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PandaDoc for AWS

PandaDoc for AWS Marketplace | 1

Reviews from AWS Marketplace

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External reviews

2,369 reviews
from G2

External reviews are not included in the AWS star rating for the product.


    Milly C.

Great for e-signature

  • May 13, 2020
  • Review provided by G2

What do you like best about the product?
My favorite part is how easy it is to collect signatures from our customers and send them their quotes online. We also use it for independent contractors so we can send them an agreement a service agreement for each account or each client and have it returned to us within minutes.
What do you dislike about the product?
For Our needs, and the dock is pricier than other options out there and they charge extra for API integrations. We’d like to integrate with zapier a third-party program which allows us to send information automatically to our clients and contractors.
What problems is the product solving and how is that benefiting you?
We have to send out a lot of quotes often our clients will request a change or they will want some additional information on there and panda dock is a quick and easy way to updates that document and have the changes show up instantaneously also for the customer. We are also solving the age old problem of having to ask people to print out design which almost nobody wants to do and taken away that step in making simple for people results in more conversions for us.
Recommendations to others considering the product:
I would recommend that anyone who is considering panda doc truly considers what they will use it for and whether the price is comparable to other programs offering the same features. When we started using PandaDoc it was perfect for our needs and it was a great price for the features that we needed, but in recent years it has become more expensive and as we have wanted to add new features and grow and scale it has been difficult to do so without incurring extra costs, especially when we could get the same features for cheaper with other providers.


    Lauren W.

Much better than DocuSign and others!

  • May 06, 2020
  • Review provided by G2

What do you like best about the product?
It is super easy to use and allows you to create templates and upload documents to customize it to your exact needs. Love that! It makes everything so much easier and it means we can send out contracts and quotes much faster than before which gives us more jobs.
What do you dislike about the product?
Although there are some really good customization options in PandaDoc, I still wish there were just a liiitle more to work with. Sometimes it feels a little - complicated - when what I want to do is simple. F.eks adding text to a document that was a template. It will add a text box in green and then the tex will be inside there, no way to edit it or change the font, size etc. (at lease not that I have seen). That would be a welcome addition. At least for me.
What problems is the product solving and how is that benefiting you?
We didn't expect our catering to take off like it has, and we suddenly saw the need to create a quote in a beautiful way, which could also be signed by the customer online. It need to be effective and fast - otherwise we would have lost out on jobs. We stumbled upon PandaDoc and gave it a try -and now we can send quotes within an hour and the customer can sign right away. Now, we don't lose out on any jobs, because we are the first ones to answer!
Recommendations to others considering the product:
I would recommend to create your documents in Google Docs or Word (but leave ALL spaces blank which would change from person to person - like name) and then save as PDF and upload as a template. THEN you can go ahead and use the text fields from PandaDoc to fill in these spaces.


    Misleny S.

Enhancing the rate of doing mechanical actions in order to improve the number of sales

  • May 04, 2020
  • Review provided by G2

What do you like best about the product?
High results call for great deals of time and the very best devices which will assist you to obtain them, so this system is that thing that your employees need in order to increase their outcomes and amount of money that they bring in the business.
What do you dislike about the product?
The agreements as well as papers are integral parts of any type of sale, at once this is great deals of them and also the various other this is only a single paper, yet they always figure. And this system assists you to work with them, nonetheless, I can not say that I am completely pleased with this component for their service, because as for me there is absence of automatization of this procedure due to the fact that it still requires your time.
What problems is the product solving and how is that benefiting you?
When you work in sales, particularly with the thorough and huge products(like software, robots, etc) often you can simply miss out on the reality that you may invest more time doing the paper as well as mechanical work than shut the offer as well as communicate with the clients, so, the finest point that I such as about this software is that now this issue is addressed.
Recommendations to others considering the product:
This system became an important part of our company, on all the phases of dealing with the consumers, aiming to the past, we observed our previous errors and also the need to use this system. Far, functioning with PandaDoc has actually been terrific, barring a pair of problems. It does every little thing it guarantees to do without any type of major glitches. PandaDoc takes record administration and also consumer engagement to a brand-new, even more effective and also comfortable level.


    Sarah W.

