PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,355 reviews
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PandaDoc is great!
What do you like best about the product?
I love the bulk send and the ability to use Zapier to integrate and automate saving into DropBox and OneDrive. Originally when we had paper contracts, we would have to remove the staples, scan, and then save EACH contract. It would take months to get them all saved. This has been a life saver.
What do you dislike about the product?
I dislike that I cannot click multiple documents to delete and that I cannot remind a group of people at one time. If there was an error made in the template or the CC'd staff, we would have to delete them individually, which is time consuming when schools have more than 100 employees. This is the same when sending out reminders. A school will ask for us to resend ALL contracts that have not been signed yet, but this is time consuming when we have to do that individually.
What problems is the product solving and how is that benefiting you?
We have about 6K employees that we used to have to issue paper contracts for every year and now bulk send has saved us time and money. We used to need about 5 people creating these documents and many middlemen to ensure it would go to the employee and to relay any messages back and forth. Now using this bulk send feature we only need myself to send out these contracts and I could chat with the employees directly using the comment/chat section. This will allow for employees to ask questions more freely and allows be to provide a prompt response, while keeping administrators CC'd and in the loop.
Recommendations to others considering the product:
I have worked with DocuSign and other e-signature companies and PandaDoc has exceeded our expectations. User friendly for all. Meets all the needs of my organization. Simple to use. Easy to get in contact with help.
Excellent tool for efficient contract management!
What do you like best about the product?
It is so easy to use, the customer support is fast and helpful, and the automation is just so helpful for your everyday work.
What do you dislike about the product?
Sometimes it is a little too much „here is our manual, please read it“. A certain on boarding would be nice!
What problems is the product solving and how is that benefiting you?
Send out many contracts that require customization ion efficiently. It‘s perfect with the templates to manage recurring contracts in a streamlined way
Easy to use and the free version covers most needs.
What do you like best about the product?
Being able to set signature order is great so I can use it for simple agreement forms and set it for the external person to sign first.
What do you dislike about the product?
In the free version you have to make sure you have the document in the exact right format from the start. If you need to change something or remove a page, you'll likely need to delete the document and start again. Even that doesn't take too long to do.
What problems is the product solving and how is that benefiting you?
During Covid, we had make a big change from hard signatures to digital much more often and quite often we work with folks without easy access to a printer. PandaDoc gives us an ability to do digital signatures and even saves us a step at the end by sending a copy to the external signer once completed. It's been a big time saver.
Recommendations to others considering the product:
If you're looking for a low lift digital signature solution, PandaDoc is great. You can upgrade for additional features, but the free version has all the basic needs covered so it's a good entry point into the product.
Inside Sales
What do you like best about the product?
easy to work with , making offering in 5 minutes
What do you dislike about the product?
no back or undo button specialy at the templates section
What problems is the product solving and how is that benefiting you?
offering, contracts
super fast admin with the sw
super fast admin with the sw
Recommendations to others considering the product:
absolut
Ease of use and availability
What do you like best about the product?
I really like how easy it is to use, it leads to you where signatures are needed so you dont miss anyting.
What do you dislike about the product?
There is nothing not to like about Pandadoc. I find to easy to use
What problems is the product solving and how is that benefiting you?
Because we are working from home a lot more, in person meetings and signing documents used to be a challenge, but not anymore.
Recommendations to others considering the product:
I recommend Pandadoc. Its easy to use and efficient
Its been so easy to use an upload things I love it!
What do you like best about the product?
The ease of use and info provided like how long they took to fill out and view areas
What do you dislike about the product?
Sometimes they say they do not receive the panda doc.
What problems is the product solving and how is that benefiting you?
Not having to muse paper applications Its safer these days.
Recommendations to others considering the product:
I just want to say its so easy to upload and edit documents I use it every day as we hire people each week ....I highly recommend it!
Easy to use and fast
What do you like best about the product?
Easy to install. Very user friendly and easy to manage. I've recommended the program to co-workers. This has been a great aid to get our documents signed remotely.
What do you dislike about the product?
There are a lot of notifications and reminders.
What problems is the product solving and how is that benefiting you?
We are a high school. Due to COVID precautions we have had difficulty getting in person signatures from parents and staff. This program has helped us immensely with getting important documents signed and returned to us. We appreciate that we get free unlimited use.
Recommendations to others considering the product:
If you are looking for an easy way to capture electronic signatures, this is a good start.
Best Value e-sign
What do you like best about the product?
