PandaDoc for AWS

PandaDoc for AWS Marketplace

Reviews from AWS customer

11 AWS reviews

External reviews

3,430 reviews
from and

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


5-star reviews ( Show all reviews )

    Accounting

Great, easy to use product

  • November 12, 2020
  • Review provided by G2

What do you like best about the product?
IT's easy for me to create templates and send out contracts. It also allows me to easily import word or PDF documents as needed.
What do you dislike about the product?
Deleting old templates or contracts isn't as intuitive as I'd like.
What problems is the product solving and how is that benefiting you?
I use Pandadoc to send digital service agreements to prospects when we have a deal verbally awarded. It increases our close rate and speeds up our onboarding processes because we can document all of the procedures we are going to do for the client.
Recommendations to others considering the product:
I find it to be one of the best digital document signature platforms on the market.


    Information Technology and Services

PandaDoc Review

  • November 12, 2020
  • Review provided by G2

What do you like best about the product?
I love the tokens and how they match up wherever they are in the document. This is great for proposals when we need to write the client's name in multiple areas, tokens does this for us.
What do you dislike about the product?
I was slightly confused by roles/participants at first, but once you get used to it, it makes sense.
What problems is the product solving and how is that benefiting you?
Creating order forms and proposals and contracts with ease.


    Human Resources

All-in-one proposal tool

  • November 12, 2020
  • Review provided by G2

What do you like best about the product?
Easy implementation and integration with SFDC. Template creation is intuitive and powerful. Hosting videos and payments in the docs themselves has been an absolute game-changer. Reporting on the back end is great (page view % and time, time to close, etc)
What do you dislike about the product?
The lightning component is a little wonky at times, I'd like if it could be 1/3 page width and still display crucial fields. Also, some values that pass through don't retain formatting (namely currency)
What problems is the product solving and how is that benefiting you?
This has helped streamline our sales process significantly, and reduces the need for multiple tools to accomplish the same goal (eg- Conga+Adobe was our old solution)
Recommendations to others considering the product:
Best SFDC integration in e-sign platform I've found- If you're looking for one tool to integrate SFDC with electronic signatures, this is it.


    Alexandra M.

Make Sales Easier Than Ever Before With PandaDoc

  • November 12, 2020
  • Review provided by G2

What do you like best about the product?
I love the ability to have clients read their proposal, sign their contract, and pay in one place, using one URL. If I make changes to the proposal (which I often do after their first revision) the link doesn't change.
What do you dislike about the product?
The mobile app could use a lot of improvements - I can't edit everything to the extent needed when on a mobile device.
What problems is the product solving and how is that benefiting you?
We're solving the problem of converting clients through PandaDoc. We've realized the benefit of seamless sales interactions, leading to increased close ratios.


    Public Relations and Communications

PandaDoc has made our sales process much easier

  • November 12, 2020
  • Review provided by G2

What do you like best about the product?
I like the table functions the best and the different pricing options
What do you dislike about the product?
That it takes a while to load when I need to access
What problems is the product solving and how is that benefiting you?
ease of getting signatures/sharing proposals
Recommendations to others considering the product:
Easy to use. Create tables that you use consistently.


    Jennifer T.

This is a great, user-friendly way to send documents!

  • November 12, 2020
  • Review provided by G2

What do you like best about the product?
I love that it is so easy to use! Everything you need is right there and labeled!
What do you dislike about the product?
There is really no down-side. Or I haven't use it enough to discover a downside.
What problems is the product solving and how is that benefiting you?
I love that it is easy for anyone to use! I can send a document off for a signature and it comes back right away. I don't have to hunt poeple down to get their signature and I don't have to explain to them HOW to sign- Panda Doc shows them what to do!


    Peter B.

Simple and Friendly to Use

  • November 12, 2020
  • Review provided by G2

What do you like best about the product?
Super quick and easy to upload documents, add the necessary digital signing elements, and send to clients.
What do you dislike about the product?
Minor issue is having to continually resize the digital elements. I always resize the signature and date boxes, but need to do so on every document vs changing a default setting.
What problems is the product solving and how is that benefiting you?
During COVID, its much easier to complete full service quotes and estimates from afar. I can quickly get clients to agree to projects within social distant guidelines.


    Insurance

Amazing!

  • November 12, 2020
  • Review provided by G2

What do you like best about the product?
The simplicity of the program! It is so easy to use.
What do you dislike about the product?
Absolutely NOTHING! PandaDoc meets all my expectations.
What problems is the product solving and how is that benefiting you?
It's hard for people to find time to come into the office, or they don't want to because of COVID. It eliminates both of those issues
Recommendations to others considering the product:
Just use it!! It will make your life so much easier.


    Wayne S.

So easy, very customizable

  • November 12, 2020
  • Review provided by G2

What do you like best about the product?
PandaDoc has allowed us to grow and adapt in our proposal and contract services. It's easy to use and allows us to build a content library to save us time to quickly input saved content that we use most often. They have also been extremely helpful when we have questions or technical issues to make our templates even better in the future.
What do you dislike about the product?
Sometimes the formatting can get a little off in our documents but it's never a deterrent to using the system.
What problems is the product solving and how is that benefiting you?
I don't have to chase contracts with PandaDoc. I'm able to easily track documents, see what portions of contracts and proposals my prospects are utilizing. The biggest benefit to us is also being able to share and brand our documents with our prospects and customers. As a small business with only a couple of clients when I first started using PandaDoc, it was easy to see the time savings to have a system that's not just a standard PDF. Our clients also love that they can securely sign electronically or pay without issues.


    Mia B.

Great app for obtaining signatures quickly and efficiently!

  • November 12, 2020
  • Review provided by G2

What do you like best about the product?
User experience: it is a great tool to allow for multiple signatures and it even allows for customization of order in which signatures can be done.
What do you dislike about the product?
Sometimes adding the date for each user can glitch.
What problems is the product solving and how is that benefiting you?
Able to obtain signatures without meeting face-to-face, which bypasses having to mail out documents and then wait to receive them back.
Recommendations to others considering the product:
Highly recommend if you have documents that require a lot of signatures. Especially during the pandemic, it allows for no face-to-face interaction.