PandaDoc Reviews

We use PandaDoc for sending information packages, proposals, and contracts to clients and partners for review and signing. For the most part, it has the same features as other platforms. This is used by team members who interact with clients on a regular basis, but not the entire team. With a better Content Library, we would have been able to expand the use further.

As power-users and implementors of PandaDoc, we're intimately involved with the software in multiple applications. As users, our entire agency works in PandaDoc on a daily basis. Sales leverages the seamless integration with our CRM to originate, customize, and present sales documents and contracts with new clients. Once new clients are onboarded, our operations team leverages PandaDoc to create marketing, web, and sales enablement plans. Our fulfillment teams reference those docs for project plan creation and deliverable tracking.

Our Sales Enablement team works with client's sales systems. We stand up and build out PandaDoc environments for our clients, integrating the technology with their CRM. Once integrated, we stand alongside them for training and application, helping them create collateral for every step in the sales process.

PandaDoc has been a tremendously powerful technology that we depend on to solve for both ourselves, and our clients.

We use PandaDoc for our proposals and service agreement signatures. All client docs for signature are sent and managed via this program. It is used in Marketing, Sales, and HR. PandDoc has streamlined our sales process by reducing the closing time from several days to less than a day on most service client agreements. Allowing us to send electronic proposals and capturing a signature on the service agreement in a matter of minutes and usually why we are still on the phone with the client.

Our Sales, Business Development and Marketing Teams all use PandaDoc, primarily to respond to RFPs/RFIs, but we also use the platform to quickly create assets, cover pages, and infographics.
We initially assessed PandaDoc as a way to streamline our RFP/RFI response process, which typically took us weeks and months. Our data, pricing tables, technical documentation, and regularly-used content was spread out in different repositories, making it difficult to respond in a timely manner.

We use PandaDoc for all sales outlines, proposals, contract and ACH forms for payment. It is very easy for anyone to use and we love the feature of being able to use a template for recurring contract details. It streamlines the signature process as well as provides a central location for the documents to be stored.

We used PandaDoc in our sales and business development team to create/modify proposals. We didn't want to have to recreate each proposal so this seemed like a reasonably-priced solution. We also liked the fact that you could send documents to potential clients and monitor when they opened the document. It also provided online signatures.

Both the sales team and customer success teams use PandaDoc. We use them for beautiful, effortless proposals and agreements. It's also replaced DocuSign for signatures.

We use PandaDoc to simply solve our e-contracting needs. PandaDoc is such an easy tool to use, and the support from their customer support team members is amazing. I worked with PandaDoc directly to develop a Zendesk integration that allowed our teams to be incredibly efficient. I worked with Josh and Serge and have nothing but rave reviews about my experience. We also use PandaDoc to manage all of our NDA's. It's so easy with the templates and tokens. I literally can send one out to a prospect in about 2 minutes. People can also execute the documents using their cell phones, and sign using their fingertip (or canned signatures). Love this tool and company, can't say enough good things.

Our sales team uses it as both quoting/building proposals and getting agreements signed for new sales. It makes it easy to work with clients all over the world which is who our clients are.

PandaDoc is being used primarily by our sales team to generate proposals, quotes, and statements of work for our customers and prospective customers. We use PandaDoc as an integration with our HubSpot CRM to allow sales to create proposals much faster. What used to be a manual, time-consuming process that would take several days to complete now takes less than a single day, including going through 2 different levels of approval before being sent to the customer. In addition, using PandaDoc has allowed us valuable analytics into what our clients and prospective clients are interested in by showing us what pages of the proposal they are viewing, how long they spend viewing that page, and how many times they have viewed the page and proposal overall. Finally, PandaDoc sends automatic reminders until the document is signed, taking some of the follow-ups off of sales.

We have been using PandaDoc for a number of years to deliver all our Service Proposals, SOW's and client reporting. It works perfectly for client sign-offs and we particularly find the "Viewed" aspect valuable. We have also integrated PandaDoc into our commerce platform as well as our CRM. This allows us to generate quotes and reports with a number of items already filled in. We can also easily track when the last report was sent as well as when they viewed the report. In a few cases, we have sent contracts with a payable item attached and used the built-in Stripe functionality to complete the entire transaction. I would highly recommend this product.

We use it for the sales department mostly. The one thing we are solving is the way we are building and sending out commercial proposals. With Pandadoc we have everything organized and all the documents in the proper folders, so you can go back to them easily and see what's happing with the document. Also, all the different templates already being built in make it very easy for the sales reps to build proposals in no-time.

Additionally, the human resources department started using it a year after we in sales did. We saw the opportunity to use it for employee documentation and simple form fill-out processes like vacations forms, for example.

We came across PandaDoc when looking for a quote system to use in our sales process. We didn't feel comfortable and switched to a different system.

We use PandaDoc for all our agreements and contracts. I also use it for internal estimate approval and quoting. It's great for creating templates and then customizing those templates for that specific proposal or agreement. It also allows me to easily send documents to clients and prospects and allows them to sign the documents digitally. It speeds everything up.

We use PandaDoc to manage our Pre-sales, Sales and Post-sales documentation. Our entire organization utilizes the application including Sales, Project Management and Delivery teams. PandaDoc has solved our business need for consistent messaging through templates and easy management of our collateral.

We use it mainly in sales. Our sales team loves it, but the rest of our leadership uses it too, mainly to track progress with contracts or find the data on some clients. It makes selling much easier, as it shows you other side's activities, such as when did they open the document, who opened it, which page they looked the most. Very useful in sales!