Item: PandaDoc
Rating: 8
Author: Verified User

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

We are a Marketing company for Health Clubs and Fitness Centers that uses PandaDoc to send marketing agreements to sign and pay for new. contracts including website builds and advertising. I also use them as secure documents to request payment information from clients.

Pros and Cons

Pros

Organization
Ease of use copying templates
Integration with Hubspot

Cons

sometimes deleting blocks/rows in a template is glitchy

Return on Investment

Time saved creating new agreements with templates
ability to pay in-doc

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

HubSpot Marketing Hub

Likelihood to Recommend

I have not experienced a scenario where using PandaDoc isn't appropriate. Using them for marketing agreements is super easy, and I get notified every time a client opens it and when they sign.

Comments

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Easy to Use, Easier to Design, Clients love it