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Much more than you dreamed eSign could ever be...
November 19, 2021

Much more than you dreamed eSign could ever be...

Vince De Benedetto, MBA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We currently use it at our organization for in multiple departments for multiple use cases: sales, HR, legal.

All of our templated and customized sales proposals are generated in PandaDoc. We have it connected deeply with HubSpot and use it in our deal pipelines to generate different templates in a matter of seconds which has drastically reduced the time it takes to generate and send out a proposal from days to minutes.

We also send all of our onboarding documentation out to new hires for independent contractors and full-time hires out through here - such as NDAs, offer letters, and equipment agreements.
  • Streamlines proposal generation.
  • Makes proposal negotiation back and forth seamless.
  • Handles follow up.
  • Allows for beautiful designs.
  • Deep integration with CRM.
  • Payment application has room for improvement.
  • Editor 2.0 still has a ways to go.
  • Would be nice is API access wasn't behind a paywall.
  • Increased close rates because of quicker proposal generation.
  • Quicker proposal generation.
  • Greater sales team efficiency.
  • Great first impression for customers.
The content library has been something we keep rediscovering over and over as such a timesaver and something that keeps us from having to reinvent the wheel many times when we create new templates. It's especially a lifesaver when it comes to boring legalese that we must have in our proposals.

The payment application - while there is room for improvement there - is something that we could not live without. We take payment upfront with all of our clients and so this is an integral part of our contract and billing process right out of the gate. The fact that we are able to then set up subscriptions and payment plans with the integration manually in Stripe without having to send out future invoices is amazing as well.
Real-time notifications have been the one thing that have really helped us streamline our deal cycle. At first we thought that the barrage of notifications were too much and so we turned them off. Quickly we realized this was a mistake as we lost a lot of the visibility that it was giving us into the deal cycle.
Before PandaDoc, we had tried a few different tools that just felt like dolled up Word editors. PandaDoc is a true drag and drop builder that gives equal importance towards function and design.
  • Internal team forms with drop-down selections.

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

The only scenario where we don't recommend PandaDoc to a client that has a need for a eSignature platform for one or two types of documents for the foreseeable future. That is to say that PandaDoc would be complete overkill for their needs, and while yes it could handle their needs, why just have it manage your one NDA template indefinitely and nothing else?