PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Easy to use and helps us sell more
What do you like best about the product?
I like how it integrates with our CRM system and allows us to easily send proposals.
What do you dislike about the product?
Sometimes can be a bit glitchy. They usually are good about fixing the issues though.
What problems is the product solving and how is that benefiting you?
Contract Management and Propoposals.
Great for electronic signatures. Lacking visual customization options
What do you like best about the product?
I love how easy it is for our clients to receive, review, and sign off on orders, contracts and more. It's also great the way you can save visuals and sections of documents into the content library for easy future use.
What do you dislike about the product?
The layout & graphic options are extremely limited making it hard to align templates with brand guidelines. Even simple things like the inability to have side-by-side tables for comparison, or the inability to select colours by HEX or RGB - you're limited to a very restricted colour pallet. The template building tools are also somewhat difficult to use - they certainly aren't very intuitive. It feels like the UI was designed by a developer rather than a UI designer accustomed to thinking about user experience and flow.
What problems is the product solving and how is that benefiting you?
Pandadoc has reduced the graphic design load on our marketing department. Now, designs can be done once as templates and elements in the content library, and our sales and executive teams are able to create their own proposals, quotes, presentations, and more without asking for graphics support the majority of the time. Pandadoc has also been amazing in increasing our ability to get contracts and quotes signed quickly via electronic signature. We're happy to be rid of paper contracts and complicated filing systems.
Recommendations to others considering the product:
If you do not have strict brand colours and other guidelines and need a solution for electronic signatures, proposals, quotes, contracts, etc. then go for it! However, if you are looking for a tool that you can customize and require brand adherence, make sure PandaDoc can accommodate what you need before purchasing, or consider other solutions.
Great tool to send and track proposals
What do you like best about the product?
Sample Templates and workflow, easy to use. Integration with Salesforce CRM. Email notification when the receiver opens the document or complete the document.
Almost all templates are updated with proper legal language. Complete transparency in proposals or agreement and almost all points covered.
Electronic Sign, E sign certificate, Document auto-expiration, Customizable pricing table, You can create unlimited templates and products catalogs. The right tool for the small and mid-size companies, it definitely saves the time of Salespeople and management team.
Almost all templates are updated with proper legal language. Complete transparency in proposals or agreement and almost all points covered.
Electronic Sign, E sign certificate, Document auto-expiration, Customizable pricing table, You can create unlimited templates and products catalogs. The right tool for the small and mid-size companies, it definitely saves the time of Salespeople and management team.
What do you dislike about the product?
Only one thing - The custom CSS, It's little hard for the people who don't have experience or knowledge regarding HTML coding.
What problems is the product solving and how is that benefiting you?
Complete Proposal/Agreement Management Solution, even if you want to share the presentation and company marketing material you can upload the PDF and share with prospect and customers. You will have complete insight which page they are visiting for how much time?
This feature will give an idea what changes are required in the document or marketing material.
This feature will give an idea what changes are required in the document or marketing material.
Recommendations to others considering the product:
Go for it, worth spending for this technology.
Super Easy and Efficient
What do you like best about the product?
My company doesn't use PandaDoc, but one of my clients does. I love the simplicity of it. I get an email with a link to the doc, we can write notes to each other right there next to the doc, sign the doc electronically, and submit it. No printing, scanning, or dealing wth overly-complicated e-signature programs.
What do you dislike about the product?
I honestly can't think of anything that I dislike. I haven't tried to redline an agreement via PandaDoc, and I'm not even sure if that's an option, but for my purposes it's great.
What problems is the product solving and how is that benefiting you?
We're getting agreements in place quickly and without any hassle on either end. This is hugely beneficial when you're running around from meeting to meeting, traveling, or just staying busy at your desk.
Recommendations to others considering the product:
I love getting PandaDocs from clients because they're so easy. I'd suggest trying it out.
Easy way to send and receive docs!
What do you like best about the product?
PandaDoc is super easy to use! It's a great tool to use to create service agreements, invoices, and other important documents. There is an additional page that shows who signed for the e-signature which is very helpful for our records and due diligence. Our company also uses HubSpot, so PandaDoc is an easy integration into the deals we've already created in our CRM. When using PandaDoc, I found it very easy to make templates using tokens and fields without having to search for the answers - nice user interface.
What do you dislike about the product?
