Good Value for Mid Sized Businesses
May 29, 2024

Good Value for Mid Sized Businesses

Jordan Felty | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We use PandaDoc as a means to send purchasing documents to our customers. PandaDoc allows us to easily track our documents so that we don't let anything fall through the cracks. It also allows us to create templates that we can reuse over and over again. Their Smart Content feature allows us, in many cases, to combine multiple templates into just one. This makes our end users more likely to use the correct document in the correct situation.

Pros

  • Document Tracking is super easy!
  • Great additional features such as Signature Forwarding and Suggested Edits.
  • Workable automation features and logic based smart content.

Cons

  • Templates reporting doesn't really exist, you can't see how often a template is being used or not used or by who.
  • The Quote Builder features cannot be fully automated via the API yet, specifically you cannot set photos of your products except by doing it manually through the UI.
  • PandaDoc does not integrate well with Insightly CRM, a lot of standard features that PandaDoc claims can be used via a connection with the CRM do not work. Specifically, it will not pull in product data from your CRM Opportunity into the pricing table in the PandaDoc document.
  • Paragraph numbering does not continue from one text box to the next. This means that if you need a page break and have to split your numbered list into another text box it will start over at one again. So you are stuck choosing between not having page breaks which makes printing your documents ugly or manually numbering your paragraphs which is inefficient and time consuming.
  • Due to the lack of integration with our CRM, it is hard to say how much we've been able to benefit from it in hard numbers.
  • We actually use PandaDoc entirely for purchasing!
  • We've also used it as a means of project reporting for our larger clients, we have a project report template that we send out monthly and cc the customer on to notify them of progress.
  • We use PandaDoc to record vendor purchase orders when we need to buy parts for our projects.

Do you think PandaDoc delivers good value for the price?

Yes

Are you happy with PandaDoc's feature set?

No

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

PandaDoc is well suited if you are using a more popular CRM for it to integrate with. It has a lot of promising features that with time will be very powerful such as the Quote Builder and CRM automations. It also has a lot of out-of-the-box functionality such as Smart Content, a Content Library, and advanced approval capabilities.

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