PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,355 reviews
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Great Product - Some Key Features Still Missing
What do you like best about the product?
What I like best is the document builder features. The structure they gave to the product with the Templates and the content library I think is very useful because it lets you slightly change each document on specific sections which is something that happens a lot. I mean, templates work as a baseline document and then you can have multiple content library items that you pull in when needed.
What do you dislike about the product?
There are key features that I feel are missing. Nonetheless I have spoken to them several times and they've said to me that all of the features I mentioned are already on the roadmap of the product, in fact they delivered one of those in the last update. Things like document signature deadline, live collaborative document editing, task/comment assignment to other team members when building a document. Those three are the key missing features.
What problems is the product solving and how is that benefiting you?
The one thing we are solving is the way we are building and sending out comercial proposals. With Pandadoc we have everything organized and all the documents in the proper folders, so you can go back to them easily and see what's happing with the document. Also all the different templates already built in makes it very easy for the sales reps to build proposals in no-time.
Additionally the Human Resources Department is using Pandadoc for employee documentation. We've been using it as the formal company's employee documentation platform and it's been great.
Additionally the Human Resources Department is using Pandadoc for employee documentation. We've been using it as the formal company's employee documentation platform and it's been great.
Recommendations to others considering the product:
The most important part of the process is to create the content library and the templates before sending the sales reps into it. Otherwise they'll sing in and won't know what to do. That was important for me during the on-boarding. Additionally don't forget to integrate it to other tools like your CRM.
Best proposal tool for digital marketing agencies.
What do you like best about the product?
1. Pricing Catalog: Easily create multiple levels of pricing in order to deliver consistent pricing of your services to all your prospects and customers.
2. Content Library: Simplify managing reusable content for marketing and statement of work sections within your proposal.
3. Payment integration: Collect initial deposit payments and credit card information securely with their Stripe integration.
4. Proposal Templates: Sales reps can save a tone of time by creating and using proposal templates.
5. CRM integration: Auto-populates customer information from contact, account, lead and opportunity records from your CRM system.
2. Content Library: Simplify managing reusable content for marketing and statement of work sections within your proposal.
3. Payment integration: Collect initial deposit payments and credit card information securely with their Stripe integration.
4. Proposal Templates: Sales reps can save a tone of time by creating and using proposal templates.
5. CRM integration: Auto-populates customer information from contact, account, lead and opportunity records from your CRM system.
What do you dislike about the product?
It can be a little pricey for small digital marketing agencies but you can definitely get an ROI based on the time saved.
What problems is the product solving and how is that benefiting you?
This is by far the best proposal solution for digital marketing agencies.
It helps us speed up the proposal, statement of work creation, agreement authorization and payment process by 4x.
It helps us speed up the proposal, statement of work creation, agreement authorization and payment process by 4x.
Recommendations to others considering the product:
Best solution for digital marketing agencies.
PANDADOC IS GREAT !!!
What do you like best about the product?
Templates and Blocks facilitate building customized proposals for my clients.
What do you dislike about the product?
Lack of communication of values between two different pricing tables.
Server latency.
Duplication of Catalog items.
Server latency.
Duplication of Catalog items.
What problems is the product solving and how is that benefiting you?
Proposal Generation. Fast Cycle time.
Account Executive
What do you like best about the product?
Ease of use and the app's flexibility. Also, PandaDoc is continuously updating the program
What do you dislike about the product?
I can't think of anything, except perhaps to correct a typo on a completed .doc
What problems is the product solving and how is that benefiting you?
Previously, creating contracts was labor intensive. Now, with PandaDoc, we are able to create .docs in less than half the time it used to take us.
PandaDoc is the BEST
What do you like best about the product?
Easy to use interface and powerful features.
What do you dislike about the product?
Not much to dislike here but would like to see better global analytics when using multiple workspaces.
What problems is the product solving and how is that benefiting you?
We use PandaDoc to reach out to potential customers and get signed contracts back.
Recommendations to others considering the product:
Do it!
Time saving, excellent, useful.
What do you like best about the product?
