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Serious Review but Written Casually
June 21, 2023

Serious Review but Written Casually

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We use it to quickly and efficiently build quotes for customers. The business problem the product addresses is having to drag and drop every single customer's contact information/contract number information from Salesforce onto PandaDocs. It does all of that for us within 10 seconds. Sometimes less. Never instantaneously, but more than quickly enough to make it well worth it. We live in a world of instant gratification, so when someone clicks a button these days they expect an immediate result. The scope is massive. We don't quote customers on anything else. And we have a ton of renewals. Thousands a year. Saves a ton of time and I have yet for it to make an error.
  • Consolidates Salesforce data
  • Quickly generates links to send to customers
  • Recognizable name so new customers don't freak out thinking it's some sort of scam
  • Random, but I'm a huge fan of the color scheme
  • I like the name and logo a lot lol
  • Its ability to download in other formats than PDF is helpful. Lotta ppl in my industry, AEC, prefer software like Bluebeam and this works with that
  • Could be a bit quicker, overall. Generating docs and links. A very miniscule request because it's virtually perfect. Remember what I said first, I'm a product of this instant gratification society
  • I log into PandaDocs every single day I'm at work. No exceptions. Only days I don't log on are Saturday and Sunday. Occasionally it'll make me retype password info and be like "just verifying it's you"
  • Ya'll ask me to review it a lot. I like ya'll so I am. But I bet others get annoyed? idk
  • Time saved creating documents. Not copying that answer. I've said that several times in this review already
  • IDK about increasing close rate, but customers certainly aren't afraid to click on a PandaDoc link or attachment
  • Only miniscule, miniscule negative is that it isn't always instant
Reusable templates/creating custom templates is such a massive advantage. I can't imagine my life before templates lol. I mean, I can. It was last year before I came to TPM. And I spent half my day just generating quotes and regenerating them because they're so freaking difficult to build AND must have all the boring notation that nobody ever really looks at. E-signatures I've never ever had issues with. I said earlier that integrations is amazing.

Lol as I write this I'd say: maaayyybeee look at not re asking the same (or extremely similar) questions in the "respond in your own words" section on ya'lls review haha. Love ya'll tho, just teasing
Time saved. Commenting helps me communicate with my sales reps when they don't like/agree with the quote I built them, saves a ton of time. Also keeps everything in one place. So we aren't searching through old Teams msgs to see what has been done. Real-time notifications are freaky. I get those so so so so quickly. Well done.
Like I said earlier, love the color palette and logo. Ya'll nailed it. No notes.
  • Customer has said "what a cute name" about it to me before
  • We have hundreds of different templates
  • We had an old employee dress up like a Panda for our team party and call himself the Panda Doc. He also had a stethoscope. Get it? Panda Doctor...lol
Ya'll are so much better than them, for real. No need to be insecure.

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

10/10. It is perfectly suited for a company that has renewals managers that manage renewals (aptly named, eh?) all year long. It really is just so ridiculously cohesive that it'll make your head shrink. Really, any document that is going to be generated an insane amount of time, but just with different contact info/pricing, this is the software for you.

Less appropriate? I'm not really sure. One could say "it's not appropriate at a funeral" because it's not. But I don't see any circumstance where it's not acceptable/well-suited for the business world. Only place that would unequivocally NOT have it is DocuSign-esque competitors.