PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Efficient and Professional, But Auto-Fill Fields Need Improvement
What do you like best about the product?
PandaDoc is straightforward to use and presents a clean, professional appearance to my clients. It allows me to draft contracts efficiently and receive e-signatures quickly, which helps keep my business operations running smoothly.
What do you dislike about the product?
Currently, I don't use the PandaDoc auto-fill field feature because it doesn't correctly input the types of signature fields I want to use throughout my contracts (initials vs. signature vs. date fields).
What problems is the product solving and how is that benefiting you?
I used to send PDFs to clients and they would have to print it, sign it and scan it back to me. Or find their own digital signature solution. Now my clients receive something much more professional, quick and easy for them to execute and we all get a copy of the fully signed contract afterwards.
Seamless Setup, Incredible Value!
What do you like best about the product?
I have been using PandaDoc for about a year since we started our business, particularly for creating proposals for new and prospective customers. It's been an absolute game changer, allowing us to streamline and automate workflows effectively, which has significantly elevated the relevance of our proposals. The setup was seamless, requiring only a few minutes to integrate our workflows and web flows, with no issues encountered since. PandaDoc has greatly alleviated the burden of manually creating proposals, saving us a substantial amount of time by enabling automation and template saving. This efficiency facilitates the drafting of compelling proposals that resonate with our clients, who can conveniently sign them directly on the platform. Furthermore, its ability to sync with QuickBooks for payment processing is a tremendous advantage. PandaDoc's integration capabilities are stellar, particularly with tools like Typeform, which allows us to automatically generate proposals based on filled forms, and its centralized management feature offers comprehensive oversight over document statuses. The value provided at its price point is unparalleled, yielding the best ROI within our tech stack. As an enthusiastic user and advocate, I appreciate its transformative impact, scoring it a perfect 10 on the recommendation scale.
What do you dislike about the product?
There is nothing I dislike about PandaDoc, it's been our favorite tool in our techstack since we've started using it!
What problems is the product solving and how is that benefiting you?
I use PandaDoc to automate proposal creation, saving us time and enhancing proposal quality. It integrates with Typeform and QuickBooks, streamlining processes and facilitating easy payments.
A remarkable ease of use
What do you like best about the product?
Its ease of use makes daily use very pleasant
What do you dislike about the product?
Nothing in particular. The interface in French could be a plus.
What problems is the product solving and how is that benefiting you?
Speed of contract signing and signature certification
Easy for Students, But Delays with Rapid Form Sending
What do you like best about the product?
This has been the best for our students to use, as it is easy to understand and open.
What do you dislike about the product?
There are a lot of delays when sending out forms rapidly.
What problems is the product solving and how is that benefiting you?
Making access easier for our students that do not have a computer which has been great.
Seamless HubSpot Integration Makes All the Difference
What do you like best about the product?
The integration with HubSpot works seamlessly, helping me avoid entering duplicate information.
What do you dislike about the product?
I haven't encountered any problems with PandaDoc. It's straightforward to use, and customizing quotes and contracts is simple.
What problems is the product solving and how is that benefiting you?
This solution has made our document process more streamlined and has noticeably improved our overall efficiency.
Simple Yet Effective for Document Signing
What do you like best about the product?
I find PandaDoc to be extremely easy to use, which has been a significant advantage for me. The setup process was seamless and free of any issues, making my experience straightforward right from the beginning. The overall usability of the software continues to be issue-free and straightforward, reinforcing my positive perception of its user-friendliness. Additionally, the ability to send reminders is a convenient feature that I appreciate about PandaDoc. It effectively fulfills its primary role for me by handling signatures, which is the main task I rely on it for. Given its consistent ease of use, I continue to like it and would consider purchasing it again just for this usability aspect.
What do you dislike about the product?
I find the process of assigning signature fields to specific users slightly cumbersome. It would be more efficient if, after initially selecting a person for a text or signature field, the subsequent fields could automatically default to the next assigned individual, streamlining the workflow for signing documents.
What problems is the product solving and how is that benefiting you?
I use PandaDoc for signatures, and it's easy to use without any setup issues, simplifying document signing.
Highly Customizable, But Slow and Labor-Intensive
What do you like best about the product?
Flexibility and customization apart from the possibility of signing and using panddocs as legal documents.
What do you dislike about the product?
It's many times too slow and it requires a lot of manual work for fitting stuff in the documents.
What problems is the product solving and how is that benefiting you?
PandaDoc gives us the possibility of customizing our proposals for our customers and also using it's multiple features to make the customer see what they are looking for in a very personalized way.
Reliable Security and Customization, But Needs Better Customer Highlighting Tools
What do you like best about the product?
Security features make it reliable and trustworthy when you are getting documetns signed. Ity also has a great deal of custimizations that allow for enhancements to your documents that wouldn't have the same effect if just was left to the customer to sign.
What do you dislike about the product?
I believe there are still a lot of areas that could be improved on the customer facing side of things. It's made to be simple and it is, but in terms of highlighting and marking important areas for the customer signing there's very little on that front.
What problems is the product solving and how is that benefiting you?
Keeping documents compliant is crucial. Time stanps and dates along with consistent templates which are required for our highly regulated industry.
The customer is left to sign on their own so they need to be walked through the signing without us present.
The customer is left to sign on their own so they need to be walked through the signing without us present.
Effortless Document Sharing Across Users
What do you like best about the product?
The convenience of accessing all documents from multiple users and creators. Very easy to use and always have support if needing assistance. We use it every day!
What do you dislike about the product?
We do not notice many negatives to the site, we are happy with what it allows us to achieve.
What problems is the product solving and how is that benefiting you?
It allows us to get documents signed instantly as opposed to finding a time to bring the prospects in to sign physically.
Easy Template Creation, But Deletion Issues and Extra Fees Frustrate
What do you like best about the product?
Easy to create templates and modify them per your specifications
What do you dislike about the product?
Sometimes when you try to delete stuff from the document, the whole written paragraph gets erased, causing delays when creating/ updating a document. I also think, paying 2 dollars for every document created by an integration when we have a subscription unnecessary.
What problems is the product solving and how is that benefiting you?
Creating quotes and proposals.
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