PandaDoc streamlines contract management from the sale all the way through contract execution and renewal. Built-in collaboration, version control, document history, and electronic signature make it easier than ever to draft, negotiate, and sign contracts.

Pros

• PandaDoc is great for building dynamic proposal templates and pitch decks. New documents can be created directly from these templates, making customization easy and efficient.
• PandaDoc has the ability to manage large content libraries and product catalogs. The ability to reference and inject elements from these tools makes proposal building a snap.
• The integration capabilities are fantastic. The ability to originate sales docs directly from CRM records and have that ‘event’ time-stamp into the contact record is great. Then, as documents are sent and engaged with the history of that engagement is also time-stamped to the contact record. This gives sales great insights into the activity which trigger them into the actual document for deeper engagement history.

Cons

• PandaDoc needs to improve the presentation capabilities. There is heavy application for sharing a document on a screen share meeting before it’s sent. PandaDoc lacks presentation capabilities.
• PandaDoc needs to improve their integration with other software partners. The ability to load videos into documents is great, but they don’t accommodate top video platforms like 23 and Vidyard yet. This is overdue.
• They need to improve their value beyond the sale. There is opportunity to expand their value into operations and fulfillment, beyond the current ability to capture payments.