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Pandadoc is the best proposal builder ever!
December 20, 2021

Pandadoc is the best proposal builder ever!

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

Overall Satisfaction with PandaDoc

Primary use is for proposals/quotes to customers. We also use it for service agreements. It plugs in great to our CRM so you can seamlessly add in contact information from the CRM to the quote then allows for easy PDF upload to CRM. Easy to use and manipulate based on your needs.
  • Fantastic, clean design
  • Customizable
  • Easy to use
  • Great API integration
  • Crashes time to time
  • More dashboard options
  • Ability to customize catalogue better
  • Ability to add optional add-on items to particular products
  • Deal lifecycle went from 3 months to 30 days
  • Increased quoting efficiency from 2 hours to 10 minutes
  • Customers love the experience. Ability to chat directly from quote is great.
Templates are a life saver, really cuts time in half. Content library makes it easy to access crucial documents. API integrations into CRM makes it so easy to work. Signatures embedded keeps it simple to close service deals.
The number one item is the ability for you to have back and forth chat from the quote with customers and easily update then resend. Makes it easy to close deals that way.
Has a great, clean look which makes it easy to navigate. Just wish that the dashboards had more customize ability.
  • Information sheet collaboration with marketing
  • To-do lists for some production teams
  • Management in-site into what deals are out there

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

Anybody that needs a simple quoting software should jump on PandaDoc. If you especially need signatures, it's great for that. The ability for your customers to see the proposal, any attachments, and download a PDF copy is great. Also great for creating information packets for customers. PandaDoc offers great start-up service to help create some crucial templates to get you up and running quickly.