PandaDoc for Insurance
November 11, 2021
PandaDoc for Insurance
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
We use PandaDoc to sign insurance applications. Everyone in our organization uses it. The biggest advantage is the integration with Hubspot. We specifically use Hubspot for all of the product lines and to have a platform that goes across all of these is amazing. Also, the ease of use with Hubspot is amazing and allows us to place fields right into PandaDoc.
Pros
- Hubspot integration
- Customer support for problems.
- Constantly evolving: they do great product launches.
Cons
- No erasing feature on the document to delete words.
- The notifications on the app are tedious you get 3 notifications when someone opens and signs.
- About half of my emails go to spam to prospect due to the filters, so you have to follow up.
- PandaDoc has saved about 15 minutes per transaction and we transact about 4 documents a day.
- It is scalable so we use both it for automatic process and 1 off signatures.
- Clients find it very easy to use.
- Signing documents ourselves
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
Comments
Please log in to join the conversation