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Great tool for Signature and more than you expected
September 19, 2023

Great tool for Signature and more than you expected

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

Overall Satisfaction with PandaDoc

We needed a tool that speed up our document signing process and delivered a smoother customer experience. We evaluated based on the core functionality, integration into our CRM and a system that also enabled the right guard rails to be placed for our Sales team.

Pandadoc solves all of these problems above and also added additional functionality to our tech stack by offering forms and also templates we could use through the Sales process
  • Document signing
  • Easy to use Sales presentation templates and content
  • Online forms for signatures
  • Link to Pipedrive
  • The visibility of who has completed but not fully signed. I love the dashboard but have to consistently scroll to get back to where I was looking and find interesting agreements to surface where we have not counter signed yet.
  • More calculated fields that are custom to us
  • Speed up the signature process by 2-3 days
  • Enabled a scaling sales team to operate effectively
Pandadoc is great for creating Proposals, contracts and quotes.

We heavily leverage the quotes, templates and content library to quickly create documents based on our requirements. It is also amazing to have the signature workflows ensuring that contracts are signed and sent to the right people across the business quickly.

We also leverage the eforms for some automated contractual agreements which saves even more time for our Sales and Support individuals.
We mainly use the e-signature functionality and signing orders to help in this space.

We don't do a lot of red-lining or commenting on agreements but this is useful functionality to have and in another line of work would be a fantastic tool.
In general the look and feel and flexibility of what you can create is fantastic.

I believe Pandadoc is better than most other tools in the market in this space. It would be nice if the calculated fields were more powerful and signing box's could be linked to fields in the tables so they move in conjunction with one another but those are minor things.
  • Termination forms
  • Non Disclosure agreements
  • Internal signing chains for documents
We preferred Pandadoc to DocuSign based on the look, feel and integration with Pipedrive that we use for our CRM

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

Perfect for any product where you need contracts and agreements signed easily. It just works