Item: PandaDoc
Rating: 8
Author: Verified User

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We use PandaDoc to streamline our engagement, education and employer application processes.

Pros and Cons

Pros

Integration with our current CRM.
Application process.
Template creation and standardizing client engagement materials.

Cons

Definitely need to add a radio button option to their forms. It almost kept us from using the service.

Return on Investment

Saves time with employer (client) contracts as well as internal Agent contracts.
Helps build a cohesive brand across all engagement efforts.
Makes compliance issues easier to track with both internal and external clients.

Innovative Uses

We are setting up our Agent onboarding.
Also have plans to put training materials that can have agent sign offs.

Alternatives Considered

Adobe Acrobat Reader DC, Adobe Sign and SignNow

PandaDoc's integration with Pipedrive and template design capabilities helped it win out over these other services. Again, the major complaint is not having a radio button in as a form element. It is desperately needed and still means we are hanging on to these other services to use them when PandaDoc doesn't work.

Other Software Used

Pipedrive, Asana, Ease (formerly EaseCentral)

Likelihood to Recommend

It serves well in the sales process to include a well defined brand in all your digital engagement with your clients. Integration with Pipedrive makes it very easy to standardize sales materials, contracts and applications.

Comments

Please log in to join the conversation

PandaDoc's integration with Pipedrive is a game changer for our Agency.