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PandaDoc for AWS

PandaDoc for AWS Marketplace | 1

Reviews from AWS Marketplace

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External reviews

2,374 reviews
from G2

External reviews are not included in the AWS star rating for the product.

    Leisure, Travel & Tourism

OVER ALL EXCELLENT AND GREAT RESPONSE TIME

  • March 06, 2017
  • Review provided by G2

What do you like best about the product?
OPTIONS
PHOTO UPLOAD
FAST RESPONSE FROM THE TEAM
What do you dislike about the product?
TAKES TIME TO UPLOAD
NO 'BACK PAGE' FEATURE
NO RULER TOOL ON DOCUMENTS WHICH WOULD HELP WITH PAGE FORMATTING AND SEEING WHERE PAGE BREAKS EXIST BEFORE DOWNLOADING TO PDF
What problems is the product solving and how is that benefiting you?
I HAVE THE BEST LOOKING PROPOSALS IN THE TRAVEL INDUSTRY AND HAVE MADE A NAME FOR MYSELF THANKS TO THIS
Recommendations to others considering the product:
THEY NEED TO GET EDIT SHARING OPTIONS FOR TEAMS.
I ALSO USE AXUS
ON AXUS I CAN INVITE MY COLLEAGUES TO EDIT/CREATE /ADD WITH ME
I CAN LOCK THEM OUT OF WHAT I DONT WANT THEM TO TOUCH

THEN WE CAN SEND TO CLIENT ON THEIR MOBILE
THE CLIENT CAN RECEIVE REAL TIME EDITS ON THE PROPOSAL
THEY CAN ALSO HAVE THEIR PRPOSAL ON THEIR PHONE WITHOUT HAVING INTERNET CONNECTION

I CAN CHANGE THE PROPOSAL AT ANYTIME AND THEY HAVE THE CHANGES...IF I WANT THEM THEM TO HAVE IT

    Nicolas C.

Great Product - Some Key Features Still Missing

  • March 01, 2017
  • Review verified by G2

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.
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.

    Dennis V.

Best proposal tool for digital marketing agencies.

  • February 25, 2017
  • Review verified by G2

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.
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.
Recommendations to others considering the product:
Best solution for digital marketing agencies.

    Outsourcing/Offshoring

PandaDoc allowed us to be a very successful fastgrowing multinational start-up

  • February 23, 2017
  • Review provided by G2

What do you like best about the product?
Ability to have multiple different things in one convenient and secure place.
What do you dislike about the product?
Laggy sometimes, but not critical. As well as per-user pricing model.
What problems is the product solving and how is that benefiting you?
Mostly Sales, Marketing and HR processes

    Internet

PandaDoc Sales Manager Review

  • February 23, 2017
  • Review verified by G2

What do you like best about the product?
The Tokens, templates, and ease of use are ideal.
What do you dislike about the product?
The JavaScript issues and rogue bullets when you try to delete more than one bulleted item at a time.
What problems is the product solving and how is that benefiting you?
Sales. We use Pandadoc for proposals, contracts, etc.
Recommendations to others considering the product:
It takes some time to setup, but once it's in place, it saves SO MUCH time!

    Paulo B.

PANDADOC IS GREAT !!!

  • February 23, 2017
  • Review verified by G2

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.
What problems is the product solving and how is that benefiting you?
Proposal Generation. Fast Cycle time.

    Renato S.

Account Executive

  • February 23, 2017
  • Review verified by G2

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.

    Automotive

Useful but needs some upgrades

  • February 23, 2017
  • Review verified by G2

What do you like best about the product?
The fact that it is online and the user interface makes it easy to put together proposals.
What do you dislike about the product?
Tools that would help make proposal creation easier for example to add lines in the middle of a table rather than adding at the end and scrolling endlessly. Also, possibly a lockout function so that two people aren't accidentally working on the same document at the same time because only one person's work will save. Also, if there is any way to structure the back end so that cache clearing and logging out have to be done on a regular basis otherwise there can be massive lag to try and enter data into a doc. At least that's what customer service told me the reason was.
What problems is the product solving and how is that benefiting you?
A relatively quick and easy way to put together clean, professional looking proposals with consistent looks across the company.
Recommendations to others considering the product:
Can be very useful because it's accessible anywhere but has some hiccups still that bog down the experience.

    Christopher R.

PandaDoc is the BEST

  • February 23, 2017
  • Review verified by G2

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!

    william c.

Time saving, excellent, useful.

  • February 23, 2017
  • Review verified by G2

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

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