PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,419 reviews
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Solid e-signing software
What do you like best about the product?
Great software to help get e-signatures. Templates make it quick and easy to repeat similar documents, and you can insert commonly used fields that you need to update each time so you don't forget (e.g. price, title, etc.). Color-coded contact fields make it easy to understand what fields you have for any given signer to fill out. It's also easy to upload a document and just add a signature field. The user interface is straightforward and easy to understand. The 'search' field makes it easy to find old documents, and it's simple to send reminders and track what you have out the door. Plus they send regular product emails that are actually fun to read and helpful.
What do you dislike about the product?
The UI is typically very intuitive, but one thing that can be frustrating is that templates aren't 'locked'. It sounds simple, but sometimes it can be easy to start editing a template directly without realizing it. Would be great if there was a pop-up or something you had to check to confirm you wanted to edit the template itself as opposed to using it for a contract. But that's very minor and not a big deal.
What problems is the product solving and how is that benefiting you?
Makes it so much faster and simpler for folks to sign contracts. Instead of dealing with trying to add signatures to a PDF or making sure no fields are missed, PandaDoc walks them through the process. There are a lot of e-signing options out there that do this, but PandaDoc has won for us because it's easy to use and affordable.
PandaDoc Review - Highly Recommend
What do you like best about the product?
Ease of use and the ability to work out of the system to send emails. Pandadocs has definitely shortened our time to build individual proposals that look great and functionality.
What do you dislike about the product?
Payment options are tricky at first. Better training or documentation to figure out pricing options would have been good but the way it's set up right now isn't bad, just take a bit of figuring out.
What problems is the product solving and how is that benefiting you?
Seamless proposal to close. Closing time has gone down. Yes.
Recommendations to others considering the product:
Highly recommend for proposal, signature and pay.
Great Customer Service and Templates
What do you like best about the product?
The customer service was top-notch. I like how easy it was to set up templates and send quotes to customers.
What do you dislike about the product?
I thought that the templates and integrations worked as needed.
What problems is the product solving and how is that benefiting you?
We can send professional proposals and quotes to customers, see when they open the file and are notified once they sign. I like that it is all easily stored in one place.
Recommendations to others considering the product:
If you want to streamline your processes use PandaDoc
PandaDoc. A Great Workflow Automation Tool
What do you like best about the product?
From workflow automation, to bulk email sending pandadoc is a great resource.
What do you dislike about the product?
Customer service is good, but sometimes slow to respond.
What problems is the product solving and how is that benefiting you?
We have been able to automoate ourworkflow, decrease the amount of time needed to write proposals and agreements.
Recommendations to others considering the product:
Use the content library to speed up recurring workflows.
Economical & User Friendly
What do you like best about the product?
Clients are able to access their documents thru the links sent. Many of my clients have appreciated the cloud security offered by the app.
What do you dislike about the product?
There have been occasions where Pandadoc communication to clients has got into their spam folder. I have generally educated clients to check their spam folder to check whether the email has somehow gone there
What problems is the product solving and how is that benefiting you?
Completion of evidential documents in support of tax filing
Recommendations to others considering the product:
I think this app can be used by professionals to meet their regulatory requirements,
PandaDoc is very easy to use & has all the tools you might ever need.
What do you like best about the product?
That I'm able to send all my documents electronically with simple steps.
What do you dislike about the product?
No complaints or concerns at the moment.
What problems is the product solving and how is that benefiting you?
Sending paperwork to clientele without having to do so in person. Saves time & gas.
Recommendations to others considering the product:
If you're hesitant, take this as a sign to go for it!
Get rid of paper and PDFs! Easier than Docusign
What do you like best about the product?
Very intuitive and flexible. Much easier learning curve than DocuSign.
What do you dislike about the product?
There is only one role (Client). It means I have to create new roles for every template. I'd like to be able to save a few, like staff member, manager, vendor, etc.
What problems is the product solving and how is that benefiting you?
We were getting agreements and contract via PDF, which is essentially a paper based process that needs to be tracked manually. Now we've moved agreements out of email and spreadsheet tracking. It's easier for staff and vendors because now they can sign on a mobile friendly platform.
PandaDoc was integral when we had to go 100% virtual at the start of the pandemic.
What do you like best about the product?
The ease of use, templates, content library, and auto-reminders cuts down the chasing down of document signatures.
What do you dislike about the product?
