PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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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.
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.
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