Reviews from AWS Marketplace
0 AWS reviews
-
5 star0
-
4 star0
-
3 star0
-
2 star0
-
1 star0
External reviews
External reviews are not included in the AWS star rating for the product.
The software is very intuitive and flexible
What do you like best about the product?
What I like best is the flexibility to add and take away pieces of templates based on the customers needs.
What do you dislike about the product?
I wish it was easier to move sections around once they are part of the proposal. It's a real pain to have to drag them up and down and wait for the particular a template peace to get where you wanted to. It would be much nicer to click a button where a bunch of boxes come in and you can move them around by number to put your proposal in the right order
What problems is the product solving and how is that benefiting you?
The business problem that we're solving is the ability to portray a proposal that looks like we spent 2 hours on it and it only took 15 minutes which saves a bunch of time for my sales people
Recommendations to others considering the product:
More Integrations with CRM like prosperworks but they need to function a little better when it comes to the choices you have with templates when you go to the CRM. Also much more Integrations with QuickBooks and other payment portals. That will be huge
- Leave a Comment |
- Mark review as helpful
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!
Almost Great!
What do you like best about the product?
Design of website & simplicity, most of the functionality
What do you dislike about the product?
Movement of text fields within a created template over time
Once deleted - gone
If someone edits - gone
Indenting text doesn't always stick
Copy/Paste messes with formatting sometimes
Just a lot of technical issues
Can't change email address of client after sending document - no simple way of fixing
Can't make multiple fields 'required' - ie, client has to select one of three check boxes, client has to fill in Direct Debit or Credit Card details
Once deleted - gone
If someone edits - gone
Indenting text doesn't always stick
Copy/Paste messes with formatting sometimes
Just a lot of technical issues
Can't change email address of client after sending document - no simple way of fixing
Can't make multiple fields 'required' - ie, client has to select one of three check boxes, client has to fill in Direct Debit or Credit Card details
What problems is the product solving and how is that benefiting you?
Consistency across the business
Recommendations to others considering the product:
Practice, practice, practice. Use the support pages, and fiddle.
Time Saver!
What do you like best about the product?
Setting up templates that can be customized quickly is the key! I can finally get documents sent within minutes of speaking with my clients. Faster turnaround has resulted in more sales.
What do you dislike about the product?
The autosave has bit me in the ass a couple times. There isn't an undo feature. That really needs to change.
What problems is the product solving and how is that benefiting you?
This has streamlined our sales process. Getting proposals sent faster has resulted in a higher percentage of proposals being signed.
It is an excellent tool.
What do you like best about the product?
It is easy to use and streamlines our document process.
What do you dislike about the product?
I would like more templates. The current templates are ok but would be great if there were actually legal docs (perhaps partner with one of the services).
What problems is the product solving and how is that benefiting you?
We use it for all of our core agreements and for document storage.
Recommendations to others considering the product:
I would recommend taking the time to set up all of your templates.
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.
PandaDoc works well as a tool for sending contracts electronically for signing.
What do you like best about the product?
It is easy to set up a contract and send it for signing. I also like the templates that make sending some of our standard forms a breeze.
What do you dislike about the product?
The only area I don't like is that you can't withdraw an item once you've sent it.
What problems is the product solving and how is that benefiting you?
The main problem is timely signing of contracts. By doing it electronically I have found it faster to get a signed contract back.
Recommendations to others considering the product:
nothing specific
PandaDoc makes getting documents signed easy and efficient.
What do you like best about the product?
I like that there is no monthly fee and I can just buy credits.
What do you dislike about the product?
Once you change a template, even though older versions show, you cannot revert to a prior version if you've made a mistake.
What problems is the product solving and how is that benefiting you?
Obtaining and filing signed documents is very simple and efficient for both me and my customers.
Recommendations to others considering the product:
Better versioning of templates...editing of existing templates can be painful.
showing 2,311 - 2,320