Overall Satisfaction with PandaDoc
I use Pandadoc to prepare NDAs, Professional Services Agreements, Master Services Agreements and Statements of Work (SOW). I have used it as well to invoice with and receive payments from clients. It helps me with templates, and as well, it is integrated with Hubspot, my marketing and sales platform, which means I can generate most documents directly from a contact record and it will fill in all the fields I have predefined using tokens.
- Integrates with Hubspot
- Stores reusable items in a content library
- Accepts payments (greatly reducing payment friction)
- Provides many useful templates.
- The table builder could be a little more robust.
- It can be difficult to figure out which token to use so it can grab the info from Hubspot
- It could offer better integration with meeting tools so you can go over proposals with clients.
- Helped improve cash flow from the ability to collect payments
- Helped me keep track of which contracts a client has signed (way harder than it sounds).
- Templates have allowed me to both standardize proposals yet allow rapid customization for each specific customer, a key capability.
Pandadoc has greatly streamlined what used to be a lot of back-n-forth cycles. The ability to redline and make comments, collaboratively with both internal and external team members, including clients, mean we cut way down on communication cycle times. The eSignature capability, which seems to work about anywhere, means I can do business everywhere, and do!
- Embed Explainer Videos - Mostly for Marketing Purposes
- Turn some previously 'free' consultations into paid consultations
- Allow downpayments.
At the time of evaluation, it had the functionality we were looking for at price point we could afford.
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