PandaDoc for Pros.
June 18, 2024
PandaDoc for Pros.
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
PandaDoc has been our key partner in creating contractual agreements for our friends in the health and fitness industry. Its smooth integration with HubSpot allows us to easily create contracts within new deals and send them to the intended client. Its autofill features that pull contact information from HubSpot into PandaDoc make writing agreements super convenient. Overall, PandaDoc is a beneficial platform that I recommend to all businesses. I also love how it notifies you of your client's stage in the signing and payment process. That's right, you can collect payment from PandaDoc as well!
Pros
- Collect Payment.
- Pull Contact Info.
- Customizable Agreements.
Cons
- Editor is too complex.
- Time Saved Creating Documents.
- CX
- Close rates.
Real-time notifications are useful for letting me know when a client has viewed an agreement and how many times they have viewed it. Additionally, they let me know when all fields have been signed and payment has been made. Overall, PandaDoc is the place where deals happen.
- HubSpot Integration.
- Collecting Card Information.
- Making Templated Agreements for different industries.
While great, HubSpot Sales Hub creates agreements and collectible payments but is not as UX/UI friendly as PandaDoc.
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
Comments
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