PandaDoc for Professional Consultants
Updated April 19, 2021

PandaDoc for Professional Consultants

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

Overall Satisfaction with PandaDoc

We use PandaDoc across our whole organisation for marketing, sales, e-signing proposals, agreements, confidentiality agreements and NDA's. It automates most of our processes and saves us a tremendous amount of time and resources. PandaDoc is an integral part of our administration and sales processes and very cost-effective compared to other solutions.
  • Fantastic solution for e-signatures and a very affordable rate.
  • Our clients receive their proposals or documents normally in seconds after we send it.
  • Deliverability of the emails are almost 100%
  • PandaDoc would become even better if they could integrate a CRM functionality into the software.
  • More templates would make onboarding so much easier.
  • Increased our sales by 20% plus.
  • Our sales staff's productivity went up by around 35%.
PandaDoc has a range of functionalities and tools that makes them one of the best service providers in this sector. This includes e-signatures, workflows, integrations with third-party providers like Pipedrive, etc. All these functions work seamlessly in an easy to use online platform that will add tremendous value to your business.
We love the e-signature capabilities and the real-time commenting and notifications of the software. It's saved us a lot of time and effort over the last few years. It further streamlined our sales and admin cycles making it very difficult for our competitors to compete with us in terms of professionalism and customer service.
We like the layout and look of the documents we create and use within PandaDoc. The current document editor and the large library of sample templates and its auto-saving functionality are sufficient for most professional business. Even when downloading the documents in PDF format it retains its professional look and feel.
  • Collecting data and streamlining our onboarding process
We have used various other products before we decided PandaDoc will be our preferred service provider. We used DocuSign and HelloSign previously but find them way too expensive with limited functionality. We also used Proposify for sending proposals. We decided to sign up with PandaDoc because of their superior functionality and price point.
PandaDoc is suited for any professional consulting business, saving the user money, time and resources. PandaDoc became our backbone in the office for sales documents, signing contracts and generally sending proposals and/or quotes within seconds. It further has a robust e-signature function that streamlines all our business processes with detailed record-keeping built right into the program.

PandaDoc Experience

We are a lower-middle market merger and acquisition firm specialising in the sale of private businesses. We use PandaDoc to get confidentiality agreements and non disclosure agreements signed before we engage with any potential business buyer or business seller. Pandadoc safes us hours if not days compared to doing this manually via other media.
We have been using PandaDoc for several years and never had any issues with usability. It's a trusted platform that plays an integral part of our business. The new updated version of Pandadoc is even easier to use than ever before.
World class support. Never an issue in 3+ years
We integrate other software via Zapier without any issue, We also integrated Pipedrive with Pipedrive and its been a game changer for us.
Pages load quickly and emails are delivered almost instantly to our clients. Deliverability of the emails to our clients are 99+% so a very trustworthy service provider to have.
Very easy to communicate with, they even offered us a discounted yearly price when Covid hit last year. They are understanding and very accomodating.

Evaluating PandaDoc and Competitors

  • Price
  • Product Features
  • Product Usability
  • Product Reputation
Will not change it at all

PandaDoc Support

Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
No the normal support is very effective and turnaround times very fast. We do not have the need for premium support
All in all everytime we contacted support we received quick turn around times and professional assistance,