PandaDoc

Ease of configuration and use. Creating new and amending existing documents is a dream. And the native CRM integrations make managing agreements at the customer level very straight forward.

The Stripe integration is inherently broken. A paid invoice will invariably result in a net-new customer being created in Stripe (even if the paying party already exists as a customer in your stripe account). This wrecks your stripe analytics and requires manual reconciliation. Worse, when notified of this issue, PandaDoc has stated that "the integration works as expected" and that they have no desire to resolve it. But to get that answer, I had to go through a month long battle with PandaDoc Support to figure out why it was messing up Stripe records.The support team is offshore (managed by a third party outsourcing company) and wildly ineffective. If you expect clear communications about the issues you're reporting and plans for resolution, look elsewhere. Your tickets will sit in unaddressed for weeks on end. When a support rep finally responds, they will likely not respond to the issues you've raised (I've literally had support reps provide guidance to me that was clearly meant to address another customer's challenges as it was entirely unrelated to mine). And only once you escalate to your AE will support finally take you seriously. In an age when we must all do more with less, managing another company's support team is the worst investment you can make.

PandaDoc makes document customization and setup an effortless task, thanks to its helpful templates. I am also pleased with its capability for collaboration and monitoring, as well as its automated reminders, analytics and cloud-based storage. To top it off, the payment options are incredibly handy, and include credit cards and e-signing. I am delighted with the diverse set of features, and the convenience that PandaDoc brings.

PandaDoc can become costly rather quickly when you add on additional features. It would be beneficial to be able to view and test the final document. We use the pricing tables, often making certain features optional, but we cannot test them as we are not the recipients.