Item: PandaDoc
Rating: 7
Author: James Randall

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We use PandaDoc to send engagement letters to clients for review and signature. We also use it for internal documents that need signing remotely. We needed a solution that was better than printing, wet signing, scanning and then sending back documents. It also negates the need to have all parties present in one location.

Pros and Cons

Pros

Remote contract signature
Tracking of document views or interactions
Live notification of actions on documents

Cons

Name, I don't find PandaDoc a particularly corporate name so speaking to clients they generally give you a funny look if they've never heard of it.
Amending of existing documents can be a little complicated, it needs more versatility to change one small detail rather than re-start the whole document.

Return on Investment

Travel reduction and expense reduction as work can be done remotely
Faster time to contract signature, immediate delivery and notifications mean the interna process is faster than ever

Innovative Uses

Internal document signature - we've used for board minutes etc.

Alternatives Considered

Signable

Great, easy to use and much more cost effective

Other Software Used

Canva, Xero

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

Great when you want to get started on a client's work, the speed you can get a contract signed or an NDA in place is fantastic.
Sometimes you get a client who is less 'tech savvy' that wants to download and print the document, then wet sign and send it back.

Comments

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Digital Signature for a Small Consultancy