PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Great Digital Signature Application
What do you like best about the product?
The affordability and ease of use to obtain digital signatures for our finance brokerage
What do you dislike about the product?
The delays pandadoc often has with no network issues
What problems is the product solving and how is that benefiting you?
Time efficiency and ease of use for our clients- no printer/scanner required
Great solution for everything from e-signatures to a full quoting experience with feedback.
What do you like best about the product?
For our business, the best feature is the ability to see when our customers have opened their quote and then get a notification each time they open the quote. We can then drill down into the quote document and see where they are spending their time and this allows us to contact the customer at the right time and ensures we discuss elements of the deal that is relevant to them. We utilise the catalog, variables, templates and the content library to allow our sales team to create professional quotes with less data entry errors more efficiently than our previous methods. The e-signature abilities are a little bit secondary for our business as the time period from proposal to signing is quite long. However in a previous business I worked at, it was vital as it allowed their very mobile customer base to sign off on their order wherever they were.
What do you dislike about the product?
Sometimes the emails are filtered by the clients spam filters where a normal email would not do this. There are workarounds but they are inconvenient. We signed up after the introduction of Editor 2.0. This left us with no choice to use the old editor. Whilst it has some great new features, some very important features have been taken away. The main ones we need are images in the pricing table as well as costs and margins in the pricing table. When I search for these on the website support pages, they just state that they are not available yet. We have been signed up since July and I am starting to get frustrated at the lack of news. Finally, I would like to see PandaDoc allow sent quotes to be linked back to deals in Hubspot as our sales guys often forget to link it prior to sending the document.
What problems is the product solving and how is that benefiting you?
As mentioned above, our quotes are very technical and we often quote the same used machine to multiple customers. With the utilisation of templates, the catalog and the content library, we are getting less errors on quotes. We also use the feedback from the customers through the system (e.g. when opened, page analytics, etc) to make relevant sales calls and we also adjust our templates to make the quotes more relevant.
Recommendations to others considering the product:
If you are looking for a solution for e-signatures then PandaDoc is for you. But if you want an e-signature solution that will transform your quote to order process into a competitive advantage, I cannot recommend PandaDoc enough.
Pandadoc Review
What do you like best about the product?
How easy it is to get secured signatures. No more scan & send. Extremely convenient for making any edits for clients and getting quick approvals.
What do you dislike about the product?
Have lots of trouble uploading high resolution images - making this harder to see for the client on the other end of the screen share
What problems is the product solving and how is that benefiting you?
From sales, closing deals is quicker than ever. Everyone loves the pre made signatures.
Super easy to make templates and fill fill in the client's requirements. The biggest benefit is all the time saved!!!
Super easy to make templates and fill fill in the client's requirements. The biggest benefit is all the time saved!!!
Recommendations to others considering the product:
Worth the investment. Super easy to use if you have various contracts
Flexible, easy to use contract software
What do you like best about the product?
With our widely variable pricing model and non-trivial number of products and variations, we needed a software that could give a lot of editing and customization power directly to our AEs. Also required a healthy salesforce integration. Pandadoc has delivered on this and more. Solid support with great reps. We've expanded the use of the product to our Customer success team for midcycles/renewals in addition to new business. Have had zero issues
What do you dislike about the product?
Not much to write here. We do occasionally have issues with public sector clients, who have heavy email/spam filters, not received electronic versions, but thats very unique
What problems is the product solving and how is that benefiting you?
Flexible contract building, data integrity from CRM to contract to billing
Great CRM!
What do you like best about the product?
User friendly and great app! Tons of flexibility to customize for your needs.
What do you dislike about the product?
Cleaning up the masses. Doing many leads at one time.
What problems is the product solving and how is that benefiting you?
Leads come in via our website and are perfectly organized for our sales team.
Easy, Accessable and Useful
What do you like best about the product?
Simple layout, easy to modify, seamless sending.
What do you dislike about the product?
The amount of copied templates can get out of hand if you let them.
What problems is the product solving and how is that benefiting you?
Great for sending contracts with tailored terms and conditions
Best proposal builder I have used
What do you like best about the product?
Easy to use, customize for our needs. We have used other proposal builders and PandaDoc was the superior experience.
What do you dislike about the product?
None. At the time there was not an integration between PandaDoc and our CRM (HubSpot). But I believe that has since been developed.
What problems is the product solving and how is that benefiting you?
PandaDoc allowed us to create continuity and consistency in our sales process, as well as keep a centralized record of our client agreements.
Great Document Software
What do you like best about the product?
The best feature is that fact that it keeps logs of customers for you.
What do you dislike about the product?
the expiration notifications are a little annoying but can be turned off
What problems is the product solving and how is that benefiting you?
Sending and receiving e-contacts, also helps we track my sales pipeline.
Easy working with PandaDoc
What do you like best about the product?
PandaDoc is an amazing tool that had helped me in managing my complex documentation and provide a platform where I can focus more on working rather than waiting time in exporting the documents. It is very use friendly application and provide ease in renters working. Now when I do not hesitate plans the meetings because I know I can deduct generate documents through PandaDoc. Further my sales team is at ease and they can effecting truth they meetings into productive Sales pipeline.
What do you dislike about the product?
The cons associated with this tool includes, limited integrations, that is a hindrance in fetching the documents form other software. Also the document publishing becomes slow on its mobile application and couple of times I have noticed that it take time to start these very concerning issues and needs urgent attention.
What problems is the product solving and how is that benefiting you?
The data organization has become very simple and within few hours I deal many customers. This application has resigned the need of Bangalore maintenance of the three files, now we do not used papers to prints out the documents every time. This application is very user-friendly.
Recommendations to others considering the product:
I will highly recommend this tool to ask the major organizations, who have to deal with customers frequently and those which need to provide access of the documents to their team, because in remote working you cannot garb all the documents more often.
Flexible
What do you like best about the product?
The Document revision is very easy for us.
What do you dislike about the product?
if CRM also inbuilt. it could be better.
What problems is the product solving and how is that benefiting you?
we simplified repetitive work. simplified our work
Recommendations to others considering the product:
Automatic file compression would be highly valuable. Some of our proposal bounced back because of huge size. Kindly work on this
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