PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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We LOVE PandaDoc
What do you like best about the product?
Ease of use, great customer service, love the template editing, and ability to create folders for organization.
What do you dislike about the product?
Not much to complain about! There are times that the tokens aren't being pulled but i would say 90% of time it is accurate.
What problems is the product solving and how is that benefiting you?
Integrated e-sign documents for HubSpot. we send out a lot of contracts and pandadoc makes this much easier to use custom tokens to populate the fields right out of what we already have filled in HubSpot. So easy to use
Recommendations to others considering the product:
If you are looking for a e-sign platform, PandaDoc is a great tool. If you are using HubSpot, the integration between the two is pretty great. It doesn't always grab the data 100%, but its been fairly accurate in prepopulating the fields based on the data from the CRM.
Better Than I Thought
What do you like best about the product?
Makes proposals quick and professional. You can track some key stats and send reminders. Has everything you'd need for a proposal.
What do you dislike about the product?
The editor can be limited in some inconvenient places. Packages limit you to a certain number of proposals a month.
What problems is the product solving and how is that benefiting you?
I use this for my video production company, www.higharcmedia.com, and it cut down my time spent on proposals tremendously. I feel that my clients respect the company more and have no formatting issues. It is very useful.
Recommendations to others considering the product:
Make sure that you send proposals or contracts out regularly. If you do, it will pay itself for sure.
Excellent Solution - Creates Efficiencies
What do you like best about the product?
There are many things I like best about PandaDoc. The ease of creating documents, tracking changes and redlines keeps our team on the same page and ensure the correct updated document makes it to the client. Having analytic on who is viewing the document and for how long ensure we have proactive conversations with our clients. Also, the integration with Salesforce makes it easy for us to ensure the correct data is in both solutions.
What do you dislike about the product?
There is not much I dislike. I need more time in the day to fully explore all of the offerings PandaDoc has beyond what we are currently utilizing the tool for.
What problems is the product solving and how is that benefiting you?
Previously we were using Google Docs to a statement of work to clients. We spent a significant amount of time on document creation and would sometimes loose track of the correct version. Without an e-signature tool, we would download the Google Doc as a pdf and spent a significant amount of time tracking down client's signatures.
We now feel our document creation and signature process is not only streamlined for our business, but also creates an exceptional user experience for our customers.
We now feel our document creation and signature process is not only streamlined for our business, but also creates an exceptional user experience for our customers.
Recommendations to others considering the product:
Take the time to vet out this solution. There are many tools within the solution that can bring value to any business.
Customized and interactive
What do you like best about the product?
We are a small company and did not have an easy process to provide quotes for our services to clients. Panda Doc has been life changing! It allows us to pull in many different services to customize for each client's needs. Once sent, the client can change quantities and services to easily modify the quote. Panda Doc reps worked with our company to set up documents that are easy to use, save us time, and allow our clients to use interactively .
What do you dislike about the product?
While it integrates well with SalesForce, it does cause a slight delay in Sales Force as it loads the documents each time I pull up an Opportunity.
What problems is the product solving and how is that benefiting you?
-Easier quotes/contracts
-Flexible based on what each client needs/wants
-Less time for account managers to create
-More professional
-Flexible based on what each client needs/wants
-Less time for account managers to create
-More professional
Recommendations to others considering the product:
Has been a great asset for our business. Many of our users are not "tech savvy" and this was easy to adapt to and learn. Support from Panda Doc has been very good
Easy and Fast
What do you like best about the product?
I like how they set it up to use the platform mobile and desktop. The platform is very user friendly.
What do you dislike about the product?
So far, I haven't ran into anything I didn't like. I'm still learning.
What problems is the product solving and how is that benefiting you?
I want our agency to be first to send out proposals and that makes a difference.
Love this platform--makes my life easier!
What do you like best about the product?
My favorite part of PandaDoc is you can upload PDFs automatically that you want to edit. And sending it out for a signature is a simple process for all parties involved.
What do you dislike about the product?
Going back and editing signed contracts and requesting a re-signature is either not possible or I'm just not sure yet how to do it.
What problems is the product solving and how is that benefiting you?
Signatures between multiple parties is a quick and easy process.
My preferred client solution
What do you like best about the product?
Ease of editing. Integration options. Integrated payment flexibility
What do you dislike about the product?
The insightly integration. Some missing features in pandadoc 2.0
What problems is the product solving and how is that benefiting you?
Simplifying the proposal to sign off/pay process for myself and my clients
Great Product!
What do you like best about the product?
PandaDoc streamlines the contract process beautifully and simply.
What do you dislike about the product?
Allowing payment integration without an upgrade fee.
What problems is the product solving and how is that benefiting you?
Similying client contracts signings.
Pandadocs helps close deals! Game Changer!
What do you like best about the product?
Not sure there is any way to make this clear other than this is light years beyond DocuSign! We have adopted the practice of adding additional optional "add-ons" to every proposal that we send out and have yet to have a client sign on and not make at least one additional purchase. We have actually had a few who's add-on purchases equalore revenue than the original purchase. It's easy to use, our clients love it, and the analytics give a nice level of insight as to what your client is F'd ocusing on when they review it. We have connected ours to Salesforce and mapped it so our sales team just has to select the client and the products and it cranks out a proposal in minutes.
What do you dislike about the product?
No spell check in the message to client box.
What problems is the product solving and how is that benefiting you?
We close 95% of proposals that we send through pandadocs. We also ext payment through the proposal. Whether it's the upfront onong term projects of the entire amount on smaller deals it is great to get commitment and payment in one fell swoop.
Recommendations to others considering the product:
Get it.
I'm so glad we switched!
What do you like best about the product?
I LOVE pandadoc. I have used several other similar applications, but this is by far my favorite! I love that if you make a mistake, it is easy to edit and resend without having to re-do the entire document. I also love that you can leave messages within the document for customers. The token fields are a bit tricky but a definite time saver once figured out. I would definitely recommend!
What do you dislike about the product?
Hmmm. The one thing that I dislike is when you assign fields the button saying who it is assigned to is totally opaque. This leads to it sometimes blocking out information in the body of the document. Not a total disaster, but more of an annoying which leads to needing to move the box and then put it back in place (maybe this is just my OCD, though!)
What problems is the product solving and how is that benefiting you?
I wish the token slots were a little easier to navigate, but other than that everything is a breeze! This saves me time and effort so it is a winner in my book!
Recommendations to others considering the product:
Try out the free trial!!
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