PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,393 reviews
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Great Option for Businesses
What do you like best about the product?
The fact that PandaDoc esign documents are HIPPA compliant is essential to our company. There have been a lot of improvements to Panda over the past few years with easier document prep options and better sending options.
We also like the way that forms are easy to use on a cellphone and that we can go into the document and see the progress prior to it being submitted. This is pivotal to our company because we are able to troubleshoot if a parent has problems with the doc.
We also like the way that forms are easy to use on a cellphone and that we can go into the document and see the progress prior to it being submitted. This is pivotal to our company because we are able to troubleshoot if a parent has problems with the doc.
What do you dislike about the product?
There could still be improvements made to the document prep process. Sometimes it is difficult to get fillable fields aligned well within a document which results in final documents that don't look as professional as they could. I also wish we could change the view when editing a doc so you could zoom in to help with formatting.
What problems is the product solving and how is that benefiting you?
We need a quick, HIPPA compliant way to send and receive documents for our company. We need to be able to create documents that are easy to use and can be customized to meet the needs of our audiences: parents, employees, and business partners.
Proposals made easy
What do you like best about the product?
We use Pandadoc every day and find the ease and speed of getting out a very professional quote a real plus. We integrate with HubSpot which works very well. They are always releasing quality-of-life improvements.
What do you dislike about the product?
Default views would be nice especially when you have large numbers of teams using the product
What problems is the product solving and how is that benefiting you?
Getting out new sales proposals as well as existing customer renewal documents
Vastly improved our efficiency
What do you like best about the product?
Using PandaDoc with our CRM system we can create proposal in seconds. It's quick and easy for clients to review and sign off online.
What do you dislike about the product?
Overall everything is great. If there was one thing editing of text within tables can be a little frustraing at time.
What problems is the product solving and how is that benefiting you?
Quick and easy for clients to approve proposals
very friendly and easy to use
What do you like best about the product?
i am able to send my claimant's documents to sign to their phone and is very pratical cince they are able to get it done quickly and easily.
What do you dislike about the product?
so far we like it. i did not like the change on the way to add new receipients. i liked it the way it was before.
What problems is the product solving and how is that benefiting you?
get my claimants on board faster and easy for them
PandaDoc Review - Sales User
What do you like best about the product?
It is easy to collect signatures and payment from clients in the sales cycle.
What do you dislike about the product?
Sometimes editing a document can be difficult.
What problems is the product solving and how is that benefiting you?
PandaDoc helps streamline getting agreement signature and payments from clients, making for a quicker close on sales.
Great for quick quoting and contracts that are repetitive!
What do you like best about the product?
Templates make it so easy to quickly action new opportunities. I have been able, and have received feedback, on how fast I get back to potential clients with fully broken down quotes!
What do you dislike about the product?
Sometimes it is a little clunky. When something is deleted by accident, it seems the good old ctrl-z undo shortcut doesn't always do the trick. Restarting a document is frustrating, but this is few and far between the great experience.
What problems is the product solving and how is that benefiting you?
Quick quoting and contract binding. Makes it very easy to impress future customers with timely actions on the sales side.
Elite all-in-one document and quote developing solution
What do you like best about the product?
The ability to customize documents, forms, and price quotes either from a blank canvas, or using existing templates, is unparalleled in this industry. Implementation was expedited by a superior customer support team. It's easy to learn, and the process of document creation is easy to replicate, making it the best eSignature tool we've used as a company.
What do you dislike about the product?
Integration with other systems is complex, pricy, and requires significant planning.
What problems is the product solving and how is that benefiting you?
PandaDoc helps us quickly review and edit redlined contracts and agreements, get eSignature verified documents to our existing customers and sales leads, as well as central hub for all client facing and internal documents/forms.
Quick to learn
What do you like best about the product?
I was able to learn and teach so quickly, it's a huge part of why it's helpful.
What do you dislike about the product?
I haven't used the Pandadoc training but I'm sure it could answer any questions we have.
What problems is the product solving and how is that benefiting you?
Much quicker for eSign
Simple documents and forms builder with great templates
What do you like best about the product?
The number one reason I chose Pandadoc was their UI/UX and the free templates available for different use cases. They were really helpful when I was getting started with the business.
I have created a lot of reusable templates for my services business.
Creating a document or a form is really easy with the UI/UX of Pandadoc and also they look great.
I have created a lot of reusable templates for my services business.
Creating a document or a form is really easy with the UI/UX of Pandadoc and also they look great.
What do you dislike about the product?
Nothing much. But I wish they had better pricing.
What problems is the product solving and how is that benefiting you?
I use Pandadoc for HR, Finance and Sales purposes. For example, all my employee contracts, letters to the bank, sales proposals and customer agreements are on Pandadoc.
I've created templates for all my use cases and reuse them when needed.
I've created templates for all my use cases and reuse them when needed.
3 Years in and still happy with PandaDoc
What do you like best about the product?
The ease of laying out a document is far superior to the old ways we used to do it in Word, which required constant fiddling especially with pictures and text flow settings.
- templating makes things easier and particularily useful is the intelligent price chart tables that let you create detailed options with selectable tick boxes so client can customize and build their own custom quotes themselves.
I use Panda as a document presentation tool: if possible requesting an online meeting with client, and sharing the screen I am able to walk thru the proposal and answer questions right away.
- templating makes things easier and particularily useful is the intelligent price chart tables that let you create detailed options with selectable tick boxes so client can customize and build their own custom quotes themselves.
I use Panda as a document presentation tool: if possible requesting an online meeting with client, and sharing the screen I am able to walk thru the proposal and answer questions right away.
What do you dislike about the product?
The filing organization of Panda, like any foldering system is still challenged, it would be nice if we could define custom fields for meta data descriptions to allow for easier document retreivals.
The missing ingredrient for us with Panda: at this time it cannot automatically calculate leases or payment plans, based upon a total in a price page. We have to do all this manually.
- another variant of this, is you may want to calculate an annual or monthly support fee based upon your total software sale the client purchased, again simple math like 15 or 20% of total but does not seem to be in the feature set.
The missing ingredrient for us with Panda: at this time it cannot automatically calculate leases or payment plans, based upon a total in a price page. We have to do all this manually.
- another variant of this, is you may want to calculate an annual or monthly support fee based upon your total software sale the client purchased, again simple math like 15 or 20% of total but does not seem to be in the feature set.
What problems is the product solving and how is that benefiting you?
Creation of sales proposals and in some cases documentation
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