The customization tool is simple and allows you to create stunning templates with little effort.

None of this is unique to the problem they are trying to solve. It's no different than signing a doc with Adobe or some other application.

I like the fact that is does streamline our ability to close sales leads. I see an improvement of over 10.

The best part about Pandadoc is that it's super easy to edit services while filling it out.

Overall, the customer success team has been very responsive, and PandaDoc keeps rolling out new products to improve their offerings.

I can create and or make changes to existing ones. I like that my documents are saved and are simple to search for.

This program is another easy to use Doc program. It's budget friendly and also has free features available.

Great product, great user interface, and a support team that feels more human than others I've worked with in the past.

Functionality is perfect for what we looking to have it do. Easy to set up the documents you need to have signed and on the back end easy for the user to sign and return.

Our Marketing team is thrilled because all of our proposals are customized with CSS to fit our brand objectives. Also, their support team offers outstanding service if/when you need assistance.

I like their plans structure, so that on their free plan I can still get as many e-signatures as possible and also it allows me to ingrate stripe and quickbooks for easy payments.

I don't think of anything major that could be a disturbance or any bad effect of this particular product on my workflow.

Also, some of the integration fields are mandatory even if you don't have any need for them so you have to really get your brain hamster to improvise and work around that obstacle.

I liked the pricing for PandaDoc and it seemed that it would be a good alternative to higher-priced e-signature products.

Overall it was a terrible experience, from support to the actual product.

There is a spam problem with the email sent to some customers. I don’t have any other concern with PandaDoc.

Our experience with Pandadoc over the course of the past 18 months has slowly deteriorated. The product has become consistently worse and is now unusable.

Pretty standard, decent customer service and good support.

It's very user friendly, making it desirable for novices.

The ease with which to make a quick proposal and connect it to a payment solution like Stripe or PayPal helps me close deals faster, and also receive deposits sooner.

They've been nothing but helpful and am very grateful for that kind of experience. As a business owner it means a lot.

In looking for a software that integrates with our CRM, PandaDoc was the only solution we can find that had a seamless integration for our team.

This all adds upto to time savings. Goes without saying that document signing is fantastic and easy to verify.

If i've ever had an issue (which is rare), the customer support team is incredible - they're so helpful and come back to you so quickly. The software itself is so easy to use and very user friendly.

Love all the integration options and best of all, PandaDoc has a ton of flexibility when it comes to how to handle pricing.

I love how easy it is to create a document that needs to be signed, add payment requirements, and integrate with Stripe.

Also, it offers an easy way to get electronic signatures for documents and agreements. What we like most is the ease of use.

Their modular system is easy to use and navigate, and integrates with Salesforce, to help our team work efficiently in preparing proposals for their open opportunities.

This platform integrates correctly with services like OneDrive. The use of API is highly recommended, for reasons of practicality, recommendable.

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).

What I liked most about PandaDoc is its ease of use and the ability to track my potential customers interest in parts of the proposal.

Our company loves using PandaDoc to impress our clients with great proposals in a fast and effective manner. We will continue to license the product moving forward.

This is a problem for teams that divide work. Example:  team member #1 creates/modifies forms, team member #2 works with signed documents.

Super simple and easy to use. Help close deals quickly with electronic signatures.

Take advantage of it and set up training for people who are new to online signatures. Other than that, the platform is easy to use once you get the training.

There are a lot of advantages when investing in the service.

Zendesk Sell: Mobility and Integration Solution.

System has limited functionalities. It mainly doesnt support SaaS business model and lacks certain key and also unimportant features.

Simple input for contact information for different clients and potential clients. Super easy to create deals and potential purchases for clients.

You can't go wrong with the price. Price plans to meet your budget.

Zendesk Sell is easy to use, pushes notifications where needed, and is great for small teams.

Very friendly UI, great software and can be customized.

From a team leadership perspective, Base CRM's ability to collaboration and seamlessly integrate in various aspects of a sales team are truly outstanding.

Does not support SaaS business model. Very overpriced in comparison to other options in the market.

Lack commonly functionalities other CRMs have. Poor reporting and extremely expensive for the poor reporting.

Finally something new and interesting from Zendesk.

Very streamlined and efficient, user-friendly and easy to customize, great customer service.

A straightforward, simple tool that allows good lead and deal management. Not many integrations but you can do a lot with custom API.

Email Syncing is not working as intended (however this could be an isolated issue due to something on my end - currently troubleshooting).

When it was BASE CRM the customer service was flawless now since zendesk took over there is little to no support. We dont even have a number to call.

Will you outgrow this app quickly or will it serve your needs well over the long term.

Our team really liked this tool over salesforce. There are a ton of really great options and features, along with a pretty easy to use UI.

Being able to read whole past interactions as well as see relevant sales data makes it a perfect choice for a small business.

There can be frustrating roadblocks, such as when there are similar names or the CRM gets confused, however this can usually be smoothed out fairly quickly.

I loved the ability to log the GPS for site visits. This feature was way ahead of the competition.

It is a great sales and client communication tool. The best feature is the mobile app for Android that integrates with your text messaging.

