Great product and easy to navigate and customized.
May 29, 2024
Great product and easy to navigate and customized.
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
We use PandaDoc for bi-annual contract renewals and new contracts with new customers. We use PandaDoc with HubSpot integration to survey new customers and ease the loading of information into the contracts. We also use PandaDoc to survey customers on an as-needed basis. The easy format of creating your forms, templates, uploading images, etc, makes this document ideal for our use.
Pros
- Ability to email direct from PandaDoc or generate links.
- Ability to download pdfs easily.
- Ability to send auto reminders.
- Ability to have multiple signers and forwarding if needed.
- Ease to adjust expiration dates or change something from "viewed" to "complete".
Cons
- Adding text to forms before/after images or Yes/No features can be difficult.
- Using the check mark boxes next to the text makes it difficult to line up. Can one be entered on the same line as the text as an option so that it is not difficult in the future?
- Combining templates creates shifts in some formatting, making the document no longer aligned where needed.
- Time savings in creating documents.
- Integration with HubSpot.
- Greater employee efficiency and maintenance of standards.
- Surveys via forms.
- Cancellation letters.
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?
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
Comments
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