Item: PandaDoc
Rating: 9
Author: Verified User

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We are big fans of PandaDoc! We use it for all of our proposals and quotes. We’ve also tried to use the forms a couple of times to collect deliverables for certain projects. I love the drag and drop editor and how I can send a proposal directly through the software without having to download it and put it in my email.

Pros and Cons

Pros

Easy drag and drop editor
Digital e-signatures

Cons

I’d love more customization in the pricing chart
Making it easier on the recipient side to see how to forward a document to someone else for signature
Customization for the automatic reminders

Return on Investment

Saves a ton of time and creating proposals
Easy to send and sign = higher close rate
Templates allow for anyone to jump in and start creating documents

Innovative Uses

Using forms to collect client material for a project
Using forms for collecting HR and personnel material
Importing are slide decks from Google slides into PandaDoc to add a digital signature quick and easy

Other Software Used

Streak, Wrike

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

PandaDoc is awesome for building out proposals and quotes. [Creating templates] and gets sent out to clients is great to have inside of PandaDoc. It would be interesting to see a mail merge feature to make multiple documents at once and send them out. Right now it is not the best for bulk sending information.

Comments

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