PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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The best document workflow tool
What do you like best about the product?
PandaDoc is incredibly intuitive and easy-to-use. I sampled a bunch of document signing tools before settling on PandaDoc, and found it was by far the most pleasant to use. Document construction is incredibly simple and the documents look very clean. The templates and tokens have saved me a tonne of time. The signing process is easy to follow, and the activity feed is a nice touch for knowing if a doc has been viewed at all.
What do you dislike about the product?
I'd love to be able to create fields inline. For old-school PDF scans, being able to position a field anywhere on the page makes sense (to line up with the original document) but since I'm creating all of my documents in PandaDoc I'd rather just place them inline, e.g. in the cell of a table, or on the next line of text. I find it hard to position them and it seems to lower the quality bar of my document.
What problems is the product solving and how is that benefiting you?
I'm using PandaDoc to:
- Construct templated sales documents and employee forms
- Share documents for signing
- Share documents to individuals, and understand how they interacted with it (e.g. how long did they spend viewing it, where did they spend most of their time).
The main benefits I've realised are time-saving. It's easy to get a document setup and shared quickly, and with templates, I found it easy to quickly get a headstart.
- Construct templated sales documents and employee forms
- Share documents for signing
- Share documents to individuals, and understand how they interacted with it (e.g. how long did they spend viewing it, where did they spend most of their time).
The main benefits I've realised are time-saving. It's easy to get a document setup and shared quickly, and with templates, I found it easy to quickly get a headstart.
PandaDoc Experience
What do you like best about the product?
The thing I like most about PandaDoc's is its ease of use. It is very easily customizable. The different options for document status come in very useful when sending contracts. Building the contracts is really easy and I use the templates feature on a daily basis. It has been a bit of trial and error in figuring out each function of PandaDoc but once you know how it works and how things are, it's very easy to use and doesn't take very much of a learning curve to figure it out.
What do you dislike about the product?
The editing function of documents can be difficult at times. Overall, it's not too bad but when you want to move the fields around and they auto-lock to one another it's a bit annoying. I discussed with support how you can click on it and move it around with the arrow keys but that's not very intuitive.
What problems is the product solving and how is that benefiting you?
We send all of our contracts through PandaDoc, which makes it extremely to send, revise, and re-send the documents when necessary. PandaDoc makes it really easy to do so. Editing the documents can be a bit tricky at times, but once you get used to it, and get a template in place, it is a lot easier to work with. Overall, PandaDoc is one of my favourite tools that I use on a near daily basis - whether it's sending contracts out or reviewing the ones we have already sent and signed.
Recommendations to others considering the product:
PandaDoc is super easy to use and stores everything in an easy-to-find and search manner.
Excellent software for creating contracts!
What do you like best about the product?
I appreciate how simple it is to create templates and obtain signatures. I also like how it sends reminders to folks from whom I've requested papers. PandaDocs has proven to be an excellent tool and resource as we transition from 100% in-person work to partially remote work arrangements. We investigated different options and discovered that PandaDocs is the most user-friendly. It has increased the efficiency of our paper signature.
What do you dislike about the product?
PandaDocs might use some work; for example, I'd want to be notified when a document is about to expire. I, too, require a notification when a document is going to expire, just like the client does. I'd also like to know how to simply modify a customer's email address in the database without deleting all contact information; this is something I haven't figured out yet. I dislike the fact that some of the produced emails occasionally find up in the spam folder.
What problems is the product solving and how is that benefiting you?
I prefer being able to send consumers a sign-up link, especially if they are having difficulty login into their email. I also like the ability to duplicate the form so that I don't have to fill it out all over again for the next month's form. We used to have problems with paper forms being distributed to five or six persons for input and approval. This procedure might take many days to finish. Signing our paperwork now takes roughly five minutes. We've also understood the value of improved communication, particularly using the cc: feature. We can ensure that everyone who needs to know about the activity is kept up to date.
Great tool
What do you like best about the product?
PandaDoc has a good UI and seems to be consistently upgrading and updating to make UX better. It works well with HubSpot and their support is responsive and quick!
What do you dislike about the product?
Some of the new UX is clunky and hard to figure out. With the new update, it caused some issues with updating docs correctly but has been fairly easy to straighten out.
What problems is the product solving and how is that benefiting you?
Easy to send contracts and clients understand how to use it as well so no friction there. It's quick with the Hubspot integration so makes creating and sending from a template very fast.
Good tool for creating offers
What do you like best about the product?
Good tool for creating and sending offers. Positive aspects include adding a personalized message when sending a document, as well as the ability to set an order for signatures.
What do you dislike about the product?
Partial problems with connecting to CRM systems. Creating templates is sometimes more complicated than necessary - improvements in the user interface could help here.
What problems is the product solving and how is that benefiting you?
PandaDoc is used for creating and sending proposals. These can be signed directly by the recipient via PandaDoc. PandaDoc simplifies and accelerates the proposal process.
PandaDoc for Proposals or Contracts
What do you like best about the product?
The collaborative feature and the ease of signing from multiple parties
What do you dislike about the product?
The lack of options to make the proposal or document more visually appealing
What problems is the product solving and how is that benefiting you?
We used PandaDoc to put together Statements of Work and contracts for our clients on the agreed tasks and costs for projects.
Recommendations to others considering the product:
Take your time when fillig in the information and ensure you read over your document as there is no autocorrect or spell check.
One of the most intuitive and easiest to use tools in our tech-stack that saves so much time.
What do you like best about the product?
- Saves a ton of time and energy with PD's sfdc integration.
- Easy to use
- extremely easy to stay on top of pending deals with PD's intuitive dashboard.
- Awesome templates
- Easy to use
- extremely easy to stay on top of pending deals with PD's intuitive dashboard.
- Awesome templates
What do you dislike about the product?
-No complaints, I am a huge fan of this product.
What problems is the product solving and how is that benefiting you?
Save a ton of time. Usually takes much longer to make/send proposals and contracts.
Our forecasting is more accurate because we're able to see when prospects interact with proposals in real time.
Our forecasting is more accurate because we're able to see when prospects interact with proposals in real time.
Best tool for getting papers signed online
What do you like best about the product?
Easy to use and reliable. I have used it for several years now.
What do you dislike about the product?
There isn't much I can say I dislike. Like any service, there might be a bug was in a while, but the service is excellent.
What problems is the product solving and how is that benefiting you?
I am getting papers signed without the need to print them.
amazing
What do you like best about the product?
everything; straight forward to use; you can view when the other side views the document
What do you dislike about the product?
I do not dislike anything as of now. Everything is good.
What problems is the product solving and how is that benefiting you?
I am using it for e signs and collecting information from clients. Its justeasy and secure to use PandaDoc.
PandaDoc for Tech Startups
What do you like best about the product?
PandaDoc makes it very easy to create a clean & professional proposal, that can be personalized per customer. The proposal creation and signing process has been automated with Pandadoc, and it has far more capabilities than Hubspot's proposal creation tool
What do you dislike about the product?
We have been using PandaDoc for 8 months now, and have zero complaints! It is very easy to train someone on the platform and the interface is very user-friendly.
What problems is the product solving and how is that benefiting you?
We can update proposals templates as needed (new branding styles, new onboarding processes, etc.), send to the prospect and track all of the "open" activity around the proposal AND improve our time to close ratio!
Recommendations to others considering the product:
Pandadoc is the best platform for sales enablement and closing deals!
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