The overall experience with Zendesk sell has been really good, I would recommend it.

The support team is also very good and friendly, it always wants to help you to solve all your problems and are online 24/7.

For other businesses, it is not a good option. The system is ok despite its limitations, but the price should be halved for it to be worth it.

Zendesk sell have been one of the best CRM software that I have tested and used in the past. It has very friendly UI and can be customized to your liking.

I've tried many different CRM softwares until I found my favorite. This one would be on the worst side of the list.

No money refund when you pay for 7 years in a row prepaid and no access anymore for the period you paid for.

Google apps sync is really bad, users all over the world complain about the very poor solution it.

I've been using Base now for the past four years. I've found it easy to use and intuitive.

Base is really simple to use and has invested a lot in continuously making the user interface clean and intuitive. We really like the visualness of watching deals move through the pipeline.

Zendesk has the worst customer service, which is crazy because they are a customer service platform. Not many third-party integrations.

We liked Base because it does not cost too much and it is good with history. It also plugs with dropbox which is a good feature.

Automatic email, call, and text tracking, great full-featured mobile app, powerful and super intuitive web interface.

US Dollar

PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking and error-free proposals, quotes, and contracts with PandaDoc. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live-human support. The average PandaDoc user creates and sends a document in under 4 minutes and sees a 20% increase in closed rates. Join 50,000 businesses that automate document workflows, speed up the pipeline, and win more deals with PandaDoc!

PandaDoc is cloud-based document management software that helps users create proposals, quotes, contracts, and more. The solution is mostly used by sales and marketing teams and company leadership.

PandaDoc allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The built-in e-signature feature allows signers to approve and sign the documents from anywhere, anytime.

PandaDoc analytics provides real-time statistics regarding who has viewed the proposal, how many times they saw the proposal and how much time spent on the proposal. The dashboard provides an overview of proposal performance.

PandaDoc comes is available via a subscription-based pricing model on per user basis. It provides integration with Salesforce, HubSpot, and many more.

LongDescription

Engagement Tracking

Document Templates

Content Delivery

Cataloging/Categorization

Project Workflow

Forecasting

Lifecycle Management

Electronic Payments

Invoice History

Status Tracking

Payment Processing

Price/Margin Management

Product Catalog

Presentation Tools

Performance Management

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

Templates

Progress Tracking

Digital Signature

Mobile Payments

Referral Tracking

Workflow Configuration

Contract/License Management

SSL Security

Pre-built Templates

Electronic Signature

Guided Selling

Single Sign On

Invoice Management

Approval Process Control

Customizable Invoices

Data Extraction

Projections

Pipeline Management

Document Capture

Customer Database

Specialty Contracts

Document Analytics

Customizable Fields

Collaboration Tools

Content Library

Sales Trend Analysis

Full Text Search

Automated Quoting

Template Management

Data Import/Export

Mobile Signature Capture

File Conversion

Document Classification

Audit Trail

Version Control

Opportunity Management

Content Management

Price and Cost Calculations

Configurable Workflow

File Storage

Multi-Currency

Email Marketing

Completion Tracking

Mobile Access

Online Payments

Online Invoicing

Sales Reports

Real Time Data

Performance Metrics

Data Security

Training Management

Tax Calculation

Proposal Management

Role-Based Permissions

Real-Time Notifications

Pricing Management

Forms Management

Workflow Management

Email Management

Field Sales Management

File Sharing

Activity Dashboard

Alerts/Notifications

Multi-Party Signing

Reporting & Statistics

Knowledge Base Management

Reminders

Invoice Creation

Authentication

Sales Automation

Chat/Messaging

Customizable Templates

Business Process Automation

Billing & Invoicing

Document Review

Accounting Integration

Document Automation

Mac OS

Linux

Web browser (OS agnostic)

Windows 10

Essentials: $19/user/month
Business: $49/user/month
Enterprise: contact PandaDoc sales team.



Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

PandaDoc

In Person

Live Online

Webinars

Documentation

Videos

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The system features a standalone sales automation module with options for integrated channel management and web self-service capabilities.


Zendesk Sell enables sales teams to capture, organize and properly track leads. Sales personnel can funnel leads from multiple sources including websites, spreadsheets or any marketing platform. Users can track sales and have full visibility into the sales pipeline with robust sales reporting feature.


Sales team leaders can monitor sales process by managing regions and teams through Base. Users can establish and monitor quotas and goals for specific teams and reps, all via smartphone or other mobile devices.


Zendesk Sell has native applications for iOS, Android and Windows phones. The solution can also integrate with MailChimp. The system is suitable for small to midsize companies across most industries looking for a mobile CRM solution.



Support Ticket Management

Customer Surveys

Meeting Management

Internal Chat Integration

Mobile Alerts

Lead Capture

Data Synchronization

14-day free trial, no credit card required.

Starter: $45 per seat, per month

Professional: $95 per seat, per month

Enterprise: $145 per seat, per month

All plans are billed annually. Add-ons are also available for an additional cost.

PandaDoc vs Zendesk Sell

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