Item: PandaDoc
Rating: 10
Author: Geovanna Arias

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We use PandaDoc to send a Service Agreement to new clients and collect payment. In addition, we use it to send payment authorization forms and service reactivation agreements. PandaDoc helps us to stay compliant in our industry and make it easy for our customers to work with us.

Pros and Cons

Pros

Ease of Use
Ability to collect payment
Templates

Cons

Improving user interface
Ability to add additional users at no extra charge

Return on Investment

More efficient sales process
Ability to follow up with unclosed deals
Happy customers due to improved onboarding experience

Innovative Uses

We have used it to onboarding new clients.
We have used it to send payment authorization forms.
We have used it when a former client wants to enroll in our service again.

Alternatives Considered

DocuSign

PandaDoc is a million times better. PandaDoc is also more affordable since you don’t have a limit on the number of documents you can send.

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

Calendly, Google Drive, Todoist, RingEX

Likelihood to Recommend

PandaDoc is well suited for any business that requires clients or customers to fill out forms, in addition to collecting payment, whether it’s a one-time charge or recurring. PandaDoc would not be beneficial to a business that does not require clients or customers to sign any disclosures or consent forms.

Comments

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PandaDoc is the best document app ever!