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Top reasons to choose PandaDoc
April 27, 2022

Top reasons to choose PandaDoc

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

From templates, content snippets, bulk email, and workflow management PandaDoc have streamlined our document creation, tracking, and marketing efforts. Workflow management has never been easier. The integrations from our payment processor to CRM work seamlessly into our overall workflows. PandaDoc provides great value whether you have a single user or manage an entire team or enterprise.
  • Workflow Management
  • Forms Creation and Deployment
  • Tracking and Reporting
  • Enhanced permission control for smaller businesses
  • More reachable and responsive customer support
  • More control over billing options
  • Significant time saved in document creation and deployment,
  • Reporting and tracking are very good.
  • The bulk email feature is a true value.
With PandaDoc tools e.g. reusable templates, content library, embedded eSignatures, integrations, and automated workflows have significantly created a consistent streamlined approach to our document creation and deployment processes. The forms and bulk email features are also of tremendous value. Workflow management and approval workflows enable us to make sure that everyone is closely tied and linked to each document.
PandaDoc has helped us make great strides in streamlining deal cycles, by consolidating communication within our organization. Tools like redlining, commenting, real-time notifications, and mobile-friendly eSignature capabilities have been a welcome addition to our ongoing processes. Integrations with our payment gateway and CRM have made the product take on even more value.
Document creation is fast and effective with PandaDoc, the editor is intuitive and visual-based. The learning curve to creating and deploying documents is easily accomplished. PandaDoc offers wonderful online help and a full video library of "How To's". Live support can feel a bit slow and disconnected. Overall a great product.
  • Creating our employee handbook
  • Creating documents that focus on Company milestones and Reports
  • Inviting guests to collaborate on documents

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

Creating templates and forms along with content snippets are very helpful. Tracking and reporting features show time spent and page viewed analytics are very good to assist in gauging progress or interest. The creation of documents is simple, quick, and easy. Billing, support, and user permission options can feel a little out of sorts.