Untangling your sales document process with PandaDoc.
May 30, 2024
Untangling your sales document process with PandaDoc.
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
I've been using PandaDoc for about seven years for my marketing firm. It has two use cases in my business: responding to proposal requests and creating and sending employee work contracts for my new hires and interns. My business problem was that I needed a solution to duplicate proposals for prospective clients easily, and using Microsoft Word or Google Docs didn't give me the flexibility to create these documents quickly.
Pros
- Easy to view analytics on when clients have opened and read your document.
- Easy to create duplicates of existing documents.
- Customizing documents for each client is accessible by adding images, videos, and other relevant content.
Cons
- Adding AI to speed up proposal writing.
- Integrating with Zapier at the lowest price tier.
- I saved likely hundreds of hours creating proposals on PandaDoc versus trying to develop them on MS Word or Google Docs.
- I've used PandaDoc to draft a rental agreement for tenants based on their templates.
- I've used PandaDoc to track the deliverables my business has focused on since its inception and better monitor how my offerings change annually.
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
Comments
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