TrustRadius
PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.https://media.trustradius.com/product-logos/7k/BQ/1JTSXE7RKG10.PNGPandaDocGreat Software for Sales with Great Support2019-05-24T22:36:52.077ZWe use PandaDoc to streamline our proposal process. Whenever a proposal needs to be sent out to a potential client, instead of sending a static document or PDF, we author up proposals and send them using PandaDoc. The main challenge that PandaDoc addresses is reducing the time spent authoring and following-up on proposals. This application has cut the amount of time each sales team member needs to spend on proposals by hours each week.,Great looking proposals. PandaDoc does an exceptional job converting existing templates into HTML format so the PD version looks and feels identical.
The automations and integrations are awesome. Having automated reminders sent to clients helps keep things moving without taking time away from the sales team and the numerous integrations available through Zapier make it easy to do everything from sync data to Salesforce or send notifications into Slack.
The support from PandaDoc is impressive. Same-day response, ongoing support, and a knowledgeable support team.,The file management system is quite clunky. Proposals go into the root directory by default and we often find ourselves having to do a major cleanup of proposals into folders after-the-fact. Would be nice if folder selection could have a default defined for each user.
Lack of proper two-way data sync from Salesforce is a bit of a pain. In order to push data back into Salesforce when it's changed in a proposal, you have to set up a Zapier integration which isn't ideal.
PandaDoc's proposal structure isn't well-suited to multi-year proposals. We often have to create proposals with static tables instead of summary fields in order to provide pricing on a per-year basis. This is annoying and error-prone, but necessary until they enable us to create pricing table sections.
If you accidentally drag a module into the proposal, you have to manually delete every component in the erroneous section one-by-one. This is a HUGE pain, especially if you accidentally drag a multi-page appendix into your proposal by accident. This will almost assuredly happen at some point.,10,PandaDoc has saved our sales team hours each week in time spent creating, formatting, sending, and following-up on proposals.
Automated reminders and open notifications have made it easier for our team to manage large quantities of proposals.
By putting our templates into PandaDoc, we can now control the consistency of style in our proposals which is good from a brand standpoint.,Conga ComposerGarrett GenestSave 10 hours a week/salesperson with PandaDoc. Not kidding.2019-02-04T20:15:51.226ZWe use PandaDoc to draft and execute all of our sales contracts, HR documents, and investment documents. Our team is divided into a Sales team (finding clients and partners) and a Strategy team (professional services with clients and partners). PandaDoc is used by every person in our organization. We get huge efficiency gains from the template and asynchronous signature features. Every document we execute (Engagement Agreements, Offer Letters, Work Orders, and Investment Term Sheets) is templatized in PandaDoc to make it super fast and easy to create and draft new documents, and to manage the process of all relevant parties signing the agreements. This keeps all of the documents and agreements we are working to execute in one place, and we can quickly see the status of each document. It also gives us a way to save time on actually signing agreements with the e-sign features. PandaDoc saves us hours every day on drafting, sharing, and managing agreements. I absolutely love it - it has allowed us to spend more time focusing on the conversation with a lead/investor/potential hire, rather than spend time managing the documents.,Automatic document analytics and alerts about document updates enable the whole team to see the conversation with a lead and easily collaborate on closing a deal and executing the contract.
Enables our team to share best practices through testing and measuring the performance of template agreements, then refining and sharing agreement templates that work well across the whole team.
It is SO easy to build a template that can be used again and again. And the "token" feature makes creating a new sales or fundraising agreement take two minutes, rather than the hour or so it took us before.
PandaDoc is also particularly good for service companies - it has an amazing feature where you can store a template copy of your services, and easily pull them into a new agreement using the "Product Catalog" feature. It makes customizing the service agreement super simple and fast.,I don't like finding documents in PandaDoc. It may be more a problem of user error, but we have gotten a ton of nested folders in our PandaDoc, which makes it hard to find documents. Also, the search bar doesn't work as well as I'd hope it would.
Formatting is still fairly clunky. Making/removing bulleted lists, changing font size/type, and adding fields take some getting used to. I also wish you could link "Fields" to text so they would move with the text, but you have to reposition the fields every time you change the text.
I really like the experience of using templates, but building new documents is clunky still. Some of the features around formatting and building new documents are pretty buried in the panels on the top and right. For example, adding any kind of image to a document is a pain.
I haven't played around with it enough, but I wish there were more integrations with an invoicing system. I know they just added "Payments", but we use Quickbooks for invoicing, and I haven't figured out how to set this up yet.,10,We are able to close sales deals about 25% faster (because we can do document/agreement execution in 1 week instead of 2 weeks, and our sales cycle is about 4 weeks, formerly 5 weeks). Therefore, we much more consistently hit our sales goals every month.
Sending and executing two sales contracts a week used to take us about 10 hours/BD/week, and now it takes about one-two hours/BD/week, due to templates in PandaDoc.
We have saved hundreds of hours in sales training by onboarding new SDRs and BDs to our contracting process using PandaDoc's 1) template sales documents and 2) templatized product catalog.
