PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Great for contract and document management
What do you like best about the product?
Easy and low-cost for e-signature of contracts for our team. It is fairly easy for our customers to manage and sign, I've never had any questions regarding the e-sig process which means its working great!
What do you dislike about the product?
Wish it had more robust proposal management and ways to self-guide prospects through a process. So it will step them through a proposal, enter credit card, sign, etc. Also, the Hubspot integration went away
What problems is the product solving and how is that benefiting you?
This stores and houses all our customer SaaS contracts. This is how we ensure we are within contract obligations when it comes time to service and support. The entire company has access and can easily search and find customer contracts.
Recommendations to others considering the product:
Definetly consider it for easy to use e-signature
Great Tool for Proposals
What do you like best about the product?
I like how easy it is to create proposals. I also like the templates that help to expedite the process.
What do you dislike about the product?
Customer service is not the best inside of the tool. Meaning if I press the help button it does not work. I think they are still working things out. Once I email them from my email they are quick to respond.
What problems is the product solving and how is that benefiting you?
Proposals and easy tracking of signed documents.
Great way to send proposals
What do you like best about the product?
The catalogue and inventory are great. When set up properly can save a lot of time
What do you dislike about the product?
The title page and its limitations regarding design
Downloading to PDF really messes up the document layout. Even with page breaks its really time to consume to get it right. Maybe an indication of the A4 page whilst in the document would be handy.
If a customer accepts the proposal but not through panadadoc, there is no way to change the doc to accept, it just stays there. Same goes if the payment doesn't match up.
Downloading to PDF really messes up the document layout. Even with page breaks its really time to consume to get it right. Maybe an indication of the A4 page whilst in the document would be handy.
If a customer accepts the proposal but not through panadadoc, there is no way to change the doc to accept, it just stays there. Same goes if the payment doesn't match up.
What problems is the product solving and how is that benefiting you?
saving time sending quotes
saving a lot of time by setting up the catalog and pricing tables
saving a lot of time by setting up the catalog and pricing tables
Recommendations to others considering the product:
Make sure you have time to set up your pricing etc. It works really well but only if you put the time in in the first place.
Generally very good
What do you like best about the product?
Sending out proposals and getting signatures is time consuming and Pandadoc saves some of that time.
What do you dislike about the product?
The export to PDF functionality is a bit limited - we can't use our own letterhead, set the margin etc.
What problems is the product solving and how is that benefiting you?
We send out about a proposal a week and each one takes on average half a day to assemble. With Pandadoc, we can roughly halve that time. The e-signature functionality is also good enough to replace DocuSign.
Easiest and faster way to send and track quotations
What do you like best about the product?
The interface : it is easy to use, design friendly, the library and templates are amazing to save time. My collegues and I are use the same templates and library so we are sure we say the same thing to clients. The price tables are great with check box, our clients love them.
What do you dislike about the product?
Some of my quotations arrive as a spam, so my futurs clients never receive them. There are bug with the typography (the size of the text change for no reason, the bold appears or disappear for no reason, etc).
The fact we can't add discounts (only one is permitted, I'd like to add a second discount category on my prices tables). Also some of my clients do not understand they can download or forward the document (it is not clear enough). It would be great if we can translate the buttons in french (some of our clients doesn't speak english).
The fact we can't add discounts (only one is permitted, I'd like to add a second discount category on my prices tables). Also some of my clients do not understand they can download or forward the document (it is not clear enough). It would be great if we can translate the buttons in french (some of our clients doesn't speak english).
What problems is the product solving and how is that benefiting you?
Before it was harder and longer to send quotations. Now, we sell easily our products because we can insert easily pictures and videos which is very important for our business. It's also easier to work with collegues because they use the pre-made templates. So, to resume, we save time and close deals faster
Product Review
What do you like best about the product?
How easy it is to use. Quick to setup and train staff. Very simple for our clients to manage the signing process.
What do you dislike about the product?
Don't like it when agreements expire and I have to rebuild the full document instead of just click and bring it back to life.
What problems is the product solving and how is that benefiting you?
Contract process. Simple and speedy way to bring our clients on board quickly all around the world.
Recommendations to others considering the product:
Expired documents need an easier way to be given life again.
New to PandaDoc
What do you like best about the product?
Our company and users appreciate the ease of automated tracking.
What do you dislike about the product?
There has been a glitch in the system and has prevented us from using the full potential of the product. We have been patient with PandaDoc waiting on a resolution however up to this point there has been now offer to extend our contract or reduce the cost of our subscription even though we are working at 50% capacity.
What problems is the product solving and how is that benefiting you?
PandaDoc decreases our manual processing time for generating contracts and saves valuable time for our employees and contractos.
Simple and easy to use with almost all of the tools we need
What do you like best about the product?
It's very easy to create professional-looking proposals with just a few clicks. Also love the content library (which allows us to easily customize contracts with specific clauses that are used over and over. The approval workflow for contracts and proposals is also nice – other people on my team can create the documents, but I have the chance to approve or reject them (along with comments) before they're sent off.
What do you dislike about the product?
I wish there was a bit more flexibility with the design. We used to use Proposify, and while there were some annoying quirks, there was much more flexibility with how you could arrange elements on a page. I also wish you could upload your own documents (e.g. signed contracts outside of PandaDoc) into the app to make it more of a storage tool as well.
What problems is the product solving and how is that benefiting you?
We were looking for a tool that allowed us to generate and execute agreements on line with some various levels of user workflows and permissions. PandaDoc has definitely delivered on that front.
PandaDoc has provided a clean and organized way to send and track proposals.
What do you like best about the product?
I really like the built-in e-signatures and analytics.
What do you dislike about the product?
Really dislike the expiration of documents with the plan I have. Seems like that should be a standard option. Allow the user to set an expiration if they *want* to. Otherwise, docs shouldn't have an expiration.
What problems is the product solving and how is that benefiting you?
I've solved a lack of professional presentation and organization.
Recommendations to others considering the product:
Make sure you understand how your plan handles expirations of documents.
A great sales tool
What do you like best about the product?
I love that I can see what people are doing when they view.
What do you dislike about the product?
I think the price is a bit high if you only have 2-3 contracts a month.
What problems is the product solving and how is that benefiting you?
Closing deals is much easier now
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