PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Excellent for quotes
What do you like best about the product?
Ease of use and all quotes on one space.
What do you dislike about the product?
Dashboard changes, editing documents and multiple screens
What problems is the product solving and how is that benefiting you?
Instant, online signatures
Recommendations to others considering the product:
makes communicating and quoting with customers easy
Easy to use - way better than DocuSign
What do you like best about the product?
I think PandaDoc is an amazing platform for any team size. It allows you to save templates that can be edited on the fly - you can add in or take out portions of a contract that don't pertain to a deal. Unlike DocuSign, it's not a preloaded template - you can actually edit internally.
What do you dislike about the product?
Nothing much to dislike about PandaDoc other than I really wish they would add more math abilities in every row you create. Would love open formatting where you can set up formulas (i.e. when you change the quantity, it auto changes the cost).
What problems is the product solving and how is that benefiting you?
We are sending all of our pricing proposals through PandaDoc. It provides clarity on our product, and services.
Recommendations to others considering the product:
Go for it - leave DocuSign alone. This is the much better route for your team.
Proposals Made Simple
What do you like best about the product?
The different templates available make it very easy to get started and the interface is very simple to use
What do you dislike about the product?
Be great if you could have a library of previously loaded images that we can reuse not having to upload a new image every time.
What problems is the product solving and how is that benefiting you?
With pandadoc we are making the process of quoting jobs very simple and keeping track of the quotes is so simple
Recommendations to others considering the product:
Review the templates to give you a starting point when setting up
Amazing e-sign & document Platform
What do you like best about the product?
I like that it's a very flexible platform that I can streamline contracts, proposals and even customer reports through connections to my CRM.
What do you dislike about the product?
That I need to use Chrome to maximize the value of the platform.
What problems is the product solving and how is that benefiting you?
1. Streamlined contracts from my CRM with a huge time savings for me and my clients.
2. Accepting payments with Stripe was a MASSIVE upgrade for me.
3. Customer reports flowing from CRM to PandaDocs and the ability to see when they were opened, etc.
2. Accepting payments with Stripe was a MASSIVE upgrade for me.
3. Customer reports flowing from CRM to PandaDocs and the ability to see when they were opened, etc.
Recommendations to others considering the product:
There's a little bit of a learning curve with creating custom templates & docs but it's worth it because of its flexibility.
PandaDoc has been a game changer for our client agreements!
What do you like best about the product?
It's truly hard to limit to one -- I think my top three are: the ability to keep track of everything in one place rather than sorting through emails, the digital platform that saves me endless hours of scanning, saving, and emailing, and the option to set reminders so that followups are automatic, again saving me SO much time!
What do you dislike about the product?
It's possible that this is user error, but I'd love to have a better filing system...
What problems is the product solving and how is that benefiting you?
Saving time and streamlining the transfer of business documents -- we use it for designer agreements, royalty statement notices + invoicing, collection completeion notficiations... PandaDoc allows us to keep everything in one place and keep our partners accountable as well.
Recommendations to others considering the product:
This is a great tool for agreement and contract management. We've gotten loads of great feedback from our clients -- total game-changer and time-saver!
Solid Proposal Tool
What do you like best about the product?
Easy to use proposal tool that allows you to create beautiful proposals in minutes!
What do you dislike about the product?
Sometimes the interface can cause problems and cannot undo more than a few undos.
What problems is the product solving and how is that benefiting you?
Automation for our proposal systems and e-sign contracts all in one place!
Recommendations to others considering the product:
Try it out for the trial and you will enjoy the ease of use. If you dont like it you can cancel at any time and it doesnt cost you a thing!
Easy to use and best value
What do you like best about the product?
Pandadoc has online tutorials, but you likely won't need them. The site is so easy to use, the template functionality is great and if you need help - they are quick to respond.
What do you dislike about the product?
I do wish you could send more than 1 document at a time, create a bundle or multiple documents in a single email.
What problems is the product solving and how is that benefiting you?
We have used PandaDoc for the full sales cycle and for several HR needs. It is so easy to add a recipient - we are still uncovering uses!
Recommendations to others considering the product:
Try it, talk to them, demo - but give it a shot.
Our eSig Solution Since Day 1
What do you like best about the product?
Simple and intuitive interface makes the product easy to setup and easy to use. Helped us setup a comprehensive and professional closing process - from proposal to order form to payment collection - in minutes.
What do you dislike about the product?
Very little - the product and customer success teams have been great and are super responsive. The PD team have made some great advancements to the product over the past 12 months, including additional updates to the UX and administration capabilities.
What problems is the product solving and how is that benefiting you?
PandaDoc has helped us streamline, automate and create standards around our entire contract management and e-signature process, from proposal and order form creation through signature and payment collection.
Easy to use & Features you didn't know you needed
What do you like best about the product?
Pandadoc is similar to some other electronic signature programs I've tried, but way easier to use. I love being able to create templates that are quick to edit and send on the go. And the chat function lets me communicate quickly with a client; directly on the document versus via email or phone. I feel like I have more flexibility and creative options with Pandadoc.
What do you dislike about the product?
The only function that I have found not ready yet is being able to send a template link within an email and the template include the Upload function. We have marketing emails that we send and we have our contract in the email via the template embed link. Partners are not able to upload attachments using that template link. It's not a major hurdle though. They can fully upload anything I need if I send them the document directly in Pandadoc rather than a template in an email.
What problems is the product solving and how is that benefiting you?
We hire independent sales agents around the country. Pandadoc has streamlined our recruiting process by allowing us to create a template of our agreement and easily edit and add notes when sending to prospective partners. Having a contract completed electronically is much more clean and legible than one filled out by hand. I can also track what documents were sent to partners and on what date by referencing their contact details within Pandadoc.
Recommendations to others considering the product:
I highly recommend this product. It was easy to get started and very user friendly. The Pandadoc team is great about providing product knowledge and support, as well as taking feedback and any suggestions into account.
Excellent platform for handling documents
What do you like best about the product?
Ease of use - I've dealt with several other document management and signature platforms and Pandadoc is by far the easiest to use. The price is also better than many of them, with more features offered than most.
What do you dislike about the product?
Inability to change the design very easily. For example, you can't choose custom colors in your document once a main color scheme has been chosen. This is annoying if you are trying to match your business colors.
What problems is the product solving and how is that benefiting you?
The need to easily create and send proposals, invoices, estimates, and more. It has created a streamlined way for us to manage documents, and ensures that we all adhere to a cohesive design and layout.
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