Panda Revolution
Updated August 17, 2023

Panda Revolution

Jeff Keeney | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

Before PandaDoc, we utilized conventional products like DocuSign. As we began to scale our sales team, having a product that wasn’t license or usage restrictive and still allowed on the fly modifications became much more important. Now instead of static contracting, we are able to incorporate, modify and provide incentives and overcome objections, all part of the sales process. This has led to fewer misunderstandings regarding “we owe”, faster turnaround on agreements, more sales, and sped up vendor onboarding with large auto groups.
  • Complete or modified access to the platform which reduces contract errors.
  • Incentivize accuracy and empowers team members to help during spikes.
  • Overcome obstacles by valid modification of contract.
  • Reduces number of stalled or failed deals and increases CSI
  • Provides accurate take of the tape for sales review post completion
  • Integration of a more robust offline functionality as maintenance, rolling restarts etc can prohibit usage until resolution.
  • More robust reporting options
  • Seem less integration going from desktop to mobile
  • We have increased the number of agreements by output and throughput with Panda Doc, which equals an increase in sales.
  • With the on the fly modifications available in Panda Doc we have been able to not only increase sales but also increase margin…via value adds in the agreement.
  • With the legal arena being what it is in the automotive space, dealer groups have agreement/contract processes and protocols that are vetted by legal teams…something which takes time..a deals natural enemy usually. But with Panda Doc we know our core essential legal clauses but have the flexibility to modify to integrate with larger groups in multiple states without long legal reviews.
  • Client needs to take out renewal clause. No problem give me a minute and I can modify language to set a modified term with no renewal but a bump in monthly costs as an offset…time check -2 minutes. I can’t stress how much that has helped increase our teams efficiency and win rate.
Having a core template takes a few minutes but then cloning it to modify the term, scope, or breadth of agreement is so simple and quick. Theoretically, I could have different contracts every day for a nominal time investment. However, we just have 3 agreements and modify them as needed.
One of the best features of Panda Doc is that all of the communication in the deal as it nears the closing cycle is all around the agreement…both internally and externally. Flexing expiration dates, start dates, and one-off incentives motivated all parties to stay on task into a deal ratified by all parties.
Ultimately the agreements or docs look exactly like you want them to look because you have full creative control. Branding is critical today and Panda Doc makes it easy.
  • Panda Doc is integrated into HubSpot so all the sales data and deal data are integrated so correlation between lead generation, marketing penetration and agreements are measurable.
  • The flexibility to generate docs of your choosing and flexibility on time and method of deployment keeps our teams integrated and directable.
  • The expected benefit that may not be as clear is the use of Panda Doc supports data driven decision making..tying business analytics and deal/sales processes together, increasing stalk efficiency and morale.
Panda is fresher with better API integration into HubSpot. More flexibility and owning the closing process while reducing time to close and increasing efficiency is all things that Oabda Doc brought us.

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

This is really a wonderful product and the deployment team and support have all been supercalifragilisticexpialidoscious! While PandaDoc can function locked down, it thrives and drives sales when there is room for originality. The only issue I’ve experienced has been related to the modification of the actual price in the agreement. It is easy to update signers and agreement-specific items but money..no I have to start over…but even that is only a 2-minute process. And twice the tool locked up for an afternoon..offline access to our forms may resolve that from repeating.