Overall Satisfaction with PandaDoc
We use PandaDoc to create, submit, and track our contracts and proposals. We needed a way to create templates covering several different use cases, that also tracks the viewing process from start to finish as well as connecting to our CRM. We use PandaDoc very, very frequently. Having living documents with dynamic fields speeds up our process immensely and reduces the bottleneck that commonly comes with monitoring contracts and supporting our clients to sign.
- Custom templates
- Connectivity and integration
- Document lifecycle tracking
- Dynamic fields
- The UI is clunky, resulting in a frustrating UX
- It often freezes, resulting in lost work
- We experience seemingly random failures that result in lost work
- It is not a great sandbox experience for novice users, which is generally the case for the people executing tasks with the software
- It's easier to use than standard contract practices (paper and certified mail)
- It's simple to send reminders, and automate that task
- We spend far too much time re-doing our work due to the freezing and UI issues
We don't allow redlining, as a rule. Our team also doesn't use commenting. The mobile-friendly signatures are excellent, as it provides our clients with an added level of simplicity and convenience. Real-time notifications are fine, we don't "need" that feature but it is nice to have.
Having a library of templates is very nice.
Having a library of templates is very nice.
- Omnichannel transparency; Once the docs have been created operations can see what is expected on the execution.
- The automated nudges are very effective with getting clients to re-open the document
Do you think PandaDoc delivers good value for the price?
Not sure
Are you happy with PandaDoc's feature set?
Yes
Did PandaDoc live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of PandaDoc go as expected?
I wasn't involved with the implementation phase
Would you buy PandaDoc again?
No