PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,312 reviews
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External reviews are not included in the AWS star rating for the product.
Great product, intuitive to use
What do you like best about the product?
It is great to be able to use a form over and over by copying the forms. I also enjoy how it lets me know when my applicant has completed their application.
What do you dislike about the product?
The free version no longer supports file uploads, which are important to how I use PandaDoc.
What problems is the product solving and how is that benefiting you?
I use it for onboarding paperwork of all sorts and it works great for that. I recently have been using it to complete hotel credit card authorization forms and it does a great job! I often get unfillable PDFs from hotels that expect me to print and sign the CC form, but we don't use paper at my organization so this application works great for that.
Recommendations to others considering the product:
Make copies of your documents and use them as templates. It makes the free version way more useful.
Good Stuff
What do you like best about the product?
I like that you can create template blocks/sections/sheets to modify any document easily. I also like that PandaDoc handles all of the reminder emails. It's nice to have those consistently go out to documents that need signing without having to think about it.
What do you dislike about the product?
Automating line items and proposals seems to have issues. I would really like to have proposals auto-generated with information and pricing, so all it takes is a review before sending, but it always needs a bit of tweaking.
What problems is the product solving and how is that benefiting you?
The biggest problems PandaDoc solves are being able to automate proposal creation by adding client info at every instance throughout the document with variables, easy and secure document signing, and the ability to accept payments all in one location. I've most noticed benefits through automation and variables since that saves several minutes on each document.
Very Practical Sales Tool
What do you like best about the product?
The template feature is incredibly helpful when dealing with multitudes of clients with similar projects on a daily basis
What do you dislike about the product?
Sometimes the updates can be bothersome to get used to but typically it's been a very smooth interface experience
What problems is the product solving and how is that benefiting you?
I find myself saving immense amounts of time and being able to replicate the jargon and terminology used by other experts in my team to provide a comprehensive collaborative document that is very easy for clients to sign electronically
Pandadoc is a legendary platform with ease of use, tons of features & functionality for $0. Love it.
What do you like best about the product?
Love how seamless + easy it is to use. Also love how the UI/UX design is super straightforward and easy to graspe on a day to day basis. Have used it for all of my documents so far and everything is super quick. I also love how easily it integrates with other apps and scale to meet our company needs on a regular day to day basis. This is the perfect app in all regards with very little flaws. Highly recommended for all prospective/interested users.
What do you dislike about the product?
One thing that I believe would be helpful is to save the custom signatures that I draw in since it's a pain to have to do it constantly, but that's just a minor functionality add. I personally don't have any other concerns about pandadoc at the moment because it's just so great.
What problems is the product solving and how is that benefiting you?
I'm solving a ton of problems: saving time with easy document sending + signing + receiving, allows me to have all of my paper work in one safe place + easy collaboration with my team members. This has been gamechanging.
Recommendations to others considering the product:
Get it. Try it. There's no risk at all, and they have a ton of functionality that allows you to scale your operations at an affordable price point. It's the perfect tool for all businesses, from small businesses to startups to Fortune 500's.
After a lot of trials with other softwares, PandaDoc is THE ONE,
What do you like best about the product?
I love the look. The colors used. It's simple, organized right, and is visually easy to look at and work through. It's SO user-friendly, more than most software. I've referred PandaDoc so many times, and it's one of the most accessible programs to grasp right off the bat. It keeps its offerings simple and does what we all want it to do without confusing you with 50 other bells and whistles or upsells (and I can't thank them enough for that). Way better than Adobe Sign or DocuSign (which are so expensive for such a simple need in most people's businesses!).
What do you dislike about the product?
Nothing to report here. .....................
What problems is the product solving and how is that benefiting you?
I send out simple contracts (which we format in Google Docs) for signature to other professional clients. I love that it just asked me today if I wanted to rename the document before sending it because of course I was using a template with a generic title on it, so I just fell in love more today!
Recommendations to others considering the product:
Dive in! You'll get it quick and be on your way to collecting all your client e-signatures, for FREE.
Highly Recommend PandaDoc!
What do you like best about the product?
