PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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PandaDoc + SalesForce Integration Makes Opportunity Management Easy
What do you like best about the product?
I love that PandaDoc connects with SalesForce to manage our client opportunities. The ease of use to send to clients and track the contract process has been super beneficial as part of being a CSM and managing renewals.
What do you dislike about the product?
Editing some fields/columns/rows can be glitchy at times, wish it were easier.
What problems is the product solving and how is that benefiting you?
Contract Tracking, Contract Drafting, Proposals, both internal and external reviews
Easy to Use, Seamless Integration with Other Tools
What do you like best about the product?
Ease of use and integration with other tools
What do you dislike about the product?
It can sometimes be clunky and I would like to be able to customize the message people receive upon email
What problems is the product solving and how is that benefiting you?
Sending confidential documents as well as Sales orders
Effortless Quoting & Sales Tracking
What do you like best about the product?
I like PandaDoc for its ease of use and the helpful templates that make sending quotations much faster. The follow-up features and the automatic sign reminders are really convenient. Having a contacts address book and a list of our product offerings with automatic descriptions and pricing is a huge time saver. I appreciate how it helps me keep track of my sales cycle with customers and lets me see my yearly totals for proposals, which is very useful for managing sales opportunities.
What do you dislike about the product?
I don't like how the windows/menu headings/UI changes quite frequently, interrupting my muscle memory.
What problems is the product solving and how is that benefiting you?
PandaDoc sends automatic sign reminders, tracks sales opportunities, provides legally binding quotes, and shows yearly proposal totals. It simplifies my sales cycle, speeds up quote creation, and stores historical client information.
Flexible Form Editing That Makes Sharing with Insureds Easy
What do you like best about the product?
I like how you can really edit a form however you would like. I really enjoy how you can fill things out and send to an insured to only fill in the blanks
What do you dislike about the product?
Sometimes their are bugs that take time to fix
What problems is the product solving and how is that benefiting you?
Pandadoc solves the problem of insureds possibly not having a software to edit PDF's and send it back
Bulletproof WYSIWYG Editor, for-reals not a pain to work with
What do you like best about the product?
The wysiwyg editor is very consistent! This is actually sort of rare. Usually, drag and drop editors are a gigantic pain to use and pandadoc's is bulletproof.
What do you dislike about the product?
The variable system *seems* powerful but actually isn't very feature-rich. Having a parallel quote system which does not interact/update Salesforce opps/quotes can be very confusing for our Sales team. Why are things like table heading labels wrapped into a quote editor rather than a "table properties" dialog? Assigning a new contact to a role in an existing document (as opposed to choosing one on doc creation) is much harder than it needs to be.
What problems is the product solving and how is that benefiting you?
Having insight on whether clients are opening proposals is helpful, as is the high-level look at our pipeline for opportunities which have reached the proposal stage. Having a flexible templating system has made it much more easy to be organized and consistent with proposals.
PandaDoc: The Most Intuitive E-Signature Platform I’ve Used
What do you like best about the product?
PandaDoc is the most intuitive of the e-signature platforms that I've found so far.
What do you dislike about the product?
So far, I haven’t found anything I dislike about Pandadoc.
What problems is the product solving and how is that benefiting you?
I send a lot of new-hire forms that used to be done piecemeal because many of them were challenging to convert into an appropriate e-signature format with other platforms. PandaDoc has really helped streamline the process and automatically placed all the fields for me. In the past, I spent an hour doing it myself and then correcting the “auto” fields in *another* popular platform. I even handled our entire open enrollment in PandaDoc this year.
Effortless E-Signatures Made Easy
What do you like best about the product?
I really like how easy to use PandaDoc is. The user-friendly interface makes it simple to get my documents signed with just a couple of clicks. Plus, the pricing is very competitive compared to other platforms, which is a great benefit.
What do you dislike about the product?
I don't really have anything to say because it's a great e-signature platform for us to get started with e-signatures. But maybe pricing wise, it could be a little cheaper comparatively.
What problems is the product solving and how is that benefiting you?
PandaDoc helps us get customer contracts and investor agreements signed easily through esignatures. It's user-friendly and we've used it for years.
Helpful Reminders, Direct Signature Links, and Clear Document Status Tracking
What do you like best about the product?
The ability to send reminders and direct links for signature have been very helpful. Also the status of where the documents stand (sent/viewed/completed).
What do you dislike about the product?
Nothing that I have found yet. The archiving is a bit confusing to me but I seem to find the documents I've needed when archived.
What problems is the product solving and how is that benefiting you?
The ability to bulk send has been a great feature for certain projects throughout the year!.
PandaDoc Makes E-Signatures Effortless with Intuitive Drag-and-Drop
What do you like best about the product?
PandaDoc's ease of use. The drag and drop feature is excellent. find the tools required to fill forms/e-signatures was in plain sight.
What do you dislike about the product?
Nothing - PandaDoc addressed all the concerns a user looks for in a e-signature platform.
What problems is the product solving and how is that benefiting you?
I didn't incurre any problems
PandaDoc: Seamless Signature Collection for Remote Work
What do you like best about the product?
I like PandaDoc because it makes obtaining signatures for legal documents and payroll docs very convenient, even for remote work. It's great that I can secure signatures from different states, which is essential for my sales job. The templates shared with me are valuable as they allow me to use documents that are being utilized company-wide. Setting up PandaDoc was very easy, which is definitely a plus for me.
What do you dislike about the product?
Nothing.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to send legal documents for signatures remotely across different states, making my workflow efficient.
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