Pandadoc has added value to my business but could be improved.
June 05, 2024

Pandadoc has added value to my business but could be improved.

Nathan Wheeler | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

I use PandaDoc every day for creating client proposals for services like SEO, website design, and consulting. The program allows me to use my templates to make similar proposals easily.

Pros

  • Replicating exact proposals for new clients.
  • Adding previously created modules to new proposals.
  • Entering information once and having it populated in other relevant places.

Cons

  • Designing proposals for new services has always been more than I could do without help.
  • The proposals often go to clients spam folder.
  • Duplicating a proposal and adding a new client or clearing old client information is not intuitive or easy. Even after replacing the client information, other fields assigned to the old client don't automatically get assigned to the new.
  • When the signer changes, it is difficult to quickly edit without deleting the previous signer and re-adding them as a cc.
  • Saves a ton of time of handwriting proposals.
  • It's valuable to see when a prospect or an existing client views their proposal.
  • If you have a good designer to create the templates, the proposals will look professional. The existing templates Pandadoc provides are nearly worthless and very difficult to customize.
Only the templates we created have been of value. The esignatures are valuable.
The only feature listed above I've used is the esignatures.
In my opinion, I constantly correct page breaks. I always have to download the document and correct areas that fall into a new page.
  • None I can think of.

Do you think PandaDoc delivers good value for the price?

Not sure

Are you happy with PandaDoc's feature set?

Yes

Did PandaDoc live up to sales and marketing promises?

Yes

Did implementation of PandaDoc go as expected?

No

Would you buy PandaDoc again?

Yes

The same proposal for a new client is a great use case. Adding new features is a pain. It would be nice if you could specify changes to the template when you're making a new proposal. Switching roles and signers on an already-created proposal is complex.

Comments

More Reviews of PandaDoc

  1. Home
  2. Electronic Signature Software
  3. PandaDoc Reviews
  4. User Review of PandaDoc