I like how the process has a guide to assist you making the process very user friendly

I like that I can create my own templates and easily send them out for signature without ever having to leave the platform. The interface is clean and easy to pick up, so putting together a proposal or contract doesn’t take long, even when I’m customizing pricing tables or swapping sections for different clients. The performance of the product is pretty good. Documents load quickly and I rarely run into lag when editing or sending. It also integrates well with the other tools I use, so I’m not copying client info back and forth between our CRM and PandaDoc. Onboarding was straightforward, and when I’ve had questions, support has been responsive. From an ROI standpoint, it’s cut down a lot of the back and forth involved in getting deals signed, which easily justifies the cost. The AI features are a nice bonus too, especially for drafting or tightening up content when I’m building a new document.

I find PandaDoc simple and easy to use, especially the send-as-text option. It has our back as a company.