PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,278 reviews
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Powerful tool, great customer service.
What do you like best about the product?
Contract management and integration with our CRM (HubSpot) work great. Out of all the tools and vendors we use, PandaDoc has one of the best customer services. Very responsive, always finding a quick solution. And that's worth a lot. Thanks!
What do you dislike about the product?
It's not cheap. The features are great and they 100% justify the price. But if you don't use all of them, it's quite expensive.
What problems is the product solving and how is that benefiting you?
Contract management directly in the CRM (HubSpot)
Take your sales guarantee to the next level with PandaDoc
What do you like best about the product?
The integration function is excellent. The function of obtaining sales documents directly from CRM records and having "event" time stamps on contact records is very powerful. Then, when the document is sent and posted to the engagement history, a time stamp is also printed on the contact record. This allows the salesperson to know more about the activity and thus gain a deeper involvement in the actual documentation of the history. PandaDoc has the ability to manage large content libraries and product catalogs. PandaDoc is ideal for creating dynamic proposal templates and launch platforms.
What do you dislike about the product?
They need to increase value beyond sales. In addition to current payment functions, there are opportunities to expand their value in operations and fulfillment. PandaDoc needs to improve its integration with other software partners. The ability to upload video files is excellent, but they are not yet able to adapt to major video platforms such as 23 and Vidyard. PandaDoc needs to improve the presentation function. Before sending a document, there is a very cumbersome application that needs to share the document in a screen-sharing meeting. PandaDoc lacks presentation capabilities.
What problems is the product solving and how is that benefiting you?
As users and implementers of PandaDoc, we have been closely involved with the software in multiple applications. As users, our entire agency works on PandaDoc every day. Sales takes advantage of the seamless integration with our CRM to initiate, customize and display sales documents and contracts with new clients. Once new clients join, our operations team will use PandaDoc to create marketing, network and sales support plans. Our implementation team will refer to these documents to create project plans and track deliverables.
Recommendations to others considering the product:
PandaDoc is the best solution in the world for any organization that wants to improve the appearance, function and functionality of its sales materials. If you share suggestions with prospects and clients, you should consider using PandaDoc for a more complex and dynamic approach.
Highly Recommend PandaDoc
What do you like best about the product?
PandaDoc allows you to create the right template for the right agreement. This makes creating new agreements easy, painless and quick.
What do you dislike about the product?
I don't have any real dislikes for PandaDoc. It provides a great option at a great pricepoint.
What problems is the product solving and how is that benefiting you?
We use PandaDoc for all of our new client agreements.
Best Document App!
What do you like best about the product?
Ease of Use, great support, and visually appealing - it pays for itself
What do you dislike about the product?
It required some research and training to get to use it as you want to. No phone support, only expert advice or through chat, yet it works
What problems is the product solving and how is that benefiting you?
Being able to create documents and send quotes fast. I find that sending a formal quote with Images and Videos and to be able to attach a brochure is fantastic and it gives my potential customer a great view of the product I'm offering
Recommendations to others considering the product:
If you want to impress your customer with top of the line and creative proposals, use PandaDoc
PandoDoc customer for 3 years
What do you like best about the product?
The ease of using templates to create proposals and then add additional customization.
What do you dislike about the product?
When we first started using the emails we were sending out often got marked as junk mail, but they have fixed that problem for most emails and if we don't hear back we just follow-up with a phone call.
What problems is the product solving and how is that benefiting you?
We are able to provide professional looking documents to potential clients in minutes.
PandaDoc will become the premier e-signature/contract management platform when word gets out
What do you like best about the product?
I have found PandaDoc to be superior to DocuSign and Adobe in many ways. I don't have to worry about sending too many contracts since they offer an unlimited plan so the pricing is consistent. PandaDoc's user interface is easy to use and allows live editing of documents as templates rather than re-uploading documents from Word/PDF and then adding all the fields for my clients to enter or sign. The integration with HubSpot was super easy to setup and use. I can't say enough how much I like PandaDoc's platform. When other people find out about PandaDoc, they will end up switching services. They just don't have the name recognition as the other big names...things will change though. You watch!
What do you dislike about the product?
After using PandaDoc for about 3 months, I have not found any major issues. If I was forced to pick on something, there are times when my added text edits doesn't move the signature or other entry fields with the rest of the document, but it is a minor fix with drag/drop. It's still better than re-uploading an entire document and adding the fields back in like other platforms.
What problems is the product solving and how is that benefiting you?
I'm using for NDAs, software licensing, MSA, and SOW contract management.
Recommendations to others considering the product:
It will take just a bit of time to know where some of the editing options are located. It's not bad by any means, but moving to a new platform will always have somewhat of a learning curve.
I find the structure of PandaDoc easy to understand and use, with plenty of assistance when needed.
What do you like best about the product?
As a one-man-band, the more sales automation I use, the more productive I am. With PandaDoc I manage proposals and contracts, so templates are key for me.
What do you dislike about the product?
I must be honest and say that there is nothing about PandaDoc that I dislike.
What problems is the product solving and how is that benefiting you?
I find Templates, Signatures and Analytics the most useful.
Amazing platform to share documents with clients
What do you like best about the product?
What I like is the user-friendly aspect of Panda Doc. You can easily share documents with clients.
What do you dislike about the product?
When clients are receiving documents since it is coming from PandaDoc sometimes there's a bit of confusion that this is coming from my company.
What problems is the product solving and how is that benefiting you?
We are able to provide official documents to clients easily and in an efficient manner. It has saved a lot of time for document processing.
Online business at its best!
What do you like best about the product?
PandaDoc gives me the advantage of closing deals online because I can have my clients sign with the electronic signature function. The interface is very nice, and I'm happy to be able to work with a tidy platform. There is a free version to see what the software is all about.
What do you dislike about the product?
I don't like images to have problems when saving them to PDF.
What problems is the product solving and how is that benefiting you?
Our organization has benefited from the conclusion of contracts, business and increased sales with PandaDoc. It is satisfying to be able to conduct business online securely and with all the minimum parameters of a contract.
Recommendations to others considering the product:
The program is great, it has many solid features to be considered an indispensable program in any type of company. It is free, but the paid version is much better. You can increase sales and customers will be happy with the process.
Sales executive- management
What do you like best about the product?
How easy it is to setup a proposal and a contract! It help our sales team!
What do you dislike about the product?
The time line it takes to streamline a proposal can lag at times!
What problems is the product solving and how is that benefiting you?
To create proposals and streamline them in a fast paced setting making it easier for our sales team
Recommendations to others considering the product:
I highly recommend this software!
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