PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,393 reviews
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Great Product and Great support
What do you like best about the product?
It is a very intuitive platform that produces beautiful proposals. Easy to create and populate templates and takes the hassle out of distribution and signing.
What do you dislike about the product?
Some of the predefined fields that you use to create templates can be a little restrictive so duplicating a specific format is not possible
What problems is the product solving and how is that benefiting you?
Automating proposal and contracts
Best tool to send documents digitally!
What do you like best about the product?
I like that I can upload templates of our current documents and insert as many places for customers to fill out their information as I need. Its simple to navigate and to use. Documents and sent and received through email and can be easily downloaded and stored. I also like that the software will keep drafts that are not ready to be sent yet.
What do you dislike about the product?
I wish there was an easier way to pre-populate information into documents.
What problems is the product solving and how is that benefiting you?
sending documents to channel partners, clients , and new customers for all different types of things.
Recommendations to others considering the product:
definitely recommend. it was worked great for us and we will continue to use it.
PandaDoc has improved our workflow
What do you like best about the product?
Ease of use, templates, content library, audit trail, editing. Generally everything about it makes me happy.
What do you dislike about the product?
Random clitches when trying to print or download.
What problems is the product solving and how is that benefiting you?
Faster document completion by our clients.
Recommendations to others considering the product:
I would recommend that you layout your document content and how you want your templates to work ahead of time. Once you get past this initial phase, it will be as easy as pie.
Simple and Easy to use
What do you like best about the product?
Being able to use a service that integrates with our CRM, is a huge plus when sending upwards of 50 contracts weekly.
What do you dislike about the product?
Some of the features, like deleting a document, are hard to use and are only found in one place. Being able to quick locate a client and delete the document would be nice. Instead, we have to go through two screens to locate a document.
What problems is the product solving and how is that benefiting you?
Ensuring clients receive and review our paperwork within a timely manner.
Great with Quirks
What do you like best about the product?
I love how clear the layout is. PandaDoc is the perfect software for companies signing lots of contracts, because there is a CRM component to this. I think a Law Firm would be a perfect client for this product.
What do you dislike about the product?
I don't really have a need for the CRM components, so that is the only thing I dislike. It is also more expensive than other options.
What problems is the product solving and how is that benefiting you?
Like many small businesses, we are always looking for ways to up our game, get more efficient, and save time (because time is money). PandaDoc really solves the problem of having to scan pages in, having clients wonder who signed what, etc. It streamlines everything for all parties.
Recommendations to others considering the product:
It's a great software. Do a Trial first. Your clients are going to love this!
Easy to use and ensures brand standards are met with consistency across the sales team.
What do you like best about the product?
The interface is the best part of the tool. It's easy to use and looks great. The templates are a huge time saver and it's simple to customize each agreement while maintaining brand standards. I also really liked the internal approval process. It was reassuring knowing that all proposals and agreements sent out would first go to my manager.
What do you dislike about the product?
I don't like that emails come from a panda doc email address and not my work email. I have found that sometimes the emails get lost in spam OR just lost in their inbox because they don't know it's coming from me. I've had to follow up with quite a few prospects to make sure they received it and to help them find it in their inbox.
What problems is the product solving and how is that benefiting you?
It's helped reduce the time spent on proposals, while ensuring brand standards are met and consistence across the sales team.
Recommendations to others considering the product:
It does take some initial time to setup. The most time consuming part is creating templates, but once they are done it is so easy to create proposals and agreements (basically dragging and dropping)
Good document signing software program
What do you like best about the product?
Ease of use and I can see when the customer opens the document and sends back signed
What do you dislike about the product?
sometimes I cannot add as much as I would like to the document
What problems is the product solving and how is that benefiting you?
getting contracts out immediately to customers and having it stored
Recommendations to others considering the product:
good program and easily linked to your CRM software
Easy Contract Software
What do you like best about the product?
You can create templates and catalog for your products/services, which makes creating contracts super easy and fast. You'll have the same look for all your clients.
What do you dislike about the product?
It would be helpful to be able to change the status of the contract when it is not going to be signed. Now we have a lot of drafts or expired quotes hanging around.
What problems is the product solving and how is that benefiting you?
All the sales people has the exact same contract templates and price catalog so it is very beneficial when creating contracts even if everyone is not at the same location.
Time saver. Helps close business!
What do you like best about the product?
Integration with Hubspot is a huge help -- I can literally send agreements and proposals from HubSpot with deep personalization tokens in a flash. The ability to have payment set up in the doc is also amazing. However, PandaDoc lets me know when my prospect opens the document, which allows me to call and close business. A serious sales tool with a big force multiplier effect for salespeople.
What do you dislike about the product?
The only real issue I have is not being able to send e-sign proposals from my business email -- they are sent from a PandaDoc email address. I find that I typically have to email the prospect separately to look out for the PandaDoc so they know what they are looking for. Obviously you can also save to PDF and send a PDF, but then you don't have the e-sign efficiency.
What problems is the product solving and how is that benefiting you?
Custom proposals a fraction of the time using templates. Activity tracking increases sales velocity because I can close faster. Quick way to create simple sell sheets. Saves time and increases sales.
Recommendations to others considering the product:
Evaluate how much time your company spends writing proposals and contracts. The setup can seem daunting, but it's actually quite easy. If you invest the time, it pays off in the first week of use.
PandaDoc
What do you like best about the product?
I love that you can create templates and send documents with highlighted areas for the receiver to sign and no need to send back. I like how you can see if someone has viewed the document and completed it. Ease of sharing the documents and seeing what has went out thru the dashboard.
What do you dislike about the product?
The pricing could be a little better but overall not bad for what it offers.
What problems is the product solving and how is that benefiting you?
Sales proposals, ACH forms, Contracts, Renewal docs. Streamlined and In one place to find easily.
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