Great tool to streamline repetitive document creation and signature processes in your organization
November 16, 2021

Great tool to streamline repetitive document creation and signature processes in your organization

Derek Manuel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We use PandaDoc primarily in our sales department to streamline the process for generating and [sending] contracts. It saves us a tremendous amount of time and effort creating contracts and also allows us to track who has been opening and viewing them.
  • Allows us to create re-usable template for our sales contracts
  • Integrates with Salesforce very nicely
  • Manage and keep track of whose opening the documents
  • Formatting certain elements could be a little more intuitive, but I'd say it's still relatively easy to use
  • We likely saved 100s of hours creating documents
  • Much great efficiency with the sales team in getting deals closed faster
We particularly like the reusable templates, signature workflows, and Salesforce integration that really make our contract process much faster than before.
Commenting makes revisions to our documents much more streamlined and efficient, without worrying about losing vital discussions in separate emails. Real-time notifications are also extremely helpful in keeping track of the documents and whose opening them. Of course, mobile-friendly eSignatures make things even [easier] for getting things done.
I wouldn't change anything about the document look and feel
  • Integrating with Salesforce makes our document creation even faster

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 great for sales document management, which is what we primarily use it for. Instead of having to draft up new contracts every time and inputting the different data for each client, we get to leverage templates, merge fields, and formulas. It is particularly helpful when integrated with our Salesforce CRM.