PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,287 reviews
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Easy, Intuitive, User Friendly
What do you like best about the product?
it's a simple process that keeps information secure, in place, easy to read and send out. There is minimal work involved
What do you dislike about the product?
Something I dislike is that I need to use two different forms for in person or online students
What problems is the product solving and how is that benefiting you?
We are able to securely charge customers and input them into our database
Incredibly streamlined process for contract signing, even with the free version!
What do you like best about the product?
The interface helps guide users on what to do. I have never had an issue with people filling in a document or signing a contract. Everything is clear and easy to use. The fact that you also get an electronic signature, makes using Pandadocs a lot more secure than some emails. If I would have the pro version, I am sure I would fall in love with the templates function.
What do you dislike about the product?
There aren't any things to dislike about it, other than the fact that you have to pay for the pro version. I have never used the pro-version, so I wouldn't know if there are any improper features.
What problems is the product solving and how is that benefiting you?
Pandadocs has allowed us to streamline our contract signing with external individuals. It also helps keep an updated overview of all contracts that I have sent out or signed.
Fast, easy to use, effective, and looks great!
What do you like best about the product?
I like the easily editable functionality, and with the templates our Ops organization has set up for us, I can get contracts and amendments out in literally a fraction of the time it's taken me to get them out when using other contract/document tools!
What do you dislike about the product?
I dislike that I can't personally duplicate documents; however, from what I understand, that functionality exists for other user roles in PandaDoc.
What problems is the product solving and how is that benefiting you?
The problems being solved by me and my team are a) slow contract development and b) content inconsistency within contracts and documents. We used to have a hard time drafting and sending our contracts/amendments out to prospects/customers with any sort of efficiency but now they're out fast and they all look identical/up-to-standard!
Easy-to-use, flexible and incredibly polished document management and e-signature solution
What do you like best about the product?
I love being able to create a beautifully styled proposal in less than a minute. The platform is straightforward to use and saves me and my team hundreds of hours a month. One of the best features is the recipient's ability to tailor the pricing to suit their needs by editing quantities or adding/removing optional extras. It reduces the time my salespeople are waiting for information and instead makes our engagement with the client much richer.
There are some really eye-catching features such as embedding GIFs and video which make for a richer proposal and tell a better story to the client.
Being able to see profitability in the pricing tables is fantastic as well - it's far easier to gauge the value of a client when I can clearly see what they're worth.
There are some really eye-catching features such as embedding GIFs and video which make for a richer proposal and tell a better story to the client.
Being able to see profitability in the pricing tables is fantastic as well - it's far easier to gauge the value of a client when I can clearly see what they're worth.
What do you dislike about the product?
It's frustrating having to wait more than 10 seconds for a PDF to be generated just to check that page breaks have appeared where expected. For new users, this is a painful experience. It's really important to get templates and content right first time so that isn't an issue at the time proposals are being issued.
I wish PandaDoc templates linked to dynamic content such as a Service Description, Bios, Company Description etc. Instead, these either have to be inserted during document creation or edited along with all the other templates if a core re-usable component changes.
I wish PandaDoc templates linked to dynamic content such as a Service Description, Bios, Company Description etc. Instead, these either have to be inserted during document creation or edited along with all the other templates if a core re-usable component changes.
What problems is the product solving and how is that benefiting you?
We have been able to standardize our proposals across the business and drive our brand hard with clients. Salespeople can now create proposals on the fly in front of a customer, saving nearly two hours per client. This has increased our profitability by more than 25% by helping our sales team double the number of meetings they can have with clients!
We have also eliminated pricing variations and been able to enforce associated sales policies.
We have also eliminated pricing variations and been able to enforce associated sales policies.
Recommendations to others considering the product:
Create as much re-usable content as possible. Re-usable content and a complete product catalog will make your document creation process lightning-fast and gives the highest return on your investment. If you are using Pipedrive, I have found this integration seamless and invaluable to our business as it gives complete visibilty to management on all aspects of the sales process, keeping documents in one place for later reference.
It's also important, if integrating, to customise your Sales system to provide as many document variables as possible, which makes the proposal generation instant in some cases and makes it easy to convince salespeople to use it properly.
The biggest time saving comes from creating templates from your existing proposals and avoiding the pitfall of simply uploading PDFs or Word documents for signature.
It's also important, if integrating, to customise your Sales system to provide as many document variables as possible, which makes the proposal generation instant in some cases and makes it easy to convince salespeople to use it properly.
The biggest time saving comes from creating templates from your existing proposals and avoiding the pitfall of simply uploading PDFs or Word documents for signature.
Use PandaDoc!
What do you like best about the product?
The UX - It's easy, convenient, and straightforward
What do you dislike about the product?
The name :)
It's just confusing our clients
It's just confusing our clients
What problems is the product solving and how is that benefiting you?
We are using PandaDoc via HubSpot so it's one less software for our team (the integration is great!). We love that our clients can sign and pay directly for PandaDoc (via Stripe).
Very flexible tool for most of my needs
What do you like best about the product?
I like that the editor allows me to create documents as I want them, plus with the API, they're completed and send automatically, so it's wonderful.
What do you dislike about the product?
I had some problems with the editor sometimes when importing documents from word, but I've been told it'll be okay with editor 2.0
What problems is the product solving and how is that benefiting you?
Contracts signature and a lot of time saved with the templates edition and the API.
Pandadoc is Great
What do you like best about the product?
It is easy to produce great-looking interactive professional docs
What do you dislike about the product?
Getting the document set up and working the first time is a process. But, it is worth it.
What problems is the product solving and how is that benefiting you?
Getting documens out to customers and prospects fast that are profetional.
Great, user-friendly platform.
What do you like best about the product?
The interface is user friendly and visually appealing.
What do you dislike about the product?
Experienced some difficulties in syncing with Pipedrive, but eventually resolved.
What problems is the product solving and how is that benefiting you?
Our email deliverability and open rate has skyrocketed after switching to PandaDoc. Editing, updating and communicating via PandaDoc is a very pleasant experience.
PandaDoc is the Best E-Signature Software
What do you like best about the product?
We have been using it for signing documents and it has made our lives easier. Sign Up with Google, document uploading and creating, document statuses and alerts whenever there is an activity, easy to use forms and e-signatures. Inviting team members for the collaboration and importing/saving my contacts for future usage is also worth mentioning here. Love it overall! I'll try to upgrade my account in the future.
What do you dislike about the product?
I would like to have the option to rename my workspace. Other than this I don't think I can get more options in the free version. I tried the premium trail and that was awesome.
What problems is the product solving and how is that benefiting you?
The only problem that I face, like I just said, I couldn't update the name of my workspace. I accidentally had typed the wrong name and now I'm not allowed to change it. I hope the PandaDoc team will have something for this in the near future.
Recommendations to others considering the product:
I'd highly recommend every organization in the world to try it and use it. Without any doubts, this software will help you a lot specially if you go for a paid version.
Rapid Response
What do you like best about the product?
Ability to have clients view and sign documents rapidly.
What do you dislike about the product?
There is nothing I dislike about Panda doc. I use the free version and it is suitable for my needs.
What problems is the product solving and how is that benefiting you?
Signing contracts
Signing Patient consents
Sending and tracking that client has viewed their lab reports
Signing Patient consents
Sending and tracking that client has viewed their lab reports
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