PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Great for proposals, terrible if you need anything beyond very simple invoicing
What do you like best about the product?
Obvious upside of Pandadoc are the ease with which you can put together great looking proposals. The designer is intuitive and you can connect up your Canva account. It's all very polished.
What do you dislike about the product?
We were hoping we could use Pandadocs as a complete proposal/quote and invoicing system, but it is definitely not versatile enough for the invoicing part.
Examples being
- an awful pop-up that prompts clients to pay by credit card before they have even opened an invoice
- documents that disappear completely when the due date is reached, which means a late paying client won't be able to access their invoice
- no way to organise the dashboard to separate invoice documents from proposals and then by sent, payment pending, partially paid and overdue.
- no good way to invoice for deposit without using the built-in credit card feature, but see point one above.
In short you can't really use this for invoicing unless you have a very basic invoicing setup. To make things worse they removed the deep Xero integration, so you'll need to cobble this together with Zapier.
Examples being
- an awful pop-up that prompts clients to pay by credit card before they have even opened an invoice
- documents that disappear completely when the due date is reached, which means a late paying client won't be able to access their invoice
- no way to organise the dashboard to separate invoice documents from proposals and then by sent, payment pending, partially paid and overdue.
- no good way to invoice for deposit without using the built-in credit card feature, but see point one above.
In short you can't really use this for invoicing unless you have a very basic invoicing setup. To make things worse they removed the deep Xero integration, so you'll need to cobble this together with Zapier.
What problems is the product solving and how is that benefiting you?
Where it comes into its own is the professionalism of the proposals you can send.
Simple and effective
What do you like best about the product?
The system makes it easy to upload the documents, check its status and download them.
Even customers with little understanding of electronic documents find it easy to navigate.
Even customers with little understanding of electronic documents find it easy to navigate.
What do you dislike about the product?
I can't find fault with it; it is the best we have used so far.
What problems is the product solving and how is that benefiting you?
It was a lifesaver during the pandemic lockdown as we didn't need to post and wait for the returned document.
Great software!
What do you like best about the product?
Very customizable and easy to work with for users. The support team is very helpful and responsive
What do you dislike about the product?
workspaces and managing groups from an admin level
What problems is the product solving and how is that benefiting you?
document management system and an e-sign solution
Panda Doc Usage
What do you like best about the product?
I use to create Proposals that also link to the Prospective Client File in HubSpot. Very easy to navigate and use back and forth.
What do you dislike about the product?
Sometimes the File does not seem to Auto Save
What problems is the product solving and how is that benefiting you?
I can create Proposals in minutes
Recommendations to others considering the product:
Great tool to use
Streamlined my contracts and keeps everything safely together
What do you like best about the product?
I love how all my contracts are now stored in one place, with convenient folder structures, and I no longer have to worry about formatting them for other people's computers. Having them input text directly onto the form, and sign and date it is super convenient.
What do you dislike about the product?
It might be handy to be able to send documents from other email addresses than the one that is registered for the account - as I use several to communicate with different groups of people
What problems is the product solving and how is that benefiting you?
Getting people to fill out contracts and to sign them, and streamline the process. Previously I have found that sending forms via email has led to formatting issues, and those who do not have the correct software have issues signing and filling out the forms.
Recommendations to others considering the product:
This has made my life so much easier, and has saved me time and therefor money. Get it in your portfolio, and start sending docs today!
Great product!
What do you like best about the product?
Very easy to use and inteface is very user friendly. Like that I can copy a link and send in a direct email from my work email.
What do you dislike about the product?
A small gripe is cannot send multiple docs as separate attachments, Have to combine several docs into one. Definitely not a huge issue, however.
What problems is the product solving and how is that benefiting you?
No problems. Free service that is just as good or better than services charging a monthly fee.
I'm so happy to be a pandadoc customer
What do you like best about the product?
Awesome... All documents shared with my customers are on that platform... Centralized and so beatiful. I would like to suggest to everybody to change the idea of Adobe Esign and go to this awesome platform.
Already integrated in salesforce with awesome plugin.
Already integrated in salesforce with awesome plugin.
What do you dislike about the product?
Pricing, I know that plaform is not for SBS customers.
What problems is the product solving and how is that benefiting you?
Sharing quotes and contract with our customers with a beatiful setup and also centralization of all documents.
Simple, Effective with great additional features
What do you like best about the product?
PandaDoc makes it very easy for us to ensure clients are able to electronically sign our documentation. Each signed document carries a certificate of compliance, and with the professional version, there is an audit trail, which shows that the customer has viewed the documents etc. It has a number of field formats so you can customize not just for signature and date, but drop-down menus, free text, initials, etc and this is in the free version and the professional version. The professional version also allows you to create templates which is an added time-saving. All the viewed/signed docs are retained on PandaDoc until you delete them. We really use the ability to create a link, so we can send a personalized email to our client from our email address and send them a straightforward link to the document. Clients have commented that they have found it easy to use. The links can also be sent via WhatsApp, which has been helpful for clients to sign on the go when they don't want to use email.
What do you dislike about the product?
There is no downside in using Panda doc that we have come across or that has been highlighted by our customers.
What problems is the product solving and how is that benefiting you?
We are no longer having to meet clients to sign documents nor send them via the post. We use PandaDoc to send the documents and then jump onto a call or online meeting to run through the details of the document with the client and the client can then sign it, just as if we are face to face. Upon receipt of the signed document it can be immediately filed and no more paper/scanning etc required.
PandaDoc is the ideal business partner
What do you like best about the product?
As a small business owner, I really appreciate the ease of compiling proposals. It saves me time and money (I would have to do it, or hire someone else to). At the same time it ensures a consistently professional look and feel to my proposals which is important as often proposals are the first time a client interacts with my business.
What do you dislike about the product?
From a useability perspective I can find no fault. As a small business that not US based it would be great if the lower levels of licensing allowed 2 users instead of just one. If I were to expand my business I would like someone to run the proposal compilation and management for me, but I would love to have a viewer license so I can keep an eye on things.
What problems is the product solving and how is that benefiting you?
Writing, and formatting, proposals is very time consuming and not all proposals are accepted. Each time a proposal is declined it is a costly affair as time was already spent on the client. With PandaDoc I can get the proposals out quickly and it reduces the impact of declined proposals.
I also like the fact that I can see when clients have looked at the proposal as it means I have a better idea of when to reach out and follow up, further reducing time wastage.
I also like the fact that I can see when clients have looked at the proposal as it means I have a better idea of when to reach out and follow up, further reducing time wastage.
Does everything i need it too
What do you like best about the product?
Easy to use, free if you are only using it every now and then, which is almost unheard of nowadays. Efficiently notifies me when someone has read or signed a document so no chasing.
What do you dislike about the product?
Nothing, i have been using it for about 4 years now and there isn't anything i don't like
What problems is the product solving and how is that benefiting you?
Signing contracts is much easier this way and users don't have to sign up to complete the document. Theres no hard sell.
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