PandaDoc vs. servicePath CPQ+

PandaDoc is well suited for companies that send proposals and terms and conditions to customers for collection of digital signatures. It really helps that you can templatize your documents and have collaborators help you finish the document for you. The dashboard is also a game changer as it gives you one place to view all your active documents and the status of them. You can even use this to collect payments as it integrates with software like QBO.

Incentivized

Very well suited to technology and technology service provider businesses. Very much best in its class for those focused on more than just vendor product resale.

• Complex quoting.
• API integration for cross platform communication and automation.
• Easy signing experience.
• Easy user interface.
• Excellent engagement and willing to partner with clients.
• Fantastic training resources (1:1 sessions, webinars, micro-videos, on-demand, articles).
• Beautiful proposal designs.
• Integrations - HR, CRM, Payments, CRMs. (Salesforce, HubSpot, Pipedrive, Zendesk, Greenhouse, Lever, etc).
• Online Notary.

Incentivized

• Complex configured products and guided selling.
• Ease of use and setup.
• Simplification of the complex.
• Integrations that enable technology companies to sell effectively.

• The table builder could be a little more robust.
• It can be difficult to figure out which token to use so it can grab the info from Hubspot
• It could offer better integration with meeting tools so you can go over proposals with clients.

Incentivized

• Seamless e-signature for order processing and records closure.
• Support for evergreen contracts.
• Offer for SME businesses.

The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new

Incentivized

Quality solution built for our needs.

Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.

Incentivized

Very good usability just needs more documentation for new features.

We haven't had any real issues regarding downtime as of yet.

Incentivized

The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.

Incentivized

Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.

Incentivized

A quality team who know their product and the industry they operate in.

Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.

Incentivized

PandaDoc offers a free version with basic features and several tiered pricing options. The pricing is generally considered to be competitive and offers good value for the range of features provided. we often find PandaDoc intuitive and user-friendly. Its interface is designed to facilitate easy document creation and management, even for users who aren't particularly tech-savvy. PandaDoc is known for its robust document management capabilities. It offers a wide range of features such as document creation, a rich content library, customizable templates, and a user-friendly interface for creating interactive and engaging documents. It also includes CRM integrations, automated workflows, and analytics.

Incentivized

ServicePath stood out from the rest due to: a) Product management including cost modeling, through CPQ, and client lifecycle management capability. b) Easy of use and simplification of complex scenarios. c) Easy to use, very capable, no code configured, and guided products.

It's scalable

Incentivized

• Time saved creating documents. Not copying that answer. I've said that several times in this review already
• IDK about increasing close rate, but customers certainly aren't afraid to click on a PandaDoc link or attachment
• Only miniscule, miniscule negative is that it isn't always instant

Incentivized

• Positive impact on ROI: previous spreadsheet system was at a dead end.
• Enabled new starters to be more productive early on.
• Opened up the solution to improved commercial client lifecycle management.
• Reduced errors and omissions.