You had me at FORMS!
June 02, 2022

You had me at FORMS!

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

Overall Satisfaction with PandaDoc

We use the forms primarily. This way we can have multiple clients sign the same document without having to create separate documents for each client. We use it for NDAs and service/program enrollments. We recently integrated the payment feature, so once they sign the agreements, the clients can pay easily. This prevents us from having to track signatures and send a separate invoice for each client.

Pros

  • Having one link for a form that all clients can use to sign documents
  • Drag and drop boxes that capture the necessary information with validation
  • Notification emails that help me keep the pulse of where clients are in the process
  • Form links allow us to automate generic email campaigns instead of customizing emails.

Cons

  • Making the process for building forms easy.
  • I want to clone and tweak forms just slightly (I've been uploading PDFs) but it's not intuitive.
  • Naming of forms: sometimes I end up with one called "new form" and it's not what I intended. Not sure how that happens.
  • Time saved creating documents
  • Greater employee efficiency and speed of service
  • Integrating payment is increasing our close rate
Looks like it would work well, but I haven't really learned how to do this effectively. I wish PandaDoc was intuitive enough to prompt me to learn this without having to go search for a video tutorial.
Mobile-friendliness definitely helps us streamline the deal cycle. People will be on the phone with us and sign then and there. The real-time notifications allow us to advance the client to the next step as soon as we get the signature.
I like that it's just a little less formal, and less intimidating than other platforms. We have a mix of clients and I think the appearance helps the less sophisticated ones feel more at ease.
  • We use it for Referral Agreements with our partners.
  • We integrated payments.
HelloSign required an extra step for users to get verified before signing (poor user experience) SignNow was a good alternative except for it lacked HubSpot integration. DocuSign was much more expensive. PandaDoc had the right features at the right price, plus the integration with HubSpot and payments.

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

Very well suited for forms that you use over and over with different clients. This is mostly what we do with many different forms for different client types. Very well suited for integrating payment after the client signs the forms. This is very convenient.

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