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A Powerful Tool for Building / Managing Documents and Contracts
November 14, 2021

A Powerful Tool for Building / Managing Documents and Contracts

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We currently use Pandadoc as our go-to service for all contract-related matters. With super handy templating features we are able to spin up estimates, proposals, and SOWS quickly and efficiently.
  • Document conversion: Convert word docs to a Pandadoc editable item
  • Tokens that allow you to prefill fields on a document with imported data.
  • Drag and Drop interface
  • payment integrations
  • Should allow Zapier and webhooks on lower plans
  • More integrations
  • More design styling options
  • Better commenting features
  • Time saved creating documents
  • Increased closing rate due to digital signatures speeding up the sign off process
  • Made the management of documents easier
I readily use their templates and tagging features.
I often use their existing commenting system (which lives in the sider bar) with clients. I believe they are launching commenting features that allow you to highlight areas on the actual document. I'm looking forward to that.
Solid design, but could be improved.
  • presentations
  • Invoicing
I have used many proposal tools over the years including Pandadoc, Nusii, Better Proposals, HelloSign, and others. I chose Pandadoc, because of the ease of use, constant updates, and at least provide some integrations.

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

Pandadoc is fantastic if you need to manage, send and receive signatures on documents. Its tagging features really help to sort and filter your workspace. Also, the dashboard /homepage helps you to prioritize what's urgent.