PandaDoc efficient and reliable documents
September 08, 2021

PandaDoc efficient and reliable documents

Moris Mendez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

Our department is using PandaDoc for the creation of the documentation of our procedures and systems as well as everything related to the flow and approval of said documents, manuals, and procedures. In turn, we propose the possibility of expanding its use in other departments in the future.
  • The creation of forms for the collection of information is a great advantage that increases productivity
  • Being able to create templates to facilitate document creation is helpful
  • Integration with other tools allows the work to be efficient and effective
  • Document editing can be a bit difficult for less experienced users
  • When using drag and drop with some objects such as tables, sometimes it does not turn out as expected
  • It would be helpful to have a version controller
  • Everything that makes the work efficient is very well received by the department as it helps with the goals
  • By automating some repetitive tasks it makes us meet our objectives in less time
The form creation tool to collect the necessary data is very useful and appreciated since it provides us with an orderly and agile way of data collection. In addition, the document templates avoid us investing time in formatting manuals or creating procedures.
The most used within our department are the collaborative comments in the different documents that are being created, which helps us do a better job, in addition to the notifications, which are very timely and meet their objectives perfectly within the scheme of the tool.
PandaDoc offers a very good work environment in creating documents, offering the essentials that formal and professional documents of a department or organization need, with some limitations or small flaws but nothing that cannot be overcome.
  • In our department, we use PandaDoc to collect internal information to improve procedures.
  • We also use PandaDoc to speed up the creation of manuals for our users as well as for our department.
Although we can all have our documents organized, share them, and contribute to creating these with other members of our team, PandaDoc offers a level of automation and efficiency that increases productivity wherever it is used.

Do you think PandaDoc delivers good value for the price?

Yes

Are you happy with PandaDoc's feature set?

Yes

Did PandaDoc live up to sales and marketing promises?

Yes

Did implementation of PandaDoc go as expected?

Yes

Would you buy PandaDoc again?

Yes

PandaDoc is highly recommended for departments or corporations that want to speed up the control of their documentation and integrate a workflow in each of them, in addition to the advantage of automating forms for data collection and creating templates of any document with which efficient work is counted.