PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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PandaDoc was integral when we had to go 100% virtual at the start of the pandemic.
What do you like best about the product?
The ease of use, templates, content library, and auto-reminders cuts down the chasing down of document signatures.
What do you dislike about the product?
Deleting multi-page additions can be tedious.
What problems is the product solving and how is that benefiting you?
PandaDoc has eliminated the need to chase signatures from employment agreements to board of trustee conflict of interest statements. It has streamlined our onboarding process tremendously.
We've used PandaDoc for many years and it rocks!
What do you like best about the product?
Easy contract setup. May use over and over and over as a template. Fast and easy.
What do you dislike about the product?
If you make a change to your master PDF you have to redo all the fields - but it's just the once.
What problems is the product solving and how is that benefiting you?
Secure receipt of electronic signature and also the client's credit card and billing information.
Product great, until you are a client-then forget service, & expect ongoing marketing blasts
What do you like best about the product?
Was a great platform for us to build our proposals, marketing collateral, catalogue of professional services, board manuals, and contracts. The ability to track what is sent out is great. Ability to track where the recipient spends time reviewing is great.
What do you dislike about the product?
Their customer service is abysmal. Once you are a customer, forget customer support responses to anything.
1. We needed help setting up some things, so we signed up at a greater price point so we could get hands on customer support via telephone with staff. This was spotty at best 18 months ago.
2. What we signed up for was billed quarterly for 3 seats. We only used 2 of the 3 seats, and now we only need one.
3. We began reaching out in Dec. of 2020 to see about reducing the number of seats, before the next billing cycle (which would have been a year in mid-January. Apparently, our contract was special, and didn't fit into the special price point on the site.
4. After not getting any responses, we continued to reach out. Via the website schedule an appointment button. Appt scheduled so we could speak with someone. I showed up to the call, that was scheduled through their link, and no one showed. I sent an email to the person whose calendar was scheduled. She responded back that she had filled all necessary responses she needed for her study (no idea what study it was, but apparently, the calendar schedule link embedded on their site was used for something else.
5. When I replied that that was not the purpose of the meeting, she looped in a client success person.
6. This person replied back and said that they don't allow cancellations so close to the cancellation date. After explaining that I had been trying for several months, I received a very curt message back stating they would alk to their executive team and get back to me. That was about a month ago, and I still haven't heard back.
In the meantime, I keep getting messages about scheduling an appointment to learn how to optimize the system. Pointless.
Also, forget the payment feature at the end of contracts that you create. We have the payment gateway plugged in. Once the client signs, they never get additional notices to pay the setup fees.
There are other options that we will use that have better customer ratings. It seems that they are marketing focused on driving sales, but once you become a customer, forget it.
1. We needed help setting up some things, so we signed up at a greater price point so we could get hands on customer support via telephone with staff. This was spotty at best 18 months ago.
2. What we signed up for was billed quarterly for 3 seats. We only used 2 of the 3 seats, and now we only need one.
3. We began reaching out in Dec. of 2020 to see about reducing the number of seats, before the next billing cycle (which would have been a year in mid-January. Apparently, our contract was special, and didn't fit into the special price point on the site.
4. After not getting any responses, we continued to reach out. Via the website schedule an appointment button. Appt scheduled so we could speak with someone. I showed up to the call, that was scheduled through their link, and no one showed. I sent an email to the person whose calendar was scheduled. She responded back that she had filled all necessary responses she needed for her study (no idea what study it was, but apparently, the calendar schedule link embedded on their site was used for something else.
5. When I replied that that was not the purpose of the meeting, she looped in a client success person.
6. This person replied back and said that they don't allow cancellations so close to the cancellation date. After explaining that I had been trying for several months, I received a very curt message back stating they would alk to their executive team and get back to me. That was about a month ago, and I still haven't heard back.
In the meantime, I keep getting messages about scheduling an appointment to learn how to optimize the system. Pointless.
Also, forget the payment feature at the end of contracts that you create. We have the payment gateway plugged in. Once the client signs, they never get additional notices to pay the setup fees.
