Item: PandaDoc
Rating: 8
Author: Vince De Benedetto, MBA

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

Streamlines proposal generation.
Makes proposal negotiation back and forth seamless.
Handles follow up.
Allows for beautiful designs.
Deep integration with CRM.

Cons

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.

Return on Investment

Increased close rates because of quicker proposal generation.
Quicker proposal generation.
Greater sales team efficiency.
Great first impression for customers.

Innovative Uses

Internal team forms with drop-down selections.

Alternatives Considered

Proposify

Other Software Used

HubSpot CRM, Teamwork, Gusto

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

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?

Comments

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