Use Panda to double your business.
June 29, 2023

Use Panda to double your business.

Kate Larkin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

I use PandaDoc to send contracts to my clients. Using PandaDoc makes it very easy for my clients to sign up online. Many clients do not have scanners and printers and do not have the ability to print out, scan and email back contract documents to me. This makes it very simple for my clients to be able to sign online. It is very efficient and allows me to be more productive, make more sales and earn more money.
  • Signatures.
  • Date of contract.
  • Able to fill in credit card information.
  • Able to include descriptions of the products being sold.
  • when filling in credit card information, the cc must match the the person's name, this is a problem when the wife signs the contract but uses her husband cc. there should be flexibility here.
  • "TEXT" box needs explanation, clients don't know what this means.
  • click boxes don't allow me to put in any explanations
  • Greater employee efficiency is the most important.
  • Makes it easy for clients, so better customer experience with our company.
  • All documents are saved for future reference.
Reusable templates have been a very significant tool because I make standard contracts with multiple attachments that are used for every customer.
Real-time notifications have been critical because I can see when my client has viewed the document and then when it is completed. Many times there is a lag time because they have questions they need to call me on, so if I see they have viewed the document but not completed it, It would be because they have a question so I can reach out to them, knowing they are in the process of reviewing.
I give it this rate because of the ease of use, ease for clients, time savings for my business, clients being able to have a copy of what they signed immediately and professional appearance with up-to-date technology.
  • Used internally.
  • Used with outside vendors.
I prefer PandaDoc because it is easier to use.
Excel4apps, CompuCom IT Staffing Solutions (eXcell)

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

It is Well suited for getting signed documents fast It is not well suited for those without computer knowledge/savvy.