Pandadoc end to end contract signing solution for sales team.
June 05, 2024

Pandadoc end to end contract signing solution for sales team.

Daryl Smith | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We have been using Pandadoc in our business for the past 4-5 years, and it has provided a great digital contract solution for our sales team. It has been easy to set up the templates and fast and efficient for our clients to review and sign digitally. Now fully integrated with our Salesforce CRM, Pandadoc has provided us with a great end-to-end solution for sales and business contracts. I highly recommend it for other users!

Pros

  • Digital contracts.
  • Integration with Salesforce CRM.
  • Automated follow ups to clients.
  • Visibility of when the clients open the contract and how long they spend on each page + where they are up to. So we can follow up straight after they have been reading the contract (but have not yet completed it).

Cons

  • It can be a bit difficult to create long contracts. You cannot just upload a Word document into Pandadoc. You have to create separate text boxes to insert the text on each page.
  • Time saving with completing contracts.
  • Time saving with building templates that can be used for multiple user cases.
  • Greater employee efficiency.
Creating Proposal templates is very easy and can be used for multiple user cases. Including digital signatures and being able to initial certain parts of the contract in key parts has made contract completion much easier, saving time and costs for printing and scanning contracts.
The commenting and real-time notifications have helped streamline our whole sales process, speed up contract signing, and increase conversion rates with clients.
The PandaDoc documents look very professional. The layout is easy to follow and read. The digital signature box at the end makes the completion really simple for customers.
  • Upload existing PDF documents, then drag in a "signature box" at the bottom of the contract to get a business partner to sign or verify paperwork or contracts.
Conga was difficult to build template contracts and not as simple to set up templates, etc., for our sales contracts as Pandadoc has been (simple drag-and-drop in Pandadoc). The automation and integration between our Salesforce and Conga accounts were not working correctly, so we reverted back to using Pandadoc, connecting it to our Salesforce account and contract signing process.

Do you think PandaDoc delivers good value for the price?

Yes

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?

Yes

Would you buy PandaDoc again?

Yes

Pandadoc has been an excellent solution for fast and efficient contract signing for our sales team. They are helping us close more deals in a quicker turnaround time for our business.

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