PandaDoc is saving the bamboo!
December 05, 2023

PandaDoc is saving the bamboo!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

Use it to complete agreemetents with new clients, or to change the terms of our service.
  • Pulling information from hubspot
  • auto fillig accurately
  • quick edits and approvals
  • easy for end use to, complete and .
  • variables can be a little wonky to use
  • not always clear how to make edits
  • doc recovery is hit and miss
  • decreased our time to sign by a week.
  • decreased approval times
  • faster edits
reusable templats, esig and automated workflows have made things really quick
Real time notifications allows me to know when prospects are viewing the doc, as well as when theyve completed it. This means during critical time periods, where siging is crucial by a certain time, we can make the appropriate follow up plan with prospects to push them over the line.
I do think that pandadoc is pretty smooth for the layout. its easy to access from hubspot and also the data pull is really accurate. I think there could be work done on the editing site just to clean it up a bit and make it easier to edit and create.
  • We havent yet.
This is so much simpler and has really pushed our prospects to sign same day, if not actually on a call. We're talking contracts 25k and above. So I am fully invested in using PandaDocs for as long as we can, hopefully that will be forever if the product can keep up with our growth.

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

Well suited for smaller orgs with simple contracts. Not sure how it works with other docs.