PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Top Notch Customer Service & Feature Rich Software
What do you like best about the product?
Customer service was on point. Our rep told us the customer service was top notch and companies always fall short of that when it comes to it. Not PandaDoc, Kenneth delivered at all cylinders.
What do you dislike about the product?
Honestly I'm struggling to come up with one thing I don't like and I'm drawing a blank.
What problems is the product solving and how is that benefiting you?
Speed of sending proposal and customization of them. They provide incredible tokenization of dynamic fields and made our proposal look incredible!
Recommendations to others considering the product:
Keep up the customer service.
Better than DocuSign
What do you like best about the product?
PandaDoc is more than a simple system to request e-signatures, it hosts a variety of use cases, and templates can be used across an entire organization. PandaDoc helps users manage large volumes of routine paperwork, such as RFP fulfillment, statements of work, and legal contract management. Best of all, PandaDoc integrates with G-Suite and Office 365. It can also be used with CRM.
What do you dislike about the product?
Honestly, there are very few critiques to give this platform, but it's impressive design and development comes with a price tag.
What problems is the product solving and how is that benefiting you?
PandaDoc streamlines the sales process by helping users deliver custom content, proposals, contracts, and signatures to prospective clients and existing customers. It's also a great tool for reducing the tedious time required to finish an RFP or lengthy contract related to Legal and Finance. Best of all, PandaDoc can be used to handle a variety of document life cycles, including customer renewals.
Recommendations to others considering the product:
Consider the value, don't cringe at the price. This is not a basic e-signature solution, this is a full suite of tools for ALL your document life-cycle management. This system should not be adopted for one purpose, it's true value can be seen when used across the entire organization.
Great tool, backed up by blisteringly fast support
What do you like best about the product?
PandaDoc helps me progress new client opportunities faster, and the document analytics are great.
What do you dislike about the product?
The tiniest thing - I wish we could change the colour of the button in the emails that PandaDoc sends out. Can't think of anything else I'd change!
What problems is the product solving and how is that benefiting you?
We needed to speed up proposal creation, and standardise our approach. PandaDoc has proved to be great for both.
Recommendations to others considering the product:
Go for it. We struggled for a while before buying comparing to other tools and trying to make sure it had the features we needed. Having been hands on for a couple of months now I wish we'd just jumped straight in!
Shocking simple platform to use!
What do you like best about the product?
PandaDoc has increased our conversion rate by cutting time required to draft, edit and submit project proposals. Our sales team is a raving fan of the platform.
What do you dislike about the product?
Te mobile app is a bit "vanilla". Does not allow for detailed search our outstanding docs not does it allow to send any sort of reminder to sign on the go.
Improve on app features. They are very basic and we are unable to do a true search of proposals currently outstanding. Looking for improve search as well as the ability to send a reminder to recipients. We would use this a lot with our outside sales team.
Also, it would be great to see an easier way to edit/delete documents. Currently, it appears this only possible from the main screen (dashboard).
Another feature that would be amazing to have would be an easier chat feature between users. On a few occasions we've accidently send private messages to clients.
Improve on app features. They are very basic and we are unable to do a true search of proposals currently outstanding. Looking for improve search as well as the ability to send a reminder to recipients. We would use this a lot with our outside sales team.
Also, it would be great to see an easier way to edit/delete documents. Currently, it appears this only possible from the main screen (dashboard).
Another feature that would be amazing to have would be an easier chat feature between users. On a few occasions we've accidently send private messages to clients.
What problems is the product solving and how is that benefiting you?
Timing is everything so the ability to decrease the time required on out end it critical. The templates/catalog make life 1,000,000 times easier than our old manual ways.
Recommendations to others considering the product:
Just do it!
PandaDoc is always Reliable and Easy to use for Client's who have never used such a product before!
What do you like best about the product?
Very simple and Intuitive interface. Easy to learn and understand. Great features that allow me to draft a Contract in our in-house Software and immediately upload/import it into PandaDoc so it shows up just like I need it to!
What do you dislike about the product?
It can be tricky transferring over ownership of one account to another when I have employees leave. Thankfully, there is a built in Chat platform that allows me to ask PandaDoc Support for assistance getting everything moved over!
What problems is the product solving and how is that benefiting you?
The ability to have Clients sign right away and cut-down on the lag time between sending contracts out in the mail/scheduling meetings to have them signed. It has increased our Booking/Closing rate immensely!
PandaDoc makes my contracts consistent and beautiful looking
What do you like best about the product?
I love that in a few minutes I can create and brand new contract for a brand new client, and track in real time if they've opened it, signed it and what pages they've read.
What do you dislike about the product?
The product table for adding and calculating is a little restrictive even though it adds a fantastic feature to contracts
What problems is the product solving and how is that benefiting you?
Grammer and spelling issues. Time saving on writting new contracts.
