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Very good system for creating and amending quotations
November 11, 2021

Very good system for creating and amending quotations

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

Overall Satisfaction with PandaDoc

PandaDoc is used by our Sales Team to write up client quotations, which can vary quite dramatically. It's simple and easy to use, making it perfect for this requirement.
  • Straightforward layout that makes finding what I need really easy.
  • Interactive, meaning I can delete, amend and insert items with ease.
  • Copy function on documents saves a lot of time, especially as a lot of quotes are similar.
  • The documents can crash if a high resolution photo is added.
  • There needs to be a back button or option. Often when I delete something, I have to recreate it, rather than recover it.
  • The documents can be restrictive in content. For example, if I want to insert a photo into a textbox, it does not always allow this. I assume it depends on the size.
  • Time saved creating and producing documents.
  • Good design elements for a formal quotation to be created, leading to a better customer experience.
  • Greater employee efficiency, as the system is easy to use and relatively stress-free.
All document and design tools listed are amazing! By far the best platform I have used for creating and amending quotations with ease.
I have not used these elements.
Very professional. The perfect amount of imagery and an interactive layout, meaning I can change and move items as I wish.
  • Good record keeping, where all data is in one place.

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?

I wasn't involved with the implementation phase

Would you buy PandaDoc again?

Yes

PandaDoc is perfect for writing up quotations, especially as you can copy a previous one and amend it to suit. However, I think other platforms are better suited for status monitoring. PandaDoc requires a lot of manual input for this.