Great tool for online proposals and closing sales on the fly!
Updated March 17, 2021
Great tool for online proposals and closing sales on the fly!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
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.
Pros
- Ease of presentation online.
- Reduces closing time.
- Allows for ease of signature capture.
- Storage and management of pending and closed proposals and contracts.
Cons
- 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 has improved, but still needs improvment. Currently, the dashboard does not allow for search capabilities of the database. You must go into the documents database to search.
- 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.
I would not see us using another E-signature platform without some major pain and change to our current workflows. The integrations are superb and my employees really like the ease of use.
- Streamline sales process
- Helps manage HR docs with times stamps and signature capture.
- Analytics of prospect interactions on proposals.
We have used SignNow and DocuSign.
Both are good for signature capture, but PandaDoc has a wide range of ability with allowing for electronic proposals with media presentations embedded to be sent along with agreements and signature capture capabilities. The functionality is so much better than the other two. We actually started using PandaDOc as a proposal tool and figured out we would also be able to use it for our document management as well. Combining 2 tools into 1 and saving $$$.
Both are good for signature capture, but PandaDoc has a wide range of ability with allowing for electronic proposals with media presentations embedded to be sent along with agreements and signature capture capabilities. The functionality is so much better than the other two. We actually started using PandaDOc as a proposal tool and figured out we would also be able to use it for our document management as well. Combining 2 tools into 1 and saving $$$.
PandaDoc Experience
We have not used PandaDoc for any other uses than selling and contracting.
Using PandaDoc
3 - Marketing and HR.
1 - Standard user ability with web applications. Very easy to admin.
- Marketing
- Closing sales
- HR Docs and signature capture.
- Grow our online sales process.
- Increase user engagement.
- Send docs for client acknowledgement.
Comments
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