PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,278 reviews
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Great for sending proposals
What do you like best about the product?
The super easy templates, and building out of the prices. Touch of a Button and your index is updated!
What do you dislike about the product?
More templates would be better I like being able to pull in ideas and see what other people are charging. Perhaps a forum for creative people to discuss pricing?
What problems is the product solving and how is that benefiting you?
Beautifully designed templates that match my high prices
PandaDoc has made sending contracts a breeze for our growing agency
What do you like best about the product?
I love the ability to create and save modules for multiple types of contracts. PandaDoc made templatizing our contract process significantly easier.
What do you dislike about the product?
I wish that PandaDoc formatting was a little easier. Sometimes bullet points don't go away, or a font doesn't change. I also wish there was a spell check feature built into the tool.
What problems is the product solving and how is that benefiting you?
With a growing business, building contracts now is a process that multiple people do in our organization. Being able to save templates and modules has increased efficiencies and made us more consistent with our contract language.
Recommendations to others considering the product:
Make sure you have someone dedicated to setting up this software who can then train your team. It was easier then having everyone contribute.
It would also be beneficial to review and templatize all contract language prior to setting up the system. We did this by templatizing as we went which required edits to templates that were already set up.
It would also be beneficial to review and templatize all contract language prior to setting up the system. We did this by templatizing as we went which required edits to templates that were already set up.
Transformative to our business. Dynamics integration good but could be better
What do you like best about the product?
We like the very good merge of data from dynamics, including the pricing table from our selected products. The drag and drop from the content library is brilliant and works very well. It also allows us to quickly create and send proposals from tablets as well as desktops. The chase function (send reminder) is excellent. Using templates and rapidly generating proposals is very effective. The support on the rare occasions when we have needed it has been rapid and useful.
What do you dislike about the product?
The integration with dynamics is one way and uses an iframe. It cannot update the status of a deal to "Won" and we cannot reference the document status (draft, sent, viewed, completed etc.) within Dynamics for reporting. We can see it on the iframe but we would prefer it talk directly to the CRM. They sometimes roll out updates that change the way dashboards etc. work in quite dramatic fashion and this is confusing for some of our users. The document search function could be better too. Once a proposal has been created we cannot change the target person in Dynamics and refresh, we have to start again or make the change in Pandadoc and this is irritating. There is a lot of trial and error in checking how documents will "page-break" when printed. This requires downloading as PDF, testing the page breaks and trying again. Normally takes three attempts to get it right, we would like an easier way of doing it. The workflow for signatures (allowing forwarding and for another party to sign) has to be set on every document, not at a template level.
What problems is the product solving and how is that benefiting you?
We now do 90% of our deals through Pandadoc e-signatures, proposal generation is approx 4x faster than it was before and proposals are more consistent. The approval process lets us spot errors and fix them quickly. Our proposals are more professional than they have ever been.
Recommendations to others considering the product:
We did a lot of evaluation of different products and found that for our requirements - linking to Dynamics CRM, having e-signature and drag and drop content - Pandadoc was by far the best value solution for us.
Saves me time and converts more deals!
What do you like best about the product?
I like the pre built templates which allow me to save time and combine my proposal and contract into one doc!
What do you dislike about the product?
The monthly fee is a bit high but worth it since I have closed multiple deals with the software which pays for itself.
What problems is the product solving and how is that benefiting you?
Getting contracts signed virtually is much easier.
Effortless way to send proposals
What do you like best about the product?
- Making proposals is easy, quick, and flexible
- Integrations with our CRM and accounting
- Helpful sales experience
- Integrations with our CRM and accounting
- Helpful sales experience
What do you dislike about the product?
I really like PandaDoc, but I do have a few features on my wishlist:
- Calculated tables that aren't pricing tables
- Putting tokens in pricing tables
- Calculated tables that aren't pricing tables
- Putting tokens in pricing tables
What problems is the product solving and how is that benefiting you?
- Saving time on proposals
- Easily customized proposals
- A better customer signing experience.
- By helping our team work smarter and cut busy work, PandaDoc is helping our employee productivity, engagement, and happiness
- Easily customized proposals
- A better customer signing experience.
- By helping our team work smarter and cut busy work, PandaDoc is helping our employee productivity, engagement, and happiness
Has been a great experience
What do you like best about the product?
I like the different tabs. Whether it is expired, viewed, signed, etc.
What do you dislike about the product?
Their isn't anything I really dislike. It isn't saving documents sent through PandaDoc into my CRM. However, I don't think that is PandaDoc's problem.
What problems is the product solving and how is that benefiting you?
It has made our lives so much easier with sending and receiving documents. As well as reminding and communicating on the side bar!
Recommendations to others considering the product:
Just make sure you take your time putting in the documents and setting the roles. It will make your life much easier
Easy to use and helps us sell more
What do you like best about the product?
I like how it integrates with our CRM system and allows us to easily send proposals.
What do you dislike about the product?
Sometimes can be a bit glitchy. They usually are good about fixing the issues though.
What problems is the product solving and how is that benefiting you?
Contract Management and Propoposals.
PandaDoc Has Stopped My From Going Grey
What do you like best about the product?
PandaDoc is one of the best products that a salesperson can have. The quality of the features it offers in combination with the reasonable price point makes it a no-brainer for startups and small businesses. The value of the signature flow is almost immeasurable. One of the most significant issues that I had was my salespeople sending out proposals without my authorization. Now with the signing order, all proposals have to go to may and be signed before they can go out to the customer. Another great feature is the ability to know when somebody has received the document and viewed it. This has been especially helpful in the case of trying to collect payment by way of authorization form. In the past, we had no way to know if the client was receiving their authorization form and now we do.
What do you dislike about the product?
The only thing that I would like to see added on all of the service plans is a customized URL so that my clients don't see the PandaDoc URL when signing contracts. Otherwise, I rate this product a 9.9 out 10
What problems is the product solving and how is that benefiting you?
When we first started the company we were doing our proposals via PDF, InDesign, and even more documents. We found panda dock uploaded PDF templates of our existing proposals to their system and were able to customize them. This way we could retain the branding that we had already created while taking part in the ease and flexibility of PandaDoc.
Recommendations to others considering the product:
At the very least give it a shot. PandaDoc offers a variety of templates for you to choose from. This is especially helpful if you are a new business and have not had any contracts or proposals developed.
Perfection!!
What do you like best about the product?
the easy way of creating offers for clients and that i track it when they open it to read it. This great for our sales team! Plus we really like the templates feature because we can make an offer within 2-4 mins.
What do you dislike about the product?
The fact that the clients get emails and display pandadoc branding. Whitelabel on emails will be great! Plus on emails when add a link is not working when they click it.
What problems is the product solving and how is that benefiting you?
solving the offers part to clients and tracking of offers!
Great for Generating Contracts
What do you like best about the product?
Pandadoc has hugely simplified our client proposal processes with standardised layouts, pricing tables and tracking opens and collecting e-signatures.
What do you dislike about the product?
Would love to be able to total individual price tables at different points in the document together to come to an end total but this is not currently possible.
What problems is the product solving and how is that benefiting you?
We have significantly reduce time to proposal and improved contract signature and return with the implementation of PandaDoc - definitely a must have tool for our business,
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