Solid document software!
April 24, 2021

Solid document software!

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

Overall Satisfaction with PandaDoc

Sales uses PandaDoc to send documents needed for signature to prospects and clients. We also use it to send proposals to any and all prospects.

This is how we are able to track signatures for contracts signed as well as extensions for current agreements. Also used to track who opens what.
  • User friendly.
  • Simple drag and drop tools.
  • Works fast and efficient.
  • Some tools can be buggy.
  • More intuitive sending options.
  • No memory for common settings.
  • Saves time.
  • Efficient.
  • Easy for customers to use and understand.
The templates and drag and drop features are what make this perfect.

You don’t need anyone but an account executive or SDR to figure this system out and use it effectively.

The tools they provide are what most sales folks are going to need at any given point in time so they clearly thought about the target audience.
The signature feature is really really easy. Especially with the signature forwarding. It allows us to send to someone internally and they can route it to the appropriate person.

Commenting is great for one off questions on a document as well. It’s slick for letting people know they don’t have to go through email to tell us one little thing.
The looks is really up to your team to create a solid template. If you’re not putting in the work then it’s not going to look good at all.

The tools they provide could use maybe a little work in terms of making it make the document look better but overall it’s up to you.
  • Extensions.
  • Employee contracts.
  • Internal documents.
PandaDoc holds its own to DocuSign. There isn’t much of a difference between the two.

PandaDoc allows you to really get the same look and feel as some of the other well known tools out there. It’s great that it leaves nothing to be desired from a standard functions perspective.
PandaDoc is great for the SMB crowd. It shines because it allows organizations to do larger things than it normally would be capable of.

It’s well suited for an environment where you need a solution for document signing on a regular basis with a competitive price and great tool set.