PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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What do you like best about the product?
I love how the templates have shaved hours of my day. Creating a proposal before a sales meeting takes minutes verses hours with Panda Doc. I am able to customize a proposal or request additional information from out clients very quickly and keep it organized.
What do you dislike about the product?
I wish you were able to control how the pages were laid out when you printed. You have to get creative with this as of today by adding text boxes etc. I wish that the email that is sent to clients did not say Panda Doc. It causes confusion. I think a drag a drop feature for organizing documents would be extremely helpful as well.
What problems is the product solving and how is that benefiting you?
We are able to collaborate as a team, watch the status of pending contracts and gather sensitive information quickly and securely.
Recommendations to others considering the product:
I would recommend PandaDoc! It is extremely intuitive, collaborative and a time saver. We are really pleased with the product.
Great proposal software
What do you like best about the product?
Ease of use, templates are easy to access and modify, personalized content. Great selling tool.
What do you dislike about the product?
Some features are great but there are some that can be added like a content library for easy access. Overall it is a great tool.
What problems is the product solving and how is that benefiting you?
Great proposal tool. As long as all templates are set up it is very fast and easy to use.
Recommendations to others considering the product:
Totally recommend it for professional proposals.
Good for consulting business
What do you like best about the product?
Pandadoc made it easy to create SOW-oriented proposals and contracts. Other tools are more product focused. I like the drag and drop features and maintenance of past inputs to make routine updates easier.
What do you dislike about the product?
The platform is continuing to evolve. But some of the interfaces for building invoices and entering data require ramp up time. The interface for moving docs could be more drag+drop.
What problems is the product solving and how is that benefiting you?
This is how I manage proposals and invoices for my consulting business. When everything works right, it saves on files, document signing, and replicating templates so it cuts down email and workload.
Recommendations to others considering the product:
This is a great platform for service/custom proposal oriented companies. Other tools seem to be more focused on standard inputs and fields.
Exchanging contracts has never been this efficient
What do you like best about the product?
The easy of speed and simplicity in exchanging contracts is amazing. The template library is excellent for a new company and reduce legal costs.
What do you dislike about the product?
The name Pandadoc doesn't tell what it does and isn't necessarily giving trust when first mentioned.
What problems is the product solving and how is that benefiting you?
Having employment contracts prepared and online before interviews makes hiring process faster. Templates to download and amend reduce legal work. Clients and suppliers often signed contracts quickly and shortly after negotiations which speed up way of doing business.
Pandadoc is a very useful tool that helps us to save time and create professional documents.
What do you like best about the product?
I like the interface. It helps me to easily create very nice and organized documents. I can also create templates to go back to for the documents I create the most.
I like how pandadoc helps us to save time by being able to create templates and fill in tokens easily. This makes creating documents faster. I don't have to go back and do a lot of copy and pasting.
I like how pandadoc helps us to save time by being able to create templates and fill in tokens easily. This makes creating documents faster. I don't have to go back and do a lot of copy and pasting.
What do you dislike about the product?
I do not like that there cannot be real-time editing amongst multiple users (such as in google docs). Our team uses Pandadoc often for our proposal writing and other documents. When one of our team members makes an edit, the page has to be refreshed to see it.
Sometimes, Pandadoc can respond very slow and gets hung up. It causes me to have to wait for the pages to load.
Sometimes, Pandadoc can respond very slow and gets hung up. It causes me to have to wait for the pages to load.
What problems is the product solving and how is that benefiting you?
We are much more organized when using pandadoc. We organize all of our important documents into folders and we can easily send these documents out to our clients for e-signatures.
We also benefit from being able to make all of our documents look consistent with layout. We use our logo on all our documents and pandadoc makes it easy to customize with features like tables, adding in attachments, and also adding in images.
We also benefit from being able to make all of our documents look consistent with layout. We use our logo on all our documents and pandadoc makes it easy to customize with features like tables, adding in attachments, and also adding in images.
