PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,355 reviews
from
and
External reviews are not included in the AWS star rating for the product.
Cool little document tool
What do you like best about the product?
PandaDoc is a flexible document creation, sharing, and TRACKING tool that makes it easy to draft proposals and send invoices and even lets customers pay through their Stripe gateway. It's an all-in-one system and a big time saver in terms of administration.
What do you dislike about the product?
I had trouble with keeping the formatting (custom design) in my documents at one point whenever a customer were to download as PDF - as they sometimes do - rather than just looking at it on the screen. I also find that sometimes the user interface of the web application itself has some strange conventions (eg. options in strange places, inability to drag and drop between folders)
What problems is the product solving and how is that benefiting you?
The main business problem being solved is proposal and invoice writing in a consistent and attractive way. PandaDoc made it easy to standardize the look and function of certain documents so that it wasn't always a huge time commitment each and every time
Recommendations to others considering the product:
Learn to use the template library functions early on to avoid duplicating efforts
Super creative and highly effective
What do you like best about the product?
The highly customization features one can add to their contract gaining even more explosive wowing factor for clients.
What do you dislike about the product?
I didn't find one, because it is all so new.
What problems is the product solving and how is that benefiting you?
Productivity and creating more enlightening impact. For productivity, it has a feature called a content library where you can pull content used from previous contract making it super simple. As for enlightening impact, it makes for an enjoyable and easily-digestible contract. Seriously, when have you ever heard those words coined with the word contract.
Recommendations to others considering the product:
Set into the future of contract generating. Let your contract become an outstanding agreement that is highly-convincing to agree to. The best way to do that is by using PandaDoc.
Great, easy-to-use tool for a less-than-design-savvy entrepreneur.
What do you like best about the product?
PandaDoc offers far more than document management and e-signatures. They offer a platform for quickly and easily creating good-looking proposals, throwing together straightforward SOWs, and managing multi-part contracts. Highly recommend for entrepreneurs who want something slicker than Word templates and just as user friendly as Google Docs.
What do you dislike about the product?
Some of the templates are clunkier than others, but the extensive library PandaDocs has collated makes it easy to find something that works best for you.
What problems is the product solving and how is that benefiting you?
It's tough to stay organized, never mind creating and distributing (and tracking) contracts and proposals. PandaDocs is my one-stop-shop even for simple e-signatures.
Pandadoc is a comprehensive tool for tracking proposals. The best one I've tried.
What do you like best about the product?
The ability to integrate different users, different departments and that all contribute to a comprehensive proposal in a few minutes.
What do you dislike about the product?
The price should be revised to Latinoamerica users with different economic realities.
What problems is the product solving and how is that benefiting you?
Solve time and collaboration problems with people who are not in the same geographic location. The proposals are from a representative of the company; the proposals are from the entire team. Improve the Image and enrich the content.
Recommendations to others considering the product:
Don't waste time waiting for a CRM to have a good document manager. It is better to integrate your CRM with PandaDoc
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.
showing 2,251 - 2,260