Item: PandaDoc
Rating: 8
Author: Verified User

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

PandaDoc is how we send out all of our contracts and non-disclosure agreements to clients and partners. It is a time saver in that it allows us to work remotely more effectively by not having to print and scan agreements all the time. It's also great to be able to access all current and past contracts in one place.

Pros and Cons

Pros

Real-time notifications of views as well as when a party has completed the document
Ability to set up integrations with payment systems
Ability to program it to automatically send a completed contract to all relevant parties when it's been completed

Cons

Using templates that have already been created is very easy. Challenges arise when you're trying to create something unique from scratch.
It drives me crazy that there's no easy to find search function. If I'm looking for a completed agreement from months prior, I have to scroll through everything in the program to find it.
We have a section for templates. But on multiple occasions, someone has accidentally gone in and modified the template. Would be great to see a feature that notifies you if you're about to modify a template instead of just using it to create a new document.

Return on Investment

PandaDoc saves our company a ton of time, particularly those of us in sales
It leads to a higher close rate as we have our terms and conditions on a page on our site, and the client just needs to check the box that they accept the T&Cs
Having all docs stored in one place in the cloud means greater efficiency and less need for a physical office location

Innovative Uses

NDAs - it's good to be able to see who is under one simply by checking our PandaDocs
This is still sales, but we set up a part our contracts to list multiple billing contacts multi-locations businesses, which saved us our admin/billing team a lot of time

Other Software Used

Slack, Agency Analytics, Invoiced, Engagement Multiplier

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?

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

Likelihood to Recommend

PandaDoc is an excellent contract tool, particularly for distributed teams working remotely from home offices. PandaDoc would not be well-suited to an old fashioned organization where leadership likes to have piles of paper filed away in cabinets. It's also ideal for teams that have set contracts that everyone uses on a regular basis.

Comments

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A Vital Contract Tool for Distribute Teams