PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,411 reviews
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PandaDocs works great!
What do you like best about the product?
The workflow through our CRM to PandaDocs works flawlessly. I've never had an issue with any data not coming over correctly or if I've had to edit for some reason, it is clear and easy to do.
What do you dislike about the product?
I'm not sure there are any downsides except our own internal file storage methods for employees no longer with the company.
What problems is the product solving and how is that benefiting you?
Consistency of license orders throughout the organization.
A comprehensive approach to electronic signature management process.
What do you like best about the product?
I have found the document management process offered by Pandadoc to be very straightforward. I used to make a lot of mistakes that I had to track manually. Now, the dashboard is more professional and systematic. Another outstanding feature is the feedback mechanism, where my clients can make particular comments about each document. Also, the updates are simple and straight forward making it easy for me to know how far a document is. Indeed it’s a life-changer on how I approach my paperwork.
What do you dislike about the product?
Sometimes, PandaDoc design and interface are not very intuitive compared to Word, which is a standard tool. Another shortcoming I have seen is the redlining function; I wish they will improve on the same based on future user feedback.
What problems is the product solving and how is that benefiting you?
Pandadoc has all but eliminated the chaos of document management. This reduces the amount of error leading to good workflow. Communication with clients has become more effective because of dashboard and feedback features which save time and avoid misinterpretations.
Fast and efficient for sending quotes and contracts
What do you like best about the product?
I like how simple it is to send out Quotes and contracts to customers. This allows me to see when the client has looked at the paperwork.
What do you dislike about the product?
The new layout is taking some getting used to.
What problems is the product solving and how is that benefiting you?
Panda docs allow me to send out contracts ,follow any updates and analyze what parts of the contract the customer spends time on.
Fantastic integration with HubSpot, easy to use and lovely support!
What do you like best about the product?
Firstly, the initial process when meeting Valeria was fantastic. She was just straight to the point and answered every question like a champ.
Onboarding was a great experience with a lot of useful information.
Great integration with HubSpot and we are now sending contracts in a couple of clicks.
Onboarding was a great experience with a lot of useful information.
Great integration with HubSpot and we are now sending contracts in a couple of clicks.
What do you dislike about the product?
Just some minor things that are more tied to how we use it and what info would we need to have there additionally. Nothing too crazy.
What problems is the product solving and how is that benefiting you?
It made the Sales process more streamlined and faster to send the contract to the client.
Also, it is idiot friendly so people are finding it very easy to use.
Also, it is idiot friendly so people are finding it very easy to use.
Convenient, user friendly, affordable
What do you like best about the product?
very easy to set up, intuitive, able to easy edit if needed, can assign multiple people to sign and CC others. very customizable. You can add notes, initials, pictures, assign different signature areas to multiple people. Love the certificate of signture at the end.
What do you dislike about the product?
If you change the color of the font it set up the new color as a default. The auto generation of the email subject is too long
What problems is the product solving and how is that benefiting you?
Reducing the time needed for sending documents , following up on with signatures and sending coping to all involved
User friendly, effective signing solution
What do you like best about the product?
Our team loves that it's easy to onboard and use. It also helps us track our documents well and keep track of the signing process. Their team was very helpful in getting our company set up and we now use it for all of our signing needs.
What do you dislike about the product?
We wish that the pricing was a different format, instead of paying per seat.
What problems is the product solving and how is that benefiting you?
Propoosal and contract creation, tracking, and signing.
Pandadoc is a beast of a tool with packed features !!
What do you like best about the product?
Ease of use and workflow. Snippets of videos explaining on how to use a certain functionality ! Creation of templates saves times for future use ! Creating Have an approval workflow and collaborating with others are nice features ! Customer Support has been fantastic too .
What do you dislike about the product?
Once a document is sent , say it needs multiple people to sign it and if an email address for one receipient was keyed in wrong then there is not edit feature to correct just that wrong receipient and resend it . Instead it needs to be sent to all and everyone needs to sign it again.
What problems is the product solving and how is that benefiting you?
Sending a document for multiple people to read , ack and e-sign it
PandaDocs improved our business flow
What do you like best about the product?
The ease of use and constant adding of new features based on customer feedback.
What do you dislike about the product?
Any web based program has limitation, would like to see a windows app created to allow local use
What problems is the product solving and how is that benefiting you?
Created a method of consistency in how we send out quotes and contracts. Allowed our business to better track what stage various documents are in.
PandaDoc works, plain and simple!
What do you like best about the product?
The whole interface is easy to learn and use. If you are like me and need to manage a lot of contracts and gather signatures from multiple people, PandaDoc makes it a breeze. You can upload pdfs to create your own template and save those for future use or you can use their gallery of templates. Once someone signs a document, you will be notified so no more guess work. You can also create folders to file your documents, making it a much cleaner looking experience. We use PandaDoc for all in-house and 3rd party vendor documents and recommend it to any company that wants to streamline their contracts and or employee documents.
What do you dislike about the product?
As of right now, I have not come across anything that has made me think " I wish PandaDoc did this."
What problems is the product solving and how is that benefiting you?
Contract mgmt in general. Before we had some contracts handled through the mail, some scanned and emailed back to us or even hand delivered. PandaDoc has pretty much eliminated this process for us and made things much easier to track and to keep organized.
Great Experience
What do you like best about the product?
It's been a great experience, our Customers are happy and satisfied, the way the portal manage Payments is very useful and our data base is fully updated.
What do you dislike about the product?
Sometimes the portal get blocked, I had to reset the portal many times but depending on the network connection the portal runs properly.
What problems is the product solving and how is that benefiting you?
Creating contracts bandred and organized, the way the portal is integrate with our CRM is very useful for sharing information with our clients.
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