Save your team, management, and customers TIME
Updated March 22, 2021
Save your team, management, and customers TIME
Score 8 out of 10
Vetted Review
Verified User
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 Experience
We mainly used it in the context of our sales cycle, but we did try an HR pilot project. After some testing, our HR department preferred to stay will DocuSign. It was time consuming for they and they didn't want to change something that wasn't broken.