There are other options that we will use that have better customer ratings. It seems that they are marketing focused on driving sales, but once you become a customer, forget it.
What problems is the product solving and how is that benefiting you?
tracking marketing and collateral sent out. building a consistent product catalog. makes proposals easy to send out.
Recommendations to others considering the product:
Buyer beware. Poor CX, flows aren't quite as easy as they proclaim, and forget support to get it where you need it-but expect a ton of marketing offers and information to provide support. No one shows up, and marketing doesn't seem tied to the CRM to know when customers have issues.
Way Better than DocuSign!
What do you like best about the product?
The interface is fluid and interactive. The esign just works.
What do you dislike about the product?
The Drag and Drop needs work. Sometimes i wish i can drag and drop to a folder. Also creating folders can be a pain.
What problems is the product solving and how is that benefiting you?
As remote work exploded the need of Contracts and timesheets for employees has been critical. But mostly used for timesheets.
Recommendations to others considering the product:
I would say, just try it and might fall in love with it!
Easy to use. In constant evolution
What do you like best about the product?
Easy to use and effective.
Easy to deploy to final users.
Easy to deploy to final users.
What do you dislike about the product?
Need some new features :
- not every document should need signatures and expiration date
- need for a way to transform quotes into orders then invoices and then payments
- not every document should need signatures and expiration date
- need for a way to transform quotes into orders then invoices and then payments
What problems is the product solving and how is that benefiting you?
Online signatures.
Linkable with SalesForce to easily send quotes
Preformatted quotes to be used by the sales population
Linkable with SalesForce to easily send quotes
Preformatted quotes to be used by the sales population
Great Product!
What do you like best about the product?
It is very to use. I like how I can quickly send a quote to a customer. Also I enjoy how easy it is for my clients to sign the quote.
What do you dislike about the product?
Nothing really stands out to me right now.
What problems is the product solving and how is that benefiting you?
Panda doc has helped our process for getting quotes. This program makes it easy to send and receive signed quotes for my team. This has also saved us so much time.
Recommendations to others considering the product:
Pandadoc is an easy-to-use product. I think teams should strongly consider using a program for electronic signatures .
Excellent Electronic Document Software
What do you like best about the product?
Ease of use, ability to choose order of signing
What do you dislike about the product?
I'm trying to find more than 33 characters to say that there is nothinng I dislike
What problems is the product solving and how is that benefiting you?
I have several contract exchanges with my clients, including witnessing and PandaDoc works brilliantly
Recommendations to others considering the product:
Try it out, you will not be disappointed!
LOVE PandaDoc
What do you like best about the product?
I love the ease of use. It's extremely user-friendly and really fun to add different product tiles. I really like the auto signature features. This make it easy for my customers to fill out what they need to.
What do you dislike about the product?
I don't like the fact that the system wipes all signatures when you have to adjust/change a small detail. I get why it's there, but it's an inconvenient challenge.
What problems is the product solving and how is that benefiting you?
We are solving an efficiency issue by getting documents signed and returned quickly. This, in turn, is getting us our money faster and getting services turned on for our customers as quickly as possible.
Great low cost alternative to Docusign
What do you like best about the product?
Quick navigation, easy to delete pages you don't need, QuickBooks integration
What do you dislike about the product?
Brand recognition is still growing, so I have been a little hesitant to send links to clients.
What problems is the product solving and how is that benefiting you?
QuickBooks integration for estimates has been great.
Great service for receiving applications
What do you like best about the product?
Ease of use! Pandadoc is a streamlined platform that really makes the sending/recieving/updating process of creating and sending volunteer applications as easy as possible.
What do you dislike about the product?
File organization can be a bit tricky. This may just be how our organization is set up, but I think we would have greater success if we put more effort in organizing files. Automated organization would be super nice!
What problems is the product solving and how is that benefiting you?
We originally only accepted applications on paper, but in a digital world, we needed a way to take our application process to the next level. Pandadoc is the perfect solution for volunteer recruitment.
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