Item: PandaDoc
Rating: 9
Author: Verified User

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We use Pandadoc for quoting and invoicing. It integrates well with our Hubspot software so it pulls across all contact and business data and puts it straight on the quote. This saves a lot of time compared to our old process where we had to prepare each quote from scratch.

Pros and Cons

Pros

Quotes
Proposals
Invoices
Hubspot integration

Cons

Editing a document
Tables
Calculating totals

Return on Investment

Time saved
Good open rates
Higher conversion rates
makes us look more professional

Innovative Uses

Invoicing
Partnership contracts
Employee contracts

Other Software Used

HubSpot Marketing Hub, Xero, Freshdesk

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

It is very well suited if you use it in the way we have; quoting and invoicing. It is also really well suited if you use hubspot because of the strong integration. It is probably less suited if you don't have the integration and have to manually edit sections of the document.

Comments

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Beautiful documents with a strong integration to HubSpot