Item: PandaDoc
Rating: 10
Author: Sydney Garsee

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We use PandaDoc to make our sales process secure, efficient, and professional. Using the integration with Hubspot, our sales reps are able to create and pre-fill agreements quickly and send them to customers with the click of a button. We use the two-way sync with HubSpot to ensure our data is flowing seamlessly. We have recently started to use PandaDoc Rooms to create an even more professional buying experience for our customers and it has been incredible!

Pros and Cons

Pros

Customer Support
Easy of Use
Integrations
UI

Cons

I haven't had any major issues. Any questions have been answered promptly by the support team!

Return on Investment

1-2 hours/customer saved on creating and filling out documents
5-8 hours/week saved on overall documentation thanks to CRM syncing

Innovative Uses

PandaDoc Rooms for better communication with customers
Addendums

Alternatives Considered

I am not familiar with other options we may have looked at - we have been using PD for years!

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

Gong, HubSpot CRM

Likelihood to Recommend

Perfectly suited for SaaS companies looking to make their service agreements more professional and easy to use. The automation it brings to the sign up process is SO helpful - specifically the integration with HubSpot/Salesforce. It was great for our company when it was small and has continued to grow with us. We know it will continue to scale with our fast-growing team.

Comments

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PandaDoc saves our sales reps HOURS per week on documentation.