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I love fuzzy pandas
November 29, 2023

I love fuzzy pandas

Tristan Keelan 🏒📊 | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

I use PandaDoc for my entire sales process starting with NDA's, then proposals, then contracts. It enables me to execute assignment selling that keeps my customers active in the process, while providing them with an easy experience and high quality documents to consider at the various levels of execution.
  • Embed dynamic content like videos, images, tables, etc. into proposal documents
  • Drag and drop signature and field organization
  • Templating for future use
  • Reporting on page views for insights - it's there but could be more robust.
  • Shortened sales cycle
  • Higher proposal quality
  • Post signature document management improved
Templates are huge - and with the connection to Hubspot I can create proposals directly from the CRM which populates all the necessary fields. I can literally make a proposal in a handful of minutes before adding customized language. Getting from CRM to workable proposal that fast is a huge time saver, and provides a level of accuracy for the important information that is comforting.
I don't really use it as a collaborative tool. I'm the only user at my company.
I have some documents that are very legal and plain - but my proposals look amazing. I can incorporate visual elements that make the proposals pop. Plus, having my own company style guide built in keeps things looking consistent. Finally, there is the content blocking and spacing options that ensure your never in a crowded design situation. Everything stays spaced and accessible for readers.
  • Contractor agreements
  • anything anyone needs to sign, ever.
It's no contest. PandaDoc is way easier to create docs, manage workflows, embed CRM elements, and produce a high quality modern output that clients are impressed by.

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

PandaDoc doesn't overcomplicate things when it comes to building documents - but also creating signing orders. It's so easy to choose the order documents get signed, that there's zero additional coaching required once a document is out there for circulation. Additionally, the tools for dynamic document creation are amazing. One of the best things I do is embed existing video content into proposals so that I can provide the content without making a document unnecessarily long via text, while at the same time my customers don't have to link off the page to watch the video. It's a huge element of my proposals.