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Great product
November 25, 2021

Great product

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

Overall Satisfaction with PandaDoc

PandaDoc is a great solution to create very customizable contracts and documents. It is really helpful when you want to spice up your contracts or the sales materials that you are presenting to your clients. They also have integrated Esignature capabilities which are valuable as well.
  • Contract customization
  • Esignature integration
  • Ease of use as admin
  • Better looking documents/contracts
  • Easier to execute
This is the perfect tool for proposal creation, contract customization, and contract execution.
The features that PandaDoc has are very valuable. We probably haven't leveraged them as much as we could have, but they have definitely helped.
There are great customization capabilities. I rated it a 9 because some of them take a little bit of training/practice to leverage effectively.
  • Customized marketing/support materials
PandaDoc is comparable to Conga in every way. In most cases, it is a matter of preference as to which option you go with. I am not sure how they stack up against each other in price.

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?

I wasn't involved with the selection/purchase process

Did implementation of PandaDoc go as expected?

I wasn't involved with the implementation phase

Would you buy PandaDoc again?

Yes

PandaDoc is a perfect solution for someone that is looking for a basic document customization tool to work within Salesforce or other CRMs. It is far more sophisticated than the out-of-the-box document generators that SFDC has to offer, but it isn't so complex that you would need to be a large enterprise to have a use case.