Love It, Like It & Improvements Needed
February 24, 2025
Love It, Like It & Improvements Needed
Score 6 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
We use PandaDoc to create our custom event budgets for our services. It has assisted us in having all our budgets and paperwork in one spot for the team to access and have input on. We use this daily to manage budgets, and client approvals.
Pros
- Ease to user management
- Input of photos and videos for proposals
- Catalogue
- Content Library
Cons
- Layout of tables/documents. The new update is horrendous and I can't guarantee the whole team will set it up properly.
- excel functions in which is says it can do, do not work. For example, we should be able to do =sum(table sum + table sum) *20% = Not just in an individual pricing table but in the summary table option as well.
- Currently when adding our custom font or branding, it disappears on each log in and have to redo it.
- We have all notifications turned off to clients and they are still sending.
- Shifting tables around the page and they overlap or trying to move them to a new page doesn't work. Page breaks don't work to help that cause.
- We like the ease for our clients.
- We love the optional items and quantities for our clients.
- Overall saves time to have all our budgets in one place and for continued client sign off for revisions.
- We load in our creative briefs that our clients sign through the process. Easy to track!
Do you think PandaDoc delivers good value for the price?
Yes
Are you happy with PandaDoc's feature set?
No
Did PandaDoc live up to sales and marketing promises?
No
Did implementation of PandaDoc go as expected?
Yes
Would you buy PandaDoc again?
Yes
Comments
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