PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,430 reviews
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Intuitive and Efficient
What do you like best about the product?
As a company, we use PandaDoc very frequently, sending multiple contracts per day to our customer, so it has been well used since we started using it at the beginning of 2024.
Pros of using PandaDoc include -
Intuitive Layout - easy to use. doesn't take long to pick up how to do what you need to.
Searching for contracts is quick, and you can use different information to the find the document - which not all systems are good for.
Easy to set up new documents to send
Able to send quick reminders to recipient
Very useful side column with updates on where the documents are up to (i.e. who is left to sign, when the last reminder email was sent)
I've not had to use the PandaDoc customer support, as I have not had any issues, so I will put this as a pro!
Pros of using PandaDoc include -
Intuitive Layout - easy to use. doesn't take long to pick up how to do what you need to.
Searching for contracts is quick, and you can use different information to the find the document - which not all systems are good for.
Easy to set up new documents to send
Able to send quick reminders to recipient
Very useful side column with updates on where the documents are up to (i.e. who is left to sign, when the last reminder email was sent)
I've not had to use the PandaDoc customer support, as I have not had any issues, so I will put this as a pro!
What do you dislike about the product?
So far, the only small issue I would have is that our systems operators have had an issue with linking PandaDoc to our CRM, and we have to manually transfer signed documents to customer profiles - which our previous document system use to do, but the pros of PandaDoc do outweigh this.
What problems is the product solving and how is that benefiting you?
We need to send contracts to customer to sign, in order to complete transactions - PandaDoc enables us to do this.
Streamlined Document Management, But Needs Enhanced Features
What do you like best about the product?
I love how seamless the work becomes with the ability to upload up to 10 documents in one go. This feature significantly enhances my efficiency and makes the work process smoother. I also appreciate the straightforward setup process, just registering my account was all it took to get started. The option to change signers even after emails have been sent and before documents are signed is incredibly beneficial, allowing for flexibility and timely delivery of approvals. PandaDoc's frequent updates and upgrades are a testament to their commitment to improvement, and these updates have been advantageous for the type of work my firm does. I value the improvements and new features they bring, showing that they are constantly working to enhance their system. Overall, using PandaDoc has been a great experience, aligning well with my professional needs and expectations.
What do you dislike about the product?
I find the restriction of reminder notifications to once every 24 hours problematic, as it requires those awaiting approval to frequently check their emails. Returning to the previous unlimited reminder feature would be more effective. The document upload limit is another area that could be enhanced; increasing it from 10 to 50 documents at a time would significantly improve workflow efficiency. Additionally, the lack of a bulk approval feature is inconvenient. Having the ability to approve multiple documents with a single click would greatly reduce the tediousness of the current process.
What problems is the product solving and how is that benefiting you?
PandaDoc streamlines document approvals, offering features like bulk uploads and the ability to redirect signers, enhancing seamless workflow and timely delivery. However, the limited reminder functionality and lack of bulk approval capabilities make some tasks tedious.
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.
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
Easy to use and scales with you!
What do you like best about the product?
Easy to use and has been able to scale well with us as our company has grown.
What do you dislike about the product?
I wish there was more flexibility within the product to search and report. The copy and paste feature can be really funky at times as well. I would love to see a pricing table that can be added that shows the totals of each unique pricing table. It would be great if we could assign an internal PO number to contracts.
What problems is the product solving and how is that benefiting you?
Contract creation and management
Professional Agreements Made Easy, But Best for Frequent Users
What do you like best about the product?
PandaDoc enables me to produce polished and professional service agreements in a very short amount of time. It's very easy to customise the documents to match the clients branding.
Customer support got back to me pretty much straight away when I had an issue.
Customer support got back to me pretty much straight away when I had an issue.
What do you dislike about the product?
The primary downside is that it only proves to be genuinely cost effective if you frequently send out service agreements.
What problems is the product solving and how is that benefiting you?
This tool is perfect for swiftly drafting service agreements and securing signatures with little hassle.
Effortless E-Signatures, But Formatting Needs Improvement
What do you like best about the product?
It's super easy to send e-signature forms to new customers and make quick edits.
What do you dislike about the product?
The formatting can be a bit difficult. Sometimes I want to customize how a page looks, and it's not super easy to do that.
What problems is the product solving and how is that benefiting you?
PandaDoc allows me to easily send new customers agreements. This benefits me because I can close more deals in less time.
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.
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