PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,419 reviews
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Transformed our closing process
What do you like best about the product?
The platform is incredibly easy to set up and use from day 1. I needed to improve our contract quality, approval processes, and speed to send/sign. Hubspot integration, contract templates, reusable content snippets, and configurable data elements turned our contract creation process from hours to just a few minutes. Automated approval processes, client reminders and built-in digital signatures make the signing process smooth. We also use Zapier to store signed copies and contract data in systems of record.
What do you dislike about the product?
I would like to see data integration with accounting systems setup as a standard part of the product. We have a combination of one-time project contracts (single invoice) and subscriptions (monthly recurring invoices) that we setup manually. Unfortunately using Zapier, in this case, is too complicated.
What problems is the product solving and how is that benefiting you?
PandaDoc manages our entire contract lifecycle (CLM). It is the orchestrator between hubspot and each contract's final destination in our document management system. Without Panda our contract creation process took literally 10x as long and we still didn't get the benefit of automated reminders, digital signature, and easy integration.
Complete high volume contract management solution.
What do you like best about the product?
We have a high volume of customized contracts that need signatures, and Panda Docs makes it easy to copy a contract and customize it with variable fields. I get a solid view of all my contracts and their stage from being viewed to signing.
What do you dislike about the product?
I do not have any significant issues with Panda Docs. Nothing that slows me down or frustrates me yet! If it came with a hot cup of coffee in the morning, it would be complete.
What problems is the product solving and how is that benefiting you?
We need to move a lot of contracts and then organize them for follow-up; I love the dashboard feature that gives me a view across all my documents, from which have been viewed to those that are signed; it's like a scoreboard for my landed revenue.
Efficient contract tracking software
What do you like best about the product?
I can manage contracts more efficiently and successfully thanks to this software's intuitive interface and reliable results; it has been crucial and efficient in establishing a reliable shared resource system. I like interacting with this interface. PandaDoc is compatible with a wide range of enterprise software, allowing organizations to get the most out of their current setup.
What do you dislike about the product?
I don't like how complicated and time-consuming it is to configure the application; better-integrated instructions with more accurate information highlighting would be appreciated.
What problems is the product solving and how is that benefiting you?
We did an essential feasibility study of several potentially profitable companies, researched and adopted PandaDoc, got it up and running, and wrote a contract with the specificity appropriate for this type of company. It has helped the company save a lot of time and effort in its operations and has made it much easier to perform tasks. It has given us excellent results and made it much easier to imagine and implement fruitful ways to expand our contract-based business operations. The company relies heavily on it, so it has to be done.
Best tool for quote generation
What do you like best about the product?
The interface is very modern and the tool is easy to use.
What do you dislike about the product?
There's nothing on top of my head. The tool is efficient.
What problems is the product solving and how is that benefiting you?
This tool makes it easy to generate and share quotes with my clients.
It's also helping RevOps team to setup approval workflows.
It's also helping RevOps team to setup approval workflows.
the best e-signing tool for startups
What do you like best about the product?
I really enjoy how easy it is to use and the ease at which I can customize fields. It has premium features that are available for free and even more incredible features available for premium customers. Definitely my go -to resources for documents signed and managed.
What do you dislike about the product?
I think the automatic field suggestions don't identify the fields needed accurately and have caused more adjustments than just including the required field myself. Otherwise, the automation and intelligent suggestions are a significant step in the right direction.
What problems is the product solving and how is that benefiting you?
taking the headache out of signing documents and managing these documents with people. The benefits I noticed are from myself and the improved workflow. It greatly helps keep everything organized, documented and a ton of integrations to connect it with existing tools we use, like stripe.
Great E-Signature Alternative!
What do you like best about the product?
It's easy to use and extremely user-friendly! I recommend it to all the contractors I work with when they are looking for a solution to signing documents online.
What do you dislike about the product?
The free version has a few restrictions but it makes sense. It would be great to have template options for free users. I would like to be able to make an either/ or box that requires only one box to be filled out.
What problems is the product solving and how is that benefiting you?
They are solving e-doc signing solutions for the everyday person who doesn't need something special like adobe sign. It's always been such a pain to print sign and scan a document to a client and I no longer have to do that!
They have been excellent, especially the free version
What do you like best about the product?
It is free and the functionality available is perfect for our needs.
What do you dislike about the product?
The expense of the API connection compared to competitors.
What problems is the product solving and how is that benefiting you?
Contract signing and record keeping.
Flexible and efficient
What do you like best about the product?
The flexibility in drafting a document is of a great benefit. We use PandaDoc primarly for contracting and having the capability of changing efficiently the layout and content of the document is massive important.
What do you dislike about the product?
Adapting the fields dimension, positioning and layout are sometimes a bit strange resulting in not being able to acomplish the intended result which in turn forces manual adaptation every single time.
What problems is the product solving and how is that benefiting you?
It is a great tool that solves our challenge of contracting. It requires a bit it structure but at the same time a degree of flexibility to be able to adapt the document to the ever changing market conditions.
Very recommendable and easy to handle
What do you like best about the product?
Pandadoc is very intiutive in the handling and the possibilty to sign digitally makes everything so much easier. I also really love the automated reminders.
What do you dislike about the product?
I feel that in some new templates it is a bit difficult to move the spaces for the customers to filll in information to the right spot. I does not seem to be possible to move these fields freely.
What problems is the product solving and how is that benefiting you?
Due to the automated reminders, I am saving lots of time that I would usually spend with calling the customers over and over again. As most customers fill and sign the contracts online, there are also less mistakes with e-mail adresses or other information due to bad handwriting.
Campus Recruiter
What do you like best about the product?
PandaDoc is user friendly. I enjoy the customization of templates and that you can access other documents uploaded by your teammates.
What do you dislike about the product?
Some of the pre-filled functions arent always accurate. I uploaded an standard W9 form and although it recognized the document and created prefilled options, it missed the signature and so I had to go back and add the field.
What problems is the product solving and how is that benefiting you?
PandaDoc allows our organization to send documents to our clients and gather important information about them in a secure way. Unlike sending a document in an email, it's simple and secure. Our clients also like that they dont have to download any software or pay a fee to complete the documents we send them.
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