Gets the job done! | TrustRadius

Use Cases and Deployment Scope

We currently use PandaDoc for all of our proposals and agreements reviews and signatures. This solution allows us to keep track of when representatives review the sent proposals, how many times it is viewed, and when they complete the agreement. Each proposal captures unique information for the particular company including Address, Name, Title, Date, Signatures.

Pros and Cons

Notification of when a document is viewed.
Notification of when a document is signed.
Notification of when a document is completed.

Ability to add email signatures when sending a proposal via email.

Return on Investment

Improved ability to forecast an opportunity based on viewing notifications.

Document Creation

10

Ability to upload your own document, tracking, viewing, signing and completion has saved our company time.

Streamlining Communication

Real time notifications have helped our company greatly.

Professional Quality

10

It's quick and easy to use!

Innovative Uses

N/A

Key Insights

Do you think PandaDoc delivers good value for the price?

Not sure

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

Well suited scenarios include sending proposals and agreements to a potential client.