PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Quick & easy way to get contracts sorted.
What do you like best about the product?
Drag & drop functionality allowing me to move fields around on our templates.
What do you dislike about the product?
Not easy enough to get invoices from the system.
What problems is the product solving and how is that benefiting you?
We just wanted a hassle free way to get contracts signed, this works very well for us.
Great e-signature & proposal generation tool.
What do you like best about the product?
I love the ease with which you can create document templates, including storing large chunks of boiler plate proposal text in the library. I actually got excited about my proposals again after 15+ years in business and took a couple of days to completely re-vamp my proposals.
I love the tracking so that I know when prospects and/or clients receive the proposal, what they spend their time on in the proposal and the ability to quickly and easily collect electronic signatures for proposals.
I love the tracking so that I know when prospects and/or clients receive the proposal, what they spend their time on in the proposal and the ability to quickly and easily collect electronic signatures for proposals.
What do you dislike about the product?
Some of the tables are a little rigid, and I'd like tighter integration with the CRM. Having more public templates to choose from would also be helpful.
What problems is the product solving and how is that benefiting you?
Pandadoc has reduced my time to create and get signatures on a proposal by more than 75%. What used to take several hours, with copying and pasting from various other documents, is now much more streamlined and easier.
Pandadoc takes the guesswork out of whether or not a prospect and/or client has received a proposal or read it. And knowing which pages they spent the most time on allows me to be specific in my follow up.
Pandadoc takes the guesswork out of whether or not a prospect and/or client has received a proposal or read it. And knowing which pages they spent the most time on allows me to be specific in my follow up.
Recommendations to others considering the product:
Initially setting up Pandadoc takes some time, but there is such a huge payoff once all your templates are in and you populate your library with all the boiler plate content. You can also make your proposals so beautiful and even add video.
A wonderful piece of software
What do you like best about the product?
It's so easy to navigate and create documents.
What do you dislike about the product?
I would like UK support and preferably a number to call so that I can get help when I need it. The time difference usually means I don't get support straight away. If I have an urgent contract that needs attending to it can be the different between acquiring and losing a job.
What problems is the product solving and how is that benefiting you?
Our contracts and money laundering forms are completed faster and it makes it easier for our clients too. PandaDoc gives us that extra professional feel and it shows that we're digitally competent. Sometimes people presume that our industry can be a bit behind in the digital world (we're bookkeepers) when actually we're the opposite.
Panda Doc - document management and e-signatures at its finest
What do you like best about the product?
I like several of the features this product offers:
* The e-signature implementation is easy and clear both for us and for customers.
* Very happy with the security and organization of the product
* The editor is great - SO many online document editors really leave a lot to be desired - PandaDocs created an editor that is clean and easy to use
* Their support is fantastic
* I love the ever evolving feature set and the continued set of new features that are offered.
* The e-signature implementation is easy and clear both for us and for customers.
* Very happy with the security and organization of the product
* The editor is great - SO many online document editors really leave a lot to be desired - PandaDocs created an editor that is clean and easy to use
* Their support is fantastic
* I love the ever evolving feature set and the continued set of new features that are offered.
What do you dislike about the product?
A couple of things that are areas for improvement:
* I think I'd like the ability to collaborate on documents better - especially in real time, as you would for Google Docs. I know this is a tall order, and it doesn't detract from how I feel about he solution.
* The ability to rename documents after they've been signed. This is not so much a problem for documents that are being created and then sent to a customer for signature, but if a document is created automatically (because it is integrated directly in a website and requires only a link for a customer to sign), there is no way to rename those documents once they've been signed.
* The ability to embed documents is limited to uploaded PDFs - you can't embed a document you created in Pandadocs. Again, not something that's big enough to detract from my recommendation, but worth mentioning.
* I think I'd like the ability to collaborate on documents better - especially in real time, as you would for Google Docs. I know this is a tall order, and it doesn't detract from how I feel about he solution.
* The ability to rename documents after they've been signed. This is not so much a problem for documents that are being created and then sent to a customer for signature, but if a document is created automatically (because it is integrated directly in a website and requires only a link for a customer to sign), there is no way to rename those documents once they've been signed.
* The ability to embed documents is limited to uploaded PDFs - you can't embed a document you created in Pandadocs. Again, not something that's big enough to detract from my recommendation, but worth mentioning.
What problems is the product solving and how is that benefiting you?
For a long time, having our customers sign sales contracts was a real pain and required that we have customers sign, print, and scan or fax back documents for our records. They would then have to be countersigned by us, re-scanned, and re-sent. Managing the paper trail was a nightmare and time-consuiming.
I had looked for a long time for an e-sign solution that would allow me to create dynamic sales documents on demand, and I explored MANY options for multiple years, but I was never satisfied with the solution. The available options were either inelegant, inflexible, or just didn't have the features I needed in order to make our process as effective as it could be.
Enter PandaDocs. I knew almost immediately that this solution would address my most pressing need (sales document e signatures and management), but it would make us more efficient as an organization. We are now able to close at a rate 50-75% faster than we were previously, and we now have analytics and other data that we can use to identify bottlenecks in our sales process and address them more quickly than we ever were before.
