Overall Satisfaction with PandaDoc
We use PandaDoc as our main solution to create sales proposals and contracts, keep track of the versions and store the signed documents for future needs.
- The integration with HubSpot CRM is awesome and easy to do.
- It helps us keep track of all customer related documents in one place.
- PandaDoc offers a great user interface with highly customizable options.
- Approval workflows are executed flawlessly.
- Editing documents could be a little challenging.
- Could have a better mobile UX.
- Language support could improve.
- We have decrease the time-to-proposal by at least 5 days.
- We have increased our closing rate by 10%.
- Mistakes have been reduced dramatically (we don't keep a statistic though).
For us there is two aspects traceability and opportunity. Fist we can track down all the different versions, look at all the changes, get back to previous versions if needed and check on the comments for each version. Also because we are always discussing on the same basis, reaching agreements and uncovering new opportunities is something that happens often.
- We have included legal documents like NDA's.
- Employee contracts.
- Supplier contracts.