Does everything we need it to!
February 28, 2023
Does everything we need it to!
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.
- Customized proposals
- automatic variables
- Templates and content library
- Integration with Hubspot - document must be created from hubspot or will not appear there
- Time saved
- Presentability to the client
e signatures are easy and effective. Comments are not used often by our clients.
- 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