Item: PandaDoc
Rating: 10
Author: Farren Mare

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We use this for all our legal documentation now. This includes SLAs with Enterprise clients, SLAs with third party suppliers, Employment Agreements, Shareholders Agreements, and many others. We also store agreements generated outside of Panda so panda serves as our central repository for all our agreements.

Pros and Cons

Pros

Easy Setup
Beautiful Design
Great Workflow
Great Integrations

Cons

More flexible user options
Faster loading times for longer documents

Return on Investment

Improved time to close deals & improved the close rate
Improved consistency of agreements
Provides and amazing customer experience

Innovative Uses

Employee Agreements
Supplier Agreements
Directors/Shareholder agreements

Alternatives Considered

airSlate and Site Condor

Way better functionality and document editors at a fraction of the cost

Other Software Used

Nelio A/B Testing, monday.com, Beamer

Key Insights

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

Likelihood to Recommend

The key functionality we wanted from Panda was the ability to manage our Enterprise client's SLAs. This involves the generation of a customizable document, adding relevant stakeholders with specific signing orders, negotiation, and adjustments of the agreement before conclusion and the final signature of the agreement. Then to perform automation once the agreement is done which triggers the customer onboarding.

Comments

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The best agreement management software I have ever used.