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PandaDocs improves Sales workflow
November 29, 2023

PandaDocs improves Sales workflow

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

Overall Satisfaction with PandaDoc

PandaDoc's is our electronic signature solution. It is integrated with Salesforce so all contact information is integrated into the license orders and statements of work that are sent for signature.
  • Integrates with CRM
  • Provides a simple interface
  • Easy to follow instructions on use
  • Opening directly through my CRM brings me to a different interface than if I open it directly which can make finding docs a little harder when going directly to the App itself.
  • Eliminate any ads or fundraisers
  • Speeding up the signature process for faster closing
  • Speeding up the sales workflow in general by bringing product and contact information to the order form
  • Allows Account Executives to manage more opportunities by improving workflow efficiency.
Salesforce integration, license order templates, and approval workflow are all a major part of what we need in this product
Most all our use of PandaDocs is simply for e-signing. We negotiate the terms of the document itself before sending to the customer for signing or share the document for collaboration using Google Workspace.
The interface is a little too colorful for my liking but that is being nit picky...
PandaDocs is every bit as effective a tool as DocuSign. I do not compare pricing plans to evaluate there but if PandaDocs is less expensive, I would for sure recommend it

Do you think PandaDoc delivers good value for the price?

Not sure

Are you happy with PandaDoc's feature set?

Yes

Did PandaDoc live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of PandaDoc go as expected?

I wasn't involved with the implementation phase

Would you buy PandaDoc again?

Yes

I've only used PandaDocs for sales to get signatures on sales documents. It is very well equipped here and integrates well with our CRM. I have used other e-sign products in the past and PandaDocs is equal to or better in most scenarios for my work.