Increase Your Small Businesses Efficiency with Panda Docs!
October 14, 2022

Increase Your Small Businesses Efficiency with Panda Docs!

Ali Berger | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We use PandaDocs to send out proposals and contracts. I had used PandaDocs at another organization and valued the efficiency of sending a contract with a proposal. This increased their close rate and created a better user experience. Since deploying PandaDocs at our company, we've sent out proposals and contracts with greater ease. We're also able to have a better insight into buyer behavior as we can see when they view the contract, what pages they've spent the most time on and how quickly they view/sign.
  • Analytics
  • Document History
  • Templates
  • Robust Dashboard
  • Design Capabilities within Documents
  • Better Customer Experience
  • Saves Time
  • Customer Behavior Data
  • Increased Close Rate
Using PandaDoc's for proposals has saved us 50% of the time we would spend on proposals previously. The process is so seamless and we trust PandaDocs to store our contracts safely.
Realtime notifications have actually helped us better understand our customer behavior. We've been able to understand how a customer feels about the contract before signing to have better conversations around finalizing the contract. This also typically sets the tone for how our working relationship starts and gives us valuable insight into their pace and communication styles.
Documents created with PandaDocs definitely have a professional look to them. If you're looking to stretch the limits of creativity -- you will definitely have to get creative. However, not a deal breaker!
  • Document Collaboration
  • TechStack Recommendations to Clients
  • Small Business Support to other Owners
PandaDocs is way easier to use on the back end. So much more capabilities and custom field options. Because of this, it makes it extremely easy for recipients to complete fields accurately. Using Adobe, we would have to upload existing documents for signature but with PandaDocs we can adjust documents directly in the platform. We love PandaDocs and it has increased our efficiency greatly.

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

PandaDocs would be well-suited for technical companies. As a creative agency, we do experience some design restraints but overall it functions well and is a great resource to effectively manage proposals and contracts. PandaDoc also integrates well with Quickbooks making the sales/onboarding process extremely efficient.

PandaDoc Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
I did not need to purchase premium support.. the support team was extremely helpful and fixed my issue within minutes!
In deployment, I had an issue with adding an incorrect user email to the account and was unable to remove the user. The support team helped me disconnect and reconnect google accounts within minutes! They also checked in on my to make sure everything was operating smoothly!