PandaDoc is a must
August 31, 2021
PandaDoc is a must
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
We use PandaDoc to create order forms and invoices, mostly when our other software cannot create custom or dynamic orders.
- Custom tables
- Dynamic fields that auto populate based on your profile
- Quick fill to carry over duplicate fields
- Review - my organization struggles with the lack of approvals that allow anything to end up on an order form without oversight.
- When pulling items from a book/catalog to insert into a pricing table, it doesn't go in numerical order. It pulls 'contains,' meaning if you search for a 300 tier of something, you get 300 000, 300, 33,000, etc. It also pulls descriptions that contain the search term. It's messy and cumbersome.
- New business AEs like it because it's a huge time saver for us.
We don't use any of these. I wish we had redlining in here.
- Salesforce CPQ (formerly SteelBrick)
I've only used PandaDoc and CPQ.
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?
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