Salesforce's + Sales Teams Best Friend
November 11, 2021

Salesforce's + Sales Teams Best Friend

Jake Hellenschmidt | TrustRadius Reviewer
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.
Hard to put into a lot of words, simple seamless when sending contracts from SF.
I've saved a lot of time using the revision feature in the app, rather than the old way of redoing a PDF.
Easy to understand, adjust, and sign. Never had anyone complain they couldn't sign or have problems with it.
  • 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.
ZoomInfo, Salesforce Lightning Platform (formerly Salesforce App Cloud), AWS Cloud9

Do you think PandaDoc delivers good value for the price?


Are you happy with PandaDoc's feature set?


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?


Would you buy PandaDoc again?


Well suited for anyone who relies on Salesforce, anyone who needs a fast turnaround time for agreements. Less suited in instances where agreements T&Cs vary from contract to contract.