Coupa vs PandaDoc

• Ease of use. No IT support is needed. As the procurement manager, I'm also the Coupa administrator. I have the ability to configure, correct, manipulate, etc., the system to our needs.
• No on-going training. The system, both P2P and Sourcing are incredibly intuitive. Many SAAS modules change dramatically with each new version and require additional training. Coupa does a great job of putting updated, searchable documents on-line to augment any additional training employees may need.
• Rock solid stability. Coupa is never down, they far exceed the SLAs we have in place with them. I've never had a catastrophic failure or outage with them.
• SOX compliancy. Need I say more? My internal and external audit teams have given the tool more than a passing grade.
• Thought leadership. The tool is constantly evolving to live up to the high expectations of its user base. The Coupa Community has skin-in-the-game and Coupa listens to our needs/wants as well as adding their own cutting edge touches to the tool.

Read full review

• Drag and Drop builder - it's so easy to create templates and documents whilst still looking professional!
• E-Signature is very handy and the fact you can forward permission for it is also great.
• The analytics are helpful and being notified that a client has opened the proposal. The worry with email is whether it actually arrives in the inbox, but with PandaDoc there is no doubt.

Read full review

• Implementation using a third-party consultant was a mistake. Maybe we had the wrong consultants assigned to us but make sure you understand who is doing the implementation. Implementation is costly but extremely important.
• We often can have small issues with approval chains and they are hard to figure out. If there was more information on how to understand approval chains without reaching out to support, it would help.

Read full review

• Longer time when loading documents or creating them
• We were dealing with some problems such as the period for which is the signature field valid
• We would appreciate feature which would allow us list all documents by status
• Resend the expired document

Read full review

• The easy internal process to find. Given this is the same for all teams, I'd guess there is a positive impact from our Finance Team as they only have one tool they have to manage, pull reporting from, etc.
• Frustrating process, as mentioned at times this can be a frustrating tool to use, which I think causes a lot of employees (who are not on the Finance Team) to direct undue frustration towards the Finance Team, creating avoidable tensions.

Read full review

• It reduced the time invested in the preparation of quotes and proposals.
• In some cases, the efficiency of creating documents conflicts with the lack of features like a good document editor.
• The process for tracking proposals sent to customers is more efficient, providing excellent insights to the sales team.

Read full review