Best tool to use for your sales team.
November 09, 2025

Best tool to use for your sales team.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

Pandadoc is used in my organization to create quotes, proposals and also data rooms for larger opportunities to share other documents like security documents, accounting documents, and much more. We also include next steps within the data room and share with others within the organization(s).

Pros

  • Quote creation.
  • Integration with Salesforce.
  • Data room with other information (w8, next steps, security docs, etc).

Cons

  • Better mobile app.
  • Positive time saved to create documents with templates.
  • Increased close rates with notifications.
  • Marketing material.
We've used PandaDoc at previous organizations, and we liked this the best because of how modern it looks and how easy it is to use.

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

Best suited for after demonstrations when requested by the prospect when they are looking for pricing with T&C. The data room is also great that acts like a drop box for opportunities and their contacts. Helps share pertinent information with others in the organization.

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