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PandaDoc serves organizations ranging from mid-size to enterprises. We help sales, marketing, CS, and HR teams better manage proposals, quotes, and contracts.
Overall, the experience has been amazing. The support and deployment of the product was seamless.
Each change comes with the removal or addition of features, but there isn't much of a warning or notice to let you know. I've lost whole documents before without any explanation.
It has a great variety of predesigned templates, very efficient and very easy to use. Excellent for controlling contracts with clients,it has a very fast and understandable interface.
Lack of access to training materials; response time of support when there are system errors.
At the time it was only average but I know they've come a long way and have made great progress since then. I would recommend them alone for the great customer service I had.
This is a very difficult answer to come up with, I guess the only thing I can comment on is the initial transfer of information.
Our overall experience with Conga Contracts has been positive. The intuitive interface and comprehensive contract management features make it a great tool for streamlining contract processes.
The software is difficult for non-tech savey individuals.
I love that it's integrated with Canva for more impressive and eye catching designs. First proposal was out within minutes and I love the Dashboard showing stats for proposals at varying stages.
There is a spam problem with the email sent to some customers. I don’t have any other concern with PandaDoc.
It's quick and easy to set up, use and have both our customers sign important documents best of all it's secure.
The only thing I can think of is pretty lame, but sometimes when I try to open to document the first time I click on the link it says "error.
It was very simple to figure out and the customer support team is fantastic. They help you breeze through the process.
The only problem I ran into was the document creation date field sometimes displayed tomorrow's date because they have it set to a different timezone than where I'm located.
The ease of use, the possibility to manage contracts with great efficiency, and the sense of security using the platform are outstanding.
Unfortunately I find the program a bit confusing, it took me a bit longer to understand everything.
Kelly: Hi, my name is Kelly. I am a digital transformation director. I would give Conga Contracts a four out of five star rating. And for more reviews, you can click below. Before Conga Contracts, we were just using out-of-the-box PDF templates, and I think the biggest issue with that was just the manual data entry required. So it was not connected to our CRM, and therefore, we needed to copy paste all of the information to populate the quote or contract from the CRM into these templates, which was a huge, huge productivity burden. We chose Conga Contracts for two primary reasons. The first one is that it wasn't that different from a user perspective than our previous solution. We were really happy with the way our contracts looked previously. They just took too much time. So the first one was the familiarity. The second point of why we chose them was the integration with our CRM. So we used Salesforce, and it was really great to be able to, with a click of a button, populate all of the Salesforce data that we needed to into the contract, so that instead of entering 70 to 80 fields, we were really entering four to five per contract. So Conga Contracts's start is actually, I think, the most difficult part of Conga Contracts. Once you set up your templates and connect them to your CRM, it's very, very easy to manage and make minor tweaks. However, the setup process is actually the most difficult piece. So it does take a little bit of training or working with an implementation partner, but the way we looked at it was that, for us, the productivity improvement was well worth the investment to implement. And after about three months, we had broken even from our implementation costs and were just constantly saving time and productivity and money as well. So I think if you're considering Conga Contracts, if you rely and use your CRM heavily, it's wonderful because it can tap into all of the data in your CRM, whether it be deals or contacts or accounts or leads. It's really, really nice to have that integration. If you don't have the strong CRM use in your organization, it might be a little bit overkill for your needs. So I would evaluate the CRM strength of your org, and also just understand that it's going to be a little bit more expensive than the solution that you're probably using out of the gate, but you get that ROI back really quickly once you see the productivity benefits.
Liam K.: Hi, my name's Liam. I work at a company called Sook. We specialize in renting pop-up spaces for brands for short rentals. We're about 20 big, and I rate PandaDoc five out of five. Before we were using PandaDoc, we were using DocuSign, and it was a very good tool, but we needed to find something that was better suited to what our business needs were. The reason that we went with PandaDoc was based on some of its better integrations and support features that they had. So we currently use HubSpot as our CRM. The integration works really well with PandaDoc, making our sales team save a lot of time when producing and creating their invoices and sending it to their customers. When looking overall at all their features, it was just a simple choice for us. It was very easy to onboard PandaDoc into the business. As mentioned, the integrations, features were really easy. It featured really well into Stripe, and it was easy to onboard all the team in terms of how they were going to use it and benefit from it. My recommendation for people that are looking to integrate PandaDoc into their invoicing system is just have a good idea of what you guys want to do. Make sure that you have a clear understanding of the integrations that is available with PandaDoc, and make sure it just meets your business needs and that it does tick all the boxes from just not an employee perspective, but also from a customer's perspective.
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