PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,278 reviews
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Streamlined Our Sales Process with Robust Integrations
What do you like best about the product?
I have been using PandaDoc for two to three years primarily to streamline our sales operations, and it has been a great journey. I appreciate the catalog management and CPQ features, especially for HubSpot, as they make the quote-making process easy and efficient, which greatly minimizes the need for technical team involvement during early sales operations. The proposal templates are also top-notch and significantly help manage contracts and proposals directly from HubSpot. I use PandaDoc's extensive API integrations with various tools like HubSpot, Slack, make.com, and Google Slides, which create a smooth workflow and ensure seamless data transitions across different platforms. This integration freedom truly enhances our operational efficiency. The product team's dedication to improving the solution over time and their involvement with us throughout has been commendable. I am so satisfied with PandaDoc that I am committed to a long-term collaboration and have even joined their community.
What do you dislike about the product?
I find the design components of the templates to be very limited, which restricts the options available for creating visually appealing documents. The analytics side is also quite lacking, and it would be beneficial if analytics were independent as well as synced into HubSpot for better cross-side insights. Moreover, there is a need for enhancements in the document design functionality, including dynamic background setups and additional design customization options. Adding functionality to pricing table margin calculation and bringing that to the quote system would also be a significant improvement.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to streamline catalog management and code creation, reducing dependency on technical teams in sales operations. It integrates well with our systems, facilitating efficient data transfer across various platforms, improving workflow efficiency.
Effortless E-Signatures and Fast Document Completion
What do you like best about the product?
You can create custom contract templates that use e-signatures. The ability for e-signatures is so helpful as it means people can sign from anywhere (even while they are on holidays!) What makes it even easier is that there is the option to send a PandaDoc document link via text message instead of email so people know about the document even sooner. Which translates into documents being completed sooner.
What do you dislike about the product?
It's a small thing but I wish the help-AI bot was a bit more flexible to work with. I would like to be able to ask it if something is possible and brainstorm a solution but it seems to have limits that makes in not quite as flexible as other help-AI bots I use in other programs. However, whatever answer the bot doesn't know it is always willing to transfer me to a human support perso.
What problems is the product solving and how is that benefiting you?
PandaDocs is about customisation. You can create a document that suits your company's needs and includes all your company's branding.
Great tech, forward thinking company
What do you like best about the product?
PandaDoc completely transformed our contract and payment workflows. We can send agreements and collect signatures and payments in a single, seamless flow; no juggling multiple tools or chasing clients for docs. The integrations with HubSpot and automation options are reliable and fast, and the templates make it easy to maintain consistency across teams. It’s helped us shorten deal cycles and reduce friction for both staff and customers.
What do you dislike about the product?
The editor can feel clunky when managing large templates or forms with complex conditional logic
What problems is the product solving and how is that benefiting you?
We use PandaDoc to generate and deliver custom lease agreements for thousands of properties across the U.S. It’s been a game changer for automating complex, state-specific documents that used to take hours of manual prep. The dynamic fields, integrations, and template logic let us scale with confidence; ensuring every agreement is accurate, compliant, and signed quickly. It’s eliminated a ton of back-and-forth and made our leasing process faster, cleaner, and far more consistent.
Exceptional Value and Support, but File Upload Needs Improvement
What do you like best about the product?
I really appreciate how responsive the entire team at PandaDoc is, and I like that they are constantly making improvements. While there are many CRM, contract management, and e-signature solutions available, I find that the value PandaDoc offers surpasses most of them. I also find PandaDoc very easy to use, and the implementation process was seamless.
What do you dislike about the product?
The File Upload feature is a bit clunky. You can only upload one document per field and you have to log in to the app to get the files- they aren't emailed to you when you get a copy of the submitted document/form.
What problems is the product solving and how is that benefiting you?
Auto-reminders and contract tracking!
Innovative Features and Great Support
What do you like best about the product?
Continuously releasing new features, knowledgable CSMs, easy to understand interface.
What do you dislike about the product?
While I like the feature releases, there are some basic features that would be more helpful than some of the flashier AI and automation ones. I get those sell, but I'd love it some of the requested features from users were tackled first
What problems is the product solving and how is that benefiting you?
We had a lack of standardization and many manual processes driving our agreement management. Users didn't like using our old provider, and spent way too much time on document management.
Professional and Efficient Document Management for My Clinic
What do you like best about the product?
I am a dermatologist and certified dietitian, and I use PandaDoc regularly to create and manage treatment plans, diet charts, follow up instructions, and procedure packages for my patients. It is very easy to use and requires no complicated setup. I can select a template, add patient details, treatment steps, pricing, or consent sections, and the document is ready to share in minutes.
What I like most is that it’s not just for signatures. I can prepare complete documents including tables, instructions, clinic logo, and care guidelines in one place. Integration with Google Drive works smoothly, so all completed or signed files are automatically saved. Tracking who has opened or viewed a document is also very helpful when managing multiple patients or treatment plans.
I use it several times a week, especially for laser procedures, long-term skincare programs, and diet plans. Implementation was smooth, it fits perfectly into my workflow, and I haven’t needed customer support so far. Overall, PandaDoc helps me keep my patient documentation professional, organized, and efficient, without adding any complexity to my daily clinic work.
