stripe and then researched leads and build campaigns. With the Auto Prospector® I managed to do this 100% automated; we grew our business rapidly with Salestools. No data provider is 100% accurate neither is Linkedin and I must say Live Data® from Salestools is as good as Sales Navigator.

• PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates.
• The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously.
• Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process.

Incentivized

• Create automatic follow-up processes in Pipedrive based on deals created.
• Be able to add prospects along the way when creating deals in the CRM.
• Be able to integrate efficiently with CRM Pipedrive.

Incentivized

• I would like to see the ability to LOCK a field instead of locking an entire block or document.
• I would like to see more standard features that need to be part of the service instead of add-ons.
• Would like to see an option to allow different levels of users than just the two standard options.

Incentivized

• The company has a global focus, their revenue numbers on companies at first was weak but recently I have seen an improvement that gets closer to D&B levels and if they can improve radically there it is a huge plus.
• I love IT Budgets, they started to roll it out, wish I had that earlier.

We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it

Incentivized

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

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

Incentivized

As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely.

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

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 is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.

Incentivized

We have been trying KLENTY mainly, however, the Prospector of Salestools.io is quite superior. For both cases, the preparation of campaigns are not as easy as it sounds, but as soon as you do the first, it will be easier for your business. Salestools.io has a better and easier interface and the webpage is superb. If you are looking just for follow-up, PLENTLY with doing, but if you need to find a prospect, Salestools.io is the service you need.

Incentivized

I agree. We have created folders for multiple departments and have been successful with the usage.

Incentivized

• We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
• We have been able to find older documents very easily.
• W-9 have been very difficult due to Section 3, but this was addressed with conditional logic

Incentivized

• Very negative ROI. We burned high-value contacts that were wasted on bugs, problems, and week-long delay in support responses.
• Management is dishonest. As a business owner and entrepreneur that wish was told this before becoming a Saesltools.io client: Stay away.