Sold by: PandaDoc for AWS Marketplace
Take the work out of document workflow with PandaDoc for Salesforce. PandaDoc provides an all-in-one document generation and e-signature automation solution that helps fast scaling teams to create, manage, analyze, and sign digital documents.
Sold by: PandaDoc for AWS Marketplace
Overview
What if you never had to send another contract or proposal out as an email attachment? And you could create it, track it, and get it signed in half the time it usually takes. And close more deals? And be less stressed out?
Doing things the way they've always been done can cost you time, money, and even your happiness. That's why there's PandaDoc. It makes small and medium-sized businesses run more smoothly by putting document creation, management, tracking, and e-signing all in one place. It's 2024. Shouldn't your business documents act like that?
On average, our customers achieve a:
- 28% increase in close rate
- 18% increase in average sales price
- 65% decrease in document creation time
Highlights
- Real-time document analytics: Instantly know the status of important documents so you can stay on top of workflows and get signatures and forms filled out fast.
- Workflow made easy: With e-signature, 750+ templates, custom fields, approval workflows, and more, PandaDoc gives you the confidence to create impressive documents in minutes and get them signed in a snap.
- Setting up and configuring PandaDoc is quick, easy, and doesn't require any coding. Built for easy use and customization by just about anyone.
Details
Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on contract duration. You pay upfront or in installments according to your contract terms with the vendor. This entitles you to a specified quantity of use for the contract duration. Usage-based pricing is in effect for any usage exceeds the entitle amount or not covered in the contract. These charges will be applied on top of the contract price. If you choose not to renew or replace your contract before it ends, access to your entitlements will expire.
Dimension | Description | Cost/12 months |
|---|---|---|
Essentials | For creating and signing impressive documents. Includes 2 units. | $456.00 |
Business | For seamless integrations and sending documents in bulk. | $588.00 |
Enterprise | For large companies with complex document workflows. | $1,068.00 |
Salesforce Integration | Integrate all your document workflows with Salesforce CRM. | $240.00 |
The following dimensions are not included in the contract terms, which will be charged based on your usage.
Dimension | Description | Cost/unit |
|---|---|---|
Additionalusage | Additional usage | $1.00 |
Vendor refund policy
All fees are non-refundable and non-cancellable except as required by law.
Legal
Vendor terms and conditions
Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .
Content disclaimer
Vendors are responsible for their product descriptions and other product content. AWS does not warrant that vendors' product descriptions or other product content are accurate, complete, reliable, current, or error-free.
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
Vendor resources
Support
Vendor support
Email support services are available 24x7x365.
support@pandadoc.com
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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Customer reviews
Polina T.
Small business must-have
Reviewed on Jan 14, 2025
Review provided by G2
What do you like best about the product?
I run a small cleaning company, and PandaDoc has been a game-changer for how I handle client agreements and payments. It’s simple, reliable, and does exactly what I need without being overly complicated. The ability to send out documents effortlessly and keep track of them in real-time has been such a time-saver. I love that I can see when a document has been opened, how many times it’s been viewed, and when it’s been signed. Knowing exactly where everything stands gives me peace of mind and makes my workflow so much smoother.
One feature I appreciate a lot is the stripe integration. Having payments built right into the document is incredibly convenient. My clients can handle everything in one place, which means less back-and-forth and more time saved for both of us.
I’ve tried several e-sign platforms, and PandaDoc is hands-down the best. It’s affordable and packed with useful features that make my job easier. For instance, I can create custom products and quickly add them to a table when preparing estimates for clients. This small feature has been a huge help in making my proposals look professional and polished.
Overall, PandaDoc is easy to use, reliable, and well worth the investment. If you’re looking for a tool that simplifies contracts, payments, and document management, I can’t recommend it enough. It’s made running my small business so much easier, and I use it on a daily basis.
One feature I appreciate a lot is the stripe integration. Having payments built right into the document is incredibly convenient. My clients can handle everything in one place, which means less back-and-forth and more time saved for both of us.
I’ve tried several e-sign platforms, and PandaDoc is hands-down the best. It’s affordable and packed with useful features that make my job easier. For instance, I can create custom products and quickly add them to a table when preparing estimates for clients. This small feature has been a huge help in making my proposals look professional and polished.
Overall, PandaDoc is easy to use, reliable, and well worth the investment. If you’re looking for a tool that simplifies contracts, payments, and document management, I can’t recommend it enough. It’s made running my small business so much easier, and I use it on a daily basis.
What do you dislike about the product?
While I really appreciate PandaDoc’s automatic field recognition, it drives me crazy when it doesn’t work properly. If the platform doesn’t recognize a field, I have to adjust it manually every time I add something to the document, because the fields don’t move automatically. This can get frustrating, especially since it’s such a small but recurring issue. For auto-recognized fields, everything works perfectly, but when it doesn’t, it’s a bit of a hassle. Maybe I haven’t figured out the best way to handle this yet, but it’s one thing that bugs me.
What problems is the product solving and how is that benefiting you?
streamlining contract management, simplifying payment collection, enhancing workflow efficiency, boosting productivity
Leave a comment0 comments
Alondra J.
Simple and efficient
Reviewed on Jan 03, 2025
Review provided by G2
What do you like best about the product?
I love that I am able to keep track of what documents I've sent and review them. It's very simple to use and organized.
What do you dislike about the product?
I haven't found anything that I've disliked so far. I love the way it's set up and how I can easily access all my documents.
What problems is the product solving and how is that benefiting you?
Its has help me organize my documents as well as being easily accesible and fast when sending a document out.
Harshavardhan K.
A simple and a straightforward tool to create Price quotes
Reviewed on Dec 20, 2024
Review provided by G2
What do you like best about the product?
- PandaDoc is very easy to use and the quote can be created in minutes. No complexities involved like some of the other tools I have used
What do you dislike about the product?
- I don't have anything to dislike about the tool
What problems is the product solving and how is that benefiting you?
- I am part of the sales team and I usually use PandaDoc to create price quotations
Naman .
Panda Doc
Reviewed on Dec 17, 2024
Review provided by G2
What do you like best about the product?
Its Real-time commenting, suggestion edits, and the ability to assign tasks within documents facilitate smooth team collaboration.
What do you dislike about the product?
Performance issues with PandaDoc, especially slowness and glitches.
What problems is the product solving and how is that benefiting you?
It's clean and easy-to-navigate interface, makes document creation and editing accessible even for non-technical users. The esigning feature works seamlessly well.
Brennan H.
PandaDoc - Doc Automation
Reviewed on Dec 16, 2024
Review provided by G2
What do you like best about the product?
PD has been our go to document service for about 2 years and the product has continued to see regular improvements.
What do you dislike about the product?
It just isnt the "name" brand for people and often find customers using other services to send back signed documents.
What problems is the product solving and how is that benefiting you?
PD is a hub for all of our proposal documents and allows custom tailoring to each customer. It also integrates with our CRM software which keeps things very local and easy to use.