Overall Satisfaction with PandaDoc
We use PandaDoc exclusively in all customer-facing quotes and sales proposals. PandaDoc has helped us centralize all of our quotes—both open and historical. The ability to create multiple templates for different proposal types has eliminated confusion on how things are being presented to customers as well as order entry errors. Making a change in one place (template) allows us to quickly adjust to customer needs (new products) and continual improvement in our sales-to-operations transition of orders.
- Catalog of products
- Templates
- The ability to adjust spacing within a quote.
- The ability to total up different pricing tables (think Excel).
- Reduced steps to closing a sale.
- Single portal for all quotes.
We do not use PandaDoc for our CRM.
We evaluated DocuSign as well as the ability to create quotes out of our ERP. PandaDoc is the best "out of the box" solution on the market.