PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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New to Panda
What do you like best about the product?
I like the fact that you can add and subtract items rather easily. It helps you keep track of the proposals' path.
What do you dislike about the product?
I wish it would use my email as the source of where it is coming from when being sent to clients. There might be a possibility of being thought of as spam.
What problems is the product solving and how is that benefiting you?
N/A
PandaDoc structured the business for more fluidity
What do you like best about the product?
PandaDoc is being used for customer acquisitions. It is used to prepare quotes, as well as proposals for our leads and can also be used as the last legal contract if you wish to continue with our products and Solutions.
What do you dislike about the product?
The ability to add and also remove photos from our range of products. In addition to the emails generated by the PandaDoc system getting stuck in customers' Spam folders, I didn't find any flaws in all the years of use.
What problems is the product solving and how is that benefiting you?
Saves time when risking quotes without having to provide them in person. It offers the customer a much better experience in obtaining quotes online, understandable and obtained anywhere where there is an internet link.
Recommendations to others considering the product:
PandaDoc is used for one of our lead proposals and also, at the same time, used as a legal agreement if you want to move forward. I also like the idea of Signatures, as it offers the customer the ability to complete the order on paper.
Easy to use and share
What do you like best about the product?
I like that you can easily collaborate on contracts with other users
What do you dislike about the product?
I think sometimes the docs get sent to junk folders
What problems is the product solving and how is that benefiting you?
Executing contracts
Polished Proposals - Sometimes difficult to configure
What do you like best about the product?
PandaDoc is useful for sales reps if you first create templates that will be used over and over. I like that we are able to use existing PDF files that have been created by our marketing team.
What do you dislike about the product?
It requires knowledge of CSS in order to configure the styling of the templates beyond entering info in specific fields. Sometimes it can be difficult to adjust. There are some pricing table limitations that can be frustrating. It's also easy for your instance to become disorganized as reps are constantly creating and cloning documents, organization isn't a strong feature.
What problems is the product solving and how is that benefiting you?
Before PandaDoc, we generated our quotes through a homegrown system, and they weren't very polished or easy to look at/understand. With PandaDoc, we are able to include additional information in proposals all within the same document. This helps when you have multiple decision makers that haven't been able to see a demo or have an understanding of your offering.
Recommendations to others considering the product:
I would recommend involving your design team when first setting up PandaDoc and do as much front loading of assets as possible. Once your sales team is using the program, it's not likely that they will push for or do a lot of configuration.
Customer Survey
What do you like best about the product?
I like the ease of use the best when compared to other aspects.
What do you dislike about the product?
Not being able to send a document to multiple people at once without an upgrade.
What problems is the product solving and how is that benefiting you?
It helps with time management and efficiency.
Great UI/UX and smart linkings
What do you like best about the product?
CRM integration with Hubspot, easy email signs
What do you dislike about the product?
wish it had more HTML CSS features in the editor
What problems is the product solving and how is that benefiting you?
easy contract signing and tracking
You can have a quick deal in your business with PandaDoc
What do you like best about the product?
The Library of PandaDoc is full of all the needed templates you need for your business. With the additional feature of the digital signature makes every deal so quick by creating modifying signing and sending the document in just a few clicks.
What do you dislike about the product?
The only thing that I think should be changed is its online feature. The application should be accessible offline too.
What problems is the product solving and how is that benefiting you?
PandaDoc is very much helpful to me while making a deal with my client. I can create, sign, and send the document much faster.
Recommendations to others considering the product:
If you are in start of your business and you don't know every aspect of a contract or a deal, PandaDoc is very much useful. I have used it for 2 years and I am fully satisfied with it
PandaDoc has been really helpful
What do you like best about the product?
The ease of use and comprehensiveness of the system is what we liked best in PandaDoc. The integrations, simplicity and straightforward UI is great. The support also has been helpful most of the times I contacted them.
What do you dislike about the product?
Just a few times, their support/customer service team has responded quite late to my queries. Additionally, the document formatting in PandaDoc is not something I'm a fan of. Can be improved.
What problems is the product solving and how is that benefiting you?
1. Document management system
2. Contract and agreement signing and management
3. Proposal management
2. Contract and agreement signing and management
3. Proposal management
Recommendations to others considering the product:
Go for it.
Easy Proposal software
What do you like best about the product?
It allows premade templates so I can just fil lin the key information, which is then populated through the document.
What do you dislike about the product?
The editing of spreadsheet or pricing tables in PandaDoc is a bit of a pain and doesn't seem like it is as easy or intuitive as it could be.
What problems is the product solving and how is that benefiting you?
It helps us save 75% of time when making a proposal as we can choose from the pre-made templates, and then just edit the few specific pieces of information.
Recommendations to others considering the product:
You can have multiple users per each log-in, allowing large cost savings by purchasing one or two seats and sharing log-in information.
Pandadoc: reliable document review
What do you like best about the product?
Within Pandadoc we can manage different types of textual documents, not only reports: we can also create and distribute invoices, contracts, budgets, catalogs, among others, which is very useful in the execution of guided sales processes, discounts, and even of demands. Basically Pandadoc can be used to administer on a large scale any process involving one or more documents of some kind.
What do you dislike about the product?
When it comes to the application of currencies, Pandadoc shows problems, since it does not have a system that automatically calculates the value of any currency within the documents, and that said value can be exchanged after having a predetermined template. The software also does not allow to be specific enough with the optical reading of characters in those documents that are not text, but of images scanned from some external source.
What problems is the product solving and how is that benefiting you?
Seeing the performance of our reporting processes is no longer a problem, since Pandadoc streamlines and allows us to customize each of the document editing stages that we decide to have. The main advantage of Zendesk is that it can be oriented towards team collaboration, as it is software that facilitates the processes of sharing information, makes it possible for everyone involved to interconnect with each other and obtain a better file flow.
Recommendations to others considering the product:
Pandadoc is recommended to better manage the life cycle of working documents, and so that it is not necessary to create them from scratch, offering us different templates that we can edit at any time. It is also recommended to authenticate electronic signatures.
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