Reviews from AWS Marketplace
0 AWS reviews
-
5 star0
-
4 star0
-
3 star0
-
2 star0
-
1 star0
External reviews
External reviews are not included in the AWS star rating for the product.
PandaDoc is the best quoting tool I have ever used
What do you like best about the product?
I love the ease of making templates and editing quotes. I love the visibility PandaDoc provides to when a client views and signs a proposal. The Dashboard is very intuitive. I like being able to track comments that my reps put in there so I can understand why they quoted the way they did. I love that it autosaves while you are completing the form so we don't lose any data! I would recommend PandaDoc to any organization that has a sales team that likes to track client engagement....which should be every company! We also use PandaDoc to send out and track other legal forms like MSA's and compliance forms.
What do you dislike about the product?
It seems that sometimes it pulls data from Salesforce and sometimes it doesn't. It seems to always pull the client name, but not always the correct address. That could be an issue on the way we configured it, or it could be user error. Sometimes I unknowingly change templates instead of changing a particular document, but I think that is my fault. Sometimes our clients don't realize that the PandaDocs we send them are for e-signature. I'm not actually sure what the verbiage is that is sent with the documents.
What problems is the product solving and how is that benefiting you?
PandaDoc has allowed our team to efficiently complete proposals. It is easy to track who saw the proposal and when, which is extremely beneficial to our business. We also just plugged it into Salesforce which will auto-populate the client information fields which is very helpful. We also had to send out compliance forms to our network of buyers. We had some new users sending out the forms and they seemed to be able to easily understand how to work PandaDoc. We were then able to track who viewed the forms and who didn't, and we could use that information to have intelligent follow up conversations with buyers who viewed and didn't sign. We were able to find out their concerns which they weren't being forthcoming about sharing with us until we reached out to them.
Recommendations to others considering the product:
If you want a quoting tool and legal document management system that is easy for end users to understand and easy for clients to sign, PandaDoc is it! I love how we can track who has viewed the proposal and when. It allows our sales team to have very informed conversations with clients about why they viewed the document but haven't signed. And they love it when they get a notification that someone viewed an old document that they assumed was dead!
- Leave a Comment |
- Mark review as helpful
Is practical for E-signatures.
What do you like best about the product?
I like the fact that clients can sign using their phones, tablets or any device makes Panda Doc very practical. I also like the fact that I can see if a document has been opened yet or not.
I like that there are status for each document (like sent, viewed, awaiting for payment, etc) and I like that there is a dashboard showing you a summary of the this. Another thing that is useful is that people can respond or comment in the document. When this happens we receive a notification so we can follow up right away.
I like that you can integrate Panda doc with some payment methods. Although I would appreciate if you could add more some more (like Law Pay).
I like that there are status for each document (like sent, viewed, awaiting for payment, etc) and I like that there is a dashboard showing you a summary of the this. Another thing that is useful is that people can respond or comment in the document. When this happens we receive a notification so we can follow up right away.
I like that you can integrate Panda doc with some payment methods. Although I would appreciate if you could add more some more (like Law Pay).
What do you dislike about the product?
When you select something (by dragging the cursor over the phrase) but it automatically erases that selection. Also it should have a number to call for technical support. I know that you guys count with the online chat which has a very quick response rate but explaining issues through text is not the most efficient way sometimes a call can solve the issue very quickly. If a mass of customers calling for minor issues is what you want to avoid, maybe what you can do is to have your agents calling clients and not vice-versa (so you create a criteria in which you determine whether an inquiry qualifies as worth of a call or not).
What problems is the product solving and how is that benefiting you?
Clients can sign anywhere they are as long as they have an internet connection. The benefits of this are obvious as it is very practical to send agreements.
PandaDoc as completely changed our internal proposal and contract process, for the better!
What do you like best about the product?
The ability to have several different templates, creates less work up-front on creating different documentation required for on-boarding employees, new clients, business proposals, and more.
What do you dislike about the product?
Workflows for documents are tied to the template setup, in certain situations having the ability to create a workflow for a specific document or requirements would be helpful.
What problems is the product solving and how is that benefiting you?
PandaDoc helps us improve and eliminate the resource time previously spent on creating business proposals and client contracts in tools not easily editable (Adobe Indesign, Photoshop, etc). The tool is simple to use for all levels of technical ability that grants us more flexibility internally.
Fantastic experience
What do you like best about the product?
Audit trail of the document, video linking in the document
What do you dislike about the product?
