November 25, 2021
Score 9 out of 10
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.
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.
Do you think PandaDoc delivers good value for the price?
Are you happy with PandaDoc's feature set?
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?
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.