Deleting multi-page additions can be tedious.
What problems is the product solving and how is that benefiting you?
PandaDoc has eliminated the need to chase signatures from employment agreements to board of trustee conflict of interest statements. It has streamlined our onboarding process tremendously.
We've used PandaDoc for many years and it rocks!
What do you like best about the product?
Easy contract setup. May use over and over and over as a template. Fast and easy.
What do you dislike about the product?
If you make a change to your master PDF you have to redo all the fields - but it's just the once.
What problems is the product solving and how is that benefiting you?
Secure receipt of electronic signature and also the client's credit card and billing information.
Product great, until you are a client-then forget service, & expect ongoing marketing blasts
What do you like best about the product?
Was a great platform for us to build our proposals, marketing collateral, catalogue of professional services, board manuals, and contracts. The ability to track what is sent out is great. Ability to track where the recipient spends time reviewing is great.
What do you dislike about the product?
Their customer service is abysmal. Once you are a customer, forget customer support responses to anything.
1. We needed help setting up some things, so we signed up at a greater price point so we could get hands on customer support via telephone with staff. This was spotty at best 18 months ago.
2. What we signed up for was billed quarterly for 3 seats. We only used 2 of the 3 seats, and now we only need one.
3. We began reaching out in Dec. of 2020 to see about reducing the number of seats, before the next billing cycle (which would have been a year in mid-January. Apparently, our contract was special, and didn't fit into the special price point on the site.
4. After not getting any responses, we continued to reach out. Via the website schedule an appointment button. Appt scheduled so we could speak with someone. I showed up to the call, that was scheduled through their link, and no one showed. I sent an email to the person whose calendar was scheduled. She responded back that she had filled all necessary responses she needed for her study (no idea what study it was, but apparently, the calendar schedule link embedded on their site was used for something else.
5. When I replied that that was not the purpose of the meeting, she looped in a client success person.
6. This person replied back and said that they don't allow cancellations so close to the cancellation date. After explaining that I had been trying for several months, I received a very curt message back stating they would alk to their executive team and get back to me. That was about a month ago, and I still haven't heard back.
In the meantime, I keep getting messages about scheduling an appointment to learn how to optimize the system. Pointless.
Also, forget the payment feature at the end of contracts that you create. We have the payment gateway plugged in. Once the client signs, they never get additional notices to pay the setup fees.
There are other options that we will use that have better customer ratings. It seems that they are marketing focused on driving sales, but once you become a customer, forget it.
1. We needed help setting up some things, so we signed up at a greater price point so we could get hands on customer support via telephone with staff. This was spotty at best 18 months ago.
2. What we signed up for was billed quarterly for 3 seats. We only used 2 of the 3 seats, and now we only need one.
3. We began reaching out in Dec. of 2020 to see about reducing the number of seats, before the next billing cycle (which would have been a year in mid-January. Apparently, our contract was special, and didn't fit into the special price point on the site.
4. After not getting any responses, we continued to reach out. Via the website schedule an appointment button. Appt scheduled so we could speak with someone. I showed up to the call, that was scheduled through their link, and no one showed. I sent an email to the person whose calendar was scheduled. She responded back that she had filled all necessary responses she needed for her study (no idea what study it was, but apparently, the calendar schedule link embedded on their site was used for something else.
5. When I replied that that was not the purpose of the meeting, she looped in a client success person.
6. This person replied back and said that they don't allow cancellations so close to the cancellation date. After explaining that I had been trying for several months, I received a very curt message back stating they would alk to their executive team and get back to me. That was about a month ago, and I still haven't heard back.
In the meantime, I keep getting messages about scheduling an appointment to learn how to optimize the system. Pointless.
Also, forget the payment feature at the end of contracts that you create. We have the payment gateway plugged in. Once the client signs, they never get additional notices to pay the setup fees.
There are other options that we will use that have better customer ratings. It seems that they are marketing focused on driving sales, but once you become a customer, forget it.
What problems is the product solving and how is that benefiting you?
tracking marketing and collateral sent out. building a consistent product catalog. makes proposals easy to send out.
Recommendations to others considering the product:
Buyer beware. Poor CX, flows aren't quite as easy as they proclaim, and forget support to get it where you need it-but expect a ton of marketing offers and information to provide support. No one shows up, and marketing doesn't seem tied to the CRM to know when customers have issues.
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