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?
What is your role with this product?
How long have you been using this product?
What is your company size?
What is your industry?
Marketing and Advertising
Did your company use a different software before this one?
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?
How did your company implement this product?
How long did it take to set up this product?
less than 1 week
How many people in your company actively use this product?
What is the primary use of this product in your company?
What was the cost of implementing this product?
What is your total annual cost for using this product?
How long is your contract with the vendor?
Did you get any discount for this product? How much?