Works brilliantly , really intuitive. Definitely contributes to positive conversion rates.
What do you dislike about the product?
can be fiddly to create documents, but good once up and running
What problems is the product solving and how is that benefiting you?
-easier to sign clients up
-quicker return rates on contracts
-quicker return rates on contracts
Great Product | Great Support
What do you like best about the product?
Support is great chat with a support rep inside the app.
What do you dislike about the product?
I think the template builder could be a bit better.
What problems is the product solving and how is that benefiting you?
Sending legal contracts and website proposals to clients. Then storing them for later reference.
Impressive Interactive/Trackable Proposal, Contract, Marketing and Product Intro Document Creator
What do you like best about the product?
There are two things I like best about PandaDoc. First, the great support and training teams within the PandaDoc company family. They teach through live webinars using well prepared trainers. Second, I appreciate the well thought out ability to integrate with various applications - which in my case is Nimble Social CRM - by creating tokens (data field live links) to embed in the documents anywhere it adds personalization and integrity to data sharing.
What do you dislike about the product?
At this time of writing my review I have not experienced anything to report. My real dislike is not the product but my ability to maximize the various tools that keep being added to PandaDoc fast enough to fully enjoy what the development team keeps bringing into use.
What problems is the product solving and how is that benefiting you?
The ability to reduce the time it takes to adjust Word documents for each and every proposal, contract, agreement and marketing material in a digital delivery form by reusing blocks of data, images, videos, content and to track the delivery and exposure to all or parts of the document is a tremendous problem solver. Time savings is one of the benefits immediately experienced. Another benefit is the ability to present a wonderful designed interactive documents and presentations that incorporates all the best in progressive and integrative tool with so many other programs.
Recommendations to others considering the product:
My recommendation is to take time to watch the many videos available to learn about and be introduced to PandaDoc. Then sign-up for the many webinars that are given to show the many parts of PandaDoc. Then sign-up for a trial of the application and play with it to begin to see the potential for their own uses.
The only e-sign and quote, proposal, contract generator you need!
What do you like best about the product?
Ease of use - we sent out our first PandaDoc on day 1. It's so easy to manage document templates and author new documents from templates or from scratch. The document upload feature also works great.
What do you dislike about the product?
The HubSpot integration needs improvement. Most of it relies on the chrome plugin, whereas I'd prefer to see all my pandadoc data directly in the HubSpot timeline.
I'd also like to see improvement when sending a document to multiple parties; i.e. if I send a contract to 5 people I don't always know who the signer is going to be. PandaDoc makes you choose the signer role, while the remaining recipients are simply cc'ed on the doc.
Field management could be easier. I'd like to be able to add tokens to a document without dragging fields around on the page.
Make the API more open and see more innovation with the product. Locking it down for enterprise only seems shortsighted.
I'd also like to see improvement when sending a document to multiple parties; i.e. if I send a contract to 5 people I don't always know who the signer is going to be. PandaDoc makes you choose the signer role, while the remaining recipients are simply cc'ed on the doc.
Field management could be easier. I'd like to be able to add tokens to a document without dragging fields around on the page.
Make the API more open and see more innovation with the product. Locking it down for enterprise only seems shortsighted.
What problems is the product solving and how is that benefiting you?
It's faster to create and send documents, a great productivity boost for our team.
Recommendations to others considering the product:
Use the trial and create your first doc. You'll fall in love.
No better way
What do you like best about the product?
For a small/medium business/startup, PandaDoc allows us to keep our team small while efficiently and effectively getting proposals out.
The support team is great as are the FAQs and it takes little to no time to get set up (however, I highly recommend you set up your libraries though for top notch efficiencies.)
The support team is great as are the FAQs and it takes little to no time to get set up (however, I highly recommend you set up your libraries though for top notch efficiencies.)
What do you dislike about the product?
Absolutely nothing. Whenever I have an issue, PandaDocs top notch Customer Success team takes care of it for me right away.
What problems is the product solving and how is that benefiting you?
Sending proposals on time, tracking them, and being ready to handle possible objections/follow up.
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