Item: PandaDoc
Rating: 10
Author: Phil Parrish

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

Our team at PrograMetrix uses PandaDoc as an all-in-one solution to easily manage the creation, editing, and electronic signing of business documents. PandaDoc enables us to send documents faster with the convenience and security of legally binding eSignatures. We can create, send, and track documents by creating custom workflows in PandaDoc and we can utilize API integrations to connect our workflow in PandaDoc to disparate third-party applications.

Pros and Cons

Pros

Easy to create and manage eSignatures
Proposal creation and customization
Custom workflow creation
APIs to third-party technologies
Creation of interactive and error-free quotes
Creation of contracts with pre-approved templates
Creation of forms to collect info and share it easily

Cons

Consultation, hands-on and proactive support
Dedicated account manager who consistently looks to improve the customer experience
Training webinars to support current customers

Return on Investment

Improved workflow efficiency in our sales department
Improved workflow efficiency in our marketing department
Better closing rate on our proposals that has generated more revenue
Great ROI by signing more deals quickly
Time-saving and greater productivity connecting PandaDoc to other platforms using API integrations

Document Creation

At PrograMetrix, our team utilizes virtually all of the features PandaDoc offers. This includes the creation and management of eSignatures across our team, the creation and delivery of proposal and contract templates, utilization of PandaDoc's content library, custom workflows, and API integrations with third-party technology platforms. We feel PandaDoc provides more features and benefits than the competition.

Streamlining Communication

PandaDoc makes it very easy for our team at PrograMetrix to create compelling proposals and contracts for potential clients and enables us to send our proposals and contracts much more quickly by using templates. By sending proposals and contracts more quickly to prospective clients, we have been able to shorten our sales cycle. In addition, PandaDoc's platform makes it very easy to comment, redline, and communicate in real-time [with] our current and prospective clients.

Professional Quality

PandaDoc's platform helps our team create stunning, personalized proposals in a matter of minutes. We can create professional, error-free documents with pre-built templates, and we can use the drag and drop library of content that PandaDoc provides to improve the look and feel of our proposals. The speed with which we can create and send proposals to our prospective clients helps us improve our closing rate while shortening our sales cycle.

Innovative Uses

API connections to third-party platforms
Custom workflows across multiple departments
Utilizing PandaDoc's content library to create stunning proposals

Alternatives Considered

DocuSign, HelloSign and Proposify

We feel PandaDoc provides more features and benefits than the competition. We feel confident that we receive more overall value with PandaDoc, and the price is competitive. From proposal and contract templates to custom workflows, creation and management of eSignatures, API integrations, and PandaDoc's content library, we can deliver stunning proposals and contracts to our clients faster than we could with other platforms.

Other Software Used

HubSpot CRM, HubSpot Sales Hub, HubSpot Marketing Hub, WordPress, SiteGround, Moz Pro, Bombora, LinkedIn Sales Navigator

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

PandaDoc is a great solution for businesses [that] need more out of their electronic document signing platforms. In addition to creating and managing eSignatures, PandaDoc is a great solution for sales, marketing, HR, operations, and customer success teams to improve the creation, delivery, and eSignatures for proposals, contracts, quotes, forms, and custom workflows for internal and external stakeholders. For businesses that are looking to scale and create more efficiency in their tech stack, PandaDoc easily integrates with other third-party technologies.

Comments

Please log in to join the conversation

Best Digital Signature Platform