PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Streamlined Document Management, Needs Better Design Flexibility
What do you like best about the product?
I appreciate how PandaDoc minimizes the back and forth of emails by allowing clients to fill out information directly from proposals, streamlining the process significantly. This makes it easier to gather all necessary details for writing contracts, saving time and reducing errors that could occur through manual data entry or forgetting to ask specific questions over email. I find the digital signature feature incredibly beneficial, as it simplifies the signing process for clients, who no longer have to download documents, sign them, and re-upload them. This ease of electronic signing was a major factor in our decision to choose PandaDoc. The ability to customize and use templates across our organization is also a valuable feature, as it facilitates consistency and efficiency in document creation. Furthermore, the simplicity with which documents and information can be sent back and forth is highly appreciated as it supports smooth operations.
What do you dislike about the product?
{"I found the setup process quite difficult and not entirely intuitive. It required considerable effort to get accustomed to how different fields and sections on the form work. The structures and methods of doing things in PandaDoc are something you have to get used to, and it took me a bit of time to achieve the desired output.","I feel that designing documents within PandaDoc is cumbersome. It's not facilitated with a drag-and-drop feature, which complicates the creation of templates and makes the process feel a bit outdated compared to tools like Canva. We often have to design the background parts in Canva and then upload them as a page background in PandaDoc, which becomes annoying when changes are necessary. Managing the design aspect between these platforms feels inefficient.","The lack of integration with Salesforce due to the version we are using is a limitation. As a user who employs Salesforce alongside PandaDoc, not being able to integrate the two due to our Salesforce level restricts our workflow."}
What problems is the product solving and how is that benefiting you?
PandaDoc streamlines proposal and contract handling, reducing email exchanges and ensuring complete information from clients. It simplifies digital signing for our clients, improving their experience and efficiency.
Intuitive, Versatile, and Perfect for Collaboration
What do you like best about the product?
Ease of use, versatile, intuitive and collaborative
What do you dislike about the product?
Can sometimes be difficult to understand how to update formatting.
What problems is the product solving and how is that benefiting you?
Helps with document tracking and understanding recipient behavior (with HubSpot integration)
Effortless and Seamless Experience with Saved Docs and Contacts
What do you like best about the product?
Ease of use, saved docs and contact info create a seamless process.
What do you dislike about the product?
Nothing. I supposed being able to edit an original doc within PandaDoc would be nice.
What problems is the product solving and how is that benefiting you?
Onboarding new clients and partners, application processing, and referral agreements.
Time-Saving and Intuitive Document Management
What do you like best about the product?
I really appreciate PandaDoc for its simplicity and ease of use, which allows me to navigate the system without any difficulties. The straightforward setup process was unlike any other software I've used before, making it easy to assign staff access and start creating templates. That's important because we use it for a wide variety of documents like proposals, statements of work, and confidentiality agreements. The pre-prepared templates are extremely time-saving and the ability to use variables, especially for dates when documents are created or sent, is very useful for tracking document timelines and expirations. It's incredibly convenient that PandaDoc notifies me when customers have signed agreements, eliminating the need for constant checking, and showing our professionalism through well-presented documents. The standardization of templates helps maintain uniformity across sales team outputs, so I never have to worry about inconsistencies. Additionally, the ability to track analytics and view monthly activity keeps me informed and aware of how well we are performing. Overall, it significantly boosts efficiency and impact in document creation and management.
What do you dislike about the product?
I find the cost tables and rows somewhat rigid, offering little flexibility. It makes it challenging to customize them as needed. Additionally, it can be quite difficult at times to layout and format the page, as I would like more freedom to drag and adjust different items on the document.
What problems is the product solving and how is that benefiting you?
I find PandaDoc saves me time with template creation for agreements and notifications for signed documents. It enhances professionalism and standardization in my team, ensuring consistent, presentable documents.
Ease of Quotation and Electronic Signature with PandaDoc
What do you like best about the product?
I greatly appreciate the ease of use offered by PandaDoc, particularly in the design of quotes and electronic signatures. The entire setup process went smoothly, especially thanks to the effective integration with Hubspot, which enhanced our user experience. The simplicity with which quotes can be designed and signed electronically is a major asset, as is the automatic reminder feature for signatures on these quotes. These features make the use of the product very intuitive and efficient on a daily basis.
What do you dislike about the product?
I find that the way to change the signatories or add multiple signatories in the quotes can be improved.
What problems is the product solving and how is that benefiting you?
I use PandaDoc for the design and electronic signing of quotes, making the process very easy.
Comparable to DocuSign, Seamless at a Great Price
What do you like best about the product?
I find PandaDoc to be a very compelling choice, particularly due to its pricing, which makes it a great value compared to other options like DocuSign. I appreciate how seamless it is to use, as it allows me to send out documents to customers in a timely fashion, enabling us to conduct more business efficiently. I love the quick manner in which documents are processed, as it allows all parties involved to sign promptly. Additionally, the updates provided about where the signature is at, whether people have viewed the document, and whether they have signed, are incredibly useful. These features make the entire process much more streamlined and effective, ensuring smooth transactions.
What do you dislike about the product?
n/a
What problems is the product solving and how is that benefiting you?
I find PandaDoc ensures timely document delivery to customers, boosts business efficiency, and competes well with major competitors. Its seamless document signing and update tracking streamline my processes.
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.
All-in-One Document Solution That Saves Time and Simplifies Workflows
What do you like best about the product?
PandaDoc makes dealing with documents easy. We don't need to juggling PDFs, emails, different tools for Signatures, now in PandaDoc, everything is in one place. In this to create, send and sign contract or proposals are simple and the templates saves lots of time.
What do you dislike about the product?
If you are loading the larger documents and switching between templates, especially when your internet connection is not so good so it will be working slow, this area has a scope for improvement.
What problems is the product solving and how is that benefiting you?
It is helping us a lot and solving the problem of time consuming and messy paper work. Earlier we use to create, sending and signing documents with emails , scattered PDFs version. PandaDoc provides everything into one place where you have the ability to create proposals, agreements, contract easily and can send them out and get the electronic signature in minutes.
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.
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