Easy and efficient PandaDoc
November 14, 2021

Easy and efficient PandaDoc

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

Overall Satisfaction with PandaDoc

We are using PandaDoc to submit equipment lease contracts to our customers. PandaDoc has sped up and streamlined the process. We operate in multiple states and can now efficiently obtain signatures regardless of where the customer is located. I love that it allows us to copy our sales team on the contracts for their customers. Before we often had to rely on the sales team to get the signed documents to us, which was not always done in a timely manner. Faster signatures means quicker turn around on sales commissions as well.

Pros

  • Easy to format docs
  • Templates are easy to use
  • Documents are organized and easy to find
  • Contacts are easy to manage

Cons

  • If an email is invalid (often due to typos) the doc has to be reapproved
  • It would be great to be able to add additional fields to contacts
  • Improved customer satisfaction
  • Quicker processing means faster commissions for our sales team
  • Efficiency - all participants get copies that I don't have to distribute manually
The automated workflow has been great. When I submit, my supervisor can approve, customer signs, [and] sales team can check the progress. The templates are easy to use and to update when needed. The best part is bringing everyone together. For example, I am in Minnesota, my sales team member can be in Wisconsin or Iowa, and it can be approved by our customer's corporate office in Texas.
A lot of our customers are at job sites throughout the day. They might be building a house or trimming trees, but can still open and sign their lease contracts regardless of where they are as long as they have access to their email.
I love that we can easily add in photos of the equipment we are selling. The templates allow me to spend less time overall on creating and editing the contracts.
  • I'm using it mostly for contracts
My previous experience was with DocuSign which my realtor uses. I was only on the signing side.

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

I hope to see more of our departments begin to use PandaDoc. Our leasing department has found it very helpful. I think our sales team would benefit greatly by using it for proposals and quotes.

Comments

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