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PandaDoc

Unverified Vendor

COMMUNITY FEEDBACK SCORE

  • 4.08
  • 24 Reviews

RANKINGS & RATINGS

RANK
  • 11.0
    CPQ Software
    1 / 12
  • 45.3
    Proposal Management Software
    4 / 126
  • 11.0
    Quoting Software
    8 / 119
  • 47.1
    Digital Signature Software
    11 / 113
  • 44.3
    Document Management Software
    33 / 590
  • 11.0
    Sales Enablement Software
    34 / 160

ABOUT PandaDoc

PandaDoc all-in-one software streamlines sales workflows and provides transparency into the performance of proposals, contracts, quotes, agreements, invoices, etc. Design, approve, send, track, and eSign all types of business documents that win more business. Perfect for Marketing, Sales, HR, Operations, IT, Legal, and Product teams of 10+ people. Build a more scalable sales organization with PandaDoc solutions.

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About the Reviewer

Anonymous

Client

The Best In Its Awful Class

Reviewed on May 25, 2022

Review Source Alert

Organic - Unincentivized.

Down

What was the best part about using PandaDoc?

The features like document tracking, seamless custom blocking, and CRM autofill are very nice. Also having templates to pull from is super simple and makes it easy.

What would you change about your experience with PandaDoc?

Functionality of CRM, Documents, File handling, and customer support saying "i'm sorry but I can't help you with that"

Overall Feedback

Such a good system if perfected, but the best of a terrible selection. Sometimes I'd rather bang my head against a wall than try to understand how the formatting of their documents has glitched out yet again. Adjusting bullets or numbering is a nightmare, documents will sometimes leave you with spacing errors that aren't deletable so you have to delete the text box and add a new one, an inability to adjust any image size, you can't move folders once they're created, lack of an easy print preview so trying to make a paper copy to mail to a client is very strenuous, and if you ever have to email a customer more than once you have to delete their contact which make the contact tab utterly useless and in fact more detrimental. They just don't care about the functionality because they don't have anyone that can contest them with it, if they did I could guarantee they'd be fixing these obvious technical issues. But its not a bad system, just utterly frustrating 9/10 because something needs to be finessed in just the right way.

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