Business is Booming!
May 04, 2021

Business is Booming!

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

Overall Satisfaction with PandaDoc

We use Panda Doc for all aspects of our business here. Our Sales Representatives use it when they are creating and generating quotes. We use it to send out contracts, and we use it on the back end in Project Management to send out drawings, Change Orders, and any paperwork that requires a signature. PandaDoc makes use simple and has a great support team.

PandaDoc simplifies the process of organizing and sending documents and keeps everything in order and easy to access. We have used several other programs similar to PandaDoc while our company grew, and by far, PandaDoc is the best. The program is affordable and makes everything easier. PandaDoc focuses on what works for a particular company; which we very much appreciate here. It is easy to touch base and get help from a support team, and the team is always friendly and eager to help get any issues resolved quickly and efficiently.

PandaDoc is very user friendly and it does not take much time to get acclimated to the process. It really seems like PandaDoc has considered everything in making their program work for any company. Another good thing about PandaDoc is that their company is always open to suggestions and doing what is necessary to customize and make it more geared towards any particular company's needs.

Pros

  • File Uploads are simple.
  • Drag signatures, dates, initials, etc...
  • Reminder emails when people view and complete documents.
  • Very organized and information is easy to access.
  • User Friendly.

Cons

  • Ability to reconfigure documents once they have been added.
  • Our sales have surged.
  • It takes less time to get paperwork done.
  • PandaDoc does the organization for you.
  • Our Sales Representatives can now send their own paperwork, where we needed a separate department for that before.
Reusable templates help with being auto filled. Embedded eSignatures. Just the organization of the program helps the workflow tremendously.
The mobile eSignature capability has been super helpful, as a lot of our customers have every day jobs and this simplifies the process. The real time notifications also help so we know when something has been finalized.
PandaDocs looks, feels, and is very professional. A customer can be comfortable that the business is legitimate with formal and professional documents.
  • Back end company documents in seeing our contracts through is much easier.
We have used DocuSign and EverSign before using PandaDoc. PandaDoc is much more user friendly and also more cost effective. My opinion is that PandaDoc is a superior tool.
PandaDoc is well suited for any company that deals in contracts or paperwork requiring review and signature.

PandaDoc may not be appropriate for an organization that does not have much paperwork for review and signature by other parties.

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