Works Great for all businesses
June 14, 2022

Works Great for all businesses

Katie Schrader | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We mostly use it within the sales team. We send the service agreements via PandaDoc as well as a Client Verification Form, payment options, addendums, and exhibits.
  • Ability to provide various options to create documents
  • Ease of use
  • duplicability
  • Customer Service Questions and Answers
  • Pricing for Forms
  • Completed documents page, too much scrolling
  • The most current version is always available which saves time and headaches
  • Clients are able to review and sign electronically
  • Required fields are key as well as signing order
Reusable templates and the content library have really helped to speed up the process of creating documents. We are looking forward to trying an integration this month!
I LOVE real-time communication. It is easy to track where we are in the sales cycle and to know if the client has even looked at the agreement. We can decide to call instead of email if they haven't.
PandaDoc makes the ability for us to provide consistent branding across all documents.
  • New User Forms
  • Internal Company legal documents
  • Trade Reference Requests

Do you think PandaDoc delivers good value for the price?


Are you happy with PandaDoc's feature set?


Did PandaDoc live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of PandaDoc go as expected?

I wasn't involved with the implementation phase

Would you buy PandaDoc again?


It is a great service to get company documents standardized.

PandaDoc Experience

eSignatures has been a great resource for collecting personnel signatures for internal employee documents.
Most everything is pretty self-explanatory but there are some features that are a little more complex. It would be nice to be able to link out to a training right where you are trying to implement something and get stuck.
Support has gotten a little better over the past few months but I feel like there is much room for improvement, especially with CS questions. We get a lot of generic answers that do not fit our question and almost never solve the issue.
Never had any issues with how quickly everything loads and I am thankful for that!
Easy enough to work with from my experience so far.

Using PandaDoc

Currently 4/9 use PandaDoc on a regular basis. Sales and Customer Service use it the most.
4 - Someone with a lot of patience and experience builds the templates and documents and the rest of us just use it to send out and review client documents for setup.
  • eSignature via Sales Agreement
  • Adding boxes, drop downs, and check box options for Client set up
  • Viewing status of documents for the sales cycle
  • Payment options
  • Pricing documents
  • Product Documents

Evaluating PandaDoc and Competitors

I was not involved previously but I would have asked for a little more help in setting up on how to use particular features. We have taught ourselves and had to move backwards several times before moving forward.

PandaDoc Implementation

PandaDoc Training

No, I would recommend training and even segmented training or step training.

Configuring PandaDoc

I am still working to figure that out.
I dont but I sure would like some.
No - the product does not support adding custom code
Would love to learn more about this.

PandaDoc Support

Problems get solved
Kept well informed
Support cares about my success
Slow Resolution
Poor followup
Less knowledgeable
Escalation required
Difficult to get immediate help
Need to explain problems multiple times
Slow Initial Response
No, we do not have too many questions. It is usually a technical issue that occurs that does not get fixed.
Yes - Yes, it was a feature upgrade that only took about a month or two after I added to the current open request.
The initial sale of the Integration between PandaDoc and Salesforce. Just starting this next week so not sure how it will go yet.

Using PandaDoc

Like to use
Relatively simple
Technical support not required
Quick to learn
Feel nervous using
Lots to learn
  • Sending documents
  • reviewing documents
  • downloading documents
  • alignment
  • workflows

Relationship with PandaDoc

Unknown, I was not involved
Unsure, I was not involved