We use PandaDoc for our pricing indication documents and statement of works. The best part is how the system can get a certified digital signature on our contracts without requiring the customer to print, scan and email them back to us.
The creation of your documents is easy and when you have settled on a template it is very quick to generate it again and again for your customers. It also links to our CRM system (Zoho CRM), which means that a "Send with PandaDoc" button appears within our leads and deals panel. When pressed, it will connect the created document to the contact and use some of the details from that contact within the contract using "Tokens". On average, we save approximately 20 minutes per document that we create using PandaDoc over using MS Word.
PandaDoc also notifies you if a customer Opens, Signs or questions a document via the email link that they are sent. This is very useful for knowing that you customer is actually progressing with the contract. You also can see how much time they spent on each page. This means that you can work out what parts of your documents are confusing and may need improvement.
Overall, it is a nice, easy to use, connected service that will save you time.
The main annoyance is when you are creating tables within your documents, and you press "Tab" to move to the next column. It doesn't move you there, but instead takes you to the next "User" input field which is completely not relevant when you are creating a new document.
The search functionality is a little bit limited if you are looking at the dashboard. You need to switch to the document or contact section to search for a particular user or document. Which is a bit of a pain if you have forgotten who/what you have sent to your clients.
Have a quick look to see if your CRM system integrates with PandaDoc, though you can use it in isolation, it is much better if its linked up.
PandaDoc simply reduces the time needed to generate documents for your clients. It means that we are able to take an enquiry, and in the same call generate and send a pricing indication document. Or after a demonstration, we are able to quickly create a contract for the work that they can review.