PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Simplified Contract Management with PandaDoc
What do you like best about the product?
I have been using PandaDoc for four years for contracting, and what I love most about it is its ease of use and intuitive setup. Even though it took a bit of time to figure out the templates, the overall usage has been very smooth. The aesthetic of PandaDoc is highly user-friendly, especially in creating multiple templates and saving contacts, which allows me to access previous clients easily. The templated versions of contracts have solved the issue of having to manually create a contract for each guest and automatically provide copies of signed contracts, enhancing the professionalism of the experience for both myself and the contract signers. I also find the feature that allows me to copy and share a link very useful, alongside tracking document statuses and receiving notifications of when documents have been viewed, signed, and submitted. These capabilities significantly streamline the contracting process, improving efficiency and creating a seamless professional experience.
What do you dislike about the product?
I would maybe change the formatting of the dates, just give a little more options there.
What problems is the product solving and how is that benefiting you?
PandaDoc automates contract creation and distribution, using templates to improve efficiency and professionalism. It eliminates manual contract handling, provides automatic signed contract copies, and enhances the user experience.
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.
Seamless Integration, But Needs Better Document Resend and FAQ Features
What do you like best about the product?
The program is perfectly integrated into our customer resource system.
What do you dislike about the product?
I would create a function allowing documents to be resent to the reviewer. Or create a path towards frequently asked questions.
What problems is the product solving and how is that benefiting you?
Currently, the only option for resending documents on the platform is to create entirely new contracts or documents. There isn't a straightforward way to simply resend existing documents.
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.
Effortless Contract Management, Minor Lag with Multiple Tabs
What do you like best about the product?
The simplicity of it. Makes it very easy for me and my clients to complete our contracts.
What do you dislike about the product?
Usually has a lag when using with other tabs simultaneously. Probably the only complaint I have at all however.
What problems is the product solving and how is that benefiting you?
Making contract management effortless for me and my team. Also simple to use for first time users we are sending contracts to.
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.
Detailed Tracking with Location and Time—No Complaints So Far
What do you like best about the product?
it's details with signed location & time & date modified
What do you dislike about the product?
nothing till now, it's very good for me now
What problems is the product solving and how is that benefiting you?
contract signing across the nation, it's easier to sign Legal Documents here than to send it by mail & have it back....time savior
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.
Effortless Signatures, User-Friendly, and Affordable
What do you like best about the product?
I appreciate how PandaDoc simplifies the process of obtaining timely signatures for our applications and documents, which is essential for our insurance business. The setup was a breeze, thanks to the helpful involvement of both our IT department and PandaDoc's own support team, who were instrumental in helping us configure our policy documents. PandaDoc effectively solves the problem of collecting necessary signatures by making it straightforward to have them on file for important documents. I find the template setup feature invaluable, as it allows for easy saving, editing, and page adjustments, which aligns well with other software experiences I've encountered. I also enjoy the user interface, which is remarkably easy to navigate. Besides, the affordability and ease of use of PandaDoc make it a solid investment for ongoing use within our company.
What do you dislike about the product?
I want a better dashboard that shows us failed emails.
What problems is the product solving and how is that benefiting you?
I find PandaDoc facilitates getting signatures for required documents efficiently, ensuring our company maintains necessary records, benefitting from having important signatures on file.
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