PandaDoc is worth it!
June 17, 2024

PandaDoc is worth it!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

Our team utilizes PandaDoc on a daily basis to create, distribute, and manage business documents. PandaDoc allows our team to use templates, which reduces the time and effort required to create professional documents. PandaDoc also allows real-time tracking and notifications that allows our team to receive notifications when a document is opened, viewed, signed, and paid. The data integration with HubSpot is another phenomenal feature that ensures seamless data flow and reduces manual data entry.

Pros

  • 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.

Cons

  • More advanced customization features would be useful to users that require specific branding.
  • Further advancing the existing analytics would drive growth in regard to reporting capabilities.
  • Real-time collaboration with users tends to be slow or glitchy.
  • Our business has received a positive impact by saving time on creating, editing, and sending documents/quotes to clients.
  • We also have had greater employee efficiency due to a faster and more seamless proposal and document management process.
  • We have received a higher close rate as well considering the user is able to e-sign the document, pay, and complete the quote seamlessly.
PandaDoc's reusable templates, content library, embedded eSignatures, data integrations, and automated workflows have proven to be helpful in speeding up the agreement process.
Our team has benefitted from using tools like commenting, real-time notifications, and mobile-friendly eSignature capabilities that allow us to streamline deal cycles by consolidating communication within the platform. This creates a better overall experience for both us and the client.
The overall look and professional feel of documents is great. I can customize documents based on the client's brand and what the proposal is suggesting.
  • We use PandaDoc to create documents that allow clients to fill out card information to use for ad spend.
  • It is also used for onboarding documents within the company.
  • Customizable agreements can be made for specific brands.

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?

I wasn't involved with the selection/purchase process

Did implementation of PandaDoc go as expected?

I wasn't involved with the implementation phase

Would you buy PandaDoc again?

Yes

PandaDoc is best utilized when preparing contracts and sharing those with the client. I am also able to see real-time updates on when the proposal is viewed, opened, and signed. I can also cut down on time and effort used because I am able to reuse templates. It is also helpful to share the quote while I am editing with the team to receive additional feedback and assistance.

Comments

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