Take Your Sales Collateral To The Next Level
Eric Pratt | TrustRadius Reviewer
Updated February 28, 2020

Take Your Sales Collateral To The Next Level

Score 9 out of 10
Vetted Review
Review Source

Overall Satisfaction with PandaDoc

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.
  • 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.
  • 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
Much greater design capabilities, more integration possibilities, and more complete solution for sales teams. PandaDoc is sales enablement software, not just digital document signing.
PandaDoc is the best solution on the planet for any organization that wants to improve the look, functionality, and capabilities of their sales collateral. If you share a proposal with prospects and clients you should consider PandaDoc for a more sophisticated, dynamic approach.