Nice, clean proposals -- easy to customize.
April 22, 2021

Nice, clean proposals -- easy to customize.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

PandaDoc is used by our sales team. It provides access to customizable proposal templates and works with our CRM's quoting system to simplify administrative work.
  • Clean and professional end product.
  • Automates follow-ups.
  • Easy to customize for our business and services.
  • Compatibility with our CRM (Salesforce).
  • Totaling options on fee tables.
Yes, the pre-filled fields have made it easier to use--though our previous proposal software also offered these features.

The best part is how it does tie into our CRM to pull quotes so there is no risk of manual pricing errors.
The e-signature capability has been the #1 feature for us--our clients are incredibly busy so being able to e-sign has been really helpful for getting the paperwork completed.
Everything looks clean and concise and fits our branding.
I am not the decision maker, as previously indicated in your survey.
It is well suited for straight forward billing cycles and tech-savvy end users. We do have some issues with our clientele being able to use the software as our industry in general is a little antiquated.