PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,392 reviews
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Great Template Features and Customization, but Editing Can Be Frustrating
What do you like best about the product?
I appreciate the ability to save templates, set up signing orders, and add content with ease. There is a wide range of custom content available, such as signature, date, and other fields, which can be assigned to different members. Overall, this is a solid product that works very well within our organization.
What do you dislike about the product?
At times, making edits can cause elements to shift out of place, which can be frustrating. Additionally, there have been instances where some members did not receive an email, though this might be due to user error.
What problems is the product solving and how is that benefiting you?
This tool provides a reliable way to sign off on contracts and other important documents that require official approval.
Great for Document Organization, But Needs More Email Reminders
What do you like best about the product?
PandaDoc keeps all my documents organized according to their current status, making it easy to track progress. Once a document is completed and signed by everyone, I receive the finalized version. The platform also allows me to send reminders, which has been especially helpful for clients who missed the original email.
What do you dislike about the product?
It would be helpful to receive more email reminders, especially regarding documents that are at risk of expiring. I would also appreciate notifications prompting me to send reminders for documents that have not yet been signed.
What problems is the product solving and how is that benefiting you?
PandaDoc enables my organization to efficiently manage contracts and quickly obtain signatures on important business documents. It has streamlined the process of handling contracts and distributing them for signature, ultimately saving me time.
Great Interface and Search, but Initial Confusion Compared to Competitors
What do you like best about the product?
Solid interface, great search function. Easily editable templates.
What do you dislike about the product?
This is lessening as they've gained market share, but originally, people were confused by it and didn't know what it was vs Docusign et al.
What problems is the product solving and how is that benefiting you?
quickly update contracts and work with variety of parties to get signatures.
Superior Editor with Custom Design Options
What do you like best about the product?
Compared to other providers, the editor is far superior and offers the option of defining your own design setup for all documents. Implementation is easy, the use of custom fields and integration was essential for us.
What do you dislike about the product?
What I would have liked to see done differently: the suggestions to use new features appear too frequently. Clicking them away once is rarely enough.
What problems is the product solving and how is that benefiting you?
Creating complex offers and customer contracts that do not correspond to a purely tabular form.
Easy Document Management and Payments, but Pricing Could Be Better
What do you like best about the product?
It's incredibly simple to create documents, assign them for signatures, and accept payments. The whole process is very convenient.
What do you dislike about the product?
The pricing can feel somewhat steep, particularly for users who are located outside the US.
What problems is the product solving and how is that benefiting you?
Pandadoc is making extremely simple and convenient to create docs for contract signatures, to create invoices to accept payments, and to upload documents, fill out and sign.
Great, easy to understand and use e-signing
What do you like best about the product?
I appreciate how easy it is to add a document, along with the step-by-step checks that help ensure everything is correct before sending.
What do you dislike about the product?
If you send a document and later need to make changes, you have to use up another valuable credit.
What problems is the product solving and how is that benefiting you?
PandaDoc accelerates the process of confirming important documents that need an e-signature. It notifies you when your document has been viewed and gives you the ability to follow up if the signature is delayed.
User-Friendly UI and Flexible Editing, but Needs Better Autofill
What do you like best about the product?
I enjoy the UI and how user friendly it is to use, especially when editing text and quoted numbers, allowing me to change it to monthly payments/annually and the quantities within pandadoc instead of fixing it in my CRM and remaking the document.
What do you dislike about the product?
There is not alot i dislike about it, if i had to nitpick i wish it would autofill all my information and signiture
What problems is the product solving and how is that benefiting you?
It is allowing me to take quotes from my crm and put it in a signable form for my customers to use and submit back to us!
Intuitive Quoting Tool with Time-Saving E-Signatures
What do you like best about the product?
I like that PandaDoc is fairly intuitive, pretty simple, and easy to use. I really appreciate and like the e-signature capabilities as they save us a lot of time. This feature helps since the recipient doesn't have to download, print, sign, rescan, and send documents back, which makes doing business easier and quicker.
What do you dislike about the product?
It would be nice if we could edit and approve quotes once they have been sent. I wish we would have the capability to reopen it if we found a mistake later.
What problems is the product solving and how is that benefiting you?
I use PandaDoc as an online quoting tool, which saves me from creating documents manually and emailing them. It's intuitive with e-signature capabilities that save a lot of time, making us quicker and easier to do business with.
Fantastic UI/UX and Mobile App Make Notifications a Joy
What do you like best about the product?
UI/UX is awesome, love the mobile app (it's my favorite notification to get on my phone)
What do you dislike about the product?
Sometimes the document editor can feel a bit clunky
What problems is the product solving and how is that benefiting you?
Expediting E-Signature to get contracts signed and lock in revenue.
Streamlined Workflow, Stellar Professionalism
What do you like best about the product?
I appreciate how PandaDoc makes our quoting system faster and allows us to see when proposals are opened. It enhances accountability by letting clients approve proposals more formally. The professional appearance of our proposals and the efficiency improvements make follow-ups smoother and more thorough. The customer service is outstanding, providing excellent assistance during setup.
What do you dislike about the product?
I find the setup process a bit cumbersome initially, as locating features and understanding which forms needed creation took some time. Even now, there are still some questions that need answers. Additionally, incorporating multiple proposals into a single document is more manual and time-consuming than I'd like. This issue primarily arises because when importing information from HubSpot, only one line item gets pulled in, necessitating manual creation for additional pricing info. This lack of seamless integration makes it cumbersome.
What problems is the product solving and how is that benefiting you?
I find PandaDoc speeds up our quoting process, enables tracking of proposal views, facilitates client approvals, enhances accountability, and presents information professionally, making follow-ups easier and more effective.
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