It helped us close out contracts. A huge time saver!

What are the best aspects of this product?

It offers Hubspot integration. So that was a significant upside. I can send out proposals and agreements from HubSpot by means of deep personalization token in a snap. Being able to set up payment within the doc makes this tool invaluable. PandaDoc keeps me informed when a prospect has opened the document.

What aspects are problematic or could work better?

One major issue that I can't get over with is not having the ability to send e-sign proposals directly from my business email. Instead, they're sent only from PandaDoc's email address. I constantly see myself having to email separately just to keep an eye out on PandaDoc so they'll know what they should be looking at.

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

Customized proposals takes up half the time when it comes to utilizing the templates. The tool's activity tracking increases sales velocity since it makes it easier to close. It's very fast making sell sheets. It saved me a lot of time and increase my sales even more.

Are you a current user of this product?

Yes