Save your team, management, and customers TIME
Mirzet Kadric | TrustRadius Reviewer
February 19, 2019

Save your team, management, and customers TIME

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with PandaDoc

Our 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.
  • 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.
Having used different CRMs and sales tools, I must say that PandaDoc has greater design capabilities and is a more complete solution for small sales teams. I don't like the formatting tool as it still needs some improvement in key areas, but the benefits are greater than the small issues our team is experiencing in customizing it to our needs.
PandaDoc does a great job for small businesses with a small set of templates that don't require too much customization. However, it is limited when you have a complex environment with multiple currencies, price ranges, localization and so on. With PandaDoc it's easy to send documents to prospective clients for review and signing.