Item: PandaDoc
Rating: 8
Author: Jesse Good

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

As a managed service provider, we use PandaDoc to quote new business to current and potential clients. It makes our lives easier to quickly send out dozens of professional looking quotes every month as well as being able to manage all the quotes being sent out efficiently and effectively. The marketing coordinator does the quoting through PandaDoc within our organization along with the assistance of the owner.

Pros and Cons

Pros

Being able to build content libraries and templates saves a lot of time creating new quotes.
The drag & drop aspect of building a quote within PandaDoc is efficient and works well.

Cons

Having the ability for two or more users to edit the same document at one time would be very useful in a collaborative process.
The "undo" button, or going back several steps, doesn't always work well, which can be frustrating and cause you to recreate content over again.

Return on Investment

PandaDoc has definitely reduced the time it takes to create and send out quotes.
PandaDoc gives us the ability to know where each prospect or client is at in the sales process once a quote is sent out, and we can follow-up accordingly.

Document Creation

We use PandaDoc's templates and content library regularly. Once we got everything set up within those two tools, it now takes much less time to send out new quotes as we reuse a lot of the same content. We also integrate with SalesForce to manage the full sales process, and it works very well to keep everything organized.

Streamlining Communication

These are things we have not used very often. However, the eSignature we use all the time when sending out a new quote. This makes it very easy for a client to take the next step quickly and efficiently.

Professional Quality

Documents look professional and are easy to create. The drag & drop function is very handy but I gave it an 8 because it still needs some work in order to make blocks totally customizable for the user.

Alternatives Considered

I have only worked with my organization for a few months, and they already had PandaDoc when I started. I am not sure what products they used or looked into before they used PandaDoc.

Likelihood to Recommend

PandaDoc is well suited for organizations who need to create and manage many quotes or documents. It allows for high quality documents to be created and shared to people within or outside of your organization. However, it may not be worth it if you only are looking to create a couple quotes a month.

Comments

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PandaDoc is a great tool for those looking to create many professional quotes quickly and effectively!