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PandaDoc Impresses
January 07, 2020

PandaDoc Impresses

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

In my organization, we utilize a large number of consultants and we utilize PandaDoc to assist in our contract management and execution with that constituency. We also utilize PandaDoc to simplify the process of securing executed contracts for products and services negotiated by our revenue team.
  • Uploading/building contracts is fast and easy.
  • Simplifies and streamlines the process of tracking progress and securing signatures.
  • I find the system for sending out mass agreements to be a bit cumbersome and clunky.
  • Should be a function other than "expire" to cancel a contract that's been sent but isn't executed.
  • Has increased our efficiency as far as document creation and distribution.
  • Has created a better customer experience with efficient signature capability and tracking.
The inclusion of reusable templates, including ease in building and retaining your own templates, has made our contracting process significantly more efficient. The imbedded workflows have also increased efficiency while providing important oversight.
Our company has benefitted from the efficiencies created with real time notifications and mobile friendly signature capabilities. Many of our consultants work from their smart phones and having a tool that doesn't loose capability on that platform is extremely important.
PandaDoc has been an excellent tool for streamlining and simplifying our contracting process. The documents have a professional quality while promising an ease of use that has been accepted by all of our relevant recipients.
I am only really familiar with DocuSign but find PandaDoc to be as feature rich while also being more user friendly and cost effective.
PandaDoc is well-suited of any small or mid-sized business looking for an efficient and economical contract execution and management software. It also allows for integration into a number of widely used products like Salesforce providing even more functionality at an affordable price point.