PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,355 reviews
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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!!
Easy and Flexible
What do you like best about the product?
PandaDoc allows us to easily create any type of document for signature. We love the flexibility of the templates. The signing process is simple and I never have questions from clients about how to sign the documents.
What do you dislike about the product?
The organisation of signed documents could be better, but this can be overcome by following a naming convention.
What problems is the product solving and how is that benefiting you?
We use PandaDoc for all our service agreements. Because it's so easy for clients to sign, we have quick conversion from quote to signed engagement.
Recommendations to others considering the product:
Give it a try, you'll like it!
Obsessed with Panda Docs
What do you like best about the product?
Being able to revise documents and contracts that are in-flight to customers is a game changer! Super easy to navigate, learn, create templates, send contracts, and upload files. Lots of integrations can be set up through Zapier, which is fantastic.
What do you dislike about the product?
I wish there was a way to export contracts as Word Docs. It would also be great if navigation of folders was more streamlined and could port directly to Google Drive.
What problems is the product solving and how is that benefiting you?
Saving hours of work over the course of the month. Have been able to template and streamline our process significantly.
Great application that brings great productivity.
What do you like best about the product?
One of our main commercial problems is to generate proposals easily and fast using the PandaDoc's library.
What do you dislike about the product?
There should be the question form creation functionality whose answers would already include their library block in the document.
What problems is the product solving and how is that benefiting you?
Create commercial proposals
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