TrustRadius Insights for PandaDoc are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Ease of Template Creation: Users have appreciated the simplicity of creating and managing templates for various documents, streamlining their document creation process.
Integration with HubSpot: Some users have found the integration with HubSpot to be valuable, enhancing the overall user experience especially for those less tech-savvy.
User-Friendly Interface: The user-friendly interface of PandaDoc has been praised by users, enabling them to navigate efficiently and complete tasks easily.
Customizable Templates: Users highlighted the customizable templates as a key strength of PandaDoc, allowing for tailored document creation processes based on individual needs. Additionally, the ability to combine multiple documents in one go was mentioned as a time-saving feature by some users.
We use PandaDoc for all of our proposals and contracts. It allows us to quickly fill out information into a good looking and effective template that we have designed.
Pros
The ability to create completely custom designs is great. You can use CSS or if you have someone design a page you can send it to the company and they'll create it for you.
The pricing tables are very useful for pricing your products or services and allow you to include the price elsewhere in the document and update it easily.
Cons
The documents auto-scroll to the signatures which is annoying when you want someone to start at the beginning of a document. If the user were to scroll to the end manually that's their choice, but I typically want the end user to read the document.
Likelihood to Recommend
PandaDoc is great for taking your most used templates/forms/contracts and creating custom documents that look good and are easy to fill out. I strongly recommend it for anyone in sales who has to regularly fill out documents with the same information. It's also useful for anyone in an administrative setting who has to regularly fill out forms. It's particularly useful if you need signatures and would like to have analytics on how your document is being used and read.