Item: PandaDoc
Rating: 8
Author: Verified User

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We've partnered with PandaDoc for years. Its use case is mainly for creating agreements and NDAs and holding vital documents for all contractual matters. It's made contract creation seamless and is a critical tool for templating future document creation and acting as a depository for the business.

Pros and Cons

Pros

Document templating.
Contract depository.
Simple contract signing mechanism between clients.

Cons

Customisation feels a bit clunky.
Convert PDFs better.
New feature insights and tips would be welcomed.

Return on Investment

Time saving.
Accountability
Accessibility

Innovative Uses

We've not really had a scenario out of the norm.

Alternatives Considered

DocuSign

I can't say I know enough about the credentials of either to comment.

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?

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

Other Software Used

Slack, monday.com, Jira Software

Likelihood to Recommend

If you're looking for an online tool that will help make contract signing, renewals, and creation simple, it's great. It's less so if you're looking for a way to integrate with other signatory forms, as I'm yet to see a way to send through to DocuSign, for example, which a lot of our clients use instead.

Comments

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PandaDoc - Recommendation / Review.