PandaDoc for small partners | TrustRadius

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

PandaDoc was the primary proposal and contract generator for all client-facing agreements. It was also leveraged to more effectively collect, document, and manage signatures for both approval of proposals and for client contracts. Equally important, it served as the template repository for proposals and RFPs, allowing for simpler, more rapid production of agreements.

Pros and Cons

Pros

Nimble- able to move content around
Aesthetically pleasing
Easy to manage approval workflows

Cons

Uniform type management and pagination are problematic
Can be cumbersome if used for invoicing
Difficult to use for the less tech savvy

Return on Investment

Increased ability to generate proposals by 160%
Allowed 15 users across 3 departments to create uniform proposals
Substantially reduced contract errors thru the use of templates

Innovative Uses

Internal training agreements
Internal approval workflows

Alternatives Considered

Adobe Sign and DocuSign

While much less powerful, PandaDoc gives much more aesthetic depth.

Other Software Used

Adobe Acrobat Sign, PowerSchool Enrollment (formerly Registration), PowerSchool eSchoolPLUS

Key Insights

Do you think PandaDoc delivers good value for the price?

Yes

Are you happy with PandaDoc's feature set?

No

Did PandaDoc live up to sales and marketing promises?

Yes

Did implementation of PandaDoc go as expected?

Yes

Would you buy PandaDoc again?

No

Likelihood to Recommend

PandaDoc is great for small groups starting out but not robust enough for larger organizations.

Comments

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