Spend more time selling and less on admin with PandaDoc.
January 13, 2020

Spend more time selling and less on admin with PandaDoc.

Johan van Zyl | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We use PandaDoc across all departments for its ease of capturing information and the notifications generated to keep all departments on the same page. I work in Sales and have not yet used such a user-friendly online quote system (we tried a few). The online dashboard allows my team to access important documents remotely which is a great feature.

Pros

  • PandaDoc has a user-friendly option for online quote acceptance. It takes the paperwork out of getting sign-off from busy CEO's!
  • PandaDoc notifies my entire team when a quote is accepted, in -real-time, which lets them get to work wherever they are in the world.

Cons

  • Other than the system-generated emails from PandaDoc getting caught in customers' Spam folders, I haven't encountered short-comings in all the years using it.
  • Positive impact: Time saved creating documents.
  • Positive impact: Professional-looking contracts and quotes with easy sign-off functions.
PandaDoc is very well suited for sales teams who need to send out professional quotes quickly, and get them signed off quickly.
When sales teams travel to events, being able to generate a quote and get sign-off whilst chatting to a prospective client makes all the difference to the deal, since no paper is involved.

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