Recommendations to others considering the product:
If you're looking for something flashy and over the top, Pandadoc is not it. Pandadoc is for simple clean and professional looking documents and easily getting e-signatures. It saves time.
Great software to improve interactivity in proposals and let the prospect create his own budget!
What do you like best about the product?
I love the fact that i can integrate any kind of media in my proposals, especially for presenting our company. The interactivity is even maintained when the receiver downloads a PDF version of the proposal. Within the PDF the link to a youtube movie or online presentation is maintained.
What do you dislike about the product?
That the basic version does not contain the ability to build a library of text blocks... click'n drag option is only for the more expensive versions
What problems is the product solving and how is that benefiting you?
Pandadoc serves me well to reproduce recurring proposals. it enables me to speed up the proposal writing process whenever i have standardised proposals to create. It is a real timesaver for that.
Recommendations to others considering the product:
Make sure to build a good product reference list. It saves a lot of time aftewards to prepare a budget table
Great for digital docs and signatures
What do you like best about the product?
The look and feel of docs coming from Pandadocs is very nice and the reviewer/signer experience is professional and easy. I have set up a number of templates for both sales and service. Once templates have been created, sales (or whoever) can create specific documents for review and signature. The Salesforce merge is also nice for pre-populating fields. The tracking is also a great indicator of when docs are viewed and signed.
What do you dislike about the product?
There were some editing challenges early on where fonts wouldn't seem to format correctly in certain text sections but I think some of those have been fixed? Also, when importing word docs to be used as templates, there are also formatting challenges.
What problems is the product solving and how is that benefiting you?
We send contracts and proposals to prospective customers, renewal agreements to existing customers and partnership contracts for business development/partner companies. We are able to produce very professional looking contracts without a ton of work. Tracking signatures and views keeps us informed as to when we need to follow up.
My workflow is so much easier now
What do you like best about the product?
I love the convenience factor for both myself and my clients. In addition, its very easy to keep my clients organized and I finally feel like I'm in the 21st century!
What do you dislike about the product?
While I absolutely love this service, I do think $30 a month is a bit expensive. Also, I seem to have issues pulling up contracts in certain browsers.
What problems is the product solving and how is that benefiting you?
The transition from turning a lead to a client is much quicker now that I have access to E-contracts. It also helps me retain copies and access client information in the event that I lose a hard copy.
Great app
What do you like best about the product?
intuitive to manage, intuitive for clients
What do you dislike about the product?
signature fields float on page, sometimes make them unreadable.
What problems is the product solving and how is that benefiting you?
communicating a lot of content in an organized fashion.
PandaDoc from the admin's viewpoint
What do you like best about the product?
Few things.
1) The customer service/team at PandaDoc. These guys are super responsive, always ready to try and help or assist in any way.
2) They built us a custom integration for ZenDesk. Yes this is available for everyone to use as well but for us it was a workflow enhancement like you could not believe! This is a big reason we went with them in the first place. They built out the integration for us in a few weeks.
3) Tool is very easy to use/configure documents.
1) The customer service/team at PandaDoc. These guys are super responsive, always ready to try and help or assist in any way.
2) They built us a custom integration for ZenDesk. Yes this is available for everyone to use as well but for us it was a workflow enhancement like you could not believe! This is a big reason we went with them in the first place. They built out the integration for us in a few weeks.
3) Tool is very easy to use/configure documents.
What do you dislike about the product?
Product is still missing some features that you may expect, however that doesn't mean its not in the pipeline. Things like good reporting, exporting data inside of documents etc...Now this info is available via there API/Webhooks if you want to build it yourself.
What problems is the product solving and how is that benefiting you?
Minimizing systems needed to execute. We are a tech company, with many systems that end up needing to play a role when we execute. This simplified our processes by integrating with our main production tool seamlessly.
Recommendations to others considering the product:
As mentioned before, they are a small company. So getting them to understand, listen and assist is very beneficial for us. If you go with the big players, more than likely you don't have any chance of getting anything customized for your business.
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