Item: PandaDoc
Rating: 8
Author: Verified User

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We used PandaDoc to send out quotes to potential clients as well as the onboarding process. Clients need to submit information to us in a specific format, which this software allows us to do and validate. Finally, it has clear indication of which parties filled out which information. We use it daily.

Pros and Cons

Pros

Quick document creation
Friendly user interface
Excellent customer support

Cons

Mobile app could use some work
Quoting system does not fit my industry
Website is sometimes slow

Return on Investment

We've been able to implement three times as many clients in the same amount of time
Way more time saved in not going back and forth with the client
A way shorter time spent closing deals

Innovative Uses

Onboarding clients
Collecting official documents
Acknowledgement of welcome letter and start up details

Other Software Used

Freshworks CRM, Zoom, Todoist: To-Do List & Task Manager

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

PandaDoc is excellent for onboarding and document collection. It is easy to create templates for even the most inexperienced users (I was able to get the hang of PandaDoc in less than a week). Even though I use PandaDoc to send out custom PDF quotes, the quote builder from the system is not good for creating quotes that have items with different frequencies. It still needs a lot of work.

Comments

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PandaDoc as more than a sales tool!