PandaDoc reviews

1. Tool sprawl is consisten across CSMs - many duplicative tools with less guidance or guardrails. 2. Book of Business can be a bit disorganized from previous CSMs - building a plan to attack the book is key, has to be customized. 3. Some documentation gaps between handoffs on accounts - tool stack lends to information being saved in various locations which is a bit tedious to wade though.

Where to begin? Pandadoc is directionless. The company creates revenue because the product is fairly simple and low-cost. And yet, there’s no product roadmap in sight to expand revenue into new markets or geos. Most directors and above are acting within the “peter principle” and shift blame and accountability to lowly ICs. I’ve never seen anything like it in my career. Said “leadership” can’t create a sticky strategy if their jobs depended on it—oh wait! That’s why they scapegoat ICs! Easier to blame an IC2 than take responsibility for their poor choices or no choices for that matter. There’s no top-down planning anywhere at this company. And because there’s no planning, everyone at the bottom has to compensate for the lack of direction and prioritization. That has led to burnout, attrition and the lowest morale I’ve seen at a tech company since 2020. The company has zero career laddering, departments go years without promoting a single team member, but the CEOs inner circle get promotions every year. I’ve never seen a strategy from marketing or sales. Ask an AE how many times Pd has tried to pivot markets or segments!