We also save hundreds of hours over the course of raising a round of funding, due to having a series of funding documents ready to go as PandaDoc templates.,,Google Drive, QuickBooks Online, Airtable, Trello, BasecampAndrew PagelsEasy to use, easy to update, easy to save time!2019-06-04T16:00:34.238ZCurrently, PandaDoc is used as a back end for all prospect facing documents involved in the enrollment process for our campus.,Ease of use. Just upload and go.
Update existing forms and templates in a snap.
Improved workflow. No need to have people download, fill out, scan, and email. It's all in one step.,Universal signers. If all your documents are filed out but the same data set, it'd be nice to be able to set it once for the entire document.
Editable fields. Each one must be hand created, it would be nice if it could scan the document and all that would be needed is tweaking them.
The signature box. It's one huge size, make it scalable both horizontally and vertically.,8,Time is money and it saves a lot of time.
Built-in automatic redundancy for files.
Ease of staying in compliance by simply updating forms.,Adobe Acrobat DC,Adobe Photoshop, Sophos Secure Email Gateways, Mailchimp, Final Cut Pro XStephen WittmaakSave your team, management, and customers TIME2019-02-19T17:06:07.290ZOur internal sales team of six people uses it for both quoting new projects and building proposals. We also use the electronic signature for new sales and recurring business.,Electronic Signature saves us a lot of time.
Templates and document editor are easy to use.
Easy to manage the pending and closed proposals.,Not able to export the content library.
Integration with other software, such as CRMs, without going through Zapier.
Real-time collaboration and multiple workflows would be nice to have.,8,Saves time for your internal team with custom templates, editing, and e-signature.
Saves time for management with central documents, templates, and analytics.
Saves time for clients with everything in one place during the negotiation and sales process.,HubSpot Sales, Salesforce.com and Google Drive,Crazy EggMirzet KadricExcellent signature software for creating good looking documents2019-02-04T15:25:25.416ZWe use PandaDoc for all of our proposals and contracts. It allows us to quickly fill out information into a good looking and effective template that we have designed.,The ability to create completely custom designs is great. You can use CSS or if you have someone design a page you can send it to the company and they'll create it for you.
The pricing tables are very useful for pricing your products or services and allow you to include the price elsewhere in the document and update it easily.,The documents auto-scroll to the signatures which is annoying when you want someone to start at the beginning of a document. If the user were to scroll to the end manually that's their choice, but I typically want the end user to read the document.,9,The ROI of using PandaDoc is in time saved. We put together documents much faster than we used to, and they look better.,HelloSign and DocuSignDave SeemanEasy to build proposal templates and awesome payment functionality with Stripe2019-02-10T20:05:28.987ZWe use PandaDoc for creating, submitting, and signing proposals and contracts with clients.,Solid document editor.
Easy to sign for both parties.
Able to accept credit card payments with Stripe from within the contract, which I think reduces friction around payment.
Easy to build templates and customized fields.,Feel their price is a bit on the high side.
Some might view their focus on proposals and contracts only as a weakness (vs. tying in timesheets, etc.) but I think it creates a better product for what they focus on.,8,It's really streamlined our proposal, document signing, and invoicing/payment workflow. I feel like the time saved is significant.
Getting payments right in the proposal has some direct ROI because it reduces resistance to closing deals.,DocuSign,Timely, Nimble, Drip from Leadpages, Calendly, SEMRush, TransferWiseRyan BergOK doc management tool, but being locked in with no export isn't cool2018-12-22T19:41:05.459ZWe 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.,Digital signing is natively supported
Easy enough to use
Templating is straightforward if somewhat limited,No ability to export contacts
No ability to export documents in bulk
No ability to export the content library
No centralized content management
Per user pricing is full rate x each user, no tiered pricing,5,Helpful for closing deals, though at a higher platform cost than our previous option (same company, our other option was shuttered) it has no actual positive ROI.,Quote Roller, Proposify and Bidsketch,Xero, Accelo, SharpSpringRyan FreemanTake Your Sales Collateral To The Next Level2018-11-15T19:17:26.201ZAs 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.,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.,10,Over their first 12 months since implementing PandaDoc, Revenue River realized some amazing lift across all metrics within the sales cycle:
223% increase in closed-won revenue
45% increase in the number of deals closed
56% increase in the number of deals created,HelloSign, Proposify and DocuSign,LeadGnome, DataboxEric PrattGreat tool for online proposals and closing sales on the fly!2018-09-17T17:18:20.193ZWe 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.,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.,10,Reduced closing time on sales.
Streamlines the proposal process for inside sales by increasing productivity and reducing workload.
Allows for a streamlined documents management electronic paperflow and signature capture.,SignNow and DocuSign,SharpSpring, G Suite, Microsoft Office 365,3,1,Marketing
Closing sales
HR Docs and signature capture.,Streamline sales process
Helps manage HR docs with times stamps and signature capture.
Analytics of prospect interactions on proposals.,Grow our online sales process.
Increase user engagement.
