Cut time on proposal and contract creation
January 07, 2022

Cut time on proposal and contract creation

Aviva Rosman | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with PandaDoc

PandaDoc makes it easy to use to templatize proposals and contracts so that we can quickly send out documents to customers tailored to their use case but using a mix of standard elements and variables. It also allows us to track who had opened and read the documents, which can be valuable to understanding a deal.
  • Content library: easy to add custom content
  • Variables within documents: quick to personalize a document for a specific users
  • General design: PandaDoc documents generally look professional
  • Analytics: some of the analytics are only available at the document level, i.e., which page someone looked at. I wish it was easier to see analytics on page views across documents
  • User experience: not fully intuitive - as someone who has trained many people to use, it does require some initial learning curve
  • Formatting: some of the numbering and lettering, especially subclauses in contracts, can be tricky or nonexistent
  • PandaDoc has saved our company time in document creation
  • PandaDoc has standardized our sales materials
  • PandaDoc has provided useful insights into who is viewing our sales docs
We use reusable templates, the content library, embedded signatures, and integrations with our CRM to speed up the process of document creation. I'm not currently aware of any PandaDoc workflows (this could be available for higher paying plans). Embedded signatures are similar to DocuSign (which we used previously for contracts), but the templates are easier to manipulate.
We have used the tools like red-lining and commenting minimally. We've found that typically lawyers want to red-line and comment on contracts but are most comfortable using Microsoft Word and not PandaDoc. In those instances, we've exported a PandaDoc template and sent to them as Word - frequently, lawyers prefer to sign in DocuSign (not clear to me why).
I like the overall feel of PandaDoc - the ability to create a theme for documents is helpful, as are the content library and image library features. I don't like their formatting for creating lists, particularly for more complex contracts. I've also found that the spacing and font size can sometimes be difficult to manipulate.
  • We use PandaDoc to send contracts and NDAs to employees and freelancers
  • We have also used to more easily templatize marketing materials that don't require personalization
  • Different reps combine different content elements into their own customized proposals
We previously used DocuSign - while the eSignature features were good, we found it difficult to easily create and edit templates. It could be this has improved since then. I do think DocuSign contracts look more official. I took a demo with HelloSign - I liked it, but the switching costs seemed too high. We're now considering whether to switch over to Hubspot to have everything entirely in what place, but I'm not sure the parity of features yet.

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

PandaDoc is suited to a company who has a clear sense of their proposals, contracts, and other marketing materials that need to be templatized. It works particularly well for companies who use a popular CRM like Pipedrive or Hubspot because then much of the document creation process can be automated.