PandaDoc is AWESOME and the personalized videos we can include help us win business

  • April 30, 2020
  • Review verified by G2

What do you like best about the product?
I love that we can insert customized videos into our documents.
What do you dislike about the product?
I can't think of anything at the moment.
What problems is the product solving and how is that benefiting you?
PandaDoc helps us communicate our value in an impactful way and win business.


    Education Management

Simple contracts, could have a few more automations

  • April 30, 2020
  • Review verified by G2

What do you like best about the product?
It's a breeze to build and populate a template and the individual links for signers, co-signers, etc. make it easy to track opens on an individual basis.
What do you dislike about the product?
I wish the transfer data to field were more robust, as it applies to token fields, but ideally would apply to the content in pricing tables, for example. Also there aren't a lot of formatting options.
What problems is the product solving and how is that benefiting you?
It takes the pressure out of signing contracts for a lot of folks and minimizes paper waste on sending forms back and forth. I also appreciate the unique links feature so you can see which signatory is opening, viewing, etc.


    Shradha S.

Best smart all-in-one sales document maker

  • April 30, 2020
  • Review provided by G2

What do you like best about the product?
The drag and drop editor enabled me to create a very impressive sales document. The best feature of this Panda Doc is the single-click upload. I don't have to search for the numbers and quotes, it is all mentioned under interactive tabs. It is a very helpful software.

Dashboard of PandaDoc has a simple User Interface. All the documents you have prepared so far will be in one place. There is even one mobile application to track whether your document has been viewed, opened and signed.

It is very cost effective than other CPQ software in the market - $9 a month solves all my documents issues.
What do you dislike about the product?
To be very honest, there is nothing which I don't like about Panda Doc. Since I am into marketing, within few clicks I was able to prepare a beautiful quote for my client.

I like to use the desktop version than the mobile version. Since most of the documents are stored in my laptop, it is easier for me to upload the attachments from my system.
What problems is the product solving and how is that benefiting you?
PandaDoc is not just a simple PDF maker, It is more than that! Now I can get notifications about when my document was viewed, opened and signed by my client.

Another feature which I like about PandaDoc is the creative editing tool. The simplistic designing tool can help you add media - photos and videos, case studies, research paper and other supporting documents.

It is a all-in-one solution for sales members to create proposals, quotes, contracts, e-signatures and payments.


    Carlee M.

Contracts made easy!

  • April 29, 2020
  • Review provided by G2

What do you like best about the product?
I love the modern look and feel of the software and contracts. Not only that, but the drag and drop features make everything so much easier!
What do you dislike about the product?
I pretty much like everything about it - the only thing I'd change is to allow reminder emails to be sent at the lower level membership.
What problems is the product solving and how is that benefiting you?
I am using PandaDoc to have new and renewing clients sign their contracts with me as well as have my staff and contractors complete important paperwork.
Recommendations to others considering the product:
Try it out!


    Jessica M.

Wouldn't use anything else, really easy to personalise in seconds.

  • April 28, 2020
  • Review verified by G2

What do you like best about the product?
Pretty, personalised, able to save large texts of information for each product and swap around as needed. Sends reminders to prospects, and you can schedule these when you'd like/more or less often if needed. Tracking around open times, how long they are online. Able to watch as the client signs! Would never go back to other products. Also imports crucial info from Salesforce.
What do you dislike about the product?
Adding a discount is really difficult, I usually just do a whole new one, instead of editing the previous one I have. Sometimes when added the discount doesn't actually apply to the total.
What problems is the product solving and how is that benefiting you?
Better closing.
Recommendations to others considering the product:
Definitely purchase, I always recommend to clients and friends


    Construction

Very fast and efficient

  • April 28, 2020
  • Review verified by G2

What do you like best about the product?
It is super fast to create a document...
What do you dislike about the product?
Nothing bad to say it always just works.
What problems is the product solving and how is that benefiting you?
The speed to get a customer quote out had increased. This has lead to more quotes being signed in less time.


    Transportation/Trucking/Railroad

Easy to use.

  • April 28, 2020
  • Review provided by G2

What do you like best about the product?
Easy to use platform, intuitive and fast. We use the same platform to all documentation with our vendors contracts and agreements.I love how easy is to make the template.
What do you dislike about the product?
Can be confusing at the beginning when setting templates
What problems is the product solving and how is that benefiting you?
get fast signature