PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Dynamic Tool For Our Administrative and Sales Teams
What do you like best about the product?
What I like best is the clean UI that PandaDoc uses and the interface is pretty easy to use.
What do you dislike about the product?
There aren't as many integrations as I would like but this has more to do with the applications that are part of our workflow.
What problems is the product solving and how is that benefiting you?
We are using Pandadoc for the electronic signature of tax documents.
PandaDoc is a easy tool to make a flashy quotation for a good first impression.
What do you like best about the product?
It is an easy way to custom your documents, you dont need a designer.
What do you dislike about the product?
It can work faster. If you work on a large quotation it takes long to load.
What problems is the product solving and how is that benefiting you?
I wouldnt call it problems, but it helps us to give our customers a quick insight of what they can expect from our product.
Recommendations to others considering the product:
Its an easy tool that helps you to give your customer a good impression of the product you want to sell.
Easy to use and helpful
What do you like best about the product?
I love the email updates when the client views the agreement
What do you dislike about the product?
I dislike that you have to redo the agreement if one email is incorrect
What problems is the product solving and how is that benefiting you?
I am able to get faster signatures on our retainer agreements, so I can start cases and close deals sooner
Recommendations to others considering the product:
Give it a try
Decent e-Signature Program
What do you like best about the product?
I like the certificate that is added to the end of the completed document. I also like that I don't have to let all parties know the reason for cancelling a document.
What do you dislike about the product?
I dislike that I have to start over if I make a mistake, or if I have to upload a replacement document.
What problems is the product solving and how is that benefiting you?
My business is completely internet based. Faxing and FedExing are cumbersome and expensive and outdated. This serves my needs for moving documents around between clients.
Recommendations to others considering the product:
It's a good all round application for document management and e-signatures.
Works for our needs
What do you like best about the product?
The integration they have with our CRM. It makes it easier to send out automated proposals. Plus it is quite customizable. It is basic enough to easily generate new proposals to send off to people.
What do you dislike about the product?
There are parts of the integration that aren't as seamless as I like. Information can't easily be pulled across the contact and deal stages.
What problems is the product solving and how is that benefiting you?
Sending quotes to customers.
After a month of use we are happy customers.
What do you like best about the product?
As a manager - I love how I can view all documents in the workspace in their respective categories (draft, sent, etc.) as a whole, as well as per individual user if needed. Our users have been very happy with PandaDoc so far. Most say that it is very user friendly and "self-explanatory", and a vast majority of our users have been able to use it on their own after only one training session from our IT Team. The fillable/assignable fields are color coded to help differentiate different signers (if there are more than one), so that you can always be sure the right signer is assigned to to correct field. Multiple notification settings is also a very popular feature that our users have reported.
What do you dislike about the product?
There isn't much. I'd say the complaint that we get the most is the cluttering of templates.
"Save as template" window pops up after document has been sent -- this has caused many of our users to create templates which then clutter up our template space, creating even more confusion. It would be great if we could restrict template creation, or at least restrict sharing them with the entire Workspace.
"Save as template" window pops up after document has been sent -- this has caused many of our users to create templates which then clutter up our template space, creating even more confusion. It would be great if we could restrict template creation, or at least restrict sharing them with the entire Workspace.
What problems is the product solving and how is that benefiting you?
We are, for the first time, able to receive signatures without having to meet face-to-face with our stakeholders. This is excellent especially during the COVID-19 pandemic. Our users love that they're able to capture signatures much easier.
Recommendations to others considering the product:
We are very happy with PandaDoc and it is very cost-effective compared to similar services.
Easy contract management
What do you like best about the product?
Ease of use. Real time notifications. Prospects on the receiving end don't seem to get confused which is a huge plus
What do you dislike about the product?
Can't really think of much. There could potentially be better reporting
What problems is the product solving and how is that benefiting you?
Signing new clients. Visibility across teams
Recommendations to others considering the product:
Super easy to use and lightweight option for small teams. Individuals on the receiving end seem to understand how PandaDoc works as well
Great tool for getting client signatures
What do you like best about the product?
Very easy to use and the free version offered during the pandemic has been huge for our small business. Clients have been able to easily use the online signing tool with zero problems. Ease of use is a huge plus considering I'm dealing with clients from age 25 to 79 with varying technological skill levels. Clients like that they can sign with their finger on the phone. In addition, I love the way that it remembers my clients names and email addresses, so that when I send new docs each year, I only have to start typing their last name and the email address comes up. Finally, when inputting signature boxes, it has the "snap" feature to line up the signature/date boxes very easily so that it's in line with other date/signature boxes. Makes it look very professional and not off.
What do you dislike about the product?
I find that if I make an error, I have to go back and delete and re-upload the document. Would be nice to correct an already existing upload (though that may be because I'm using the free version).
What problems is the product solving and how is that benefiting you?
We have our clients sign engagement letters and IRS/state tax forms online and PandaDoc is great solution to do that. Given we are a relatively new small business (opened during the pandemic), having a free version to get us off the ground is important, considering all the other players in the field (Adobe/DocuSign/etc...) are VERY expensive.
A robust app that would be unbeatable with a bit of fine tuning
What do you like best about the product?
I enjoy PandaDoc's ability to easily change and revise templates to make unique one-off documents. I also appreciate the in-depth page-by-page editing system for template creation.
What do you dislike about the product?
The price. This app withholds key functions from its base subscription tiers in a way I've never seen before. There is almost no functionality on the bottom level tier, and it only gradually increases from there.
What problems is the product solving and how is that benefiting you?
We create unique proposals for a variety of project types, including all our invoices and data reports.
Recommendations to others considering the product:
Make use of the free trial at the complete subscription before making a decision. The price for output is what will most likely determine the decisions of all but those with a limitless budget.
Easy to use
What do you like best about the product?
Ease of use for the company and ease of use for the client. We can have an email send the document for signing or copy a link. Can't get much easier than that. We also like how quick it is to upload and prepare the document.
What do you dislike about the product?
Nothing really, we really like how easy it is to use.
What problems is the product solving and how is that benefiting you?
Again, it is really about how easy it is to use. We want a low learning curve for employees and quick and intuitive signing for the client.
Recommendations to others considering the product:
Understand the goal of eSignature before using and make sure that all know the process. eSignature is only part of the process, ease of use is vital for the employee and the customer. Then know how to save the document for future reference.
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