Salesforce's + Sales Teams Best Friend
November 11, 2021
Salesforce's + Sales Teams Best Friend
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
My organization uses PandaDoc for easy document sending, signing, and review edits between us and the client. PandaDoc makes it very easy to send out proposals and contracts due to how seamlessly it integrates with Salesforce opportunities. We can not imagine going back to the standard procedures of writing up agreements when PandaDoc fills in all of the info from Salesforce directly into the agreement.
- Salesforce integration
- Document progress tracking
- Signing and reviewing agreements
- UI
- Editing documents from the homepage.
- More clarity for how many times reminder emails go out.
- Time Saver
- Great visibility on agreement finalization.
- Better turnaround time on signing.
I've saved a lot of time using the revision feature in the app, rather than the old way of redoing a PDF.
- Proposal Views
- Agreement Reminders
- Everyone has the same T&Cs In the template
PandaDoc offers a full suite of Salesforce integration tools that DocuSign simply does not have.
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?
I wasn't involved with the selection/purchase process
Did implementation of PandaDoc go as expected?
Yes
Would you buy PandaDoc again?
Yes