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

Pros

  • Document signing
  • Easy to use Sales presentation templates and content
  • Online forms for signatures
  • Link to Pipedrive

Cons

  • 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
  • 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

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