PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Easy way to send and receive docs!
What do you like best about the product?
PandaDoc is super easy to use! It's a great tool to use to create service agreements, invoices, and other important documents. There is an additional page that shows who signed for the e-signature which is very helpful for our records and due diligence. Our company also uses HubSpot, so PandaDoc is an easy integration into the deals we've already created in our CRM. When using PandaDoc, I found it very easy to make templates using tokens and fields without having to search for the answers - nice user interface.
What do you dislike about the product?
When we send out invoices, there is no overall report for taxes of invoices paid. That is my one major complaint with PandaDoc.
What problems is the product solving and how is that benefiting you?
We were looking for an easy-to-use resource to send and receive invoices and service agreements with an e-signature feature. With easy integration into a system we were already using, we found PandaDoc to be the perfect solution.
Recommendations to others considering the product:
PandaDoc had a recent dashboard update, making it even easier to use. It's helpful when creating templates and keeping track of what was sent, viewed, received, and paid all at the click of a button.
PandaDoc made our documents 10x better and 10x easier
What do you like best about the product?
It's dead simple to create very good looking and effective documents, but you also have a lot of control if you choose to use CSS. The tracking tools are very helpful as well. The best part is the templating system which allows you to quickly and easily create new documents from templates and have them ready to go in no time.
What do you dislike about the product?
It's a little pricey and they restrict API access to the most expensive tiers which is too bad. I wish it was based off usage because small companies have to pay the same price as medium and large ones just for API access, but per user.
What problems is the product solving and how is that benefiting you?
It makes our documents faster to make and more effective (contracts, etc).
Recommendations to others considering the product:
If you want to create beautiful documents in an easy drag and drop format that will be quick to make in the future, use PandaDoc.
It's good for what it does, and it does pretty great proposals.
What do you like best about the product?
It is convenient having an online system to manage and send all our proposals. It is easy to collaborate with the customers and our team. The build is intuitive and easy to drag and drop to build proposals. The proposals we send out are very professional looking.
What do you dislike about the product?
I dislike when I add a section or field, it adds at the bottom of last page instead of the page I'm working on. Also, font changes in the table fields cant change. Otherwise, the system is pretty easy to use.
What problems is the product solving and how is that benefiting you?
Having one central place to log in and send/view/create proposals. We have seen better acceptance and it impresses clients that like this level of technical delivery and it impresses over a Word doc or something less fancy than Pandadoc.
Recommendations to others considering the product:
Better builder edits would be great. Focus on Digital Agencies and what they're doing and selling and functions that would help them deliver proposals that convert but otherwise I'm happy with the platform.
Why Pandadoc is a timesaver and standard keeper
What do you like best about the product?
I love the seamless integration with Pipedrive
What do you dislike about the product?
I think its a it clunky to format documents and make documents actually look good. Pagination tools are poor
What problems is the product solving and how is that benefiting you?
Maintaining standards of documentation and contracts.... ensures compliant documentation and quick execution of documents
Recommendations to others considering the product:
Its good , but they could make it easier to make documents look good, its a bit fidgety
Great for quickly creating professional documents from reusable snippets
What do you like best about the product?
Product 'catalog', embedded video, reusable document snippets/
What do you dislike about the product?
Lack of any API support unless you are an enterprise client.
What problems is the product solving and how is that benefiting you?
We use Panda for quality proposals and contracts. The invoicing integration with Xero is a useful addition - we imported the same product list into both so turning signed contracts into payable invoices is easy.
Recommendations to others considering the product:
It's value is as much in the integrations as with the product itself. Check that it integrates with the tools you need to use - don't use it as an island.
Good product that saves time when creating proposals
What do you like best about the product?
The library content is the best and makes it quick and easy to build a proposal.
What do you dislike about the product?
Remove the big black bar if an item/document needs to be signed. The bar is so large it takes up 25% of the viewport on a laptop. This is very distracting tot he viewer. This should at least be optional (turn on/off) this feature.
I love the library but the biggest issue is when you update a library item it doesn't update automatically in current drafts. It would be great the library items were "linked" to existing content in your document. You could have the option to "unlink" the library item so you can edit it in a specific proposal. All linked library content would update automatically. Any Library content would automatically be unlinked once it was sent to a client.
I love the library but the biggest issue is when you update a library item it doesn't update automatically in current drafts. It would be great the library items were "linked" to existing content in your document. You could have the option to "unlink" the library item so you can edit it in a specific proposal. All linked library content would update automatically. Any Library content would automatically be unlinked once it was sent to a client.
What problems is the product solving and how is that benefiting you?
Creating proposal - saves time
Time saving software
What do you like best about the product?
I love that it integrates with Xero, being able to create Invoices directly from pricing proposals is a huge timesaver and forces the Sales team to structure the pricing correctly.
What do you dislike about the product?
Setting up the templates can be quite time-consuming but does pay off once they're setup.
Improving the conversion from PDF or Word documents into templates would be great.
Improving the conversion from PDF or Word documents into templates would be great.
What problems is the product solving and how is that benefiting you?
PandaDoc has streamlined the proposal process and means we can turn around proposals in hours rather than days. By integrating with Xero creating invoices is simple and means there is no chance of data entry errors.
Excellent
What do you like best about the product?
Ability to save multiple templates and template filling options
What do you dislike about the product?
Inability for a preview before download. Any breaks entered go to bottom of template instead of where you need them.
What problems is the product solving and how is that benefiting you?
Proposal creation.
pretty decent
What do you like best about the product?
I like how easy it is to create proposals and show information about our companies.
What do you dislike about the product?
The search doesn't always seem to work and the login for some odd reason is broken so I have to go through extra steps to make it work.
What problems is the product solving and how is that benefiting you?
We can now integrate it with our CRM which is cool. I wish it were compatible with others though. It also helps not having to pay for DocuSign for our contracts.
Awesome - Effective - Efficient -
What do you like best about the product?
I love that I can add rich content to our contracts and proposals. We use it and embed video often.
What do you dislike about the product?
I wish there was more flexibility with notifications, I would like to be able to assign which recipients will get notifications of activity. I would also like to see nonlinear free form content placement.
What problems is the product solving and how is that benefiting you?
Contract Management, more effective proposal tracking and control
Recommendations to others considering the product:
Try it and take the time to understand how to customize content, create templated documents and content. Once you do you will be able to turn out very custom documents that will impress with ease.
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