Item: PandaDoc
Rating: 8
Author: Verified User

Overall Satisfaction with PandaDoc

Use Cases and Deployment Scope

While we initially only used PandaDoc for proposals, we have discovered it's automation, whitelabeling capabilities and workspaces better enable the business.

Pros and Cons

Pros

client success
billing support
technical engagement

Cons

up-to-date documentation
license add ons
intuitive interface

Return on Investment

time saving
improved security
administration efficiency

Innovative Uses

employee agreements
policy compliance
adherence to marketing standard

Alternatives Considered

ConnectWise CPQ and ScopeStack

PandaDoc's feature set, price point and flexibility make it a good choice for our organization given that we are a service (vs product) driven team.

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?

Yes

Did implementation of PandaDoc go as expected?

I wasn't involved with the implementation phase

Would you buy PandaDoc again?

Yes

PandaDoc allows us to import documents as well as creating them from scratch. And while it can be tricky to get them looking exactly the way you want, their customer success overlay is responsive friendly and helpful.

I can see where this platform would be even more helpful to smaller orgs without a CRM as they do offer contact, client "rooms", etc..

Being able to create separate areas and restrict access allows us to operate on the principle of least privilege. This is further support by the roles and licenses available.

Comments

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value and support meet here