Item: PandaDoc
Rating: 9
Author: James Lajoie

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We are using PandaDocs with all our sales and biz dev staff. This platform helps Create, organize and manage proposals from start to signatures from all parties needed. Stores templates of different types of proposals you use often and stores past proposals for easy tracking.

Pros and Cons

Pros

Proposal management
Document creation and collaboration
User design
signature management

Cons

Integration with 3rd party software
Database search

Return on Investment

Better customer experience
Increased proposal signed
Upsell increase

Innovative Uses

Why use a PDF when you can use PandaDocs.

Alternatives Considered

DocuSign, Zoho Sign and Adobe Sign

Great value and it won't break the bank!

Other Software Used

Zoho Sign, Adobe Acrobat Reader DC, DocuSign

Key Insights

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

Likelihood to Recommend

If you need a platform where you can create documents that need signatures and send them to multiple parties to be signed. You can track and get notified of who has signed and who is waiting. The user interface lets you know if the document is good to go or still waiting on signatures. We have been trying to integrate PandaDocs with our invoicing software so they can pay invoices directly from a proposal signed but it does run into a lot of problems since this needs a developer to custom code and maintain.

Comments

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Manage your documents and signatures, look professional and don't break the bank.