PandaDoc as more than a sales tool!
March 08, 2023

PandaDoc as more than a sales tool!

Anonymous | TrustRadius Reviewer
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
This is where PandaDoc needs a lot of help. The quoting system that we use has items that are weekly, bi-weekly and others that are monthly, and annual. This is where PandaDoc starts becoming inconvenient, as it cannot accommodate those differences without it getting too complicated.

Content library is great, signatures are great, and integrations seem to be working good so far.
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.
PandaDoc has a beautiful document editor and the look and feel of the whole website is professional, and at the very least, way better than what we had before. During the time we've used PandaDoc, they've upgraded twice. It is nice to know we have a team aware of how presentable documents are.
  • Onboarding clients
  • Collecting official documents
  • Acknowledgement of welcome letter and start up details
Freshworks CRM, Zoom, Todoist: To-Do List & Task Manager

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

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.