PandaDoc for Professional Consultants
Updated April 19, 2021
PandaDoc for Professional Consultants
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%.
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.
- 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 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.
Evaluating PandaDoc and Competitors
- Price
- Product Features
- Product Usability
- Product Reputation
Will not change it at all
PandaDoc Support
Pros | Cons |
---|---|
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 | None |
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,