PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,392 reviews
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Has made a meaningful improvement in our business
What do you like best about the product?
The ability to modularize the proposal process. For us, we have a few different types of proposals we sent out. They may be different due to the type of engagement or the work to be done. We want our proposals to be as specific to each client, yet be fast to create. PandaDoc allows us to do this through the "Content Blocks" and templates features. At the end of the day, there are still some parts that are edited by hand but it's much less than it used to be.
Less important but still good is that we now have e-signatures on our contracting process.
Less important but still good is that we now have e-signatures on our contracting process.
What do you dislike about the product?
I view Content Blocks as a critical feature and it bugged me that we have to go to the higher premium tier to get that. It would have been nice to have that available at a lower tier and maybe have pricing based on volume. Also, it's OK that it has a PDF export but there isn't a redline feature or Word export version so that's a challenge.
What problems is the product solving and how is that benefiting you?
We are using it to streamline both our proposal process as well as our contracting process.
Recommendations to others considering the product:
I would dive right in. I found that I needed to upgrade but was happy to do so as I got more acquainted with the platform. Overall, it's well worth the money.
Easy to use
What do you like best about the product?
It's easy to move pieces around as needed and incredibly easy to make templates. The content library is very helpful for creating multiple versions of a document and it's easy for clients to use.
What do you dislike about the product?
Sometimes features don't work in ways you want them too or would expect them too. Converting documents to PDFs is also tricky because it's hit or miss if content stays on the same page and doesn't break apart.
What problems is the product solving and how is that benefiting you?
PandaDoc makes the proposal process easier and keeps us organized.
Recommendations to others considering the product:
There is a learning curve but once you get the hang of it, the experience is seamless
PandaDoc
What do you like best about the product?
PandaDoc was beneficial for our company, which required signing a large number of documents, both for the perspective and for us. PandaDoc shortened the time it took to print all the body papers as well as the time it took to have them signed and returned.
What do you dislike about the product?
There have been many more positive factors in PandaDoc than bad types, but sooner or later, when a customer reports a method in the future, it will generally fail to go bust and improve it by returning it back or even a little waiting.
What problems is the product solving and how is that benefiting you?
We are able to communicate effectively to our clients painful problems that we solve. A great advantage is the ability to immediately introduce films to the offer and change any project to any target team.
Recommendations to others considering the product:
Pandadoc is very simple to operate and fill, additionally it enables you to store files and upload copies even in case of lack of an account.
PandaDoc provides exquisite documents and quotes.
What do you like best about the product?
PandaDoc works excellently. I am relieved to find a specific employee to take care of the budgeting and then send it to my candidates. It has helped me to have a repository of electronic signatures caused by my previous business.
What do you dislike about the product?
As an end user I would like to have a unique folder of documents according to the category, where I can sort within the interface budgets by date for example.
What problems is the product solving and how is that benefiting you?
For us it has had considerable benefits in sending very explicit quotes to potential clients. We have also used electronic signatures on some occasions, depending on the business to be carried out. It has had an important scope for our documents.
Recommendations to others considering the product:
PandaDoc is a recommended software, very important for your documents and for business legalization. I'm satisfied with the quotes I've prepared, and this is a feature that will help you.
Overall good product
What do you like best about the product?
Great to control contracts and provides visibility not available in other methods. It also saves a lot of time for reps when putting together contracts.
What do you dislike about the product?
Setting up templates for the first time can be frustrating if you have never used a system similar before. Biggest complaint is the ability to undo something disappears after a couple seconds.
What problems is the product solving and how is that benefiting you?
We are getting contracts in front of clients quicker and with increased visibility.
Solid Resource for Sales Contracts
What do you like best about the product?
Easy to use without a huge learning curve. Does what we need it to do.
What do you dislike about the product?
I have no dislikes. Just like any software, you have to understand the best practices and do them. We have simple needs for signing and forwarding sales contracts and this does it.
What problems is the product solving and how is that benefiting you?
Sales contracts with multiple signatures needed
Good and easy tool
What do you like best about the product?
ease of use, fact that everything is clear, fast and nice
What do you dislike about the product?
Sometimes when you change something about the structure it is difficult to do so
What problems is the product solving and how is that benefiting you?
no paper anymore
Great way to deliver a professional Doc!
What do you like best about the product?
I like how customizable and personalized you can make the templates. The editing is almost all drag and drop!
What do you dislike about the product?
There are some limitations to how much you can edit, and there is also difficulty working collaboratively with your peers on a single document.
What problems is the product solving and how is that benefiting you?
I am solving the age old tale of sending a deck/presentation to leads. This is a way for me to professionally share info/collateral with my leads.
Recommendations to others considering the product:
Give it a try! It is by far the best way to up your follow up and proposal game.
Great tool for proposals
What do you like best about the product?
It's simple enough to create multiple templates and customize your proposals. You can have various plans and contracts already drafted. That way the sales representative can just modify the pricing and other small changes without having to draft the entire contract every time.
I like that it more robust than other proposal tools, yet not so over-complicated. Also, it allows you to add testimonial videos, reviews, and other crucial information to the actual proposal to make it very clean and informative.
The fact that it connects to our CRM and keeps it all in one place it's such a time saver. It allows me to look at our Salesforce account and see the progress for each proposal.
I like that it more robust than other proposal tools, yet not so over-complicated. Also, it allows you to add testimonial videos, reviews, and other crucial information to the actual proposal to make it very clean and informative.
The fact that it connects to our CRM and keeps it all in one place it's such a time saver. It allows me to look at our Salesforce account and see the progress for each proposal.
What do you dislike about the product?
I would like to get better notifications with different statuses. For example, other proposal tools have the ability for the sales rep to be notified via text anytime the prospect is currently looking at the proposal in real-time and for how long they have been looking at it.
This gives the sales representative more information to act and therefore knows a better way to follow up in the case that the prospect has not signed the proposal yet or has any additional questions that were not covered during the call.
They only have an email notification option that works great but not the best option for Account Executives.
This gives the sales representative more information to act and therefore knows a better way to follow up in the case that the prospect has not signed the proposal yet or has any additional questions that were not covered during the call.
They only have an email notification option that works great but not the best option for Account Executives.
What problems is the product solving and how is that benefiting you?
We are keeping track of all our contracts and past proposals, it helps us to keep it all organized and centralized. It allows our company to create and draft proposals and track it all down from our CRM. It has great integration with multiple CRM so we can do it all in one place.
We have the ability to add any information that we see value in addition to the actual proposal. We have added, reviews of our product, video testimonials, additional features, and current clients that are using our platform. It allows our Marketing team to dress up the contract in a way that follows the flow of the customer experience that we want to create.
We have the ability to add any information that we see value in addition to the actual proposal. We have added, reviews of our product, video testimonials, additional features, and current clients that are using our platform. It allows our Marketing team to dress up the contract in a way that follows the flow of the customer experience that we want to create.
Recommendations to others considering the product:
This tool is great for use on multiple departments. We use it for new sales, renewals, and upgrades. It's very useful for our Account Executives and Account Managers. You can create admin privileges accordingly.
Does the job
What do you like best about the product?
Easy to generate, tracking notifications are very helpful, email updates on contract activity
What do you dislike about the product?
Would be nice to easily change quote (quantity/package) without generating from scratch
What problems is the product solving and how is that benefiting you?
- visibility into contract signing
- keeping track of signed contracts
- keeping track of signed contracts
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