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PandaDoc has streamlined the business and is an asset to the sales team!
January 14, 2020

PandaDoc has streamlined the business and is an asset to the sales team!

Sam Robertson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

PandaDoc is being used for client acquisitions. It is used to prepare quotes and proposals for our prospects and can be used as the final contractual agreement if they wish to proceed with our products and services. It's a great way to display all the information needed and do so through an online platform. It streamlines our processes and negates the need for paper agreements.
  • Very user friendly and easy to add or remove specific blocks of content.
  • Automation with work flow requirements are great.
  • The ability to add and remove images of our product range.
  • Saves time in relation to getting out quotes without having to deliver them in person.
  • It gives the customer a better experience in receiving quotes that are online, easy to understand, and accessible anywhere they have an internet connection.
Automated workflows are invaluable for our back end processes and save a massive amount of time. I also like the idea of Signatures, as it gives the customer the ability to complete the order in one document.
We do not currently require this feature, although we can see a real benefit for clients that do.
I would give it a 10/10, although my score is directly related to my experience or lack thereof with using PandaDoc. At this stage, I have had a great experience using this product, and I'm excited to learn more about features in the near future.
PandaDoc is used for one of our proposals to prospects and, at the same time, used as a contractual agreement if they wish to go forward. In this instance, it's perfect and works really well.