Item: PandaDoc
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

We are a travel management company that uses PandaDoc to create custom trip proposal agreements outlining our services and the fees associated with them. Our clients sign the document and then we are ready to help them plan their dream vacation.

Pros and Cons

Easy to use/understand.
Allows quick generation of customized documents.
Allows for templates to be used streamlining the process.

To see some of the settings (e.g. expiration) without having to open document.
Allow the ability to pause the reminders without deactivating the document.
If a document needs to be edited, it would be good when republished to have same links.

Return on Investment

Helped streamlined our client engagement process.
Allowed us to clearly communicate fees/services.

Document Creation

Once a template is built, it's super easy to create a document.

Streamlining Communication

The biggest benefit was to ensure all agents were handling clients the same with regards to communicating and implementing service fees especially when some were new since the onset of COVID.

Professional Quality

For the most part I really think they are professional - the printing is the only thing that might bring down the rating due to the fact I don't think it likes multiple pages that well. Print breaks seem a bit off.