Happy Sales Person
July 21, 2022
Happy Sales Person
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
We use PandaDoc to create and send quotes, and manage signatures and payments. Before we had to use Salesforce-generated quotes which were clunky and not pretty. Now that we have a SaaS model, signatures are even more important.
- Easy to use/Intuitive
- Analytics are super helpful - to see if the object has been viewed/signed/completed/forwarded, etc.
- Easily store templates
- Payment by cc option through stripe
- I wish the clone feature was a bit easier to navigate.
- Time saved!!! Template data base and easy to create new quotes.
- Less chasing signatures.
- CC payment option saves time.
I haven't used these features except for the real-time notifications which are super helpful. I can know the moment someone opens the quote and I can see if they have/haven't signed - give me an opportunity to reach out and see what questions they have.
- Visibility into user analytics.
- Database for us all to see all of the quotes in one place.
Provides more features, professional documents, and ease of use.
Do you think PandaDoc delivers good value for the price?
Not sure
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?
Yes
Would you buy PandaDoc again?
Yes