PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,278 reviews
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Has helped our agency scale our proposals & close more deals
What do you like best about the product?
Really nice looking templates – cuts down on time.
The proposal tracking is very helpful...no more wondering if someone opened the proposal.
The proposal tracking is very helpful...no more wondering if someone opened the proposal.
What do you dislike about the product?
The hard set columns and margins in the templates are just a little limiting. Sometimes I have wanted images to bleed off the edge of a proposal but couldn't do that. Still looked good tho and was not a problem. That's about it.
That's what makes it a 9.5 out of 10 for me.
That's what makes it a 9.5 out of 10 for me.
What problems is the product solving and how is that benefiting you?
I was always creating proposals with Mac Pages so I could design them exactly how I wanted them. While these visually looked beautiful, they were so highly customized that the took hours to create a custom proposal. Also, it was tough to remember all the areas to update a client name, address, industry, etc.
PD made their templates beautiful.
It's like a web page and I can customize it once and things are set. Our clients really like them a lot too and we have received high praise on our proposals as well as a high close rate.
Updating proposals to the client's needs was a huge hassle.
They would write an email back detailing changes or updates. With PD all of that is integrated and super easy to keep track of & implement. It's next-level proposal stuff.
We actually integrated the proposal with the contract. These used to be 2 separate processes.
Basically, we just have clients sign-off on everything in one place. Saved a ton of time with this.
Overall, we've closed deals much quicker on PD and love it.
PD made their templates beautiful.
It's like a web page and I can customize it once and things are set. Our clients really like them a lot too and we have received high praise on our proposals as well as a high close rate.
Updating proposals to the client's needs was a huge hassle.
They would write an email back detailing changes or updates. With PD all of that is integrated and super easy to keep track of & implement. It's next-level proposal stuff.
We actually integrated the proposal with the contract. These used to be 2 separate processes.
Basically, we just have clients sign-off on everything in one place. Saved a ton of time with this.
Overall, we've closed deals much quicker on PD and love it.
Recommendations to others considering the product:
Try it! I think you'll love it. Doesn't take a lot of time to get going.
Outstanding and easy to use document service
What do you like best about the product?
I really like that fact that PandaDocs is a secure Portal. My PandaDocs document requires bank details of my members and this gives my clients peace of mind
What do you dislike about the product?
It was initially a bit difficult to use as I am not techy minded. But once my bookkeeper sat down and explained it to me, I now find it easy to use
What problems is the product solving and how is that benefiting you?
A professional way to send my Membership Agreement was the single biggest reason that I use PandaDocs. My members find it easy to use and complete
Recommendations to others considering the product:
Outstanding easy to use document service
PandaDoc has a great product and great customer service.
What do you like best about the product?
The ease of using PandaDoc's service is perhaps the most important. People are looking for simplicity and convenience and I have found this service to meet both of those needs for both myself and my customers.
What do you dislike about the product?
I would like to see a few more of the add-ons become available for the entry level price range. I have a one man business and I do not need a lot of the add-ons that come with the two higher tier subscriptions but I would be interested in using some of the apps that are not available to me currently. But they are not worth the extra cost to upgrade my subscription.
What problems is the product solving and how is that benefiting you?
Getting contracts and quotes signed quickly and easily. I have saved a lot of time and money by being able to send quotes and contracts to customers and most importantly, being able to get legal e-signatures, without having to go back out to my customer's location personally.
Mature, easy to use product
What do you like best about the product?
I've used several cloud based products over the years for producing quotes but PandaDoc is the best by far. Great connectivity with other apps is a major benefit.
What do you dislike about the product?
Styling with css for fonts, colours etc could be easier
What problems is the product solving and how is that benefiting you?
Rapid response to quote requests
Top Notch Customer Service & Feature Rich Software
What do you like best about the product?
Customer service was on point. Our rep told us the customer service was top notch and companies always fall short of that when it comes to it. Not PandaDoc, Kenneth delivered at all cylinders.
What do you dislike about the product?
Honestly I'm struggling to come up with one thing I don't like and I'm drawing a blank.
What problems is the product solving and how is that benefiting you?
Speed of sending proposal and customization of them. They provide incredible tokenization of dynamic fields and made our proposal look incredible!
Recommendations to others considering the product:
Keep up the customer service.
Better than DocuSign
What do you like best about the product?
