PandaDoc turns out to be a Tiger!
May 06, 2022

PandaDoc turns out to be a Tiger!

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

Overall Satisfaction with PandaDoc

PandaDoc is used for proposal and contract management. We generate quotations with it and use it as an e-signing solution for both internal documents and external documents like sales contracts and specific mandates. With PandaDoc we structure our proposal management and give our potential clients very rich information on our products, customer benefits, approach, and terms and conditions.

Pros

  • Beautiful template design
  • Proposal Dashboard
  • Active Campaign and Slack Integration

Cons

  • Application performance
  • More flexible pricing tables
  • Enhanced customer experience in sales cycle giving better close rates
  • Lower risks in proposal creation due to managed templates and content libraries
  • Time saved thanks to embedded e-signing
  • Labour contract signing
  • External mandates in implementation processes
  • PDF e-signing (documents not created in PandaDoc)
Slack, ActiveCampaign, Google Workspace (formerly G Suite)

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

Well suited in cases where proposal documents are key, with gorgeous design and e.g. embedded video. The document flow is very intuitive for both proposal creators and the receiving clients. Less appropriate when specific contract variables need to be reused in other ERP systems. For E.g. contract prizes are directly reused in the billing software.

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