When we send out invoices, there is no overall report for taxes of invoices paid. That is my one major complaint with PandaDoc.
What problems is the product solving and how is that benefiting you?
We were looking for an easy-to-use resource to send and receive invoices and service agreements with an e-signature feature. With easy integration into a system we were already using, we found PandaDoc to be the perfect solution.
Recommendations to others considering the product:
PandaDoc had a recent dashboard update, making it even easier to use. It's helpful when creating templates and keeping track of what was sent, viewed, received, and paid all at the click of a button.
PandaDoc made our documents 10x better and 10x easier
What do you like best about the product?
It's dead simple to create very good looking and effective documents, but you also have a lot of control if you choose to use CSS. The tracking tools are very helpful as well. The best part is the templating system which allows you to quickly and easily create new documents from templates and have them ready to go in no time.
What do you dislike about the product?
It's a little pricey and they restrict API access to the most expensive tiers which is too bad. I wish it was based off usage because small companies have to pay the same price as medium and large ones just for API access, but per user.
What problems is the product solving and how is that benefiting you?
It makes our documents faster to make and more effective (contracts, etc).
Recommendations to others considering the product:
If you want to create beautiful documents in an easy drag and drop format that will be quick to make in the future, use PandaDoc.
PandaDoc Has Stopped My From Going Grey
What do you like best about the product?
PandaDoc is one of the best products that a salesperson can have. The quality of the features it offers in combination with the reasonable price point makes it a no-brainer for startups and small businesses. The value of the signature flow is almost immeasurable. One of the most significant issues that I had was my salespeople sending out proposals without my authorization. Now with the signing order, all proposals have to go to may and be signed before they can go out to the customer. Another great feature is the ability to know when somebody has received the document and viewed it. This has been especially helpful in the case of trying to collect payment by way of authorization form. In the past, we had no way to know if the client was receiving their authorization form and now we do.
What do you dislike about the product?
The only thing that I would like to see added on all of the service plans is a customized URL so that my clients don't see the PandaDoc URL when signing contracts. Otherwise, I rate this product a 9.9 out 10
What problems is the product solving and how is that benefiting you?
When we first started the company we were doing our proposals via PDF, InDesign, and even more documents. We found panda dock uploaded PDF templates of our existing proposals to their system and were able to customize them. This way we could retain the branding that we had already created while taking part in the ease and flexibility of PandaDoc.
Recommendations to others considering the product:
At the very least give it a shot. PandaDoc offers a variety of templates for you to choose from. This is especially helpful if you are a new business and have not had any contracts or proposals developed.
It's good for what it does, and it does pretty great proposals.
What do you like best about the product?
It is convenient having an online system to manage and send all our proposals. It is easy to collaborate with the customers and our team. The build is intuitive and easy to drag and drop to build proposals. The proposals we send out are very professional looking.
What do you dislike about the product?
I dislike when I add a section or field, it adds at the bottom of last page instead of the page I'm working on. Also, font changes in the table fields cant change. Otherwise, the system is pretty easy to use.
What problems is the product solving and how is that benefiting you?
Having one central place to log in and send/view/create proposals. We have seen better acceptance and it impresses clients that like this level of technical delivery and it impresses over a Word doc or something less fancy than Pandadoc.
Recommendations to others considering the product:
Better builder edits would be great. Focus on Digital Agencies and what they're doing and selling and functions that would help them deliver proposals that convert but otherwise I'm happy with the platform.
Why Pandadoc is a timesaver and standard keeper
What do you like best about the product?
I love the seamless integration with Pipedrive
What do you dislike about the product?
I think its a it clunky to format documents and make documents actually look good. Pagination tools are poor
What problems is the product solving and how is that benefiting you?
Maintaining standards of documentation and contracts.... ensures compliant documentation and quick execution of documents
Recommendations to others considering the product:
Its good , but they could make it easier to make documents look good, its a bit fidgety
Perfection!!
What do you like best about the product?
the easy way of creating offers for clients and that i track it when they open it to read it. This great for our sales team! Plus we really like the templates feature because we can make an offer within 2-4 mins.
What do you dislike about the product?
The fact that the clients get emails and display pandadoc branding. Whitelabel on emails will be great! Plus on emails when add a link is not working when they click it.
What problems is the product solving and how is that benefiting you?
solving the offers part to clients and tracking of offers!
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