1. Pandadoc is free. All the e-sign programs I have used require a fee.
2. Very easy to use for clients. I've only had one client out of hundreds, not able to figure out how to e-sign.
2. Very easy to use for clients. I've only had one client out of hundreds, not able to figure out how to e-sign.
What do you dislike about the product?
Clients fear the name "Pandadoc" Lots of clients fear using Chinese programs that require them to enter their contact information.
What problems is the product solving and how is that benefiting you?
My company is 100% paperless. So, e-singing software is the best way to make this possible.
Recommendations to others considering the product:
I use PandaDoc for e-signing. It is free, easy to use. I have not found a better source.
PandaDoc is one of my favourite tools for document management and sales enablement
What do you like best about the product?
It's the second time I am implementing PandaDoc for a company (both scale-up companies growing very fast) and I have to say it's a great software, both for document management and for sales enablement. The contracting workflows were very much improved in both companies after the implementation of PandaDoc, both in terms of speed and standardization, and user accessibility.
I like the interface of the tool and the editing functionalities, it's very intuitive and users understand how to use it very quickly, so the onboarding and training were very useful. Moreover, it's very straightforward to create nice-looking documents.
The post-sending document analytics are very useful.
Also, the support team is fabulous, very fast, friendly and helpful always.
I like the interface of the tool and the editing functionalities, it's very intuitive and users understand how to use it very quickly, so the onboarding and training were very useful. Moreover, it's very straightforward to create nice-looking documents.
The post-sending document analytics are very useful.
Also, the support team is fabulous, very fast, friendly and helpful always.
What do you dislike about the product?
There are a few little things that our sales team complains about (bulk editing of blocks, decimals in the pricing tables, vacation mode, bi-directional data flow between PandaDoc and the CRM, document navigation menu), but the PandaDoc team is very helpful in providing workarounds, and they take feature requests seriously.
What is a bigger minus is the redlining capability for legal negotiation. It makes it more difficult for lawyers to work with it and they prefer to keep working in Microsoft Word, having to do extra work to export the documents and re-upload them afterward. Also, the .docx exports are a bit messy for complex documents.
What is a bigger minus is the redlining capability for legal negotiation. It makes it more difficult for lawyers to work with it and they prefer to keep working in Microsoft Word, having to do extra work to export the documents and re-upload them afterward. Also, the .docx exports are a bit messy for complex documents.
What problems is the product solving and how is that benefiting you?
- Contracting workflow automation & standardization
- Approval workflows
- Pricing catalog management
- CRM&other tools integration
- Approval workflows
- Pricing catalog management
- CRM&other tools integration
Recommendations to others considering the product:
Go for it, it's a great enablement tool.
Esignature Proposal Software at its best!
What do you like best about the product?
Several perks of this program compared to others (there are SOO many perks but these are just a few that come to mind) like the friendly knowledgeable live chats at any hour of the day, auto filling documents, several documents can be uploaded for one big contract with addendums, several parties to view sign plus the notifications of when someone has viewed/completed the document. Plus you can either send them the email directly from Pandadoc or create a link that you can either text or send from your email. It also keeps a history log of activity per doc. Customers are super impressed with the ease of it, the certification of signatures when complete plus no more contact or having to print, sign, scan and email/fax back! With just a couple of clicks they can complete the contract and receive their own pdf copy.
What do you dislike about the product?
I would like the process of expiring the link to be more user friendly. I would also like to place an expiration date on the link that would send a reminder email to the customer that the link is about to expire. This would help us reach out to the customers when our pricing is only valid for a certain amount of time. I would also like the capability to have an uncompleted signed proposal to be reactivated and resent without deleting the portions that have already been esigned.
What problems is the product solving and how is that benefiting you?
Prior to the pandemic most of our transactions where done at the kitchen table so I had to accommodate. I not only had to turn our transaction contact free but also friendly enough for customers whom are not computer literate to utilize. Pandadoc was the solution! Before signing up I tried 2 week free tryouts with A LOT of other programs and each would either have me or our customers pulling out our hair in frustration but not with Pandadoc. Customers can easily select options, initial, fill in blanks, and sign. Plus with Pandadoc allowing me to select whom corresponds with what initial/signature/etc there is no confusion. I can also advertise that our coy by being paperless. I have also noticed that our customers can sign at their convenience so no more multiple trips to obtain signatures.
Recommendations to others considering the product:
Remember when you wished you could create templates, send proposals, keep track of your proposals, and just in general "level up" to make your profession more effortless and more profitable with the perks of being earth-friendly? Well, buckle up buttercup, because the time is now! You have the perfect tool in Pandadoc, so get out here and GROW!
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