Recommendations to others considering the product:
I dont regret it using pandadoc at all
Its completely polished my proposals and made customers feel more taken care of
Its completely polished my proposals and made customers feel more taken care of
PandaDoc easily integrates with SugarCRM to provide cloud based presentation and e-signature
What do you like best about the product?
PandaDoc includes a Deep Integration with SugarCRM.
What do you dislike about the product?
There are some Nice-To-Have features that are on their roadmap but not yet available.
What problems is the product solving and how is that benefiting you?
Providing an easy to use, HTML based presentation layer for my customers to review and sign proposals and to securely collect credit card details.
Recommendations to others considering the product:
Test it first to make sure it meets your needs/expectations.
PandaDoc what a great experience
What do you like best about the product?
the software saves me many hours per week
What do you dislike about the product?
would like to be able to do a search in the document
What problems is the product solving and how is that benefiting you?
contracts, plans - time saving consistency in the documentation
Recommendations to others considering the product:
highly recommended
OVER ALL EXCELLENT AND GREAT RESPONSE TIME
What do you like best about the product?
OPTIONS
PHOTO UPLOAD
FAST RESPONSE FROM THE TEAM
PHOTO UPLOAD
FAST RESPONSE FROM THE TEAM
What do you dislike about the product?
TAKES TIME TO UPLOAD
NO 'BACK PAGE' FEATURE
NO RULER TOOL ON DOCUMENTS WHICH WOULD HELP WITH PAGE FORMATTING AND SEEING WHERE PAGE BREAKS EXIST BEFORE DOWNLOADING TO PDF
NO 'BACK PAGE' FEATURE
NO RULER TOOL ON DOCUMENTS WHICH WOULD HELP WITH PAGE FORMATTING AND SEEING WHERE PAGE BREAKS EXIST BEFORE DOWNLOADING TO PDF
What problems is the product solving and how is that benefiting you?
I HAVE THE BEST LOOKING PROPOSALS IN THE TRAVEL INDUSTRY AND HAVE MADE A NAME FOR MYSELF THANKS TO THIS
Recommendations to others considering the product:
THEY NEED TO GET EDIT SHARING OPTIONS FOR TEAMS.
I ALSO USE AXUS
ON AXUS I CAN INVITE MY COLLEAGUES TO EDIT/CREATE /ADD WITH ME
I CAN LOCK THEM OUT OF WHAT I DONT WANT THEM TO TOUCH
THEN WE CAN SEND TO CLIENT ON THEIR MOBILE
THE CLIENT CAN RECEIVE REAL TIME EDITS ON THE PROPOSAL
THEY CAN ALSO HAVE THEIR PRPOSAL ON THEIR PHONE WITHOUT HAVING INTERNET CONNECTION
I CAN CHANGE THE PROPOSAL AT ANYTIME AND THEY HAVE THE CHANGES...IF I WANT THEM THEM TO HAVE IT
I ALSO USE AXUS
ON AXUS I CAN INVITE MY COLLEAGUES TO EDIT/CREATE /ADD WITH ME
I CAN LOCK THEM OUT OF WHAT I DONT WANT THEM TO TOUCH
THEN WE CAN SEND TO CLIENT ON THEIR MOBILE
THE CLIENT CAN RECEIVE REAL TIME EDITS ON THE PROPOSAL
THEY CAN ALSO HAVE THEIR PRPOSAL ON THEIR PHONE WITHOUT HAVING INTERNET CONNECTION
I CAN CHANGE THE PROPOSAL AT ANYTIME AND THEY HAVE THE CHANGES...IF I WANT THEM THEM TO HAVE IT
Great Product - Some Key Features Still Missing
What do you like best about the product?
What I like best is the document builder features. The structure they gave to the product with the Templates and the content library I think is very useful because it lets you slightly change each document on specific sections which is something that happens a lot. I mean, templates work as a baseline document and then you can have multiple content library items that you pull in when needed.
What do you dislike about the product?
There are key features that I feel are missing. Nonetheless I have spoken to them several times and they've said to me that all of the features I mentioned are already on the roadmap of the product, in fact they delivered one of those in the last update. Things like document signature deadline, live collaborative document editing, task/comment assignment to other team members when building a document. Those three are the key missing features.
What problems is the product solving and how is that benefiting you?
The one thing we are solving is the way we are building and sending out comercial proposals. With Pandadoc we have everything organized and all the documents in the proper folders, so you can go back to them easily and see what's happing with the document. Also all the different templates already built in makes it very easy for the sales reps to build proposals in no-time.
Additionally the Human Resources Department is using Pandadoc for employee documentation. We've been using it as the formal company's employee documentation platform and it's been great.
Additionally the Human Resources Department is using Pandadoc for employee documentation. We've been using it as the formal company's employee documentation platform and it's been great.
Recommendations to others considering the product:
The most important part of the process is to create the content library and the templates before sending the sales reps into it. Otherwise they'll sing in and won't know what to do. That was important for me during the on-boarding. Additionally don't forget to integrate it to other tools like your CRM.
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