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Great contract management tool for startups
July 12, 2022

Great contract management tool for startups

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

Overall Satisfaction with PandaDoc

We primarily used PandaDoc to send sales contracts to prospective sales clients. We also used PandaDoc to send internal contacts to some of our contractors. Created templates, and fields so sales reps could quickly and easily send contracts out. Prospects would receive and sign agreements
  • Ease of use
  • Sending contacts to prospects
  • Contract tracking
  • Contract management
  • User Interface
  • Save time on creating agreements
  • Less expensive than more mature contract management tools
I was always quite impressed with PandaDoc's ability to create contracts quickly. We'd send a large number of sales contracts each day. I would only take 1-2 minutes to send it out after creating the template. Take a couple of minutes to fill in client info and send it off.
I was very impressed with the PandaDocs notification system. I thought it was very timely and accurate. The notifications when the receiver viewed the document or completed it was invaluable. I loved the mobile application. Visibility wasn't excellent, but it did give those notifications. It allowed me to stay on top of developments in the sales cycle
Some of the documents didn't feel as professional as they could have. Our agreements were very straightforward. I'd imagine that a user could make them look better, but our PandaDoc admin left it a little bare. The basic templates out of the box were pretty plain
  • Internal agreements with contractors
  • Slack triggers for contract views via Zappier
I've used DocuSign in personal dealings. Seems to work pretty well. Guides the user right along. We ultimately went with PandaDoc over DocuSign because of the price and features. We didn't need a tool that was overly powerful and being a smaller company wanted to keep costs down

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

Light weight contract management. The company I used PandaDoc at was a little smaller, and we felt we didn't need all the features or capabilities of a mature tool. It did exactly what we wanted it to do. The primary use was for sales to enter into agreements