PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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PandaDoc has become a crucial part of our customer-facing operations
What do you like best about the product?
Using PandaDoc helped us automate document management, create a scalable process for our customer-facing teams and minimize human error when working with quotes and subscription agreements. It's easy to set up and intuitive to use.
What do you dislike about the product?
On a few occasions, I wanted to test some off-the-shelf automation recipes like connecting to Google drive etc but they were not working. Their support team tried to troubleshoot but it was taking up too much of my time so we ended up using a custom integration with a third party automation tool.
What problems is the product solving and how is that benefiting you?
PandaDoc is helping us reduce manual work and minimize human error by using pre-made document templates and integrating with our CRM, which means the data is automatically pulled into documents without manual effort.
Very easy to use
What do you like best about the product?
PandaDoc is a very easy to use platform, you can edit your documents inside PandaDoc or even upload a document from a PDF or DOC file which makes it very convenient. The platform is very reliable and it send directly to the client and also gives you the option to copy the document link to send to your clients.
What do you dislike about the product?
The only item that I would say needs to be reviewed is that when you paste an information when filling out a document it brings the format and it ends up messing up the document, so I have to paste it on a notepad, copy from the notepad and only than paste into the PandaDoc document
What problems is the product solving and how is that benefiting you?
PandaDoc is helping me in getting contracts singed by my clients, we build pools, so we need a contract to be signed whenever e client approves e new project.
Scratches the itch
What do you like best about the product?
Easy user interface for creating documents to be signed, organizing the files that were signed, and creating quick proposals for clients
What do you dislike about the product?
Per user pricing makes it hard to make available for staff members that infrequently need to use it.
What problems is the product solving and how is that benefiting you?
Quickly creating quotes that are easier to generate than previous quoting systems
Solid Document Automation
What do you like best about the product?
We've been using PandaDoc for a few months now to create, send, and manage proposals, contracts, and other client-facing documents. Overall, it's a dependable solution nothing flashy, but functional. We mainly use it to generate invoice for renewals
What do you dislike about the product?
hm sometimes uploading or editing large PDF documents can be a bit laggy.
What problems is the product solving and how is that benefiting you?
The e-signing feature is generally smooth and user-friendly, both for internal users and external clients
PandaDoc excellent resource for contracts
What do you like best about the product?
I like the ease of use within the platform, level of support offered, and the integration capability with hubspot
What do you dislike about the product?
I had an issue with 3rd party cookie blocking but the support team was able to help me address that within minutes, and that is the only issue I've experienced with the platform.
What problems is the product solving and how is that benefiting you?
Having clients sign contracts virtually instead of in person.
I'll never go back to DocuSign
What do you like best about the product?
I am the logistics and operations person for a nonprofit, and most of my time and work is spent trying to make things easier for our small team. Often, that work involves trying to automate or digitize many of our processes while acknowledging that our team has a WIDE variety of comfort levels with technology. We contract over 100+ artists a year, and our first platform was DocuSign. It was...fine. Pricy, cumbersome, ugly. We switched to PandaDoc a few years ago and like it so much more. I'm able to customize different themes that apply to different contracts based on business area, the template feature is so helpful, and I love how flexible the field integration is. It's been easier to get artists to actually sign their contracts, and it's way less intimidating, which means even our more lovingly luddite staff members can look at the basics.
What do you dislike about the product?
There are lots of little things, like features that exist in one place but not another. One example - I can duplicate a contract if I'm in "My Documents" but I can't duplicate a contract if I actually have it open. I wish there was a way to edit a document without erasing signatures - maybe it could send the signatory a message to approve or initial instead of making everyone start all over.
What problems is the product solving and how is that benefiting you?
I contract over 100+ artists every year, and PandaDoc makes it way easier to send those out, track them, and actually get artists to sign the paperwork
Wish I had made the leap much sooner!
What do you like best about the product?
stream of workflows, the amazing team always there to help
What do you dislike about the product?
I have nothing I dislike so far, againn other than I didnt change over sooner
What problems is the product solving and how is that benefiting you?
work flow for multiple branchs and multiple users all in one place, ease of use
Extremely customizable
What do you like best about the product?
I like how customizable the templates can be, with every field having its own specific customizations. The customer support is very helpful. I send lots of envelopes to patients, and this was a new program for me, and I've already been able to streamline my process with the help of the support team.
What do you dislike about the product?
I wish that once I sent a packet to a patient that I could go in and revise it without losing the progress made.
What problems is the product solving and how is that benefiting you?
Sending virtual patients their documents to sign before surgery. It's helpful to get their medical history and signed treatment plan before coming in for their procedure.
Secured: Pandadoc, Excellent in Contract Creation and Storage
What do you like best about the product?
It's efficient and ability to be integrated with Zapier for automations most especially routing notifications to Slack and notify the team responsible to review and implement signed contract.
What do you dislike about the product?
I don't know. All I do is use it in creating and storing contracts. It's also flexible with all the features like setting reminders for clients and sender, as well as updating contract's expiration date.
What problems is the product solving and how is that benefiting you?
We are an agency with hundreds of clients. Each client can have 2 or more contracts with us. Imagine the ease of storing and creating thousands of contracts in Pandadoc.
Efficient and User-Friendly, Minor Tweaks Needed
What do you like best about the product?
I find PandaDoc incredibly efficient, especially with its templates that save me from rewriting contracts for different clients, making my work faster and more streamlined. The ability to easily copy and paste links for clients to sign, even via WhatsApp, is a fantastic feature. I also appreciate the stamp official document that PandaDoc generates when both parties sign, as it adds legitimacy to the contracts. These features combined make it an invaluable tool in my work.
What do you dislike about the product?
I find it challenging to change the signer's details, such as their email or name, which results in me having to delete the entire document and start over. This process is not user-friendly and could be streamlined for better efficiency. Additionally, I experienced issues with integrating PandaDoc with Pipedrive. Although the issue eventually resolved itself after disconnecting and reconnecting the integration, it was inconvenient.
What problems is the product solving and how is that benefiting you?
I find PandaDoc accelerates contract management with templates, saving me time from rewriting for each client. It simplifies signing with easy link sharing via email or WhatsApp and generates official documents upon completion.
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