What is our primary use case?
I use PandaDoc to create contracts and sometimes even send invoice estimates. Recently, I created an automation where I connected PandaDoc with Pipedrive, and once a deal is moved to a certain stage in Pipedrive, the contract is created and sent to the person.
What is most valuable?
The best feature that I love in PandaDoc compared to other tools is that it has variables that when filled up with values, they seem part of the contract, while other contract management companies use the drag and drop feature, which is sometimes good, but sometimes we just want the content to fit in the document.
Another feature that stands out for me would be the ability to pay right in the document, where a customer can pay using Stripe connected with PandaDoc, and that can help us smooth our payment processes.
PandaDoc has a major impact on our workflow. Previously, we had been creating contracts manually, and whenever a client was closed, we had to go to PandaDoc and create it manually. With the integration and the automation that we created, it has improved our workflow and has saved us so much time. I would say at least 10 to 15 hours per week is saved by this.
What needs improvement?
One thing that I wanted to do with PandaDoc and have not been able to do is allow the client to choose what they want to pay for. The only problem I noticed with one of the automations I was creating was the ability for the customer to choose what product they want to add into their invoice. For example, if they want to add a monthly or annual fee, there should be an option for that.
For how long have I used the solution?
I have been using PandaDoc for seven years.
What do I think about the stability of the solution?
I find PandaDoc stable in my experience.
What do I think about the scalability of the solution?
I don't have any problems with PandaDoc's scalability.
Which solution did I use previously and why did I switch?
I used DocuSign before and I used Simple Sign, but PandaDoc's UI is much easier for your eyes, and the variable feature that PandaDoc has is what I appreciate.
I was already using DocuSign before PandaDoc and had already tried Simple Sign, but after PandaDoc, I stayed at PandaDoc.
How was the initial setup?
The pricing for PandaDoc is good and very comfortable, and the setup cost is not very much. As soon as we create the contract, creating it on PandaDoc is very easy, so the setup cost does not really amount to anything. I have not used PandaDoc's licensing features yet.
What about the implementation team?
We use PandaDoc in the public cloud.
What was our ROI?
Each salesperson is saving almost 10 to 15 hours per month through the time saved.
What's my experience with pricing, setup cost, and licensing?
The pricing for PandaDoc is good and very comfortable, and the setup cost is not very much. As soon as we create the contract, creating it on PandaDoc is very easy, so the setup cost does not really amount to anything. I have not used PandaDoc's licensing features yet.
Which other solutions did I evaluate?
I used DocuSign before and I used Simple Sign, but PandaDoc's UI is much easier for your eyes, and the variable feature that PandaDoc has is what I appreciate.
I was already using DocuSign before PandaDoc and had already tried Simple Sign, but after PandaDoc, I stayed at PandaDoc.
What other advice do I have?
PandaDoc is one of the best tools available in the market, and I believe it is the best tool available in the market. I would rate this review as a 10 out of 10.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.