PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Essential for dotting I's and crossing T's
What do you like best about the product?
Sending documents to clients via PandaDoc for official sign-off is so crucial when a building project is already rolling.
What do you dislike about the product?
Have had trouble finding and using some of the features and adding extra pages to an existing draft- could be me though!
What problems is the product solving and how is that benefiting you?
With all the changes clients can make during a build, sending a final version of a component to the client ensures that it is in fact final and provides accountability for all parties.
Easy to use and customize
What do you like best about the product?
My team did a competitive analysis between PandaDoc and DocuSign and decided from an engineering perspective, PandaDoc was much more customizable. We use the forms via APIs and have had a really good experience. I like the options to customize settings, defaults, branding, and notifications. Overall - super happy with it!
What do you dislike about the product?
I wish fields didn't have to be assigned to a role. It's probably the biggest reason we will eventually have to move away from PandaDoc because our most common forms have 2 people working on it, without strict requirements on who completes which fields.
What problems is the product solving and how is that benefiting you?
We collect information from a variety of people in various states. We have document bundles of various templates to streamline what is normally a long, arduous, archaic documentation collection process.
Excellent tool for many situations
What do you like best about the product?
Have loved using PandaDoc for a long time, starting as a 'free' user for the free e-signing capability (excellent), and now as a paid user
By features:
- Content Library
- Templates
- Forms (which we embed on our website for self-paced forms and to reduce friction in the process)
- Integration to Hubspot (where we trigger new proposals from)
By features:
- Content Library
- Templates
- Forms (which we embed on our website for self-paced forms and to reduce friction in the process)
- Integration to Hubspot (where we trigger new proposals from)
What do you dislike about the product?
I think the quote builder functionality should be included in my subscription tier; it doesn't make sense if it is at higher tier pricing or how you can add it to your proposals, but when you want to use it, you get the trigger to pay.
What problems is the product solving and how is that benefiting you?
Repeatable quotes and proposals
Reducing friction in the sales process
Ability to get my team to draft proposals prior to my review and this give scale to our sales capability
Reducing friction in the sales process
Ability to get my team to draft proposals prior to my review and this give scale to our sales capability
Great way to simplify the signing process and track document status.
What do you like best about the product?
Love that I can easily track the status of all documents in one place. Scheduled followups keeps the task top of the inbox and the entire process is much easier than wet signatures with electronic document returns. Really simplifies our contracting process.
What do you dislike about the product?
I wish the electronic signatures included a date stamp and typed name and title. These additions would result in less work for both initiator and signer. I also wish I could correct documents that haven't been signed without resending them.
What problems is the product solving and how is that benefiting you?
Makes it easy for everyone to sign electronically and return signed documents, even those with less technology know how or even those without office scanners.
Get's The Job Done
What do you like best about the product?
PandaDoc gets the job done, notifies you often and makes it easy for multiple users to work together.
What do you dislike about the product?
It takes a little time to get to know. It is not always user-friendly right away.
What problems is the product solving and how is that benefiting you?
It eliminates the in-person onboarding paperwork process. Making onboarding quicker and more efficient overall.
Love using PandaDoc, super easy!!!
What do you like best about the product?
I like that it is easy to use, and I get updates via email once the documents are signed so I can stay on task.
What do you dislike about the product?
I haven't found any downsides yet. It works perfectly for our office.
What problems is the product solving and how is that benefiting you?
Pandadoc allows us to get signatures for insurance documents. This is highly beneficial to clients that do not live locally or are too busy to come in and sign documents. I can import multiple files and send them over as one file for signatures.
Better than docusign
What do you like best about the product?
I find the centralized document storage to be very helpful. As an administrator I can see every document that is used is signed by anyone on my team. Documents used to get lost in various peoples personal folders when we used docusign.
What do you dislike about the product?
I think as with most of these kinds of subscription based softwares, I find it annoying that some things I would call "basic" are a part of the upgraded package vs standard. There are more things I would like to do with the tool but haven't been able to because some of the templated features are more.
What problems is the product solving and how is that benefiting you?
It is the only document signing tool that we use. It also is a great back up repository for all the contracts we have in place. It is also a good place to get organized and put it into a review cycle.
Simple to use & improves the client experience
What do you like best about the product?
Easy to create new documents. Simple to incorporate pre-existing documents we use on a regular basis with our clients. Clients like that it is easy to use and they can sign documents in advance rather than taking extra time during a meeting.
Customer support has been responsive in assisting me with documentation and how to optimize PandaDoc functions to best serve our customers. I greatly appreciate this!
Customer support has been responsive in assisting me with documentation and how to optimize PandaDoc functions to best serve our customers. I greatly appreciate this!
What do you dislike about the product?
When downloading a signed document to a PDF, some of the documents have issues where the formatting changes after the customer has interacted with the document. I've worked directly with customer support to resolve this, and the forms look much better now. However, some of the formatting issues have persisted. For example, only a few lines on a chart disappear.
What problems is the product solving and how is that benefiting you?
A lot of time was previously dedicated to completing documents manually and spending time with clients during meetings while they complete and sign forms.
Now we can send the document to the customer in advance via email and they are able to complete it when it's convenient for them. Both parties then have a digital copy of the signed agreement.
Now we can send the document to the customer in advance via email and they are able to complete it when it's convenient for them. Both parties then have a digital copy of the signed agreement.
PandaDoc - Automate Your Standard Business Agreements
What do you like best about the product?
Created templates make creating standard business agreements easy and quick - and gaining customer e-signatures a painless process as well
PandaDoc makes retrieving older signed (and expired) documents a breeze
Reviewing documents in process helps keep you and your team focused on the job at hand
PandaDoc makes retrieving older signed (and expired) documents a breeze
Reviewing documents in process helps keep you and your team focused on the job at hand
What do you dislike about the product?
Setting up templates takes some knowledge
Access to PandaDoc is not as clean as one may like, creating workflow problems mainly when staff turnover occurs. This function could be improved.
Access to PandaDoc is not as clean as one may like, creating workflow problems mainly when staff turnover occurs. This function could be improved.
What problems is the product solving and how is that benefiting you?
Easy presentation of Master Service Agreement for review and e-signature
Helps drive acceptance of deals
Increased productivity of staff
Easy review of progress of staff and self
Helps drive acceptance of deals
Increased productivity of staff
Easy review of progress of staff and self
Outstanding value, useful features, wish more were available for single user
What do you like best about the product?
Feature-rich, easy to use, integrates well with existing applications, workflow controls, and notification system streamlines and improves process management.
What do you dislike about the product?
Not all features are available to a single user. I believe if all features were available the additional value would encourage more users (me included) to "sell" the value to other users at my organization. The response time can be very slow between screens.
What problems is the product solving and how is that benefiting you?
Workflow management and tracking. Notifications to external and internal parties eliminates wasteful email and phone communications about status.
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