Does everything we need it to!
February 28, 2023

Does everything we need it to!

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

Overall Satisfaction with PandaDoc

We use PandaDoc for proposal agreements for new clients as well as legal documents such as Nondisclosure Agreements. It's very customizable and does everything we need it to.

Pros

  • Customized proposals
  • automatic variables
  • Templates and content library

Cons

  • Integration with Hubspot - document must be created from hubspot or will not appear there
  • Time saved
  • Presentability to the client
  • Nondisclosure Agreements
Pandadoc integrates with Hubspot so the client proposal is always linked to their deal record. The integration could be more elaborate by automatically linking documents to the designated client record in hubspot with out having to create the document inside hubspot.

Do you think PandaDoc delivers good value for the price?

No

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

Customize proposals to your client's specific needs and business

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