Hands Down PandaDoc Over the Competitor!
Overall Satisfaction with PandaDoc
Our sales team uses PandaDoc to confirm a sale and also confirm the plans to avoid issues after installation to ensure client and designer are on the same page. Our office uses it to facilitate any sale that goes into our system. Clients can easily complete the documents on their end and enter payment information which helps speed up our process. It is a great system since it is integrated with our CRM Zoho software.
Pros
- Very Easy to manipulate templates
- User Friendly
Cons
- None
- Sometimes it goes to the client's junk mail and isn't seen
- Clients find this very easy to use and not at all daunting
Before PandaDocs we would send the client a separate contract/invoice and separate final plans. By using PandaDocs we are able to connect the two to ensure nothing is lost in translation during the sales process from design to installation.
PandaDoc Experience
We use it only for selling reasons
Comments
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