PandaDoc

Using Zoho Notebook on my desktop pc or on my mobile device, I can easily take notes or save my thoughts. Not only written material but also music and pictures can be added to the note. However, the file size is limited. Using a digital notebook to save my notes is more safer than using a real notepad.

It does not allow an offline setting since it requires constant internet connections to view my notes in the software. If the note may be saved on my desktops as a backup option, it will greatly assist me in recovering my note if I lose internet access. Overall, most of the feature is really useful for me as i really in needs for a good digital notepad

I appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them.

I am unable to replicate whole sections, just some of the content parts. This is infuriating. That strikes me as a little clumsy from the developer side. The document didn't allow me to write in Landscape mode, so I've been drafting my proposals slides in InDesign and afterwards copying/pasting them as photographs into the document, and this has resulted in some duplication of effort on my side, which is inconvenient given that one of the reasons I choose this software because I need a system to help reduce time wasted on drafting proposals.

We used this software to process employment related forms for contractors and employees at the college and it was mostly great. The text boxes could be a little simpler for editing (you can't highlight text and change it, you have to use arrow keys to move to the text like you're working at a DOS prompt). But for document tracking, signatures, and security it's fantastic. If you don't have the need to integrate with enterprise systems you can't find a better document/workflow management software.

It doesn't integrate with much in the way of enterprise software. As time passed and our other software was updated it became more difficult to track some things because Panda didn't integrate with any of our critical systems. As a result we used Panda less because most of the new ERP systems (and HRIS, and Finance) include workflows, forms, and signatures today.