PandaDoc is more than a simple system to request e-signatures, it hosts a variety of use cases, and templates can be used across an entire organization. PandaDoc helps users manage large volumes of routine paperwork, such as RFP fulfillment, statements of work, and legal contract management. Best of all, PandaDoc integrates with G-Suite and Office 365. It can also be used with CRM.
What do you dislike about the product?
Honestly, there are very few critiques to give this platform, but it's impressive design and development comes with a price tag.
What problems is the product solving and how is that benefiting you?
PandaDoc streamlines the sales process by helping users deliver custom content, proposals, contracts, and signatures to prospective clients and existing customers. It's also a great tool for reducing the tedious time required to finish an RFP or lengthy contract related to Legal and Finance. Best of all, PandaDoc can be used to handle a variety of document life cycles, including customer renewals.
Recommendations to others considering the product:
Consider the value, don't cringe at the price. This is not a basic e-signature solution, this is a full suite of tools for ALL your document life-cycle management. This system should not be adopted for one purpose, it's true value can be seen when used across the entire organization.
Great tool, backed up by blisteringly fast support
What do you like best about the product?
PandaDoc helps me progress new client opportunities faster, and the document analytics are great.
What do you dislike about the product?
The tiniest thing - I wish we could change the colour of the button in the emails that PandaDoc sends out. Can't think of anything else I'd change!
What problems is the product solving and how is that benefiting you?
We needed to speed up proposal creation, and standardise our approach. PandaDoc has proved to be great for both.
Recommendations to others considering the product:
Go for it. We struggled for a while before buying comparing to other tools and trying to make sure it had the features we needed. Having been hands on for a couple of months now I wish we'd just jumped straight in!
Shocking simple platform to use!
What do you like best about the product?
PandaDoc has increased our conversion rate by cutting time required to draft, edit and submit project proposals. Our sales team is a raving fan of the platform.
What do you dislike about the product?
Te mobile app is a bit "vanilla". Does not allow for detailed search our outstanding docs not does it allow to send any sort of reminder to sign on the go.
Improve on app features. They are very basic and we are unable to do a true search of proposals currently outstanding. Looking for improve search as well as the ability to send a reminder to recipients. We would use this a lot with our outside sales team.
Also, it would be great to see an easier way to edit/delete documents. Currently, it appears this only possible from the main screen (dashboard).
Another feature that would be amazing to have would be an easier chat feature between users. On a few occasions we've accidently send private messages to clients.
Improve on app features. They are very basic and we are unable to do a true search of proposals currently outstanding. Looking for improve search as well as the ability to send a reminder to recipients. We would use this a lot with our outside sales team.
Also, it would be great to see an easier way to edit/delete documents. Currently, it appears this only possible from the main screen (dashboard).
Another feature that would be amazing to have would be an easier chat feature between users. On a few occasions we've accidently send private messages to clients.
What problems is the product solving and how is that benefiting you?
Timing is everything so the ability to decrease the time required on out end it critical. The templates/catalog make life 1,000,000 times easier than our old manual ways.
Recommendations to others considering the product:
Just do it!
PandaDoc is always Reliable and Easy to use for Client's who have never used such a product before!
What do you like best about the product?
Very simple and Intuitive interface. Easy to learn and understand. Great features that allow me to draft a Contract in our in-house Software and immediately upload/import it into PandaDoc so it shows up just like I need it to!
What do you dislike about the product?
It can be tricky transferring over ownership of one account to another when I have employees leave. Thankfully, there is a built in Chat platform that allows me to ask PandaDoc Support for assistance getting everything moved over!
What problems is the product solving and how is that benefiting you?
The ability to have Clients sign right away and cut-down on the lag time between sending contracts out in the mail/scheduling meetings to have them signed. It has increased our Booking/Closing rate immensely!
PandaDoc makes my contracts consistent and beautiful looking
What do you like best about the product?
I love that in a few minutes I can create and brand new contract for a brand new client, and track in real time if they've opened it, signed it and what pages they've read.
What do you dislike about the product?
The product table for adding and calculating is a little restrictive even though it adds a fantastic feature to contracts
What problems is the product solving and how is that benefiting you?
Grammer and spelling issues. Time saving on writting new contracts.
Recommendations to others considering the product:
I dont regret it using pandadoc at all
Its completely polished my proposals and made customers feel more taken care of
Its completely polished my proposals and made customers feel more taken care of
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