PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,392 reviews
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Reliable Security and Customization, But Needs Better Customer Highlighting Tools
What do you like best about the product?
Security features make it reliable and trustworthy when you are getting documetns signed. Ity also has a great deal of custimizations that allow for enhancements to your documents that wouldn't have the same effect if just was left to the customer to sign.
What do you dislike about the product?
I believe there are still a lot of areas that could be improved on the customer facing side of things. It's made to be simple and it is, but in terms of highlighting and marking important areas for the customer signing there's very little on that front.
What problems is the product solving and how is that benefiting you?
Keeping documents compliant is crucial. Time stanps and dates along with consistent templates which are required for our highly regulated industry.
The customer is left to sign on their own so they need to be walked through the signing without us present.
The customer is left to sign on their own so they need to be walked through the signing without us present.
Simple, Cost-Effective Contract Solution
What do you like best about the product?
I appreciate PandaDoc for being less expensive and simpler compared to alternatives like DocuSign, which made it a more appealing choice for our needs. The ease of creating new custom agreements and the simplicity with which they can be signed is a standout feature. Using PandaDoc has significantly simplified our process of sending contracts digitally, making it much easier to get contracts signed and manage documentation efficiently. Furthermore, PandaDoc offers a simple and straightforward ease of use combined with a favorable price point, making it highly valuable for our operations.
What do you dislike about the product?
I wish there were better customer services when things go awry.
What problems is the product solving and how is that benefiting you?
I find PandaDoc helps us send contracts digitally, making it easier to get them signed and simplifying documentation processes. It's less expensive and simpler than alternatives, offering easy creation of custom agreements.
Effortless Signature Collection with PandaDoc
What do you like best about the product?
I appreciate how PandaDoc makes it incredibly easy to gain signatures on the agreements we send out, providing a seamless and efficient process compared to traditional PDF signatures, which often don't work as well for us. The software spells out exactly where signatures and information need to be captured on the agreements, ensuring that nothing gets left off a document, which is essential for maintaining comprehensive records. Furthermore, the ease of operation and the ability to support multiple users and facilitate signatures from various parties are significant strengths. The process of using PandaDoc was surprisingly straightforward, even with just a small tutorial; I found the navigation intuitive, allowing me to learn as I went along without much difficulty. PandaDoc's ability to consistently deliver the required information in a format that is convenient for my customers and those I solicit for signatures is something I find valuable. Additionally, the overall experience with PandaDoc has been smooth, and it remains our preferred method of obtaining signatures on contracts, which speaks to its effectiveness and user-friendliness.
What do you dislike about the product?
I wish PandaDoc made it a bit easier to send out reminders for signatures on emails. This feature could be improved to enhance efficiency in document management.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to gain signatures on agreements easily, ensuring all necessary information is captured correctly, unlike traditional PDF methods, which are less efficient.
Intuitive, Effective, with Room for Improvement
What do you like best about the product?
I truly appreciate the ease and intuitive nature of using PandaDoc. The setup process was straightforward and the software's clear structure helped me get started without any setbacks. I value how PandaDoc addresses my quoting problems, enabling clients to easily accept my quotes. Although I wish creating quotes was more automated, the outcome of having clients accept them commercially is satisfying. The integration with HubSpot is another standout feature for me, enhancing the connectivity and overall workflow between systems. Additionally, the activity log functionality is extremely useful as it details who accessed a document and their interactions with it, providing valuable insights. The document styling and ease of use, together with its capability of connecting with other systems like HubSpot, further highlight the benefits of using PandaDoc.
What do you dislike about the product?
I find the customer service with PandaDoc to be not very personal, as the representatives seem disconnected from my specific needs and operations, which I believe limits the potential effectiveness of the service. Additionally, creating quotes is currently a manual process, and I wish there could be an automated way to handle this. The challenge of automating my quotes leaves me feeling stuck, as it complicates my workflow rather than simplifying it.
What problems is the product solving and how is that benefiting you?
