PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,392 reviews
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PandaDoc making our proposal process streamlined and easy.
What do you like best about the product?
We LOVE the templated and centralized approach. Emails and InDesign docs get so hard to keep track of. We were spending hours creating proposals where now it takes a faction of the time. Thank goodness for PandaDoc!
What do you dislike about the product?
Sometimes clients will respond to the email vs responding in the app which then just starts another email chain. That's fine, but maybe not ideal.
What problems is the product solving and how is that benefiting you?
Saving time during the proposal process. Also, knowing when they viewed the proposal is HUGE.
Recommendations to others considering the product:
Think about the time your saving. The cost is more than worth it.
Very clean proposal tool
What do you like best about the product?
PandaDoc has helped us raise the professionalism of our sales team by providing a very secure, reliable, and flexible proposal tool that integrates well with our CRM and makes it possible to automate much of the approval process.
What do you dislike about the product?
It's a little rigid in its design features, but other than that, there's really not much to complain about.
What problems is the product solving and how is that benefiting you?
PandaDoc has improved our proposal quality and improved our deal tracking. Errors and double entry for deals has been reduced.
Simple reminder automation
What do you like best about the product?
It's very easy to automate reminders PandaDoc. I used to have to spend a ton of time tracking down signatures and following up with clients. Now that's done for me.
What do you dislike about the product?
Sometimes the pricing tables are hard to use. But, I don't use them that often so that's not too big of a drawback for our use case. If you plan on using them a lot, you might find another tool useful, but I haven't invested a ton of time into how they work, so maybe PandaDoc will be good for those too.
What problems is the product solving and how is that benefiting you?
We use it to collect contracts from customers so we can start working with them. We need (typically) a signature and/or a down payment before we can get started. So, with PandaDoc, we get those things and then we get to work.
Recommendations to others considering the product:
I would at least consider trying PandaDoc out! Depending on your business needs it could be a great fit for you. In any case, it's very easy to use and get started with.
Good product
What do you like best about the product?
Gives me an effective way to create, manage and track signatures and proposals.
What do you dislike about the product?
Some of the features don't work exactly as they should e.g payment blocks work in version 1.0 but not 2.0. Have two different versions, when one that worked better would be more effective,.
What problems is the product solving and how is that benefiting you?
Getting documents signed digitally and tracking opens / usage in my CRM.
Professional way to interact with clients
What do you like best about the product?
I like that I can see what I have sent to clients, what has been viewed, what has been completed and if they have any questions, they can ask them directly within the document. no need for back and forth emails!
What do you dislike about the product?
I'm not sure if the audit trail of signatures is as legally binding as with Adobe. I have found it hard to find info on this. I find Pandadoc slow to load sometimes and I think it can be a bit messy when you are the sender and a signer, you still have to go through 2 steps to finalise the document even if you have already put your signature to it in the document creation step.
What problems is the product solving and how is that benefiting you?
being able to have templates where all I have to change is the date is fantastic. also the ability to include other documents as well as adding images etc to help with branding is great.
I like being able to see what my clients have read within the document and what they spend the most time reading which gives me an insight into what is important to them, even if they won't tell me.
I like being able to see what my clients have read within the document and what they spend the most time reading which gives me an insight into what is important to them, even if they won't tell me.
Recommendations to others considering the product:
I would recommend using the trial period to really have a good go at setting up templates, content etc. there are lots of videos and blogs with tips and ideas of how to set things up. send documents to yourself at a different email address to see how it looks and feels for the end user.
Easy to use
What do you like best about the product?
It was easy to figure out, modify, and send to clients.
What do you dislike about the product?
I haven't figured out a way to "copy and paste" and pricing table
What problems is the product solving and how is that benefiting you?
saving time. much faster to send proposals and contracts
Recommendations to others considering the product:
It's saved me heaps of time in generating contracts and proposals for clients.
Good proposal softawer
What do you like best about the product?
The integration with other software. And the ease of use. It's very intuitive
What do you dislike about the product?
The customization of payment card info.
And there are some bugs
And there are some bugs
What problems is the product solving and how is that benefiting you?
Getting sales faster
Panda Docs is great overall, but could use some improvements.
What do you like best about the product?
The drag and drop interface for building document templates is very helpful. The interface is simple and now too difficult to learn how to use. Also, the chat-based customer support was really nice. We were able to resolve issues that came up during use related to the interface quickly via the chat support service.
What do you dislike about the product?
I had issues with some interface bugs early on related to re-naming documents and having content I added disappear upon refresh. This hasn't been consistent, but it made my team feel like the interface was a little buggy. Also, the billing department over-billed us and it required several phone calls and emails to correct the issue. I generally prefer it when companies allow you to manage your own billing plan and make changes on the fly through the admin portal, but with PandaDocs everything has to go through a rep, so resolving issues is a bit slower.
What problems is the product solving and how is that benefiting you?
We are generating contracts for our consulting projects and they include an internal approval workflow as well as client signatures.
Recommendations to others considering the product:
I would consider how many documents will be created in a month and what formats they have and try to build as many templates upfront as possible.
Game changer for our sales department
What do you like best about the product?
Panda doc has made it 100% easier for our clients to say 'yes'. We can modify our proposals to fit each client and they can sign and fill out all info we need to get started!
What do you dislike about the product?
I wish we could as rows where ever we want not just below the following one. I also wish we could have deleted recovery file.
What problems is the product solving and how is that benefiting you?
1. Clients can sign on the go
2. Makes on boarding easy
3. we look and feel much more professional!
2. Makes on boarding easy
3. we look and feel much more professional!
Recommendations to others considering the product:
If you are sick of using PDF and adobe reader!!!!!!!
Beats DocuSign anyday!
What do you like best about the product?
Ease of use, approachable UX, great mobile app
What do you dislike about the product?
The document editing feature set could be expanded on, and analytics,reminders and notifications could be made much better
What problems is the product solving and how is that benefiting you?
Contract and invoicing pipeline issues have been solved to a great extent with PandaDoc
Recommendations to others considering the product:
If you want a contract and invoice management tool that easy to use and looks great, then check out PandaDoc
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