PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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SideCars and PandaDoc
What do you like best about the product?
I love the concept of creating graphic-heavy proposals that incorporate e-signatures, and then being able to send & track lots of them to prospects.
What do you dislike about the product?
Sometimes the graphic editing is clunky and slow.
What problems is the product solving and how is that benefiting you?
Our problem: we have lots of prospects that we want to be sure we are following up with. Your solution combines proposal software, electronic signatures, and simple CRM functionality...which is just what we need.
I like it.
What do you like best about the product?
Convenient and easy for me to get signatures on documents I need. Many extra features for groups to sign documents and manage contacts.
What do you dislike about the product?
It's more expensive than some other alternatives.
What problems is the product solving and how is that benefiting you?
My sales have increased as a result of getting the documents I need for those sales transmitted much more quickly than other means. Faster information flow increases my revenue.
Recommendations to others considering the product:
My recommendation is to make sure you can utilize all the features and functions of Pandadocs.
Excellent for proposals and contracts, less useful for collaborative documents
What do you like best about the product?
We love the template functionality. Once I have a contract template set up, it's very easy to generate a new contract for a client based on that template. It's also easy to modify and update. Clients also seem to like the electronic signature functionality and I trust it more than other e-sig contract systems.
What do you dislike about the product?
We can't use this product to 100% of it's potential because you can't add text area fields for clients to fill in, just small text field blocks. That means if I want to use PandaDoc to gather documentation and questionnaires from my clients, it doesn't work well.
We also don't like the attachments functionality, but seldom use it so it's not a big deal for our company.
Lastly, it's also quirky when adding images in your text. but we work around it ok.
We also don't like the attachments functionality, but seldom use it so it's not a big deal for our company.
Lastly, it's also quirky when adding images in your text. but we work around it ok.
What problems is the product solving and how is that benefiting you?
We use this for all customer and employee/contractor contracts. It saves tons of time and also reflects well on our company compared to other small businesses of our size that use Word docs for their contracts. Looks more professional.
Recommendations to others considering the product:
As long as you want to use it for contracts and proposals, and don't want to do too much fancy "designing" of how your contracts look, PandaDoc is great.
Send contracts to clients electronically
What do you like best about the product?
Ability to easily create electronic contracts, track the contracts, see the analytics and storing them.
What do you dislike about the product?
My integration with Google does not work properly, so I have to manually move a PDF version over to PandaDoc
What problems is the product solving and how is that benefiting you?
tracking contracts and other documents. We have a huge number, so it's very helpful.
Service is Great. Mobile App needs help.
What do you like best about the product?
Paperless. I always know where my releases are and I know WHO has signed them.
What do you dislike about the product?
1. Mobile app doesn't allow me to login with Google's two-step verification (which I have to use since having my email acct hacked in the past).
2. I wish I could edit my releases via the site. It would definitely speed things up.
3. I wish I could do batch releases when I have to get multiple releases (not multiple signatures) signed for one project (photo/videoshoot).
2. I wish I could edit my releases via the site. It would definitely speed things up.
3. I wish I could do batch releases when I have to get multiple releases (not multiple signatures) signed for one project (photo/videoshoot).
What problems is the product solving and how is that benefiting you?
Paperless releases is amazing.
Recommendations to others considering the product:
If you want to use the mobile app, set up an entirely separate gmail acct JUST for PandaDoc and don't enable two-step verification.
PandaDocs is Great!
What do you like best about the product?
Use of templates and very user friendly. I like how I can easily integrate with my Zoho CRM
What do you dislike about the product?
Sometime when I drop in a block it goes straight to the bottom rather and going to the spot i want it to go to. Can be time consuming when I have to put in a lot of blocks
What problems is the product solving and how is that benefiting you?
This is great for making good presentations. I really love the way I can format the documents.
PandaDoc = Easy
What do you like best about the product?
Easily get documents signed and processed
What do you dislike about the product?
Lack of Netsuite integration is a bit of a drawback for our team, would like a completed doc to start a workflow
What problems is the product solving and how is that benefiting you?
Not knowing the status of contracts, not knowing how long users are spending on sections of our contracts.
Recommendations to others considering the product:
If you are looking for a simple to use e-signature service, this is the one
No more print/sign/scan/send/print/sign/scan/send!!!
What do you like best about the product?
PandaDoc just makes everyone happier. Clients don't have to print anything, we don't have to guide them through the process, and execs sign docs from their smart phone. It's awesome. Plus, we get to have all of the documents in one place for easy future reference.
What do you dislike about the product?
Nothing really, except that the pricing has gone up substantially since we started with them in their early days.
What problems is the product solving and how is that benefiting you?
Increased customer and sales team happiness with the sales process! This was a real problem for us at the outset. We would always lose signed contracts. Now, they're all in one place.
Recommendations to others considering the product:
This used to be the "DocuSign for Small businesses" - and, it still is in product, but less in pricing than it used to be. However, the user interface is great and your team - and customers - will love it. Definitely the right choice for SMEs
If you have the talent to customize and build, it's perfect.
What do you like best about the product?
Easy storage for all engagement letters and proposals in one place. The experience for the client is easy, painless, and straightforward.
What do you dislike about the product?
The need to custom build everything. I have to go in and redesign / align / build out proposals.
What problems is the product solving and how is that benefiting you?
We've streamlined our sales and onboarding process by using self-built templates in PandaDoc's platform for our engagement letters, ACH authorization forms, and proposals.
Recommendations to others considering the product:
The Dashboard is a great CRM.
Good Proposals
What do you like best about the product?
I can easily make proposals from Pipedrive data and almost all the data flows in very well. They are easy to put together once in PandaDoc
What do you dislike about the product?
I wish there was more data which could be imported in from Pipedrive but the biggest item is being able to insert token fields for Pipedrive data on top of existing PDFs, that would really be helpful. Another problem is emailing the proposals, I was using PandaDoc email feature however I found from my customers and prospects the PandaDoc email was in their junk folder! So I started just exporting PDFs and emailing but that does not help the process and loses some features.
What problems is the product solving and how is that benefiting you?
Being able to quickly and easily create quotes and proposal from Pipedrive and have all the data together and easily accessible made life so much easier than before.
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