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.
- PandaDoc is great for building dynamic proposal templates and pitch decks. New documents can be created directly from these templates, making customization easy and efficient.
- PandaDoc has the ability to manage large content libraries and product catalogs. The ability to reference and inject elements from these tools makes proposal building a snap.
- The integration capabilities are fantastic. The ability to originate sales docs directly from CRM records and have that 'event' time-stamp into the contact record is great. Then, as documents are sent and engaged with the history of that engagement is also time-stamped to the contact record. This gives sales great insights into the activity which trigger them into the actual document for deeper engagement history.
- PandaDoc needs to improve the presentation capabilities. There is heavy application for sharing a document on a screen share meeting before it's sent. PandaDoc lacks presentation capabilities.
- PandaDoc needs to improve their integration with other software partners. The ability to load videos into documents is great, but they don't accommodate top video platforms like 23 and Vidyard yet. This is overdue.
- They need to improve their value beyond the sale. There is opportunity to expand their value into operations and fulfillment, beyond the current ability to capture payments.
- Ease of presentation online.
- Reduces closing time.
- Allows for ease of signature capture.
- Storage and management of pending and closed proposals and contracts.
- We have been with them since they were QuoteRoller. So we have seen tons of improvements. One of the issues is sometimes creating templates can be cumbersome. However, this functionality has drastically improved over the years.
- Better phone ap for signature capture in the field.
- Searching for docs in all windows would be a big help. Currently, the dashboard does not allow for search capabilities of the database. You must go into the documents database to search.
It really needs some work with the phone app. Obtaining signatures in the field can be a challenge. If the smartphone app was easier to use, it would really be a great tool for in the field.
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.
- PandaDoc helps to streamline content in a single platform
- Allows users to store frequently used content in a content library for easy addition with 'drag-and-drop' functionality
- Uses templates for the ability to create multiple types of responses/assets
- Lets users upload their logos and brand colors for an on-brand look and feel
- Unless you're on the enterprise tier, collaboration is non-existent. When we work on a response, we still have to work out of a Google Doc and then export the items into PandaDoc. A recent GDoc-PandaDoc integration makes this easier, but it's still not native.
- While we appreciate the approvals workflow, if someone on this workflow is not available, there's no way to bypass it and still send to the customer/prospect on time. We simply don't use this feature.
- We also don't use the signature function as we're integrated with DocuSign.
We are looking at PandaDoc as a design platform as well, for infographics and whitepapers, but have not fully examined those use cases.
- Efficient - PandaDoc is a very efficient and easy to use tool to create a variety of documents and send them electronically for review and signature. By using their template to document hierarchy, you are able to create base templates that drive your documents, allowing you to save a significant amount of time in the document creation process. In addition, the built-in, customizable approval workflow removes the manual task of emailing a document for review/approval and automates this task.
- Integrations - Currently we use PandaDoc as an integration with our CRM, HubSpot. This allows our sales team to use one system to manage the customer relationship and create quotes from the Company, Contact, or Deal record within HubSpot. This provides incredible visibility into the entire relationship with the customer by minimizing the systems that are needed, thus saving time. Analytics - PandaDoc does an excellent job of providing detailed analytics on documents that are created and sent. This applies to not only internal audit trails but external analytics around whether the prospect has viewed or downloaded the document. In addition, you can drill down to see how many times the document has been viewed and/or downloaded as well as detailed, page by page analysis of how long they spent on each page of the document. This helps guide follow up conversations for our sales reps as they have the insight to where the customer is spending a majority of their time and can prepare for any potential objections that might come up.
- Automation - In today's business environment, doing more with less is a way of life. By using PandaDoc, we took a very manual, labor-intensive process and automated 95% of the proposal creation process that we go through. As a small company, we generate several hundred proposals a year and by automating this process, we dropped the time it took to develop a proposal and get a proposal approved by our QA group down from 2-3 hours to less than an hour. That increased time savings based on automating a majority of the tasks related to creating a proposal allows our sales team to spend more time face to face with our customers, leading to an increase in sales.
- Analytics - PandaDoc does an excellent job of providing detailed analytics on documents that are created and sent. This applies to not only internal audit trails but external analytics around whether the prospect has viewed or downloaded the document. In addition, you can drill down to see how many times the document has been viewed and/or downloaded as well as detailed, page by page analysis of how long they spent on each page of the document. This helps guide follow up conversations for our sales reps as they have the insight to where the customer is spending a majority of their time and can prepare for any potential objections that might come up.
- Customization - While you can customize your templates and documents very easily, customizing the user interface of the program is a bit challenging. For example, before our proposals go out to a client, they must go through 2 levels of approval before being sent. On the dashboard, there is a tab for "Approval" but for our unique situation, having the option to customize and add a second "Approval" box would be nice. Certainly not a deal breaker by any means but would just be nice.
