PandaDoc for Sales Deals
February 27, 2025

PandaDoc for Sales Deals

Caroline Lundgren | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

I am on the sales team, and we use PandaDoc to create agreements to send to clients so they can sign the terms and pay when a deal closes.

Pros

  • create a clear set up for clients to read through and sign documents
  • provide a place where clients can securely pay
  • user friendly for the sales team to create agreements

Cons

  • sometimes it is difficult to edit documents
  • more notifications when documents are sent out, reviewed, etc.
  • ability to edit
  • saved time in creating documents
  • faster deal closure time for the sales team
  • greater employee efficiency

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

For the sales team, it is a good resource to use when closing deals. It is a one stop shop for the client to go in, review the quote and terms, and sign and pay within minutes.

Comments

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