PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,278 reviews
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Efficient and User-Friendly, Minor Tweaks Needed
What do you like best about the product?
I find PandaDoc incredibly efficient, especially with its templates that save me from rewriting contracts for different clients, making my work faster and more streamlined. The ability to easily copy and paste links for clients to sign, even via WhatsApp, is a fantastic feature. I also appreciate the stamp official document that PandaDoc generates when both parties sign, as it adds legitimacy to the contracts. These features combined make it an invaluable tool in my work.
What do you dislike about the product?
I find it challenging to change the signer's details, such as their email or name, which results in me having to delete the entire document and start over. This process is not user-friendly and could be streamlined for better efficiency. Additionally, I experienced issues with integrating PandaDoc with Pipedrive. Although the issue eventually resolved itself after disconnecting and reconnecting the integration, it was inconvenient.
What problems is the product solving and how is that benefiting you?
I find PandaDoc accelerates contract management with templates, saving me time from rewriting for each client. It simplifies signing with easy link sharing via email or WhatsApp and generates official documents upon completion.
PandaDoc Review
What do you like best about the product?
The user-friendly UI and managing multiple workspaces are easy. Tracking of sign requests are also good.
What do you dislike about the product?
Integrating with other systems, such as Salesforce, and utilizing those fields in template generation can be challenging, especially when it comes to grouping specific fields or performing summations.
What problems is the product solving and how is that benefiting you?
Generation of Quote templates from salesforce
Getting the E-signature for documents
Getting the E-signature for documents
Great for document tracking and client signatures
What do you like best about the product?
I really like how smooth the whole process of creating and sending a document is. The pre-built templates allow us to save a lot of time, and the other capability of tracking when the client remotely opens or signs a document is tremendously useful. The interface is clean, fast, intuitive, and works very well with our CRM software.
What do you dislike about the product?
The document editor feels pretty limited for complex layouts, and you often find that pad formatting goes awry while pasting from Word. Additionally, some features like conditional logic are available only on higher-tier plans.
What problems is the product solving and how is that benefiting you?
PandaDoc simplifies the entire process of managing documents from drafting to signing. Previously, I was spending a lot of time and effort manually sending documents through persistent emails to clients, which was highly inefficient. With PandaDoc, my clients and I utilize templates, and I receive notifications in real time, which is much more efficient and time-saving. It is a win-win for both my clients and me.
Easy to use, integrates with Hubspot
What do you like best about the product?
I use this on a daily basis so I appreciate that it is easy to manually format wording, price etc
Flexible with amendments after publishing / sending a contract
Integrates with Hubspot, which is important in my role
Flexible with amendments after publishing / sending a contract
Integrates with Hubspot, which is important in my role
What do you dislike about the product?
Some of the formatting can be challenging at times so takes some time to learn how to quickly bypass its set format. But it is a minimal downside.
What problems is the product solving and how is that benefiting you?
Sending and tracking progress of sales contracts
Excellent product for management solutions
What do you like best about the product?
It is easy to use, its interface is userfriendly. The features and their tutorials are very helpful for corporations. Customer support is very responsive
What do you dislike about the product?
I can't seem to fgiure out how to send the same document to multiple people to sign off on individually.
What problems is the product solving and how is that benefiting you?
Pandadoc has made eodcumentation very easy for me especially obtaining signatures and in maintaining a management system, however i still feel like some kinks need to be worked out- how can i send the same document to multiple people to sign individually?
Simple and Straightforward
What do you like best about the product?
It gets the job done for the most basic needs of document e-signing, and it a bit cheaper than the traditional DocuSign which is useful for infrequent use.
What do you dislike about the product?
The basic plan does not allow for setting ordered signing.
What problems is the product solving and how is that benefiting you?
Issuing important documents for e-signature.
A Powerful Tool for Streamlined Document Workflows
What do you like best about the product?
PandaDoc excels at simplifying complex document workflows with its intuitive drag-and-drop builder and rich library of templates. The built-in eSignature functionality is seamless and legally compliant, making approvals and sign-offs quick and easy. Real-time tracking and analytics are especially useful for knowing exactly when a recipient engages with a document.
What do you dislike about the product?
The platform can feel overwhelming at first, especially when trying to set up advanced automation or integrations. Pricing tiers may not be budget-friendly for small teams or startups. Occasionally, syncing with CRMs or external tools can be inconsistent, requiring manual intervention.
What problems is the product solving and how is that benefiting you?
I use PandaDoc for:
Creating and managing business documents like sales proposals, contracts, NDAs, and service agreements. It’s especially helpful for sending documents that require eSignatures and tracking when clients open or interact with them. I also use it to automate repetitive paperwork and streamline approval workflows with clients and internal teams.
Creating and managing business documents like sales proposals, contracts, NDAs, and service agreements. It’s especially helpful for sending documents that require eSignatures and tracking when clients open or interact with them. I also use it to automate repetitive paperwork and streamline approval workflows with clients and internal teams.
PandaDoc - a really awesome documents solution for our team
What do you like best about the product?
- ID verification
- Seamless integrations with our CRM (HubSpot)
- Ease of use
- Support assistance professionalism and expedience
- Seamless integrations with our CRM (HubSpot)
- Ease of use
- Support assistance professionalism and expedience
What do you dislike about the product?
- Nothing!
- Truly super all around
- N/A
- Truly super all around
- N/A
What problems is the product solving and how is that benefiting you?
Helping automate the document creation and sales flow process.
Using PandaDoc is a great way to get any kind of Edocument done.
What do you like best about the product?
Makes it easy for our employees and potential candidates to access documents that need to be filled out electronically if they're not able to do it in person. Our company has employees through out different cities and states so it gives our internal staff ease of getting documents done accordingly.
What do you dislike about the product?
Manually placing all necessary filling options could get tedious, especially if you have multiple pages. PandaDoc has added the option to automatically add all the "fill" sections but its either all or none, there's no in between to pick and choose.
What problems is the product solving and how is that benefiting you?
Pandadoc is helping me reduce paper waste and time on getting the documentation I need signed or filled out quicker. I can send multiple documents at the same time and my employees find it easier to submit documents when I need them.
PandaDoc has improved our proposal workflow!
What do you like best about the product?
I like the user-friendly interface, time-saving automation, and professional presentation of documents.
What do you dislike about the product?
We're unable to include more than one version of a font family (e.g., regular and bold) in our branded theme. While we’ve found a per-document workaround, it would be great if the branded theme could support both font variations across all documents.
What problems is the product solving and how is that benefiting you?
It's helping us write proposals faster with templates and catalog items to pull from, and helping us get signatures faster.
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