It revolutionized our business in a major although their dynamics integration could some enhancements.

What are the best aspects of this product?

We love how its data merging from Dynamics, which also included the price table from the products we chose. Its drag-and-drop function from the content library is excellent. It does its job really well. The tool made it possible for us to come up and send out templates from both our desktop PCs and tablets.

What aspects are problematic or could work better?

Dynamics integration only functions one way and it only makes use of an iframe. It wouldn't update the status of a deal to "Won." Another thing, we couldn't make a reference of the status of the doc in Dynamics when it comes to reporting. We're able to see it on iframe but we'd rather have it interact with CRM.

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

We're now doing a majority of our deals by means of PandaDoc e-signatures. Creating proposals is several times faster compared to our previous approach and they're more consistent than ever. The process of approval allows us to look into errors and resolve them right away.

Are you a current user of this product?

Yes