Link with Salesforce could be better, tools for checking grammar
What problems is the product solving and how is that benefiting you?
Entire document creation in panda docs for customers, understanding audit history of documents whether the customers has read the document and the time which he has spend on the document
Simple and intuitive.
What do you like best about the product?
The ease of use of PandaDoc. I can create and send proposals very efficiently.
What do you dislike about the product?
At times the PandaDoc is not received by the person I send it to. I realize this is probably a problem with their email settings or account and not a PandaDoc issue, but it's the only one I encounter.
What problems is the product solving and how is that benefiting you?
Having an easy and efficient way for clients to agree to and sign agreements quickly. Knowing when they open and sign is also a major benefit.
Recommendations to others considering the product:
It is a very easy to use solution.
Great Product!
What do you like best about the product?
It integrates fully with Zoho CRM and Hubspot
What do you dislike about the product?
The price. Could be more affordable for small business owners.
What problems is the product solving and how is that benefiting you?
Speed to deliver proposals to clients
Great Product - Just not right for our client base
What do you like best about the product?
Pandadoc makes the contact editing & revising process so easy.
What do you dislike about the product?
Our client base didn't accept and enjoy the new contract process. We decided to eliminate our contract process. Pandadoc made the process more efficient and showed us that the process itself may not be useful.
What problems is the product solving and how is that benefiting you?
We thought making the contract process from draft to sign would increase the number of contracts signed. However we found that if we eliminated the process it makes it easier.
A good e-signature service for mid and small businesses
What do you like best about the product?
The best feature is to no surprise - service! Support team is always there to solve any issue or answer array of questions on how to fix or complete this or that.
Moreover, I love the client-oriented approach and Customer Meetings to collect feedback and draft new features based on my personal pain as a user.
The service has flexible functionality list with version 2. Although I'm still using version 1 as human beings are lazy to adopt and there's still room for improvement.
Moreover, I love the client-oriented approach and Customer Meetings to collect feedback and draft new features based on my personal pain as a user.
The service has flexible functionality list with version 2. Although I'm still using version 1 as human beings are lazy to adopt and there's still room for improvement.
What do you dislike about the product?
No mobile adaptation in the new version. That was a big issue for my CEO who 's mobile-first in all his operations. Thus, we switched to version 1 which meets our needs ideally.
What problems is the product solving and how is that benefiting you?
I use Pandadoc mainly to get it countersigned by both legal sides (us and our clients or business partners). Alongside, our sales team creates templates for different kinds of Business Proposal, Pricing quotes to send over to leads and prospects.
Recommendations to others considering the product:
I'd recommend Pandadoc as a perfect solution for other SMB Sales teams as ours to send over hundreds of proposals per month and e-sing agreements in no time.
I know the guys are really custom-oriented, invited me to Customer Day and regularly touch base with me on feature requests.
Pandadoc has all your Sales team need to quickly and efficiently close the deal.
I know the guys are really custom-oriented, invited me to Customer Day and regularly touch base with me on feature requests.
Pandadoc has all your Sales team need to quickly and efficiently close the deal.
ONLY PandaDoc
What do you like best about the product?
Easy to use, Efficiency, Follow up, Integration, Reporting, Sales tracking, Sales managing, Detailed Sales process steps.
What do you dislike about the product?
At this point there is nothing that I do not like. Anything that has come up or questioned we have been able to contact PandaDoc and have them assist us with any problems.
What problems is the product solving and how is that benefiting you?
Out biggest problem was following up on quotes. The integration between HubSpot and PandaDoc has stream lined our process and brought our closing ratio to an all time high at a company in business for over 30 years. We have also been able to review our sales pipeline in detail and receive more of an accurate sales forecast.
Recommendations to others considering the product:
This is no question a huge tool for any sales team! I would require this application for any sales team that I manage. The reporting ability and tags make it very easy for a manager to review the sales pipeline. I can not imagine going back to quoting the way our company used to before PandaDoc. Their sales team and tech support have been very helpful and quick to respond. I would have to say that the live chat is a huge help for me and also my sales team that has the ability to ask quick questions about PandaDoc.
Excellent Sales & Support Experience with Artyom Voronetskiy
What do you like best about the product?
Artyom Did a fantastic job answering all questions at any time of day. He was quick, courteous, and professional.
What do you dislike about the product?
We had no real issues. There was a bit of a learning curve, yet that's to be expected in any new tool.
What problems is the product solving and how is that benefiting you?
Removing the need for wet signatures and faxed contracts
showing 2,031 - 2,040