PandaDoc is the best of both worlds: easy to use with complex options for creating documents.
January 17, 2020

PandaDoc is the best of both worlds: easy to use with complex options for creating documents.

James Biller | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We used PandaDoc to send out service contracts for events services related to lighting, AV services, videography services and DJ services. It addresses the problem of accepting payment through a contract and showing off content in the contract. It also enables customers to select the quantity of pieces of equipment and check boxes for different service options to fit their budget.

Pros

  • It accepts payments through the payment gateway
  • It enables video embeds to show off some of our lighting effects

Cons

  • Bug that makes it so a content block jumps down or up the page and I have to refresh
  • Doesn't allow option dependent discounting (adding options doesn't effect discounts)
  • Time saved creating documents.
  • Better customer experience through optional services in the proposal.
I don't think that any of these comping products really combine the same ease-of-use with the complexity of use that PandaDoc has. They either are easy to use without enough complexity, or hard to use with too much complexity. PandaDoc hits that fine line in the middle: easy to use with a high degree of complexity.
PandaDoc is well suited for businesses that are in the service industry where deals aren't always straightforward. It would be less appropriate for a business that sells products and ships them out- there's not necessarily a reason to have all the functionality of PandaDoc, unless we're talking about really expensive products (in the thousands or tens of thousands of dollars).

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