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User review of PandaDoc

Great tool with constant development of new features

- by Chris Pricola

USER SATISFACTION

RECOMMENDATION
6 out of 7
Very likely
COST EFFICENCY
5out of 7
Good
OVERALL IMPRESSION
4out of 5
very good
EASE OF USE
4out of 5
very good
CUSTOMER SUPPORT
4out of 5
very good

PROS & CONS

What are the best aspects of this product?

Flexible document design, with a great editor tool. Dynamic tables and Salesforce field integration.

What aspects are problematic or could work better?

While there is an open API, the API is a bit limited at the moment. They do not currently open up their API for payment gateways that are not preferred vendors to integrate with the platform. Limited options for payment gateway integrations on the preferred partner list. Would love to see this change in the future, as we evolve our business we want Pandadoc to evolve with us.

What features/services would you like to see in future versions of this product?

Open payment gateway API capabilities.

What specific problems in your company were solved by this product?

Ease of use for our SMB sales team to send out their own contracts directly from a Salesforce opportunity record. Dynamic tables as a standard feature in their template editor makes a huge difference when your contracts can have varying quantities of line items.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I made the decision to purchase it

How long have you been using this product?

1-3 years

COMPANY DETAILS

What is your company size?

11-50 Employees

What is your industry?

Marketing and Advertising

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

Yes

What software did you use before?

Docusign & before that Adobe E-sign (Echosign at the time)

Why did you decide to change it?

Lack of necessary product features like template editors, dynamic tables, weak Salesforce integrations.

Are you satisfied with the change?

Yes

How did your company implement this product?

on premise

How long did it take to set up this product?

less than 1 week

How many people in your company actively use this product?

most employees

What is the primary use of this product in your company?

mostly B2B

PRICING & COSTS

What was the cost of implementing this product?

$1000

What is your total annual cost for using this product?

$11,000

How long is your contract with the vendor?

1 year

Did you get any discount for this product? How much?

17%

FEATURE DETAILS

Security

Document Encryption
3
ok

Integrations

API Availability
2
mediocre

Workflow

Process Management
4
very good
Rules-Based Workflow
4
very good
Workflow Management
4
very good

Collaboration

Collaboration Management
4
very good
Customizable Fields
4
very good
Customizable Functionality
4
very good
Document Assembly
5
amazing
Document Check-In/Check-Out
4
very good
Image Editing
4
very good
Real Time Updates
4
very good
Remote Document Access
4
very good
Text Editing
4
very good
User Access Control
4
very good

Versioning

Audit Trails
5
amazing
Document Versioning
4
very good
Edits Tracking
4
very good
Recording of complete Document Lifecycle
4
very good

Distribution

Mobile Access
5
amazing
Remote Document Access
4
very good
View Feed of all Documents
5
amazing

Publishing

Configurable User Access Permissions
3
ok
Customizable Functionality
4
very good
Customizable Reporting
3
ok
Locking Mechanism for Document
4
very good
Multiple Delivery Formats
4
very good
Multiple Document Formats
4
very good

Reproduction

Assorted Document Delivery Formats
4
very good

Storage

Access and Retrieval from Anywhere
4
very good