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PandaDoc - excels for contract streamlining & collaboration!
December 17, 2021

PandaDoc - excels for contract streamlining & collaboration!

Gabrielle Dindinger | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

I currently use PandaDoc primarily to send Statements of Work, Change Request SOW's, Partner Agreements and mNDA's. It's great to have this templates in there in an adjustable fashion. I love that for the SOWs it calculates the cost for me, I simple input the number of dev, pm, QA, etc hours and it totals them all up at their various rates with fields for disocunting, etc. It's definitely allowed for faster and more fool proofed contracting! As a company, we are global, so we have several of these templates set up for our various countries at our various rates which is fantastic! We just have to make sure that our footers with links to Ts&Cs have the accurate country laws and such (an 'us' problem, not a PandaDoc. problem!). The user tracking features are definitely the differentiator between PandaDoc and other similar products. Very helpful to know if my contacts are opening their contracts and when. Unfortunately the auto-emails DO end up in spam, so the ability to send as a link in a personalized email is not just handy, but NECESSARY!
  • User tracking for contacts / doc openings
  • Customization of pre-loaded templates
  • Collaboration on documents (with live updates!)
  • Uploading various file formats for templates doesn't always work (i.e. docx, pdf, etc.). Sometimes only 1 will work (think it's PDF).
  • Creating / editing custom fields is a major pain. Once done it's great, but jeez this should be more user friendly.
  • Definitely has increased employee efficiency with the time saved creating documents
Reusable templates is clutch for speeding up the process of contracting. That's the primary reason we use PandaDoc!
We don't use commenting, redlining or mobile signing very much, but the notifications are fantastic for tracking actions on our documents.
When setup properly, our documents do look very professional. MOST of our clients interact with everything in the platform, however occasionally some will actually print the docs and when I've seen them they do look quite nice!
  • We use pandadoc exclusively for sales and hiring contexts.

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?

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?

Yes

Pandadoc is awesome for quick contracting when you send a lot of similar documents and / or require collaboration of such documents. If all of your documents are highly customizable you might as well use a cheaper program.