Overall Satisfaction with PandaDoc
- E-signature tool - Beautiful proposals - Complex quotes - Workflow automation - API for integrations - Salesforce integration - Central repository for documents - Bulk sends (mail merge) - Document analytics - view if proposals were seen by the recipient & tracking of stages for documents - Forms to collect data and export to CSV - Canva design integration - Presentation mode - (like Powerpoint).
- Complex quoting.
- API integration for cross platform communication and automation.
- Easy signing experience.
- Easy user interface.
- Excellent engagement and willing to partner with clients.
- Fantastic training resources (1:1 sessions, webinars, micro-videos, on-demand, articles).
- Beautiful proposal designs.
- Integrations - HR, CRM, Payments, CRMs. (Salesforce, HubSpot, Pipedrive, Zendesk, Greenhouse, Lever, etc).
- Online Notary.
- Online Fax.
- 10 hours to create a quote between departments. Now, it takes under an hour.
- Proposals would take weeks to come back complete. Now, with document analytics, we've cut that time in half.
I've leveraged the commenting quite a bit to ask if the recipient has questions or to remind them that there are pending actionables to move the process along to completed status. Others have used the suggested edits and relining for negotiations.
- Automations
- API
- Customer success.
PandaDoc stacks up above and beyond. It's replaced having to create a document in Word, save it to PDF, and then upload it for signature in an e-sign tool. I can create my documents in the editor. Present proposals in presentation mode instead of powerpoint and send directly from one application.
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