Our favorite tool by far
Updated March 19, 2021

Our favorite tool by far

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

It is being used for sales and billing purposes. We send quotes and service agreements with it. It addresses the problems we had in regards to making sure our customers receive our proposals, contracts and invoices. It has been very useful in keeping track of what parts our customers actually read and how much time they spend on each section. It also serves as an ''all inclusive'' sales and administration tool. We could not operate without it!

Pros

  • Proposals
  • Service Agreements

Cons

  • When using with Pipedrive, it overshadows the other page and we can't see information in our CRM when the proposal is opened without closing the app.
  • If you move your mouse off screen in certain text boxes, it closes the page altogether.
  • Time saved creating documents
  • Tracking
It's seriously the best tool we've ever used.
Real time notifications and electronic signatures have been an outstanding addition!
It looks very professional, streamlined and we can customize everything.
  • To create NDA's
We use both Yesware for email tracking and PandaDoc for everything proposal and quote related.

Do you think PandaDoc delivers good value for the price?

Yes

Are you happy with PandaDoc's feature set?

Yes

Did PandaDoc live up to sales and marketing promises?

Yes

Did implementation of PandaDoc go as expected?

Yes

Would you buy PandaDoc again?

Yes

We cannot imagine working without PandaDoc anymore. Everything from proposals to service agreements to invoices. Even NDAs!

PandaDoc Experience

We only use PandaDoc for sales and invoicing at the moment.
Very user friendly and modifiable if needed.
Support has been fast and effective, using the integrated support chat feature.
Very easy and simple.
Performance is very solid, though sometimes it is a bit slow to load. This is probably due to the amount of customizable fields that we added on our end.
For the very few times we had to contact them, the support team was quick and efficient.

Using PandaDoc

4 - Sales manager, project manager, general manager and coordination team
3 - Need to create templates, update products and catalogs. Three of us (myself, project manager and general manager) handle these aspects
  • Creating quotes
  • Making sure customer open proposals
  • n/a
We cannot imagine working without it

Evaluating PandaDoc and Competitors

  • Product Features
  • Product Usability
  • Product Reputation
  • Third-party Reviews
We needed something that was affordable, easy to use and insightful. PandaDoc does all of the above.
We wouldn't change a thing

PandaDoc Implementation

Very easy, web based tool that requires little to no technical knowledge.
  • Implemented in-house
Change management was minimal
  • Normal learning curve

PandaDoc Training

  • no training
Very easy to learn. My colleague got the hang of it instantly and passed on his knowledge to me. Everything else was pretty much learned by using it and I only had to contact the PandaDoc support team once since the beginning. Since everything is customizable, you can get around easily.

Configuring PandaDoc

Everything is fully customizable to our liking and configurations are easy to change.
I suggest using the app regularly and trying stuff out. Trial and error has been the best way to learn for us.
Yes - we have customized the interface extensively - We customized the interface so we could make it look unique and exclusive to your company. With great results!
No - we have not done any custom code
We haven't done any additional configuration or customization besides what was previously mentioned.

PandaDoc Support

ProsCons
Good followup
Problems get solved
No escalation required
Support understands my problem
Quick Initial Response
None
Initially, there were problems when we would make a mistake in the credentials of the people we were sending our proposals to. For example typos in the email address, missing letters in names, etc. I wrote to the support team and got a very quick response regarding the issue. It has been addressed and we can now modify the names of the people without having to restart the document.

Using PandaDoc

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Sending proposals
  • Sending service agreements
  • None really.

PandaDoc Reliability

It's fully scalable as we have been using it more and more for complex documents and onboarding procedures.
We haven't had any real issues regarding downtime as of yet.

Integrating PandaDoc

  • Pipedrive
  • Slack
Integrating with Pipedrive and Slack has been very simple and has changed how we work. It's a huge productivity enhancer.
  • n/a
No, we've already integrated with everything we needed to.
  • API (e.g. SOAP or REST)
Nothing else you've missed.
Don't be afraid to contact their support team if you need help. They are quick and courteous.

Relationship with PandaDoc

Very simple to work with and always available.
We didn't negotiate per se. Pricing is fair and support is very good. Well worth the asking price.
No, they do a great job as is. Wouldn't change a thing.

Upgrading PandaDoc

Comments

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