PandaDoc is all you need for effective contract management
December 14, 2023

PandaDoc is all you need for effective contract management

Roman Gurule | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We use PandaDoc for all of our client contracts including the contract and payment integration with Stripe. It allows us to seamlessly interact with clients and eliminates all paper. For the most part we use it on desktop but have used the app to monitor signature and payment status as well as generate simple contracts.
  • Contract Management
  • Template Language
  • Payment Integration API
  • User Interface
  • Competitive Pricing
  • N/A
  • Time saved creating documents (positive)
  • Time saved creating contract language (positive)
  • Great efficiency (positive)
  • Excellent/easy customer experience (positive)
Proposals are easy to generate and duplicate for use as templates. The content library is good and so are the API integrations. E-signatures work quite well. Notifications are straight and to the point. PandaDoc definitely speeds up the process for the business and the client. One other thing I’d point out is their real time mobile notifications are excellent.
My company has benefitted from using PandaDoc because it provides a streamlined, seamless, end to end document management process. It’s efficient for both my company, my clients, and is great for record keeping. The real time notifications via both mobile alert and email are quite useful because it makes it easy to manage the contract without having to keep checking.
I give PandaDoc this rating because everything about their document management platform works really well. From creating a contract to the payment integrations to the real time notifications to the digital end user experience, everything is intuitive and works great. Furthermore, the mobile app works exceptionally well allowing for seamless document management on the go!
PandaDoc is way easier to use than any other document system that I’ve experienced. The value proposition is definitely better than competitors, both the desktop and mobile user experience is significantly better, the functionality is much more intuitive, and the product is very polished and modern. I also like that they don’t bother you with additional product offering. Basically what you want is what you get.

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

I'd recommend PandaDoc to any small business that executes contracts. It's very straight forward to use, allows you to duplicate contract language for similar clients. and the dashboard has just about everything a business owner and/or executive would like to see. I cannot think of a better document management system.