Item: PandaDoc
Rating: 10
Author: Mike Oliver

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We use PandaDoc for all our large scale proposals for projects. It allows us to have a centralized contract system but also lets us know when a prospect has viewed. The proposal builder is actually the best part with re-usable templates and sections. We are able to have multiple logins for our team members which creates a good workflow.

Pros and Cons

Pros

Creates beautiful presentable documents
Ease of signing for customers
Renewal reminders for contracts

Cons

Better integrations
CPQ - Quoting product feeds
Sometimes can be slow to load

Return on Investment

Good customer experience
Saving time using the templates and tokens
Makes us look professional

Innovative Uses

We have been able to recommend to other clients for their systems
Not just for sales but for reminders of following up

Alternatives Considered

DocuSign

PandaDoc has a better editor and ease of use.

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?

I wasn't involved with the implementation phase

Would you buy PandaDoc again?

Yes

Other Software Used

Quotient, ConnectWise PSA, Datto RMM

Likelihood to Recommend

PandaDoc is well suited for professionals that require compliance but also ease of use for forwarding on to multiple people to sign. It works great for our industry which is a managed service provider so we can easily send through agreements that are required. It would be less suitable for smaller companies that only have a few quotes / jobs.

Comments

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Proposal software that beats the rest!