PandaDoc for AWS

Our main use case for PandaDoc  is that we use it on a daily basis to help do our job quicker and more efficiently. We needed a product to produce professional-looking proposals with digital signature capability. We tried several market-leading products, and PandaDoc  was the only one that delivered the features we needed. It helps us to sign contracts for payroll and HR as well as gather the necessary documents to register with the IRS. We have also used this tool for document checklists and ACH authorization. It is an excellent tool for compiling customer proposals and external and internal documents or policies that need to be signed. We also use it for acceptable use policies, waiver forms, equipment forms, and any other document requiring a signature.

Using PandaDoc for proposals and forms has changed my day-to-day workflow by making our documents look more professional, which helps our clients trust our services. It has also saved us time through sending the documents via PandaDoc. Clients just need to open their phone and sign the document, thereby saving a lot of time and cost. It has also reduced errors because the documents are digitally signed, not manually. It has been very easy to use for both our clients and customers and team members, and the customer support has also been excellent.

The best features PandaDoc offers include templates, dashboard, autofill option, and the ability to update documents without trashing the previous documents. The dashboard and the autofill option help me day-to-day, as autofill helps to prefill and walk our clients through where they are supposed to fill in what information and when. This helps to save time because we are able to walk them through contract signing, and it also makes it look more professional and easy.

I would add that the ease of constructing proposals, digital signing of documents, renewal reminders, and user-friendliness are important features. It also gives transparency into what the customer is filling out, especially with the fillable forms. PandaDoc has positively impacted my organization by significantly improving standardization across the company and efficiency in proposal writing. It is easy to use from both the client's and employees' perspectives, and we have also been able to save a lot of time and cost while reducing errors. In terms of time and cost savings, we have saved 30 to 40 percent of our time and 20 to 35 percent of costs, especially when meeting the cost of traveling. Proposals have increased, and it is faster to send the proposal by 50 percent. We have also increased our accuracy with approval workflows, with time saved using contract templates and sending, and increased visibility into the contract signing flow.

PandaDoc can be improved by making formatting and adding graphics and visual elements much easier. I would like to see many features enhanced. Better integrations would be valuable, and sometimes it can be slow to load, especially when dealing with a lot of documents, which should be improved.

I have been using PandaDoc for the past five years.

PandaDoc is very stable, but sometimes it can be slow to load.

PandaDoc's scalability is very scalable and handles my organization's growth efficiently.

The customer support is excellent, with a very proactive, responsive, and helpful experience. I would rate the customer support 9 out of 10.

Positive

We switched from DocuSign  to PandaDoc.

My experience with pricing, setup cost, and licensing has been that PandaDoc is one of the most effective tools. The setup is very easy through the support, which helps in every step and every learning curve, making everything easy.

Before choosing PandaDoc, we also evaluated ConnectWise as an option.

I would advise others looking into using PandaDoc that it is much more cost-effective, easy to use, and has a better editor compared to other tools, making it a great choice. My experience with PandaDoc has been great, and I rate it an 8 out of 10. I rate it an eight because it is a very great tool where we send contracts to clients for approval and signing. It is a very seamless process that saves us time and costs while reducing errors. PandaDoc is a great tool, especially for professionals that require compliance but also ease of use. Forwarding documents to multiple people to sign is easy and hassle-free. It works great for our industry, which is advantageous. It is also very cost-effective, and any organization can afford it.

Hybrid Cloud

Amazon Web Services  (AWS )

What do you like best about the product?

Very straightforward to administer, easy to adjust contracts. Salesforce integration works without a ton of administration.

What do you dislike about the product?

Nothing really stands out negatively, could use more documentation around the Salesforce sync, if I have to do a more complex CPQ implementation down the line I'm not sure what kind of support I would get.

What problems is the product solving and how is that benefiting you?

We do not have CPQ so we need a tool that reflects our general product suite in document form flexibly, and provides E-Sign

What do you like best about the product?

I like the ability to build out user-templates and share them with the whole team seamlessly. The quote builder is great because it allows the team to easily choose from products and have most calculations automatically done, making the process more efficient. It also lets us update contracts and templates, ensuring those changes are reflected across all of our templates. The templates make everything more efficient and allow the team to quickly put together and send documents to clients. The quote builder automatically calculates pricing, including recurring charge calculations, so the team doesn't have to spend time on math, reducing the chances of mistakes in insertion orders.

What do you dislike about the product?

I wish more calculations/formulas could be integrated into the quote builder without being behind another pay wall. Also, it would be nice to have more integrations with other products and services to automate the whole workflow better.

What problems is the product solving and how is that benefiting you?

PandaDoc streamlines drafting templates and automates calculations, saving us from using clunky Adobe Sign. It lets us update templates seamlessly, quickly send documents, and use a quote builder to prevent errors, improving our efficiency.

What do you like best about the product?

Simple single location for all documentation. Like the way it tracks and monitors access and review periods. All round its a pretty good one stop shop for contracts. I use it weekly and regularly and it gives me confidence that the contracts are maintained.

What do you dislike about the product?

The lack of word / google doc functions. When completing a doc it is not as intuitive or functionally rich as I would like.

What problems is the product solving and how is that benefiting you?

Single source for documentation. Template creation and sharing with my exec

What do you like best about the product?

I appreciate how PandaDoc helps me use my existing drafts by converting PDFs into sign-ready agreements without any errors. The UI is comfortable for most of my clients, making the process smooth. The initial setup was super easy, which is always a plus. I'm happy using PandaDoc and even rate it a 10 out of 10 for recommending it.

What do you dislike about the product?

I would say the date of sign should get populated based on when it's signed.

What problems is the product solving and how is that benefiting you?

PandaDoc converts my existing PDF drafts into sign-ready agreements efficiently without errors, and clients find its UI comfortable.