- Home Document Management Systems PandaDoc Great tool with constant development of new features
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User review
of PandaDoc
Great tool with constant development of new features
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by Chris Pricola
USER SATISFACTION
RECOMMENDATION Very likely
6 out of 7
COST EFFICENCY Good
5out of 7
OVERALL IMPRESSION very good
4out of 5
EASE OF USE very good
4out of 5
CUSTOMER SUPPORT very good
4out of 5
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 ok
3
Integrations
API Availability mediocre
2
Workflow
Process Management very good
4
Rules-Based Workflow very good
4
Workflow Management very good
4
Collaboration
Collaboration Management very good
4
Customizable Fields very good
4
Customizable Functionality very good
4
Document Assembly amazing
5
Document Check-In/Check-Out very good
4
Image Editing very good
4
Real Time Updates very good
4
Remote Document Access very good
4
Text Editing very good
4
User Access Control very good
4
Versioning
Audit Trails amazing
5
Document Versioning very good
4
Edits Tracking very good
4
Recording of complete Document Lifecycle very good
4
Distribution
Mobile Access amazing
5
Remote Document Access very good
4
View Feed of all Documents amazing
5
Publishing
Configurable User Access Permissions ok
3
Customizable Functionality very good
4
Customizable Reporting ok
3
Locking Mechanism for Document very good
4
Multiple Delivery Formats very good
4
Multiple Document Formats very good
4
Reproduction
Assorted Document Delivery Formats very good
4
Storage
Access and Retrieval from Anywhere very good
4
