Item: PandaDoc
Rating: 10
Author: Verified User

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We use PandaDoc to send documents to our partners. These documents are to update their accounts and require signature. We use PandaDoc to create the templates, and then we use its integration with HubSpot to send the documents for signature. There are about four people on our team that use it on a regular basis.

Pros and Cons

Pros

Super easy to create new templates
Great integration with our CRM
Quick support when needed

Cons

HubSpot Integration in Multiple Browsers
Mass Editing of Fields
Quicker document sending

Return on Investment

Time saved designing documents
Time saved sending documents
Quicker support close rates

Innovative Uses

Hiring
Support
Applications for new customers

Alternatives Considered

Dropbox Sign

We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time.

Key Insights

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

Other Software Used

HubSpot CRM, Notion

Likelihood to Recommend

It is so easy to create templates and then send them as documents for signature. It's helpful that our whole team can see the documents so that we all know what still needs to be sent. We use the HubSpot integration which is helpful, but it could use some additional development.

Comments

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