Send docs for client acknowledgement.,10Brock BruceA Streamlined Solution for RFPs2018-11-08T20:15:50.930ZOur 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.,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.,10,Our RFP/RFI response rate has risen by 40%
Our close rate has increased by 25%
We have streamlined our response rate, reducing RFP response time from months and weeks to days!,Google Drive,HubSpot,15,5,RFP/RFI response
Pricing proposals
Asset generation,Designing assets such as Infographics, whitepapers, case studies
Testing usage of short-format win wires,10Romy RibitzkyPandaDoc gets 5 stars from our Web Services Company2018-07-27T13:32:13.170ZWe 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.,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!,10,Return in timely response to contracts, signed documents are delivered quickly and can be accessed by the client directly.,,QuickBooks Pro, Zendesk, ZoomSusan CaglePandaDoc has Plenty of Potential2018-07-25T02:57:20.052ZWe 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.,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,7,I can't say it had a positive or negative impact on our ROI - it was mostly a time-saver. But even while using it we still created proposals the "old-fashioned" way (outside of the platform) and didn't see a significant improvement with proposals created through PandaDoc,FreshBooks,Evernote, FreshBooks, Basecamp, Dropbox BusinessDavid KauferGame-changer for sales teams2018-07-25T02:53:55.839ZBoth 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.,Integration with HubSpot - 1 click to a proposal and auto-inputs fields
Easily customized and shared templates,The design tools are limited and not completely user-friendly,10,Less time to make a proposal
Better proposals
Better document tracking,Emily CiavolinoPandaDoc is the best2019-01-04T23:22:57.604ZWe 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.,e-contracting ease of use
very customizable
great support,not cheap, but worth it,10,60% more efficient in getting contracts ready
PandaDoc teams made our templates for us free of charge (great perk),DocuSign and Adobe Sign (formerly EchoSign)Verified UserPandaDoc review from CEO of a tech startup2018-07-19T15:14:48.627ZOur 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.,Electronic Signature
Custom designed proposals
Multiple recipients
Syncs with Zapier,Not intuitive
UI can be cumbersome
Expensive,7,Quick turnaround
Have lost some contracts in spam because you have to go through their email system when sending,Asana, ShipStation, AirtableVerified UserPandaDoc - Peace and Harmony in Document Creation2018-07-13T19:33:34.750ZPandaDoc 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.,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.,10,Time Savings - By using PandaDoc, we were able to cut our time from document creation to being sent to our prospect by 66%
Productivity - In the 3 months we have been using PandaDoc for all of our proposal creation, we have actually increased the number of proposals that we have created by about 30%
Cost Savings - Before PandaDoc, we were considering building an in-house solution to create proposals. By the time that we figured in development costs, we are able to use PandaDoc for the next 16 years and reap the benefits of their continued product support versus developing version 1 of our own solution in-house.,Proposify,HubSpot, HubSpot CRM, HubSpot Sales, SlackGeoff YeagleyPandaDoc has saved us from documentation dysfunction2018-07-13T19:04:57.956ZWe 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.,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,9,Speeds up proposal creation process
Allows for easy storage of reports
Allows for clients to easily sign online,,Slack, JIRA SoftwareBrent W PetersonThe ultimate document/template organizer2017-12-14T19:29:54.529ZWe 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.,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.,10,Using Pandadoc helped us to organize the proposals versions
We are now building proposals or contracts more than 3 times faster (guesstimate),Google Drive, Microsoft Office 365 and DocuSign,Zoom, Basecamp, Trello,15,1,Proposals
Contracts
HR Forms,HR forms was not originally thought,We would like to be able to build collaborative documents,10Nicolas Costa OssaGreat for document and digital signature management2017-11-02T18:19:27.373ZWe 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.,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.,8,We adopted PandaDoc as a quote system for our sales process, but it didn't feel right. After using it for some time we found ourselves investing too much time on it and the proposals felt too "standard". No ROI.,NiftyQuoter and Quote Roller,RavenTools, Sprout Social, Google Analytics, Google Drive, Hunter, NimblePablo PovarchikTime savings for documents, agreements and getting things signed.2017-09-14T22:03:19.747ZWe 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.,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.,9,It saves a ton of time from creation and sending of contracts and agreements.Doc BoltonA must have app for document management and e-signature2017-04-04T21:15:43.390ZWe 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.,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.,10,We are able to cut down the time it take to go from Scope to Proposal to hours from days.
No more searching our emails to see if a client has responded or signed a proposal.
Ensures that we are unified in our company messaging to our customers.,Conga Composer and DocuSign,Salesforce.com,5Machell EnkePandaDoc is an awesome tool!2017-04-04T14:59:07.133ZWe 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!,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.,10,It shortened the time needed to draft a proposal (we have a bunch of templates) and/or renew contracts.
It allowed for better tracking and improved sales.
It helped our team understand our prospects better.,Google Drive,Google Drive, HubSpot, HubSpot CRMMaja Jaredic
Unspecified
PandaDoc
42 Ratings
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