PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Good Contract Service, Could be More Customizble
What do you like best about the product?
I really like that the tokens link up to our CRM in HubSpot so we don't have to write out names, addresses, and things like that manually. I also really like knowing how long someone has looked at a document, when they've opened it, etc.
What do you dislike about the product?
The PandaDoc team coded a contract for our use to mimic the look of our previous contracts, and it looks great, but it is difficult to edit. It would be great if we had an easy way to have control over the customization of the documents without relying on the PandaDocs team.
What problems is the product solving and how is that benefiting you?
This is a safer and more secure way of handling contracts than what we used previously. I suppose that is the problem we're solving. The benefits include knowing when and how long someone has looked at the contract, where we would have no idea before.
Great at what it does
What do you like best about the product?
Makes creating templates and sending contracts easy and fast
What do you dislike about the product?
There's no easy way to void a contract or resend one. Would be nice if it had a one button void and resend options, but it's buried about 3 steps in. Only way to resend is to edit the current contract and go through 3 steps to send again, or go through 3 different steps to send the signer a "reminder" email.
What problems is the product solving and how is that benefiting you?
Changed over from DocuSign. Makes it easier to generate and costs less
Recommendations to others considering the product:
Definitely worth looking into, makes it easy to send contracts and track progress
Quick Drafting Contracts and Quotes
What do you like best about the product?
I love how easy Panda Doc makes to to generate contracts and invoices in a clean fashion without the need of formatting or taking time to make it look nice. They also have an E signature feature that makes it easy to keep track of closed deals!
What do you dislike about the product?
I dislike the prices, but other than that, Panda Doc is a great tool!
What problems is the product solving and how is that benefiting you?
With Panda Doc Were able to generate Contracts and quotes for our clients and easily be able to keep track of our contacts in one place. While we’re doing that, we can just email the file for it to be e signed!
Recommendations to others considering the product:
I recommend using Panda Doc to automate a lot of your task, from generating invoices to sampling contacts together! It’s great and simple to use.
Great templates and professional documents
What do you like best about the product?
PandaDoc is a great and powerful app! I love how there are dozens of ready to use templates for your business that make your company look professional!
What do you dislike about the product?
I dislike the pricing system, they’re really pricy at the end of the day!
What problems is the product solving and how is that benefiting you?
With Panda Doc we’re able to generate new contract for clients with a click of a button, we’re also able to keep track of signatures and proposals for our sales team!
Recommendations to others considering the product:
You don’t have to be a lawyer to draft up quality proposals because PandaDoc Already has them for you! It’s a great resource and I recommend it to everyone!
A great solution for creating and organizing sales documents
What do you like best about the product?
PandaDoc is excellent for carrying budgets, due to its automated quoting tools, and its system for creating customizable brands. Pandadoc also allows us to create and manage catalogs in the case of online stores and allows to manage price lists. You can work on it without having to connect to the internet and allows to handle electronic signatures. The user interface is clean and makes things easy for us to find and use. There are also many great document templates provided for us.
What do you dislike about the product?
PandaDoc's online billing is quite limited by not being able to manage unforeseen expenses, mobile payments, or project billings. For the configured budgeting, the PandaDoc platform should almost always be integrated into some electronic commerce management tool, since it does not allow the configuration of product data in inventories.
What problems is the product solving and how is that benefiting you?
With PandaDoc, we can handle documents of all kinds, including work notes, proposals, contribution certificates, human resources documents, and much more. In addition, the creation of these only requires a few clicks. We can use templates and copies of our older documents to create new files to work with. The PandaDoc platform has provided us with a way access information at any time or place since it runs directly in the cloud. We don't have to worry as much about transmitting documents to each other for meetings and discussions.
Recommendations to others considering the product:
It is recommended to use PandaDoc for the inclusion of digital signatures in your business contracts and other relevant documents, since they can work even from their mobile access. These can be added to the registers, and serve for the authentication of documents. It is also recommended to manage contract life cycles, and to edit workflows.
Very Flexible with the new Editor2.0
What do you like best about the product?
Pandadocs has great standalone functionality, from importing existing documents to creating templates from scratch, to a content library, and it's very easy to use. We also trailed proposify, proposible and getaccept, with pandadocs winning for all-round usability. The integration with PipeDrive is critical with Pandadocs populated from Pipedrive, rather than the other way round being a strong differentiator.
