Reviews from AWS Marketplace
0 AWS reviews
-
5 star0
-
4 star0
-
3 star0
-
2 star0
-
1 star0
External reviews
External reviews are not included in the AWS star rating for the product.
Free version is perfect for those needing to limit business costs
What do you like best about the product?
With a little work (e.g., pre-making pdfs to load in), PandaDoc can create all the forms I need as a private practice psychologist, even with letterhead. The result looks professional and is HIPAA-compliant, which is key. I haven't found another service like it without significant cost. If I use a costly service, that is passed on to my clients, obviously, and I do what I can to limit extra costs to make therapy affordable. Highly recommend for telehealth professionals.
What do you dislike about the product?
The only thing I dislike is the expiration on the free service - if the recipient does not respond fast enough, you need to re-do the whole form.
What problems is the product solving and how is that benefiting you?
I need a flexible, HIPAA-compliant online form generator to collect signatures on legal forms (policies and procedures, informed consent).
- Leave a Comment |
- Mark review as helpful
PandaDoc Streamlines School Documents
What do you like best about the product?
We are a small independent school and were looking for a way to create electronic enrolment forms as well as other forms we need parents to sign and submit each year. I spent a lot of time looking at the options available and trying out free trials and PandaDoc was by far the most flexible and easy to use. I was also impressed by the responsiveness to my questions -- both during the trial and after signing up. The program is user-friendly, and when I wasn't able to figure out how to do something on my own, I could usually find it in the resources or by contacting support. Despite a few bumps in the learning curve, using PandaDocs has streamlined our enrolment process and we've been able to use it for other purposes we hadn't originally foreseen. We're very happy with this program and customer support.
What do you dislike about the product?
Now that I have a better sense of the potential uses with PandaDoc, there are a few features I would like to see added to the program (e.g. a table that calculates) to streamline other processes.
What problems is the product solving and how is that benefiting you?
Primarily, streamlining our enrolment process by allowing us to send customized forms to parents with required fields and signature lines, as well as automated reminders. We have also been able to utilize PandaDoc for required permissions/authorizations related to student travel, and for contracts for our rental spaces.
Great Platform with flexibility
What do you like best about the product?
The integration module which connects to our CRM is critical to our business this allows us to pass our data right through to Panda Docs thereby customizing each document without having to data entry a second time..This is priceless
What do you dislike about the product?
We would like to see more real-time PDF edit ability, this is only applicable to legacy documents.. All our new docs we create in Panda Docs thereby allowing real time edits with no friction
What problems is the product solving and how is that benefiting you?
Most of our clients are mobile ...being able to create a link then copy and paste right into their text message has been priceless
Easy-To-Use Document Manager
What do you like best about the product?
I like the fact that it is very easy to upload a document into PandaDoc, add the fields that need to be completed, and then send the document to the different parties.
What do you dislike about the product?
There is nothing that I particularly dislike but depending on how often you use PandaDoc and what you use it for, the monthly pricing may be a little high. The good thing is that they do have a free account for people who use it sparingly.
What problems is the product solving and how is that benefiting you?
PandaDoc has given me an easy, streamlined way to get client signatures on documents. Specifically, I often need clients to sign proposals before beginning work. Sometimes it can be difficult because the client is busy or wants to get started and just doen't think the contract is that important. PandaDoc makes it quick and easy.
A continuously improving essential software
What do you like best about the product?
I honestly do not think that there is a software out there more essential to finalizing business transactions. Wheter its agreements, marketing material, contracts or just signatures, this software is the glue that many businesses need. The software is continuously improving, which is essential to creating new SOP's for your business to operate around. The software works with multiple types of CRM's, email programs, and dozens of other integrations that businesses use every day. I even built our company tutorials on pandadoc, which shows the versatility of the platform. Whenver there is a problem, or a new feature there are plenty of ways to get the support you need. I personaly use pandadoc everyday, and have put 1000's of hours into building templates which help every facet of my many businesses.
What do you dislike about the product?
I would say that some people are not familiar with Pandadoc and it is a constantly changing product which means that you have to upkeep your templates. Some do update automatically but many features require redoing your templates, which just cost time up front.
What problems is the product solving and how is that benefiting you?
Integration for speed of creating finalized documents across mutliple businesses.
Daily user - very satisfied
What do you like best about the product?
The ease of use and functionality of the platform far exceeds our prior platform signority. Template options are amazing and save time. Very straightforward platform with many options available for the user.
Customer support is very friendly and responds the same day with any issues, usually offering fix options within hours of request.
Many options for adding your documents and easy implementation of the product features.
Customer support is very friendly and responds the same day with any issues, usually offering fix options within hours of request.
Many options for adding your documents and easy implementation of the product features.
What do you dislike about the product?
We have a limited amount of documents that our organization can utilize on the platform.
What problems is the product solving and how is that benefiting you?
contract and compliance document implementation
e-signature audit tracking reports
e-signature audit tracking reports
Great product
What do you like best about the product?
Templates are flexible and user-friendly, team management/admin/ops features are robust, integration with Salesforce is helpful. We use for both external (sales + customer success) as well as internal (HR, operations).
What do you dislike about the product?
Nothing that is specific to PandaDoc, just the inevitability of file system organization woes and folder creep...
What problems is the product solving and how is that benefiting you?
Contract signature in sales process (integrated to Salesforce) + internal paper trail for HR for compensation changes, promotions, etc
Excellent platform, 100% reliable and super easy to navigate / use
What do you like best about the product?
Live notification as your end-user opens and completes the document, so very simple to use and to amend documents / templates
What do you dislike about the product?
Can't think of anything that I dislike. We would not use any other digital agreement platform
What problems is the product solving and how is that benefiting you?
Saves me so much time creating, and tracking contracts. Creating is such a simple process. Live notification as your end-user opens and completes the document, so very simple to use and to amend documents / templates
Easy to use - Free version great for our small office.
What do you like best about the product?
PandaDoc allows us to send contracts, subcontracts, etc. to our customers and subcontractors in a timely manner with a single location to store the signed paperwork. It's been very easy for everyone to use whether they have every used it in the past.
What do you dislike about the product?
Sometimes when updates are done, there are glitches that don't hamper the use of the product, but may slow it down a bit. They are generally addresses fairly quickly.
What problems is the product solving and how is that benefiting you?
We don't have to email documents and have them scanned or mailed back with signatures which delays the processing. The next signer is automatically alerted when a contract is ready to sign.
Great Way to Centralize Sales Process for Small Business
What do you like best about the product?
I like the balance of flexibility and consistency at an incredible price. The tool provides the flexibility to make contracts and proposals match our company's brand and look incredibly professional, without the prohibitive expense of hiring an expert to do that for me. I like that it has so many features - many of which I haven't yet made use of but know I will as my business continues to expand. Most of all, I love that all of my contracts and proposals are in one place, and that I can re-use collateral to make sure everything is consistent.
What do you dislike about the product?
I wish that there were a tier between Essentials and Business or the ability to add a la carte features. I can't yet afford Business level, but would love to take advantage of CRM integration and limited use of the content library.
What problems is the product solving and how is that benefiting you?
I am terrible at creating and tracking proposals and contracts. Pandadoc allows me to create a tempalte and reuse elements over and over, and tracks the process along the way. I especially love that I can see who has viewed proposals and schedule folow ups.
showing 161 - 170