Works Great for all businesses
June 14, 2022
Works Great for all businesses
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
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.
- New User Forms
- Internal Company legal documents
- Trade Reference Requests
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?
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?
Yes
PandaDoc Experience
eSignatures has been a great resource for collecting personnel signatures for internal employee documents.
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
Not Sure
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 Training
No, I would recommend training and even segmented training or step training.
Configuring PandaDoc
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
| Pros | Cons |
|---|---|
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
| Pros | Cons |
|---|---|
Like to use Relatively simple Technical support not required Consistent Quick to learn Convenient | Feel nervous using Lots to learn |
- Sending documents
- reviewing documents
- downloading documents
- alignment
- workflows
PandaDoc Reliability
Integrating PandaDoc
Not sure, just starting next week
- Just Salesforce for now