What I like most is that it’s not just for signatures. I can prepare complete documents including tables, instructions, clinic logo, and care guidelines in one place. Integration with Google Drive works smoothly, so all completed or signed files are automatically saved. Tracking who has opened or viewed a document is also very helpful when managing multiple patients or treatment plans.
I use it several times a week, especially for laser procedures, long-term skincare programs, and diet plans. Implementation was smooth, it fits perfectly into my workflow, and I haven’t needed customer support so far. Overall, PandaDoc helps me keep my patient documentation professional, organized, and efficient, without adding any complexity to my daily clinic work.
What do you dislike about the product?
Sometimes, when I work with large treatment plans or multi-page documents with images and tables, the editor can slow down slightly. Tracking multiple pending documents for different patients could be clearer, especially during busy clinic hours. Also, occasionally adding very specific medical instructions or custom sections in templates can be a bit limited, so I need to adjust manually. These are minor issues, but improving them would make daily documentation even smoother.
What problems is the product solving and how is that benefiting you?
Before using PandaDoc, preparing treatment plans, diet charts, follow-up instructions, and procedure packages for patients was time consuming. I had to create each document from scratch or use multiple tools, which sometimes led to mistakes or missing details. PandaDoc solves this by letting me use templates and add all patient details, treatment steps, consent sections, and instructions in one professional document. I can send it to patients for approval, track if they have viewed it, and store it automatically in Google Drive. This saves me a lot of time, reduces paperwork, and keeps my documentation organized and professional. I can focus more on patient care instead of document management, and it ensures nothing gets missed in my daily clinic workflow.
Reliable tool for proposals, agreements, addendums and signatures
What do you like best about the product?
PandaDoc makes it easy to create, send, and track documents in one place. The templates save time, the editor is intuitive, and the e-signature process is seamless for both our team and clients. I also like the visibility into document activity, seeing when someone opens or signs helps move things along faster.
What do you dislike about the product?
Formatting can be a little tricky when working with complex documents or tables. Small layout changes sometimes shift other sections, so it takes extra time to get everything aligned just right.
What problems is the product solving and how is that benefiting you?
PandaDoc eliminates the need for manual document prep and chasing signatures. It allows us to create branded templates, send documents for e-signature in minutes, and track client engagement in real time. This saves hours each week and ensures documents are consistent and professional.
Easy to Use, Room for Improvement
What do you like best about the product?
I appreciate that PandaDoc was not difficult to set up, which made the transition from DocuSign smooth and uncomplicated. The platform excels at completing agreements efficiently, especially given the nature of my work, which involves a lot of documents that our clients need to sign and date. The ability to search through any and all documents within the history is incredibly valuable. Oftentimes, I need to refer back to documents that date back over a year, and PandaDoc allows me to find this information easily without remembering when or how the documents were initially sent. I find this historical search feature enhances my workflow significantly. In general, PandaDoc is very easy to use, and despite a few areas that could use improvement, it is a great app that I find reliable and practical for my document management needs.
What do you dislike about the product?
I notice that sometimes when I require both a signature and a date on documents, some dates do not get inputted. However, those documents are still considered complete even though they are missing the date. This can be problematic as it potentially overlooks a crucial part of the documentation process.
What problems is the product solving and how is that benefiting you?
I find PandaDoc helps complete agreements efficiently by handling client signatures and dates, and its document search feature enhances workflow by easily retrieving past documents.
PandaDoc Streamlines Workflows
What do you like best about the product?
What I like best about PandaDoc is how effortlessly it streamlines the document creation and approval process. As an account manager, I frequently send proposals, contracts, and renewals, and PandaDoc makes that workflow incredibly efficient. The ability to customize templates, track document engagement in real time, and get electronic signatures without back-and-forth emails saves a huge amount of time. It helps maintain professionalism while giving me visibility into client interactions—so I know exactly when a document has been opened or signed, allowing me to follow up at the right moment.
What do you dislike about the product?
What I dislike about PandaDoc is that the formatting tools can sometimes feel a bit limited or inconsistent when working on more complex documents. Occasionally, aligning elements or maintaining consistent spacing between sections takes extra time.
What problems is the product solving and how is that benefiting you?
PandaDoc is solving the challenge of managing and tracking client documents efficiently from start to finish. Before using it, creating proposals, sending contracts, and collecting signatures involved multiple tools and manual steps. Now, everything happens within one streamlined platform. It eliminates delays in approvals, reduces errors, and provides visibility into when clients open or sign documents—helping me time my follow-ups strategically. This not only speeds up the sales cycle but also enhances the client experience with a more professional and seamless process.
Great Usability, Stability and Price
What do you like best about the product?
Ease of approach, stability, functions with real-world application
What do you dislike about the product?
Nothing except their use of AI chatbots in their user suppot
What problems is the product solving and how is that benefiting you?
We are a medium size real estate investment boutique in Vienna and typically have 5 - 50 investors in a project. There are loads of paperwork to sign, all kinds of contracts, circular resolutions, invitations to corporate events etc. There is no better solution for this than Pandadoc: It allows industrialization of processes where meaningful, and adaptations where necessary. It does not require investors to sign in to a dedicated platform and still gives us enough functions to show our corporate design and language. We never have to worry about delivery or reminders. Compliance has risen, even with the more traditional crowd. Pandadoc has become essential, without vendor-lock-in
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