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.
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.
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.
- 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