Item: PandaDoc
Rating: 7
Author: Steve Bailey

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We use PandaDoc in our organization for all of our contracts and proposals. With version two, it's much easier to create attractive proposals and agreements that are very useful for both us and the customer. It also offers a legal digital signature for contracts, similar to DocuSign, adobe sign, etc.

Pros and Cons

Pros

contracts
aggreements
proposals

Cons

version 1 and 2 are totally different
version 1 is much harder to use when neccessary

Return on Investment

We're better at easily creating proposals based on the templates we have saved in PandaDoc
I want to believe that because the proposals look nicer than others, we have an advantage in closing opportunities

Innovative Uses

the real-time notifications are something I didn't expect but really like

Other Software Used

NinjaOne (formerly NinjaRMM), HaloPSA, N-able Passportal, LastPass for Business, Microsoft 365 (formerly Office 365)

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

It's very useful for creating attractive and modern contracts and agreements. I wouldn't use it for full project proposals as it doesn't have process flows, etc.

Comments

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PandaDoc is a Game Changer for Contracts