PandaDoc for AWS

What do you like best about the product?

PandaDoc's is easy to use and the implementation team was great.

What do you dislike about the product?

No down side. The system integrates well with other systems.

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

Streamlining

What do you like best about the product?

Easy to use, and the accessibility of their API was very easy to build our onboarding workflow. We do have not had any issues with the software itself and their team is very responsive when we were using their API.

What do you dislike about the product?

We use an incompatible/not integrated billing software, but found a workaround

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

Customer sign-up.

What do you like best about the product?

The UI is very user friendly, a lot of information can be put under each section and even can be customised.
Performance is great , as customer isgns it is in no time reflected.
integrations are great, it is attached to zendesk and when the cuistomer siogns , the doc needs not to open, it directly reflects completed that saves time

What do you dislike about the product?

It is a bit slow, it takes time opening which takes more time to solve tickets.

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

Before using PandaDoc, we struggled with slow contract turnaround times and repetitive manual document creation.

With PandaDoc, we now use standardized templates and seamless e-signatures, which has cut our document creation and signing time by nearly half.

What do you like best about the product?

Being able to quickly send proposals and then track their progress has been a game changer

What do you dislike about the product?

Currently my only 2 complaints are that I have to edit the document to change the signer when I CC multiple emails. And that some of my proposals go to spam/junk folders.

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

We send over 1000 proposals a year and this has streamlined the process along with automation setup in monday with the great integration tool

What do you like best about the product?

It is extremely user friendly and HIPAA compliant.

What do you dislike about the product?

I don't like that I have to go through and assign each individual box. This is tedious for a longer document/contract. It would be nice to be able to assign the entire document with one click and make necessary adjustments from there

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

It's allowing me to capture information from my client in a secure way.

What do you like best about the product?

Simple set up, free trial for small business helped me minimize costs but also gave me access to professional tools

What do you dislike about the product?

The auto populated fields don't differentiate. Just creates fields for 1 person

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

Giving me the ability to track and easily send contracts to sign

What do you like best about the product?

Getting the customer's signature online and having a central repository for documents.

What do you dislike about the product?

Once a document expires you can't extend the expiry date.

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

Central repository for customer contracts, so even if the sales person leaves you can access their sales contracts

What do you like best about the product?

I like that PandaDoc makes everything easier and also gives a professional appearance. Before, I managed all the contracts by hand and didn't have a reliable platform to manage signatures. Now everything is done in minutes, automatically and super professionally, thanks to PandaDoc. Additionally, I switched to it because it is more professional, intuitive, and simple than other platforms, and it was recommended to me by a colleague.

What do you dislike about the product?

Well, everything works quite well, but if I had to polish one aspect, it's how intuitive it is. At first, it takes time to get used to what a document is, what a template is, how to place the recipients, and there are times when I've sent, when I've sent myself documents I didn't want to send, or I've sent clients documents I shouldn't have sent. Because there is a learning curve, which if the platform were a bit more intuitive, it would be overcome more easily.

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

I use PandaDoc for contracts with clients, and it solves the problem of managing signatures manually. Now it's fast, automatic, and professional. I like it because it simplifies the process without losing professionalism.

What do you like best about the product?

I appreciate how PandaDoc enhances time efficiency by allowing me to send paperwork for signatures from anywhere at any time. I find the edit boxes with the recipient switcher and electronic signature certification particularly useful. These features save me a lot of time since I don't have to be present in person to sign documents. The initial setup was fairly easy, which was a plus.

What do you dislike about the product?

I find starting from a filled template with other subjects cumbersome. I wish there was a tool to erase and start fresh rather than having to go back and forth to make a fresh template.

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

PandaDoc saves me time by allowing me to send paperwork to be signed anywhere, anytime. The edit boxes with recipient switcher and electronic signature certification also help by saving lots of time filling in and signing documents remotely.

What do you like best about the product?

PandaDoc is a comprehensive tool that's both cost-effective and extremely tech-capable. It integrates deeply into our tech stack, making it easy to automate workflows. The team can get up and running with it really quickly, and we don't experience deliverability issues with our customers. The cost-to-value ratio here is just incredibly good.

What do you dislike about the product?

I don't think there's anything that's not intuitive or useful in the product. I've really never had any issues with PandaDoc.

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

PandaDoc solved a couple of issues for us. First, it streamlined a clunky contracting and agreement process. It also allowed us to automate that workflow. The document structure and build look better, more on-brand, and are easier to use and develop. We were also able to tie it into our CRM and automate the workflow for building proposals and NDAs, which really saved the sales team a substantial amount of time.