PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,419 reviews
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absolutely great quoting system.
What do you like best about the product?
easy to use when it comes to entering all your pricing and quantities.
What do you dislike about the product?
you need to see videos to understand it and you will need practice with it for couple weeks.
What problems is the product solving and how is that benefiting you?
the time it takes to do a proposal
Revolutionary
What do you like best about the product?
We've been using PandaDoc for five years and can't imagine our workflow without it. It used to be such a pain to put together contracts. While we had templates in Microsoft Word, it was always easier just to start with a previous agreement and modify it. The risk with this was the potential for missing unique terms or custom scope items required by one client but not another. Plus, having to chase down signed agreements--the housekeeping was a nightmare. PandaDoc completely streamlines the process. We've established templates for everything, have a robust content library that feeds the templates, smart content that auto-populates from our CRM, and pricing tables that auto-calculate total fees, discounts, etc.
What do you dislike about the product?
My few very minor wishes are 1) I wish there was a bit more control in pricing tables. I'd like the ability to select by default which pricing tables are included in the document total (you can manually change it, but you have to remember each time). 2) I wish you could create a pricing table that would automatically calculate a fee payment schedule based on conditional logic or linking to the main pricing table. 3) I would like the automations to become more robust and customizable. This is still a new feature, so I have hope that this will be a near-term addition. 4) I'd like the page breaks to be a little more seamless. You have to do some finagling to get the page breaks right if you're picky about that like I am.
What problems is the product solving and how is that benefiting you?
As a lean team, PandaDoc saves a huge amount of administration time, streamlines processes, increases transparency, and automates tedius workflows.
Easy to use contracting tool for Sales/ CS. Integrates well with salesforce
What do you like best about the product?
Integrations with Salesforce makes use very easy. Updates when customers open / sign documents is very helpful.
What do you dislike about the product?
Not much, the tool satisfies my business needs
What problems is the product solving and how is that benefiting you?
Creating contracts and pulling data from Salesforce to ensure data consistency
Unethical marketing and false promises
What do you like best about the product?
- keep product ok, not farm review based on false promises
What do you dislike about the product?
- not farm review based on false promises
- AI customer support that is way worse than it used to be
- AI customer support that is way worse than it used to be
What problems is the product solving and how is that benefiting you?
I use PandaDoc for reliable document delivery at scale, a common repository for stakeholders, and template creation for multiple departments. It's reliable, easy to use, and integrates well with our tech stack.
Extremely Flexible & Easy to Use
What do you like best about the product?
It's extremely flexible and allows for all kinds of flows (electronic, manual, or combination of signatures), and has multiple signors. In essence, you can suit the flow to the people you are catering to, allowing you to adapt to customer's requirements with minimal lift.
What do you dislike about the product?
It's not always clear how to automate or customize recurring actions
What problems is the product solving and how is that benefiting you?
Easily generate and share documents for signature
Impressive software to close sales
What do you like best about the product?
The speed and ease of sending economic proposals to clients and successfully closing them in a short period of time
What do you dislike about the product?
The interface could be more accessible and intuitive, although it perfectly fulfills its purpose.
What problems is the product solving and how is that benefiting you?
The sales
Real Game Changer
What do you like best about the product?
its ease of use. the auto reminders are awesome as well
What do you dislike about the product?
nothing as of now. i am happy with this product
What problems is the product solving and how is that benefiting you?
it saves a ton of time for myself and my clients
Technical Sales
What do you like best about the product?
It's ease of use. Article are stored in a catalog.
What do you dislike about the product?
I'm not a fan of the new dashboard. I preferred the previous version.
What problems is the product solving and how is that benefiting you?
Able to store quotations on the system.
Easy to use. Easy for clients.
What do you like best about the product?
Easy to set up documents. Support is good.
What do you dislike about the product?
There is nothing that I dislike, it is flexible.
What problems is the product solving and how is that benefiting you?
Signature of contracts with remote clients.
Easy to use!
What do you like best about the product?
PandaDoc is easy to use and keeps me organized.
What do you dislike about the product?
I need to adjust my emails settings, I get a ton of emails about the same document.
What problems is the product solving and how is that benefiting you?
Getting signatures in a timely manner.
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