What do you dislike about the product?
Although Editor2.0 is a great enhancement, there are still some functionality from 1.0 that needs migrating, and there is no timeline available to see when these will be released. It would be great to be able to whitelabel the docs at a lower entry point.
What problems is the product solving and how is that benefiting you?
automation, automation, automation - yes, it takes a while to set up the templates, but once done (and with a bit of trial and error for CX purposes) then professional, accurate, engaging documents autopopulated from our central CRM, reflects the professional, accurate and engaging nature of our business, while saving time.
Pandadoc is the best option when handling important documents
What do you like best about the product?
Pandadoc has a large capacity, so the number of documents with which you can work is quite high. This platform centralizes audit records very well for easy access. In addition, it allows us to track the progress of our work through a function of tasks that can simply be marked as performed, to bring better control. We really liked the templates that are predetermined to create different types of documents, since they adapt easily to our business need.
What do you dislike about the product?
Pandadoc sometimes tends to be slow, depending on the bandwidth with which you are working, so it is easy to deduce that you do not have much capacity to work on it from small accesses. A problem with mobile access is that it is constantly closed arbitrarily, and you can not recover all of the documents lost due to errors, only those that were saved as drafts. Your access without internet connection is quite limited.
What problems is the product solving and how is that benefiting you?
Since the use of pandadoc, the handling of electronic signatures in working documents has improved considerably. It has also been possible to cover more fields regarding the handling of payment demands, forms, and presentations, since pandadoc allows to work with all these documents and much more. Your Dashboard makes it very easy to orient yourself, and check the progress of our work from a single screen. It has also benefited our file conversion, because this process takes less time.
Recommendations to others considering the product:
Pandadoc is simply amazing. Pandadoc is a recommended software to create and manage all kinds of written files, because it is extremely versatile. It is recommended to track electronic signatures, and to control file versions more accurately. It is highly recommended for the ease that it shows when handling the version records of each file.
Pandadoc provides a compelling record of documents
What do you like best about the product?
We like it to be so easy to perform audit records within the pandadoc platform, since we can prioritize them at full convenience. It seems to us that its tracking function for the progression of each task (task) is detailed and easy to outline. We also like very much the great variety of templates for documents that you have, they are very customizable.
What do you dislike about the product?
Its mobile access has several drawbacks, such as closing itself when trying to make content repository, or when working with heavy documents. There are also problems with some integrations, which do not allow you to synchronize information correctly (for example, several of the Google services). Your Dashboard is disorganized, and by not being divided into different functions makes it slow to work on it sometimes.
What problems is the product solving and how is that benefiting you?
With pandadoc our work has become much more practical, thanks to the possibility of entering the platform without having to be connected to the internet. Its extensive variety of templates has saved us a lot of time, as well as its guided sales management tool. The fact that the platform saves the latest versions of each file has helped us recover information lost due to errors.
Recommendations to others considering the product:
We recommend it for the creation of all kinds of sales statistics. It is also excellent for managing and automating workflows, and for indexing documents. We recommend it to handle payment requests, document reviews, and to convert files to different formats.
Pandadoc is easy, and highly secure, best solution out there
What do you like best about the product?
It's highly secure, gets processed through Stripe, my company really likes it. Price also is great.
What do you dislike about the product?
Hard to sometimes convince our partners to use our system vs. theirs because they might be using clunkier, legacy systems.
What problems is the product solving and how is that benefiting you?
Signing contracts, processing contracts, etc.
It makes our work easier
What do you like best about the product?
I really like the ease of use is configured quickly and easily, as it is integrated into the cloud, documents are created easily and quickly, I like panda doc notifications, I really like it has become a necessary tool that facilitates everything.
What do you dislike about the product?
As for the email panda doc needs to improve a lot in this aspect that I have presented some flaws I have inconvenient.
What problems is the product solving and how is that benefiting you?
panda doc has facilitated our work, with its use we work more quickly and efficiently offering a better performance.
Recommendations to others considering the product:
evaluate your needs first to see if you really need to implement this product that will bring you great results and positive changes
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