Ease of use and ability to change templates on the fly
What do you dislike about the product?
Overall great but occasionally crashes and needs restart
What problems is the product solving and how is that benefiting you?
Time to send quotes helped cut our turnaround time in half.
Recommendations to others considering the product:
Great tool. Easily connects to other apps you use in day-to-day operations
Salesforce Integration = Masterclass
What do you like best about the product?
While the UI could use a tweak (the dashboard is the only easy place to find a "delete" button for active docs), I love how easy it integrates with parameters set in SF, and how the invite emails are neve delayed.
What do you dislike about the product?
As stated, it took me a while to actually figure out how to remove old docs, the homepage on the site could use labeling for important functions.
What problems is the product solving and how is that benefiting you?
Sending and signing contracts with SF integration is seamless now.
Panda Doc has definitely made us evangelists!
What do you like best about the product?
The transition was smooth. The integration was smoother. The usage and support - are out of this world! The integratiolem n with HubSpot was super easy and customization was great.
the best part of the adoption was the impact on our bottom line. While there is always an adoption curve,, there was no bell curve here. We made the call to adopt Panda Doc and drop another vendor and the onboarding was smooth but the real benefit was how much time if freed for us as a result of reduction of time to prepare, screen and send agreements. Now we can customize on the fly and if there is a problem or anything that could divert the deal, you can change it on the fly and not lose momentum or the deal.....worth its weight in gold!!
the best part of the adoption was the impact on our bottom line. While there is always an adoption curve,, there was no bell curve here. We made the call to adopt Panda Doc and drop another vendor and the onboarding was smooth but the real benefit was how much time if freed for us as a result of reduction of time to prepare, screen and send agreements. Now we can customize on the fly and if there is a problem or anything that could divert the deal, you can change it on the fly and not lose momentum or the deal.....worth its weight in gold!!
What do you dislike about the product?
How long it took us to decide to switch to Panda. Well, we tried it as a controlled trial and immediately realized the simple interface, API integration with HubSpot, and the flexibility and degree of managing the platform without assistance were the main motivators that provoked us to sign less than 60 days after discovery.
What problems is the product solving and how is that benefiting you?
The first problem we solved was delays of time to complete the draft of an agreement. Now we can have to a prepare a quote or just create and send the client the actual agreement so that they can read and appreciate the terms and conditions...saves a lot of headache later.
Recommendations to others considering the product:
Deployment and training is super quick! Additionally, the functionality and customization features are plug-and-play and can be modified on the fly. Very customer-centric!
Great Way to Improve Your Business Procedures
What do you like best about the product?
While I love the ease of using PandaDoc, I did not realize for the first few weeks of usage that there is something called an audit trail which spells out when each recipient opened, viewed, signed and returned the document. This was an extremely useful resource when a recipient alleged he never received the document from our office. We were able to prove to the Court that not only did he receive the document, but he also viewed it! That was a huge win for us, and a great learning experience as to what PandaDoc has to offer. I would absolutely recommend PandaDoc to my friends and colleagues! Try it, you will not regret it!!
What do you dislike about the product?
I have not yet found anything I dislike about PandaDoc.
What problems is the product solving and how is that benefiting you?
Not all of our clients have access to a printer and scanner. By using PandaDoc, we can email them a document, they can then review and sign it directly from their cell phone. No more delays or complaints about not having the requisite technology. Plus, the document, once signed, gets emailed right back to me. It could not be easier to use!
PandaDoc - simplicity manifest
What do you like best about the product?
Very easy to use
Intuitive interface
Clean layouts
Fast load times
Ability to send documents of information without requiring any acceptance
Sales are friendly and able to help with pricing and implementation
Intuitive interface
Clean layouts
Fast load times
Ability to send documents of information without requiring any acceptance
Sales are friendly and able to help with pricing and implementation
What do you dislike about the product?
It would be great if there were more native integrations available (for example, Xero integration allowing invoices to be generated straight from PandaDoc)
What problems is the product solving and how is that benefiting you?
Provisional quotes
Final quotes
Process management
Sales for the sales team
Final quotes
Process management
Sales for the sales team
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