PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Effortless to Use—A Truly User-Friendly Experience
What do you like best about the product?
Pandadocs is easy to use and saves a lot of time and money compared to having to chase down homeowners to get contract s signed
What do you dislike about the product?
Not all homeowners trust signing documents on their computers
What problems is the product solving and how is that benefiting you?
Ensuring that we have all the necessary forms ready to submit our bills is important to our process.
User-Friendly with Great Templates, But Miss the Old Layout
What do you like best about the product?
I like how easy it is to use. There are tons of templates you can create and use to simplify business processes. You also can get real time tracking update on documents you send, which shows you if a client has opened a document, signed etc. When there has been issues, their ticketing and support team are always quick to respond and solve any problems you have, which is great because we use this product daily.
What do you dislike about the product?
with the newest update, the layout is quite different. I wish we could go back to the original layout.
What problems is the product solving and how is that benefiting you?
It is solving the issue with e-signature difficulties. it makes a seamless end to end process not only for our company, but also for our end users as well
Effortless Proposal Sending, Minimal Bugs
What do you like best about the product?
I find PandaDoc extremely valuable for its overall reliability and performance. The software 'just works' effectively, unlike our previous solution, Proposify, which was plagued with interface bugs and usability issues. Since switching, I've experienced significantly fewer bugs and end-user problems, making my tasks smoother and more efficient. The user interface is intuitive and easy to navigate, contributing to faster implementation and usability. I particularly appreciate the template architecture and its seamless integration with HubSpot, which has facilitated a smoother workflow. The ease of copying text and manipulating data impresses me and positively impacts our proposal sending process. The excellent user experience provided by the lack of bugs is a compelling reason for me to continue using PandaDoc and consider purchasing it again in the future. Additionally, the overall ease of use and the efficient handling of proposals enhance productivity and streamline operations.
What do you dislike about the product?
Some of the HubSpot integration and data migration has been a little bit challenging to get through. We are figuring it out, but my marketing team has found some challenges figuring a few things out.
What problems is the product solving and how is that benefiting you?
I find that PandaDoc just works really well, with fewer bugs and an easier-to-navigate interface compared to Proposify, making proposal sending smoother.
Great Templates
What do you like best about the product?
The templates for letters and emails are very useful.
What do you dislike about the product?
"Schedule Send" is not an option at this time.
What problems is the product solving and how is that benefiting you?
Tracking of official job offer letters .
Centralized Staff Info, Saves Time.
What do you like best about the product?
It allows us get every information we need about a staff in one place which helps saves time on recruitment
What do you dislike about the product?
It has a lot of columns some of which are not really needed.
What problems is the product solving and how is that benefiting you?
Pandadoc solves the problem of having too many documents or forms because it has all information in one form
Effortless Paperwork Management with PandaDoc
What do you like best about the product?
PandaDoc is incredibly easy to use, and has helped us streamline our paperwork processes.
What do you dislike about the product?
I haven't found anything I don't like yet!
What problems is the product solving and how is that benefiting you?
We are no longer juggling stacks of paperwork or shuffling through to find a signature page. PandaDoc allows us to streamline our processes and digitize all of our documents.
Customizable Document Management with Real-Time Client Tracking and a responsive system every time!
What do you like best about the product?
I like the ability to upload our own documents and allowing us to tailor the different requirements for the client during the creation process. I enjoy the ability to track in real time when clients are looking at the documentation and making their updates on our form / contracts. It's really easy to upload your own documents and forms and implementing changes in real time as necessary. I use it all the time to complete our contracts.
What do you dislike about the product?
nothing that I can think of at this time
What problems is the product solving and how is that benefiting you?
Contract management and proposal management
Excellent Customer Service, Valuable for Compliance
What do you like best about the product?
I appreciate PandaDoc's excellent customer service which has been consistent and supportive regardless of whether I was on a free or paid plan. This dedication to customer satisfaction is very important to me and stands out significantly because every time I had queries, their team was very forthcoming and positive in their responses. I also find PandaDoc's straightforward setup process appealing, as it allowed me to relate to its menu items easily due to my previous experience with another platform. Furthermore, the use of templates in PandaDoc suits my needs as it helps streamline my document handling without complications. This simplicity in functionality aligns perfectly with my requirements, considering that I have yet to use their more advanced features. Additionally, PandaDoc's role in aiding compliance with regulatory agencies is something I value highly. It has enabled me to share necessary data with bodies such as the CRA and my CPA body, facilitating a smooth compliance process without any pushback. Finally, despite having other financial considerations, my familiarity with PandaDoc, combined with its outstanding customer service, makes it a preferred option for me, further evidenced by my willingness to highly recommend it, as indicated by my perfect recommendation score.
What do you dislike about the product?
I find the lack of integration with key tools like Profile tax software and potentially QuickBooks problematic. Additionally, the fact that the subscription is priced in US dollars, while I'm based in Canada, means I have to contend with fluctuating exchange rates which can affect the cost-effectiveness of using the service.
What problems is the product solving and how is that benefiting you?
PandaDoc ensures compliance with client confirmations required by regulatory agencies, facilitating smooth interactions with bodies like CRA and my CPA organization without pushback.
Exceptionally Ergonomic and User-Friendly Platform
What do you like best about the product?
Easy to use. very ergonomic platform compared to others
What do you dislike about the product?
Nothing. it is so helpful.May be the automatic suggestion of signatories'email could be improved
What problems is the product solving and how is that benefiting you?
People now working remotely are not in the office to sign.
It's is also helping to send contract to sign outisde of working hours which is my choice, but fit my personal work organisation
It's is also helping to send contract to sign outisde of working hours which is my choice, but fit my personal work organisation
User-Friendly and Fast, But CRM Integration Needs Tiny Improvement
What do you like best about the product?
Simple. Easy Interface. Quick for both clients and team to understand the editing and signature. I use for every signature and deal needed. Connects to CRM no problem.
What do you dislike about the product?
Certain data from the CRM has to be updated back in the CRM and makes you recreate a new PandaDoc.
What problems is the product solving and how is that benefiting you?
Helps deliver sensitive and critical information in a clear way. These are sales and purchase contracts that involve massive 5-6-figure deals and banking information. This has been secure and trusted by our team.
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