PandaDoc for AWS

What do you like best about the product?

Creating, tracking, sending, and e-sign in one workflow has helped me so much. It helps save a lot of time with follow up emails, collecting signatures, and waiting for people to scan/email the forms back. Templates and content reuse reduced preparation time greatly, and the use of drop down menus and simple set ups saved a lot of time.

What do you dislike about the product?

There really isn't anything I have found that I dislike about the service.

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

It saved me a lot of time on follow up emails and collecting signatures, and cut down the waiting for people to scan/email forms back. Preparation time was reduced greatly, and I frequently used document analytics to influence follow-up.

What do you like best about the product?

Templates and content reuse reduced preparation time greatly. Overall, it’s been easy to use and set up, and it meets my requirements.

What do you dislike about the product?

I haven’t used the full workflow or analytics. Integration APIs, compliance management, and workflow management haven’t worked for me.

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

Using templates and content reuse greatly reduced my preparation time for proposals.

What do you like best about the product?

I like the user interface, both for the end-user and the backend. It's helpful having all the templates compiled in one place and tracking documents, who's viewed them, who's left to sign, and being able to edit a document completed in error. It allows us to route documents quickly and provides full transparency on document progress. The capability to automatically tabulate totals is a great feature, reducing time and error. The tracking component makes it easy to see the status of unsigned documents, identify bottlenecks, and send reminders to complete tasks, which is very useful.

What do you dislike about the product?

I wish there was a feature within PandaDoc that allows you to review agreements and ask questions with AI to determine if a contract language has any ambiguous language or needs clarification. I also wish PandaDoc charged a flat fee instead of a fee per document routed because during our initial testing, we didn't realize all those test transactions were counting towards our usage count. PandaDoc's AI feature for asking questions about documents needs improvement, as the information given is a bit convoluted. Additionally, PandaDoc's ability to edit a PDF document is cumbersome, unlike with Word documents which you can upload and edit. With PDFs, you can't make edits in a template like Adobe allows, which is an issue since we use PDF to preserve graphics that get distorted in Word.

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

PandaDoc streamlines routing internal documents, reducing operational costs and processing time. It offers full transparency in tracking, allowing easy editing of errors and minimizing mistakes with built-in functions like automatic tabulation. We can quickly identify process bottlenecks and send reminders, enhancing efficiency.

What do you like best about the product?

I need to have documents signed electronically, I need to stay on top of lagging contracts and I want all my documentation to look branded, specific and professional. The Canva integration was excellent and helpful. I found most of my interaction with the AI very impressive.

What do you dislike about the product?

Importing Word docs is hard since the formatting gets all nuts. I asked the AI specifically HOW to add a text field and it couldn't tell me.

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

It fully replaced separate tools or steps for creating, sending, tracking, and e-signing documents in one workflow. Templates and content reuse reduced preparation time greatly.

What do you like best about the product?

It’s easy to use and easy to set up. Document signing, reminders and expirations, and mobile signatures work well for me.

What do you dislike about the product?

Needs to be in Spanish for users, and default draw signatures

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

It helps me handle document signing, including reminders/expirations and mobile signatures.

What do you like best about the product?

I really appreciate PandaDoc's tools and features, especially for the ease of uploading and editing files, and planting areas for signatures and initials. It's very user-friendly both for our organization and for families, allowing them to fill out forms on their own time. The setup process was also very easy. I found that PandaDoc has better features compared to DocuSign, which is why we switched. Overall, I would rate my likelihood of recommending PandaDoc a 10 out of 10.

What do you dislike about the product?

My only qualm would be the capturing on file attachments that are uploaded on requestion. I'd suggest implementing an ID image insert for secured documents. Other than that, just an easier way to populate images of ID's onto forms.

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

I use PandaDoc to securely send and get documentation signed by families far away. It solves the issue of securing information across distances. The user-friendly features for uploading and editing files make it easy for us and the families involved.

What do you like best about the product?

I like it for document management, document signing, and electronic signatures.

What do you dislike about the product?

We don't have integrations set up with our ATS or HRIS, so it still requires some manual work in between. We don't use templates/content reuse and haven't used analytics. Forms are usually signed over Adobe instead of PandaDoc.

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

It mostly replaced separate tools or steps for creating, sending, tracking, and e-signing documents in one workflow, though there is still manual work without ATS/HRIS integrations.

What do you like best about the product?

I like the templates and content reuse. They reduced preparation time greatly. I also found the AI useful for troubleshooting, like when it helped me investigate a failing Salesforce Apex test by working through my code and error messages.

What do you dislike about the product?

The AI wasn’t a one-step solution. Some suggested fixes led to additional test failures, so I still had to validate each change carefully.

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

It mostly replaced separate tools or steps for creating, sending, tracking, and e-signing documents. Templates and content reuse greatly reduced my preparation time, and document analytics sometimes influenced my follow-up.

What do you like best about the product?

I love PandaDoc because it makes closing deals and getting contracts completed with my clients incredibly easy and professional. The website is extremely user-friendly, intuitive, and straightforward, which is a huge help when I need paperwork completed and signed quickly. I also appreciate that it keeps me updated every step of the way. I get notified each time a client opens a document and reviews it, so I can easily keep track. Plus, the setup was super easy and quick to learn. Switching to PandaDoc from DocuSign was a great decision because it offered a cheaper price for the year and gave us more features.

What do you dislike about the product?

Nothing its perfect for us and everything we need

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

PandaDoc makes closing deals and getting contracts completed easy and professional. It solves quick signature collection and keeps me updated on when clients open and review documents, making the process straightforward and efficient.

What do you like best about the product?

Time management and workflow efficiencies are critical to our process, and consolidating sales paperwork became easier and faster. Slow systems, poor integration, and complicated systems can sometimes make or break a deal, so I value anything that helps avoid time lost.

What do you dislike about the product?

We still have to download the signed document in separate files and attach it to an email. We also still have to upload all the documents and reports into our CRM system for it to consolidate into one document we can send to our clients.

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

Consolidating sales paperwork became easier and faster, which helps protect our process from time lost due to slow systems, poor integration, and complicated systems that can cost us substantial money.