- Editor - The editor to create templates, documents, and your content library isn't the most user-friendly unless you have some basic CSS knowledge and feel comfortable digging into the code. For example, when you add a table to PandaDoc, you cannot easily manipulate the cells to merge some but not others without going into the CSS. Again, not a deal breaker but the ability to have more features in the editor would be nice.
- Limited Roles - Unless you are on the Enterprise version, you are kind of stuck with the standard roles that PandaDoc has in their system. The challenge with this is that these roles are not editable at all. An example of this is for the "Member" role, which would be like a user type of role. This role is pre-configured so that members cannot see other members documents. There is no way to change this unless you either upgrade to Enterprise or you enhance everyone's member role to Manager. The problem with this is that Manager provides a significant amount of functionality that we are not completely comfortable with providing to our sales reps. There should be an easier solution to adjusting small permissions like being able to see other documents that have been created.
- Reminder emails are able to be sent without you needing to attach the documents needing a signature.
- Highlights the areas that the client will need to complete. Then you get a notification that it was signed and ready for your signature.
- We love that fact that it will send a copy of the signed contract to both users and we can provide updates on the same contract as needed and it will request for a new signature noting the changes.
- I don't see much room for improvement needed as we love it!
- Setting up online signatures/approval (for multiple people if/when additional approvals are needed)
- Inserting photos/graphics/videos into the document
- Copying previous proposals and being able to modify/tailor them (so you're not always starting from scratch)
- Even though you can modify documents/proposals, I still found the process to be a bit clunky and time-consuming when I'd have a new proposal to create.
- I'd like there to be the ability to create/insert templates such as info requested etc. It was also time-consuming to manually go through each line that required signature/input and ensure the right person was assigned to that line
- It was hard to copy/cut and paste from other docs (Word/PDF etc) into PandaDoc. This is common with these types of programs but I wish the process was smoother.
- The design/layouts seemed limited
- Document signing
- Document tracking
- Document creation
- Large document creation using templates
- Library of commonly used items
- Catalog for proposal generation
- Should integrate with Google Docs
- Multi-user document lock missing
- Version control, including if you delete you can recover
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.
- What I like best is the document builder features. The structure they gave to the product with the templates and the content library I think is very useful because it lets you slightly change each document on specific sections which is something that happens a lot. I mean, templates work as a baseline document and then you can have multiple content library items that you pull in when needed.
- They have been updating the product constantly. They make at least one big release per year. I've seen the product evolve twice already.
- Client support is really good. There are agents all the time ready to talk to you.
- There are key features that I feel are missing. Nonetheless I have spoken to them several times and they've said to me that all of the features I mentioned are already on the roadmap of the product, in fact they delivered one of those in the last update. Things like document signature deadline.
- Live collaborative document editing is missing.
- Task/comment assignment to other team members when building a document is missing as well.
- Grant (or not) access to a document depending on the type of user. Right now they have like a general rule depending on your user type (admin, manager, regular). But that's not very helpful if I need to give some team member access to only certain types of documents, for example, access to proposals but not to contracts.
- PandaDoc is great if you want a way to organize your documents across the sales process.
- PandaDoc is also great if you want to consolidate document management across your organization.
- Provides e-signature.
- PandaDoc works well if you want to consolidate your entire cycle of document management, but lacks on focus if you need it for one particular use.
- We tested it when looking for a quote software, though we choose another option.
- Digital Signatures
- A huge template library
- Email integration
- Easy to customize templates and documents.
- Sometimes the token system is a little buggy.
- Invitees can't comment on specific sections of the contract or agreement.
- Love that PandaDoc has the full end-to-end process of creating a template, converting to a document and sending directly to the recipient for signature.
- The user experience with PandaDoc is awesome, super easy and efficient.
- We are a Salesforce shop and integration was a must, PandaDoc met that requirement and more.
- The ability to move documents from one "workspace" to another is currently not possible. Not a big issue if you are good at making sure you are in the correct workspace when creating documents.
- Makes sending & signing contracts super easy.
- Allows you to track actions of the other side.
- It stores files for easy access.
- Honestly, I don't see a flaw in the system at the moment. It works well as is.
PandaDoc Scorecard Summary
PandaDoc is a digital document platform built to support sales, marketing, and administrative teams. The cloud-based interface and advanced features are designed to allow users in multiple industries to sell, collaborate, and manage more effectively.
PandaDoc aims to reduce sales cycles by making it easier to create proposals and contracts in minutes and send them electronically. According to the vendor, their customers have used PandaDoc to increase average contract values by 15%, increase productivity by 800%, reduce document creation time by 50%, and icrease close rates by 30%.
PandaDoc Support Options
|Free Version||Paid Version|
|Video Tutorials / Webinar|
PandaDoc Technical Details
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