Item: PandaDoc
Rating: 9
Author: Zaria Grant

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We used PandaDoc to create proposals and Statements of Work to send to our clients. This was a simple way for us to put together the project scope, deliverables and pricing for the projects for client review. Once agreed, both the client and director from our team would sign off and we integrated payment methods, such as Stripe, to allow our clients to make payments online.

Pros and Cons

Pros

Payment Integration
Document and Proposal tracking
E-signatures
Templates

Cons

User Interface needs updating
Automatic new page for PDF page break line

Return on Investment

Consistency with look and feel of documents
Time saved creating documents after a branded template is created
Smoother customer experience

Innovative Uses

This is all we have used it for so far.

Other Software Used

Stripe, monday.com, Xero, Miro

Key Insights

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

Likelihood to Recommend

As the Client Relations Lead, I am usually the person that creates the project proposals and sets the pricing however, I do not sign the contracts or proposals between our company and the client. Having an all-in-one solution that allows me to create the documents, set specific persons to sign, one signer from Verso and then the client (whether it is one or more persons), makes my job easier. Incorporating online payments are also a plus because our clients come from different countries across the globe.

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