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 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).
- 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