PandaDoc streamlines quoting by allowing clients to accept quotes and supports e-signatures for contracts. Though creating quotes is a bit manual, the results are beneficial as they meet commercial acceptance, enhancing my workflow.
Easy Integration and Fast Processing, Minor Template Setup Hurdles
What do you like best about the product?
SImple integration with HubSpot, very easy UX. Well priced compared to competitors. Fast processing time
What do you dislike about the product?
It can be slightly complicated to add new templates to the system
What problems is the product solving and how is that benefiting you?
We send contracts regularly and sign a high volume of deals, and Pandadoc has integrated seamlessly with our CRM (HubSpot) and saved us hours of time when it comes to sending contracts and handing over deals
n/a
What do you like best about the product?
The ease of use, it works great for us to send document to prospective students.
What do you dislike about the product?
I haven't ran into any problems with PandaDoc since we have been using it.
What problems is the product solving and how is that benefiting you?
It allows us to send documents without worry.
Great Editing and Features with beautiful presetnation
What do you like best about the product?
Ease of Editing, useful features, and the presentation of documents
What do you dislike about the product?
Moving content around in the documents is sometimes frustrating.
What problems is the product solving and how is that benefiting you?
Able to demonstrate our offer effectively, building a picture of an event with us visually, whilst capturing all the important details.
Securing signed proposals efficiently with the e-signature feature.
Securing signed proposals efficiently with the e-signature feature.
Well-Organized Platform with Excellent Traceability
What do you like best about the product?
good organized platform and traceability
What do you dislike about the product?
I did not find any dislike in process of singing the documents.
What problems is the product solving and how is that benefiting you?
singing process become shorter in time and without needs to have document in paper form
Great for Document Management, Minor Glitches Persist
What do you like best about the product?
I find PandaDoc's capability to simplify document management incredibly valuable. The system allows me to complete, review, and sign documents seamlessly, which is particularly beneficial when working with families. I appreciate the ease of sending documents via email or text messages, making collaboration with families and therapists straightforward. The in-person signing feature is highly functional and useful, facilitating efficient document processing. Furthermore, the notification system in PandaDoc is excellent, as it notifies me when a family receives a document, views it, and completes it, keeping the communication streamlined and transparent. The platform's simplicity and user-friendliness make it accessible to everyone in my organization, enhancing our transition to a paperless model. Finally, PandaDoc's openness to feedback and active involvement in solving issues, particularly in document merging and formatting, reassures me of their dedication to enhancing user experience.
What do you dislike about the product?
{"Initially, there was a learning curve with PandaDoc, especially in how to get to documents, edit them, and merge them. This indicates that the onboarding process was not as smooth as I would have liked.","We encountered issues when merging documents, particularly from a templated preview to a new template. These challenges slowed down our processes as it required additional assistance and troubleshooting.","Sometimes, documents that are typed and completed are sent off as blank documents to the recipient. This inconsistency can be very frustrating and diminishes trust in the software's reliability.","PandaDocs should be able to integrate better with other services such as OneDrive. Currently, completed documents aren't automatically stored in OneDrive, which requires extra steps for file management, potentially causing inefficiencies.","Occasional glitches occur within the app, which, although expected to some degree, can disrupt workflow and user experience.","I would like improvements in the mobile application for everyday use. There are glitches like in many apps, but better stability would enhance its functionality.","Improvements are needed in how documents are shared, specifically concerning confirmations or 'read receipts' when sent via text message. This feature would ensure better communication tracking."}
What problems is the product solving and how is that benefiting you?
PandaDoc solves my paperwork distribution issues and aids in document completion, review, and signing. It also offers document status notifications and supports moving towards a paperless business model.
User-Friendly Setup and Smart Forms, But Limited Program Integration
What do you like best about the product?
I like the user-friendly setup. It is easy to train new users. I like the flexible options. Smart forms are great.
What do you dislike about the product?
I wish there were more options to connect with other programs. I want to implement more batch processes for SMS and emails as well.
What problems is the product solving and how is that benefiting you?
We needed electronic signatures to bill patient claims to insurance. We also use the forms for medical record requests.
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