PandaDoc creates quick estimates that speak to your customer.
Updated March 23, 2021

PandaDoc creates quick estimates that speak to your customer.

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

Overall Satisfaction with PandaDoc

We use PandaDoc to quickly and accurately create a variety of great looking estimates for our customers and potential customers. We are able to make various templates with customizable tokens that we are able to quickly fill in. This helps us get out great looking bids very quickly. PandaDoc establishes an image library so we can imbed pictures into our bids, and you can even add videos to help better explain the product or process.
  • Helps to produce fast and accurate quotes--once we have the correct information to fill in, we can make and send a great document in minutes.
  • PandaDoc lets you know when the person actually opens the document and tracks the time they spend on it so you know which parts people are paying attention to.
  • You can easily edit the document if changes are needed, and PandaDoc keeps track of the different versions so you can revisit old bids as well.
  • PandaDoc can automatically convert your document to a PDF; it does so without any input from a person and, as such, can make awkward page descriptions.
  • I find the tables in documents to be hard to fill in. You can't press "tab" to go to the next cell, but have to use a mouse.
  • There is a drag-and-drop feature for placing text, tables, images, etc. Overall it's good but at times it can be clunky.
  • We can turn around an estimate in hours.
  • Customers comment on how great our documents look.
  • Helps us as a small company make the most of our people and their time.
The content library is great--we are able to add or subtract entire sections to/from the document. There is also an image library that does the same thing for images. The reusable templates are again great; as with most of these documents, they are almost the same with key important differences, so not having to do a "find and replace" is a good feature.
We actually haven't used most of those features yet. The biggest realtime notifications we do get are emails when the document is viewed by our customer. That's great to know because sometimes they review it right away, sometimes not for days. I haven't looked up redlining or commenting but will review that myself and likely start using those features.
Our customers always comment on the documents. They look great, and with the ease of placing pictures and videos, it really helps them to see what it is our company offers and can do for them. Before we started using PandaDoc, we never got comments about our proposals.
  • Helps us to share documents and work together as team.
  • We are able to link it with Insightly and track customer progress.
We previously used Word or Google Docs, so this is a very different experience. I can't think of other products we used.
We use PandaDoc mostly for quotes to our customers. These documents are 98% the same. The differences are the specifics, customer name, price, capacity, fabrication material, size, etc. These are all simple tokens that you place in the document and it places the correct term where ever that token is located. We have several core documents that we use and once the template is set up, the system works great.

If you have a document that is going to vary wildly from one use to the next or is unique, PandaDoc is not the solution for you.

Using PandaDoc

3 - We have 3 people using PandaDoc. 2 are management and 1 is an engineer, all of them focus on sales.
3 - All of the people using PandoDoc work to support it. We regularly will update our templates with new information or better copy. The technical skills needed are a little more than basic word processor skills. PandaDoc has good interface, but parts of it are a little clunky. The other main skill required is the ability to make an understandable and engaging document. So someone with a decent understand of or background in marketing who can take make your text understandable to the proposed customer.
  • Estimates
  • Quotes
  • Creating a record of customer documents
  • We are looking at using it for a different side of our business
  • It also has the potential to be used to create internal documents
We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it.

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