Item: PandaDoc
Rating: 5
Author: Ryan Freeman

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We 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.

Pros and Cons

Pros

Digital signing is natively supported
Easy enough to use
Templating is straightforward if somewhat limited

Cons

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

Return on Investment

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.

Alternatives Considered

Quote Roller, Proposify and Bidsketch

Quote Roller was fine, as were the platforms we used before it, but they were half the price (or less) of PandaDoc and included full export capabilities. The one area where PandaDoc stood out was that they built a "pick one of many options" feature for the pricing table allowing clients to select between options where one selection is mandatory.

Other Software Used

Xero, Accelo, SharpSpring

Likelihood to Recommend

PandaDoc is ok for a small business with a small set of templated proposals that don't require much customization or localization. If you have to maintain many similar proposals with small differences to suit specific regions or scenarios, then document consistency and updating become a nightmare. Does a good job at sending a document to a recipient for review and signing. Analytics are basic but seem to be accurate.

Comments

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Liz Hobbs
(Vendor Representative) commented 5 years ago
Hey there, Ryan! I apologize for the delay here - we are working on catching up on our backlog of reviews. Although I'm sorry to hear that your experience with PandaDoc wasn't what you expected, I really do appreciate this valuable feedback; I went ahead and passed it along to our Product team. From the good (like how you enjoy the multiple-choice section of the pricing table) to the ugly (like bulk exporting contacts & content library items), your feedback matters to help us continue to improve. Since this response is long overdue, here are some key updates since 2018 that you mentioned: Bulk downloading documents (and a shiny new UI!) Brand new pricing structure (and new, more flexible options): https://www.pandadoc.com/pricing/ ...and here's the big one: an entirely new editor (https://www.pandadoc.com/tour/). I could explain all the differences between the 2018 PandaDoc you once knew and this fancy shiny new editor, but I could be here all day. If you would like to see this new awesomeness for yourself, just let me know and I can restart a trial for you. In the meantime, have a great day!

OK doc management tool, but being locked in with no export isn't cool