PandaDoc

Huge time saving in drafting and sending documents to clients

Easy to view dashboard that saves time in having to check the status of any documents and also provides insights such as client views vs signs.

Streamlines the editing and back and forth of documents with clients as you can turn on suggestions for clients to make changes if required.

Documents look much more professional than pdf doc's sent via email and we believe this shows clients that we are bigger than we are.

Simplified the enrollment process

Created a system where all documents will be saved properly, and not forgotten

Students and employers are often more receptive to forms than just email verbiage for requests

If you have to ask more than one person to respond to a request than a form saves multitudes of time. In 4 years, I am sure I have saved 100 hours due to having PandDoc forms to do my job for a request.

Using a form streamlines time and efficiency on getting the answers you need concisely.

Time saved creating documents (positive)

Time saved creating contract language (positive)

Great efficiency (positive)

Excellent/easy customer experience (positive)

It’s very good and nice it unpacked a lot on positive side.

Not much negative

Helped improve cash flow from the ability to collect payments

Helped me keep track of which contracts a client has signed (way harder than it sounds).

Templates have allowed me to both standardize proposals yet allow rapid customization for each specific customer, a key capability.

decreased our time to sign by a week.

decreased approval times

faster edits

Time saved in document creation and management

Increased close rate

Improved customer experience

Cost reduction

minimal printing of paper

Speeding up the signature process for faster closing

Speeding up the sales workflow in general by bringing product and contact information to the order form

Allows Account Executives to manage more opportunities by improving workflow efficiency.

PandaDoc Helped to save money on paper, printed pages and at same time saving time from the employees into the company who needs to approve by signature.

At this time we dont have any negative point on it, it fitted perfectly into the company.

Compliance

Time saving = money saved

Increased signed contracts ratio

Less paperwork , saving and storing it

workflow feature as dictated earlier should be made available

Shortened sales cycle

Higher proposal quality

Post signature document management improved

streamline onboarding process

less paper work on my end

lower churn rates for new clients

Lower operating costs

10 hours to create a quote between departments. Now, it takes under an hour.

Proposals would take weeks to come back complete. Now, with document analytics, we've cut that time in half.

Saves time

Saves money

Creates a paper trail

Speed up the signature process by 2-3 days

Enabled a scaling sales team to operate effectively

Definitely a time saver.

Makes it easier to send quotes and other time-sensitive documents.

Most customers find it easy to use.

It's easier to use than standard contract practices (paper and certified mail)

It's simple to send reminders, and automate that task

We spend far too much time re-doing our work due to the freezing and UI issues

Fast

Efficient

saves time to spend working on something else

Greater employee efficiency

Lowering of costs (free!)

We have increased the number of agreements by output and throughput with Panda Doc, which equals an increase in sales.

With the on the fly modifications available in Panda Doc we have been able to not only increase sales but also increase margin…via value adds in the agreement.

With the legal arena being what it is in the automotive space, dealer groups have agreement/contract processes and protocols that are vetted by legal teams…something which takes time..a deals natural enemy usually. But with Panda Doc we know our core essential legal clauses but have the flexibility to modify to integrate with larger groups in multiple states without long legal reviews.

Client needs to take out renewal clause. No problem give me a minute and I can modify language to set a modified term with no renewal but a bump in monthly costs as an offset…time check -2 minutes. I can’t stress how much that has helped increase our teams efficiency and win rate.

Time Saving

aesthetic uniformity (keeping professional look & brand consistency)

Greater employee efficiency is the most important.

Makes it easy for clients, so better customer experience with our company.

All documents are saved for future reference.