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
- 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.
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?
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.
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
Evaluating PandaDoc and Competitors
Problems get solved
Kept well informed
Support cares about my success
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.