Spend more time selling and less on admin with PandaDoc.
Johan van Zyl | TrustRadius Reviewer
January 13, 2020

Spend more time selling and less on admin with PandaDoc.

Score 10 out of 10
Vetted Review
Verified User
Review Source

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.
  • 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.
  • 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's reusable templates help me generate and send a customised quote in under 4 minutes. The workflows pick up sign-off and the great integration with our CRM does most of the work for me while I deal with the human part of the transaction. My customers appreciate the ease-of-use and paperless admin processes we employ.
PandaDoc has streamlined the way we negotiate with prospects and close deals. Redlining lets prospective customers download contracts to Microsoft Word for scrutiny and collaboration, and helps keep track of the latest document version to avoid long email threads and phone calls. It is especially helpful to me when dealing with international prospects who have different time-zones, and are not always available to have a call when I am.
Documents are easy to edit and look professional, and legitimate.
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.