Pain Reduction in Contract Generation
December 22, 2021
Pain Reduction in Contract Generation
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
The internal sales team can build contracts based on pre-set templates from Hubspot, which an exec can review and approve for sending. The workflow allows us to rapidly send new contracts, follow up on outstanding ones, and have reviews/revisions in a redline method. We also use [PandaDoc] for ad-hoc documents that benefit from a quick esignature like letters of intent and non-disclosure agreements.
- Templates
- Email workflow
- User Management
- Better integration with Word documents instead of converting them to an image
- Faster contract generation
- Solid integration with Hubspot
- Better workflow with Sales
Redlining is a key need for us as clients often negotiate contracts. Mobile-friendly e-sign is helpful for execs who have received reviews from their team and are ready to just move forward with a signature.
- non-disclosure agreements
- sales plans stored in hubspot
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