PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,284 reviews
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PandaDoc has taken our proposals to a new level that has saved our team time and increased sales.
What do you like best about the product?
The ability to add and create content on the fly and include videos.
What do you dislike about the product?
I would like to have the ability to delete multiple items at once instead of deleting one by one.
What problems is the product solving and how is that benefiting you?
We are able to follow up with our potential customers on a more timely manner while providing all the details included in our recommended scope of work.
Recommendations to others considering the product:
I highly recommend using PandaDoc and would not consider any other solution. PandaDoc is hands down the best proposal tool I have ever used.
PandaDoc has been so amazing for my business this year!
What do you like best about the product?
I like that it's both a proposal and a contract in one. Very helpful. It is easy to use for both me and my clients. I like that they don't have to sign in or anything - they can just look at it. I love how customizable it is! I love being able to make adjustable numbers and options as much as I want. I also love how you can add backgrounds and logos to make it look nice. I also love how I can create files for sorting and create templates. It was also nice that I felt there was hardly any learning curve for using it - I had dreaded getting started for fear that it would be confusing or complicated, but it's been a breeze!
What do you dislike about the product?
So far I haven't encountered anything I don't like and have resisted other more full service options (like 17 hats, honeybook, etc) because now that I've used PandaDoc I want the proposals to be just like panda!
What problems is the product solving and how is that benefiting you?
I was using pdfs. So I'm solving a million problems. My proposals look professional and my contracts actually get signed now! I don't have to worry about organization, either. I think I have booked so many clients this year because of how nice, user friendly, and professional pandadoc is.
Recommendations to others considering the product:
It's easy, professional, and extremely customizable.
More efficient, and makes you money.
What do you like best about the product?
Easy to use platform which significantly reduces the time it takes our firm to create new proposals. It becomes as easy as tabbing through "tokens" or data entries and entering the required information. We can see when it has been reviewed, answer questions from the client, and get things closed quicker. We close a higher percentage of jobs as singing becomes as easy as a click whereas in the past clients would have to print, scan, email, or snail mail. All of the latter options gave the potential clients time to change their mind.
Additional, our fees are higher as we have added simple check boxes to add options and when options are as easy as clicking a box it seems more and more people add options than before Pandadoc.
Additional, our fees are higher as we have added simple check boxes to add options and when options are as easy as clicking a box it seems more and more people add options than before Pandadoc.
What do you dislike about the product?
Sometimes our clients say they didn't receive the email to view the document. We ask them to check their spam folder but they say it isn't in there either. We resend and they usually find it. I'm not sure if this is a Pandadoc issue or not. Also, the UI is fine, but could be cleaner and more modern. There could be more options for customizing the forms to give a more unique and high-end look.
What problems is the product solving and how is that benefiting you?
Eliminates the errors we were getting with manually entering data. Increases our close rate and our fees by adding options.
Recommendations to others considering the product:
Better UI, more customizable options. Generally, clean it up and make it more modern. Make the mobile app better by adding ability to edit docs, rather than having to only do this in a browser.
Time Saver and Small Business Life Saver
What do you like best about the product?
That I can upload current documents and create a standard template to use each time a client signs up. I also love that I can add on pages so when a client signs up to send their dog here they can also fill out the form for all the feeding and emergency contact info. No need to send a separate document anymore.
What do you dislike about the product?
It doesn't put the box where you want it always places it high on the page and you have to drag each box to the location you want it placed. Time consuming in the beginning but ultimately worth the time it saves with the client and the ability to sign people up faster.
What problems is the product solving and how is that benefiting you?
A lot of my customers do not sign up at the consultation. They talk it over with their significant other and then call back. If someone didn't have a printer or scanner I would have to drop off or mail the customer agreement and then customers would second guess their decision and I would lose them. Now it is fast to send them the customer agreement and am not losing customers but am gaining customers because I can accommodate them and make things super easy. My office staff is also saving time and thus bringing more money in without spending a ton of money on staff hrs to do so.
Recommendations to others considering the product:
Once everything is set up it helps to save a lot of time and money using this service. I have been able to open a second location because of the additional clients I have been able to keep because of the ease of signing our customer agreement thus being able to take their payment.
Easy and helpful
What do you like best about the product?
This is so simple to use and the integration, communication and tracking work seamlessly to ensure I stay on top of my proposals and sales.
What do you dislike about the product?
I wish I had the ability to modify ALL the fonts (color, size, etc.); however, I am unable to do this with the Section headers. Also, it is incredibly difficult to add a Section or Row where I want them.
What problems is the product solving and how is that benefiting you?
I needed an affordable way to generate and track my proposals. I love having everything accessible to me while I am on the road - it saves so much frustration! I am able to strike while the proverbial sales iron is hot!
Recommendations to others considering the product:
Affordable, easy to use, and continuously upgrading...you cannot go wrong!
Good product for increased productivity
What do you like best about the product?
I run a small law office. Pandadoc makes it easy to execute consistent fee agreements to clients, whether or not they are local. Once they sign, I can be confident that all parties promptly receive a fully executed copy of the document.
What do you dislike about the product?
API not available to smaller plans. This is a frustration, as access to the API with applications like Zapier can be very big time savers. Only offering this to "enterprise" customers seems a bit punitive, as small companies often depend on these types of systems to streamline processes.
What problems is the product solving and how is that benefiting you?
We use the software primarily for fee agreements with clients. However, I have created and used the system for global settlement agreements for geographically dispersed parties as well. It certainly beats FedEx'ing documents all over the country.
Recommendations to others considering the product:
Good product, continues to grow with improved features. It is particularly useful don't have a strictly regimented formatting requirement, and can design your documents within their ecosystem.
PandaDoc makes getting documents signed easy and efficient.
What do you like best about the product?
I like that there is no monthly fee and I can just buy credits.
What do you dislike about the product?
Once you change a template, even though older versions show, you cannot revert to a prior version if you've made a mistake.
What problems is the product solving and how is that benefiting you?
Obtaining and filing signed documents is very simple and efficient for both me and my customers.
Recommendations to others considering the product:
Better versioning of templates...editing of existing templates can be painful.
Great customer document management system.
What do you like best about the product?
Ease of use for creating templates and documents.
Signing stuff on an ipad
Signing stuff on an ipad
What do you dislike about the product?
There should be more pre-made templates purchasable for common things like NDA's, basic legal docs, etc.
What problems is the product solving and how is that benefiting you?
Signatures
One place that keeps all of the signed docs
Using the unlimited send capability to send reports to clients as well
One place that keeps all of the signed docs
Using the unlimited send capability to send reports to clients as well
Excellent Proposal Creation and Delivery Tool to Help Sales Teams Stand Out vs Competition
What do you like best about the product?
We love the ability to create various re-usable multi-media Proposal content components and the sales intelligence if offers with open/read tracking
What do you dislike about the product?
Would like to see more HTML email sending options, current approach is workable but would like to be able to have html-based sending option.
What problems is the product solving and how is that benefiting you?
PandaDocs definitely delivers a polished, top-shelf Proposal with digital signing features. Standing out from competitors is a definite benefit of this product.
Very Good
What do you like best about the product?
Collaborative abilities
Record keeping
Ease of use
Record keeping
Ease of use
What do you dislike about the product?
Nothing. We are happy with platform. Thank you.
What problems is the product solving and how is that benefiting you?
Contract signing. Sooooo much easier.
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