PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,312 reviews
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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
Great Experience with Pandadoc
What do you like best about the product?
I can edit just about anything I want to with PandaDoc because it allows me to either import PDF's and turn them into templates or I can have the PandaDoc team build a template which is editable in the web application. I have tried 6 different e-signature platforms and this is by far the most full featured and easy to use. I use it every week and have never had a problem so far.
What do you dislike about the product?
Currently there a few issues with the user interface (ie. errors) that appear. Minor items really. Also when you add a new field it doesn't make it easy to add a second without clicking off the current menu.
What problems is the product solving and how is that benefiting you?
Well, I can get contracts out to clients quickly and store them in a central place which is super helpful.
Recommendations to others considering the product:
Between the support and the actual product, I think you should give it a try!!
Panda Doc is legit
What do you like best about the product?
Rick and his team take great care of each customer. Their team has gone out of their way to support me outside of their normal roles which's greatly appreciated. On top of the people, the platform itself is robust and intuitive.
We send all of our quotes via PandaDoc here at LiveNinja and are very happy with it, especially:
+template customization
+in line comments
+audit trail whenever someone opens or reads the quote
+resend feature when the quote's not signed to remind client
We send all of our quotes via PandaDoc here at LiveNinja and are very happy with it, especially:
+template customization
+in line comments
+audit trail whenever someone opens or reads the quote
+resend feature when the quote's not signed to remind client
What do you dislike about the product?
Home dashboard can be improved. I'd like for the ability to see ALL the documents that ive sent on the dashboard in chronological order so i dont have to go in and specify the dates I need to review. A better interface would be nice also.
I think also the ability to integrate our solution with freshbooks would be great. Not necessary but definitely would be a nice to have.
No integration with relateIQ as well. We're a startup and not interested in sales force at this point. RelateIQ is a sales force company - yet lacks many integrations as a whole.
UPDATE: We transitioned over to SF and will be integrating PD. The integration looks great.
I think also the ability to integrate our solution with freshbooks would be great. Not necessary but definitely would be a nice to have.
No integration with relateIQ as well. We're a startup and not interested in sales force at this point. RelateIQ is a sales force company - yet lacks many integrations as a whole.
UPDATE: We transitioned over to SF and will be integrating PD. The integration looks great.
What problems is the product solving and how is that benefiting you?
Not having to hound prospects for signed quotes. They can easily sign in browser and add comments right in line with document versus 25 message email threads. Full customization of templates as well makes it easier than redoing them from scratch. The ability to upload our own template is huge and goes quite a ways.
Recommendations to others considering the product:
Highly recommend this team and their solution. Super intuitive, easy to use, comes packed with features. All for an acceptable price that works for even startups.
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