PandaDoc is one of the best products that a salesperson can have. The quality of the features it offers in combination with the reasonable price point makes it a no-brainer for startups and small businesses. The value of the signature flow is almost immeasurable. One of the most significant issues that I had was my salespeople sending out proposals without my authorization. Now with the signing order, all proposals have to go to may and be signed before they can go out to the customer. Another great feature is the ability to know when somebody has received the document and viewed it. This has been especially helpful in the case of trying to collect payment by way of authorization form. In the past, we had no way to know if the client was receiving their authorization form and now we do.
The only thing that I would like to see added on all of the service plans is a customized URL so that my clients don't see the PandaDoc URL when signing contracts. Otherwise, I rate this product a 9.9 out 10
At the very least give it a shot. PandaDoc offers a variety of templates for you to choose from. This is especially helpful if you are a new business and have not had any contracts or proposals developed.
When we first started the company we were doing our proposals via PDF, InDesign, and even more documents. We found panda dock uploaded PDF templates of our existing proposals to their system and were able to customize them. This way we could retain the branding that we had already created while taking part in the ease and flexibility of PandaDoc.