PandaDoc as more than a sales tool!
March 08, 2023
PandaDoc as more than a sales tool!
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
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.
- Quick document creation
- Friendly user interface
- Excellent customer support
- Mobile app could use some work
- Quoting system does not fit my industry
- Website is sometimes slow
- 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
The mobile-friendly eSignature capabilities work just fine, and the real-time notifications are EXCELLENT to know when our clients may need help with the onboarding. We have not used commenting features that much, or in other words, clients haven't ever used the feature (which may indicate that they are not aware it exists). We have not found much of a need for it.
- Onboarding clients
- Collecting official documents
- Acknowledgement of welcome letter and start up details
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