Business without the busyness
May 04, 2021

Business without the busyness

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

Overall Satisfaction with PandaDoc

PandaDoc is being used by the sales department to submit proposals and the legal department to send legal documents.
  • PandaDoc shortens closing time on proposals due to digital signatures.
  • PandaDoc has a wealth of design abilities.
  • PandaDoc is easy to use.
  • The importing of different formats would be beneficial - Word documents do not keep source formatting.
  • Font sizes look to be different when importing on PDF than those of the same font size typed in.
  • More consistent delivery into the main email box of clients.
  • We have had a faster signature rate.
  • We can duplicate and quickly send out similar documents.
  • We are able to include a template of marketing material appropriate for different sections.
The reusable content is great, the drag and drop e-signatures are my favourite tool and the design options are good.
Have not really used these capabilities.
I like the look and feel, although it is not always as intuitive. Once you have worked out the variables it does become very easy to use and structure your documents in an easy to reproduce way and can be modified to uniformly match CI guides - the footers could use a bit better functionality - like it would be great to be able to insert them from the library.
  • Sending the completed documents to all saves us an extra step.
  • The reminder step is a time saver.
  • Easy to find historical documents is a benefit.
PandDoc is great for getting Non- Disclosure Agreements and other legal documents signed quickly.
It is also great for sending out proposals with similar content, less appropriate for other parties documents.