PandaDoc Streamlines our Sales Proposal Process
May 29, 2024
PandaDoc Streamlines our Sales Proposal Process
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
We use PandaDoc to streamline all of the proposals and work orders that we send to our business prospects. PandaDoc templates ingest structured data from Zoho CRM and handles access and electronic signatures.
Pros
- Speeds the proposal making process
- Standardize the look and feel of our proposals
- Make electronic signature easy
Cons
- Modifying active proposals sometimes leads to confusion between versions
- The WYSIWYG for templates can be tricky to use when CSS are involved
- Better multilanguage support for system features would be great (like email signature, email templates, etc)
- Significantly less time spent creating documents
- Better closing experience for customer
- Enabled trusted electronic signature
- For NDA
- For Partnership Agreements
PandaDoc provides a more versatile, intuitive and modern alternative. It's better aligned on the requirements of our SaaS business.
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
Comments
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