PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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PandaDoc - The only way I'll create proposals anymore
What do you like best about the product?
Drag-and-Drop templates, digital signing, ability to export to PDF for paper signing, analytics on document viewings.
What do you dislike about the product?
Aligning sections in the designer can sometimes be frustrating but is always getting better.
What problems is the product solving and how is that benefiting you?
Ability to create interactive proposals that not only impress but makes it effortless to go from quote to signed contract in one workflow.
PandaDoc is great for customer experience
What do you like best about the product?
I love that the proposal and contract can go together! The updates are so easy and the e-sign is also easy! My clients always mention how user friendly it is for them, which is super important to me! The customization is really important to me, as well.
What do you dislike about the product?
The only thing that bothers me has been a few times when I wanted to save a proposal, but remove the client because they had decided to book someone else, and that's not an option.
What problems is the product solving and how is that benefiting you?
I'm able to make fully custom proposals for my clients that are super easy to adjust! Also, the easy e-sign helps my clients book me a WHOLE lot faster than what I was doing before!!
Recommendations to others considering the product:
PandaDoc is really easy to use (SO easy) and it looks nice!! It is user friendly for both me as the business and for my clients.
Brilliant product to use for a new business.
What do you like best about the product?
The functionality of the system and the ability to track our customer interaction is excellent. The standard templates have saved us a lot of time along with the library of items that we uploaded.
We have been able to upload multiple documents and the added features they bring out only enhance the experience of using PandaDoc.
We have been able to upload multiple documents and the added features they bring out only enhance the experience of using PandaDoc.
What do you dislike about the product?
The main one is that when we win an order we want to be able to export the cost tables and then use this as part of contract management report, this function is not available yet.This is not an estimating system, please don't think it is, you will still need to provide excel sheets etc.
There has been a couple of issues with images going missing from the library.
There has been a couple of issues with images going missing from the library.
What problems is the product solving and how is that benefiting you?
The main aspect is speed, we have been able to service more customers with accurate proposals.
Recommendations to others considering the product:
Consider what you want the system to do, estimate, design, track etc.
Great Service
What do you like best about the product?
Very easy to upload documents and create the necessary fields for our business.
What do you dislike about the product?
Some things still need to be improved like the cc option in documents, and the option to delete an attachment within a document. Other than that it works great.
What problems is the product solving and how is that benefiting you?
Streamlined paperwork from clients and employees.
Better Contract Management
What do you like best about the product?
The template and ease of document creation.
What do you dislike about the product?
Clients can't see signed contracts after 30 or 60 days.
What problems is the product solving and how is that benefiting you?
The ability to get a contract signed and a deposit on file has been a huge win for us.
Recommendations to others considering the product:
The integrations are really nice.
Makes everything easier!
What do you like best about the product?
I like that its totally customizable--allows you to make individual documents but formatted within a consistent theme/structure. Definitely saves a lot of time. Its also completely secure, and you are able to track all the activity related to the document
What do you dislike about the product?
Sometimes the functionality isn't the easiest. It's generally pretty good but it can be very slow, difficult to move things around, and difficult to make certain, specific changes.
What problems is the product solving and how is that benefiting you?
Saving time by allowing all the regularly-used content blocks, templates and texts to be centrally located. Moreover, its really secure - you can monitor each document or contract to see exactly where it has been sent, who has read it, and so on. You get real time updates when people engage with the documents as well
Excellent proposal sending and tracking product
What do you like best about the product?
- Content library lets you manage fields and media that you use frequently in proposals
- Templates let you easily streamline the proposal process
- Proposal analytics lets you see who's viewed your proposal
- Pandadoc supports e-signatures so you don't need to also send a DocuSign
- You can collect payments through your proposals using Stripe
- Templates let you easily streamline the proposal process
- Proposal analytics lets you see who's viewed your proposal
- Pandadoc supports e-signatures so you don't need to also send a DocuSign
- You can collect payments through your proposals using Stripe
What do you dislike about the product?
- There's not a lot of design customization ability for the proposals
- Tables and pricing tables are difficult to customize and you cannot copy/paste these elements
- Tables and pricing tables are difficult to customize and you cannot copy/paste these elements
What problems is the product solving and how is that benefiting you?
PandaDoc helped us streamline our sales process, especially the initial steps of our process where we qualify prospects into opportunities.
With PandaDoc, we can send leads a proposal once we receive a sales call request. We're able to create streamlined proposals with pricing options depending on the goals and constraints of the client's budget during the sales call.
If prospects accept a proposal, they can also sign the document and pay through Stripe on the PandaDoc itself, allowing us to track the win and loss rate of the proposals we send out, and easily quantify how much money PandaDoc helps us make.
With PandaDoc, we can send leads a proposal once we receive a sales call request. We're able to create streamlined proposals with pricing options depending on the goals and constraints of the client's budget during the sales call.
If prospects accept a proposal, they can also sign the document and pay through Stripe on the PandaDoc itself, allowing us to track the win and loss rate of the proposals we send out, and easily quantify how much money PandaDoc helps us make.
Recommendations to others considering the product:
It's a great tool for managing the beginning of your sales process if you send out a lot of proposals. If you don't need clients to pay through your proposals, perhaps another option will be more affordable.
PandaDoc Makes Our Proposals Look Awesome
What do you like best about the product?
PandaDoc is easy to use, it makes our proposals look amazing. We can add video, images and design it to fit our brand.
What do you dislike about the product?
The only thing I don't like about PandaDoc is that sometimes the proposals can't make it through spam filters and our prospects don't get them.We have to download a PDF and attach that to an email.
What problems is the product solving and how is that benefiting you?
We send proposals quickly, look very professional, and close more deals.
Quick and simple yet proffesional
What do you like best about the product?
I like that you can add content to a library and templates that you can utilize so you don't have to build a proposal from scratch everytime. I also like the analytics so you can see who viewed what pages and how long they spent viewing each page to gauge importance and what's working/appealing to your prospects.
What do you dislike about the product?
Sometimes the formatting is a little off and you have to open the doc or test print as what your viewing isn't a good representation of what the final format looks like. Also, the formatting for text (double spacing) doesn't seem to work properly
What problems is the product solving and how is that benefiting you?
Streamlining proposals and keeping consistent information to prospects.
Recommendations to others considering the product:
Give it a trial if you can first to see if you like it and if it meets your needs
Strong tool for document creation
What do you like best about the product?
Templates, Hubspot integration, ability to quickly customize documents, payment feature, signature feature
What do you dislike about the product?
There are not as many styles and fonts available as there would be in a word document so if you want your docs to look exactly like them, Panda Doc cannot always provide that.
What problems is the product solving and how is that benefiting you?
Document creation and signatures
Creating new customer Agreements
Creating new customer Agreements
Recommendations to others considering the product:
Set up your templates with tokens or use the integrations they have. Do not copy and paste your old document in and expect it to look exactly the same in Panda Doc, rather take time to build your own document templates that look the way you would want them to.
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