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Close more sales, faster
Updated January 17, 2020

Close more sales, faster

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We use PandaDoc to send proposals and contracts to our customers. It's easy to set up and we use the templates to generate collaborative documents. We receive an electronic signature in a very easy way.
  • Ease of use
  • Collaborative within users
  • Search
  • Version control
  • Customer experience
  • Employee efficiency
We use templates and the content library. We haven't used integrations or automated workflows, but are planning to.
First of all we started tracking the contracts for optimization, at one point we used to put pricing and signature at the very end. Due to metrics analysis we placed these on the very top now, and conversions have rocketed.
It's more focused for sales.
Sales proposals and all purpose agreements or contracts.

Using PandaDoc

10 - Collaborative and drag and drop
2 - Non tech skills
  • send proposals
  • send agreements
  • do presentations
  • Automate the sales process even further
  • Integrate it with NetSuite
It simply works and solves a problem

Evaluating PandaDoc and Competitors

Yes - Docusign
  • Product Features
  • Product Usability
  • Prior Experience with the Product
The ease of use
not much

PandaDoc Implementation

PandaDoc Training

Configuring PandaDoc

I would like more integrations
No - there is no facility to customize the interface
No - the product does not support adding custom code
no thank you

PandaDoc Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
No escalation required
Support understands my problem
None
Never had a big issue that I couldn't resolve myself

Using PandaDoc

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • not one in particular
  • Search
  • Undo
Yes, but I don't use it
I think is good, but can be better

PandaDoc Reliability

Integrating PandaDoc

Relationship with PandaDoc

Upgrading PandaDoc