PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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PandaDoc's ease of use has greatly improved our proposal building process
What do you like best about the product?
I most like the drag and drop functionality. The ability to quickly look up items from my content library or catalog in order to add them to what I'm working on makes the process go so much faster. My proposals are extremely long winded so having commonly used item descriptions at the click of a mouse is extremely important. I normally start with a template then rework it into a tailored proposal using the blocks of content I have saved.
What do you dislike about the product?
When downloading a proposal into PDF format there are times when entire blocks of content are missing. I'm not sure why this happens but it makes for a very frustrating problem when I'm dealing with customers who need a physical copy printed for them. We've also ended up with signed proposals that have only been glanced at. I don't think everyone reads what they're clicking on so they accidentally sign when they aren't supposed to.
What problems is the product solving and how is that benefiting you?
The biggest issue with our proposals is time and word processing. In the past they have taken hours to put together but now, thanks to PandaDoc, can be practically thrown together with very little time or effort. I can construct a proposal that is visually appealing and easy to navigate in as little as 20 minutes. Our customers have responded very positively to PandaDoc.
Recommendations to others considering the product:
Take advantage of the trial so you can get to know the product. I was able to get an extension of the trial in order for my boss to see it in action and approve of purchasing a subscription.
PandaDoc - e doc review
What do you like best about the product?
PandaDoc is so easy to use.
The templates and content library is easy to create, and any document is easy to customise.
All documents can be completely branded and personalised.
The quote acceptance feature is amazing, it allows us to get a signature on small projects without having to wait for contracts to be created, sent, printed, signed, scanned and emailed back.
My staff love using PandaDoc, there was very little training required to roll it out, as it is really easy to use.
The help has been very good too, they reply within 24hours (due to the time difference) and are always very helpful.
I love the content library section most of all, it makes it so easy to build customised documents for individual clients needs, and the templates make a great base point.
The templates and content library is easy to create, and any document is easy to customise.
All documents can be completely branded and personalised.
The quote acceptance feature is amazing, it allows us to get a signature on small projects without having to wait for contracts to be created, sent, printed, signed, scanned and emailed back.
My staff love using PandaDoc, there was very little training required to roll it out, as it is really easy to use.
The help has been very good too, they reply within 24hours (due to the time difference) and are always very helpful.
I love the content library section most of all, it makes it so easy to build customised documents for individual clients needs, and the templates make a great base point.
What do you dislike about the product?
I dont like the Hubspot integration.
it blocks the right hand side of the page, and can not be minimised, so it cuts off 1/4 of the page info that sometimes we need to see.
It also cant pull info from PandaDoc into Hubspot, the only way it links is if you create the PandaDoc through the Hubspot link.
it blocks the right hand side of the page, and can not be minimised, so it cuts off 1/4 of the page info that sometimes we need to see.
It also cant pull info from PandaDoc into Hubspot, the only way it links is if you create the PandaDoc through the Hubspot link.
What problems is the product solving and how is that benefiting you?
It makes our proposal system extremely streamlined.
All documents are quick and easy to create, very easy to customise, and look very professional.
All documents are quick and easy to create, very easy to customise, and look very professional.
Recommendations to others considering the product:
This is a fantastic system for creating documents, and with an e-signature feature too.
super easy and professional.
great value for money!
super easy and professional.
great value for money!
PandaDoc has helped us standardize and minimize paper.
What do you like best about the product?
The simplicity of sending out regular documents has been great. The new collaboration features are also very helpful.
What do you dislike about the product?
It can take some time to get PDF versions to align up just right.
What problems is the product solving and how is that benefiting you?
Facilitates our sales process. It's great for getting out a quick NDA. Our HR department also is streamlined as we use it for employee agreements.
Recommendations to others considering the product:
If you are sending out a lot of contracts and in an industry that uses email heavily PandaDoc is a great resource.
Saves our sales team hours each week
What do you like best about the product?
We have been using PandaDoc for about a year now, we love the templates and the online presentation side of it. The tokens which pull info from our CRM save us time when we are preparing proposals and help us get them back to our leads quickly.
What do you dislike about the product?
I wish we could customize the layouts and text a little more than we are able to. There is only a limited text editor feature for blocks of text.
What problems is the product solving and how is that benefiting you?
This saves us from recreating multiple proposals and using Word for everything.
PandaDoc allowed us to be a very successful fastgrowing multinational start-up
What do you like best about the product?
Ability to have multiple different things in one convenient and secure place.
What do you dislike about the product?
Laggy sometimes, but not critical. As well as per-user pricing model.
What problems is the product solving and how is that benefiting you?
Mostly Sales, Marketing and HR processes
PandaDoc Sales Manager Review
What do you like best about the product?
The Tokens, templates, and ease of use are ideal.
What do you dislike about the product?
The JavaScript issues and rogue bullets when you try to delete more than one bulleted item at a time.
What problems is the product solving and how is that benefiting you?
Sales. We use Pandadoc for proposals, contracts, etc.
Recommendations to others considering the product:
It takes some time to setup, but once it's in place, it saves SO MUCH time!
PandaDoc has been very easy to use
What do you like best about the product?
It is very easy to build and send a proposal. Many of my clients are impressed with how quickly I can get proposals over to them and a big part of that is how quickly I can build the proposal in pandadoc
What do you dislike about the product?
I haven't had much I dislike from a sales and user perspective. I know my boss who manages the API side of it has had some complaints.
What problems is the product solving and how is that benefiting you?
I don't want to spend a lot of time writing proposals. I want to get in and out pretty quick. I do want my clients looking at the proposals and I want to know when they do and how long they spend on each page. The analytics give me that capability.
Great benefit to our company, but some issues
What do you like best about the product?
I love that I can create proposals using information synced with my CRM. The process is quick and easy, and it's an amazing value-add to my company. Proposals look excellent, E-signature, analytics, tracking... All awesome!
What do you dislike about the product?
The design features can be a bit difficult to use and there's a thick, unmovable bar that sits on top of the documents as they're being read, which definitely lessens that quality of the visual.
What problems is the product solving and how is that benefiting you?
We're trying to streamline our sales process, and quick quote generation is a big plus. Also, it's a better optic to our customers.
Easy to use
What do you like best about the product?
I really like how you can customize templates, and how easily it integrates with Base CRM. It was really easy to make sure all the correct info ported in correctly from our CRM platform so that sales could make proposals with ease.
What do you dislike about the product?
I don't really like that I can't lock certain features out for sales people, especially if it's important aspects that sales people don't have rights to change. It's also frustrating that I can't turn off the download feature for sales people.
What problems is the product solving and how is that benefiting you?
It's nice to use this software as it makes the process much more streamlined, and helps our team focus more on selling, and less on admin work.
Recommendations to others considering the product:
If you're using Base CRM, this is definitely the way to go.
PandaDoc
What do you like best about the product?
I no longer write proposals by cloning some past proposal (and often missing some reference to the previous prospect) - I now build custom proposals by inserting pre-built content as needed, and as a result, there's less custom wording that I have to write. PandaDoc merges the prospect info from my Zoho CRM automatically. I now know if and when a prospect has opened my proposal, and they are able to accept the proposal with signature.
What do you dislike about the product?
I have to learn CSS to really customize my branding
What problems is the product solving and how is that benefiting you?
I am responding faster to Prospects by writing their proposals faster, reducing costly delays and winning more of my deals. My proposals look very professional, and prospects ask "How did you generate this proposal? Is this something you could do for us?"
Recommendations to others considering the product:
Take their regularly scheduled classes, in order.
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