As the project has evolved, so has our usage, and we're now even using it for vendor contracts and customer contracts NOT related to sales.
I find that PandaDocs works hard at providing real value to their customers through regular updates and new features that address business problems that I didn't even know I had! I love this company and am happy to be working with them.
I had looked for a long time for an e-sign solution that would allow me to create dynamic sales documents on demand, and I explored MANY options for multiple years, but I was never satisfied with the solution. The available options were either inelegant, inflexible, or just didn't have the features I needed in order to make our process as effective as it could be.
Enter PandaDocs. I knew almost immediately that this solution would address my most pressing need (sales document e signatures and management), but it would make us more efficient as an organization. We are now able to close at a rate 50-75% faster than we were previously, and we now have analytics and other data that we can use to identify bottlenecks in our sales process and address them more quickly than we ever were before.
As the project has evolved, so has our usage, and we're now even using it for vendor contracts and customer contracts NOT related to sales.
I find that PandaDocs works hard at providing real value to their customers through regular updates and new features that address business problems that I didn't even know I had! I love this company and am happy to be working with them.
Recommendations to others considering the product:
If you have ANY document management needs that require eSignatures, Panda Doc is the way to go. They have an EXCELLENT support team that will help you with any of your needs, and you'll find new and different ways to use their software to engage you customers and anyone else that needs to sign documentation for you.
Good product
What do you like best about the product?
Panda Doc is a good product . Very easy to use . Recommend
What do you dislike about the product?
There is nothing that I actually dislike about it
What problems is the product solving and how is that benefiting you?
Having contracts signed electronically
PandaDoc is way better than the rest
What do you like best about the product?
The analytics are incredible. I can see exactly when someone views a doc as I get notification when they view it and when they sign it. I can also view how long they look at a certain page of a document. I use Zoho CRM and it integrates with my database so less typing of a client's name and email in order to send a doc. And what's somewhat surprising is that with all of the features that are offered it's extremely affordable. My company is small so not having to go with a large minimum number of users was very appealing unlike those other doc signing services. Live support is pretty prompt.
What do you dislike about the product?
Sending a reminder to a client to view or sign a doc isn't the most intuitive. It took me a while and some live support in order to figure it out. The integration with Zoho CRM allows me to pull data from my CRM directly into a quote so I don't have to save out a pdf in my CRM and then upload. Unfortunately, I've not been able to figure out how to do that yet so it's a little frustrating.
What problems is the product solving and how is that benefiting you?
Want to have clients be able to view and sign docs on the go. It's great when they are at the office behind a desktop or laptop but I have clients who travel so the option for them to sign on their smartphone or tablet is great. And while I'm on the go, I get notification of when a doc is signed which prompts my "happy dance."
Recommendations to others considering the product:
Give it a try and see how it works for you. Every contract I send out is custom so I don't use the template options very often. The only template I have is for sending some Federal Forms that some vendors or clients may request but once I set them up, it's saved me a whole lot of time. So, try it as I've been using online document signing services for over 6 years now and can't ever imagine doing it any other way.
PandaDoc improves my workflow
What do you like best about the product?
The templates are easy to setup and quick to send
What do you dislike about the product?
Need more integration for storage with Dropbox or Drive
What problems is the product solving and how is that benefiting you?
Quick access to basic forms
Easy to use &
What do you like best about the product?
I love how they are constantly trying to improve the entire system & user experience. Customer service is always on hand even for small issues or questions that I come across. All of my clients have been impressed with the ease of signing and professionalism.
What do you dislike about the product?
I initially had issues that almost made me leave, however, the constant updates showed me that they were listening to customers.
What problems is the product solving and how is that benefiting you?
Quickly e-sign with easy to use system. I've been able to build confidence with clients with the professional look and feel of signing documents.
PandaDoc Rocks!
What do you like best about the product?
I love the ability to send clients clean and beautiful service agreements that they can e-sign. The product works well and clients are able to use it easily.
What do you dislike about the product?
I disliked that the product didn't connect with my accounting software, Xero, but that's no longer the case as they completed the integration and it works great.
What problems is the product solving and how is that benefiting you?
Onboarding clients has never been easier. Getting service agreements signed quickly has never been easier. This product saves me time and money as well as presents my firm in a professional manner.
Recommendations to others considering the product:
This is a great product for sales and service. I use this product to have new clients sign a service agreement. I also use this product to create resource guides to my clients, present reports to my clients and so much more. I currently have a client that uses PandaDoc to make invoices to customers and the information get's pushed over to Xero. We love this product.
ocument signatu
What do you like best about the product?
I like that I can upload an existing document and then add the spaces for people to initial and sign. I also like that you can have more than one document uploaded and priest that before sending to a client.
What do you dislike about the product?
Sometimes it takes a while to set up a document. But once that initial timeframe is completed it's not necessary to do again as it is saved
What problems is the product solving and how is that benefiting you?
I have a lot of clients sign up after the initial meeting and this has allowed for faster receipt of the customer agreement so that way we can progress forward and get the client on the calendar faster
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