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PandaDoc for AWS

PandaDoc for AWS Marketplace

Reviews from AWS customer

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3,345 reviews
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    Melody F.

Great Program for Proposals

  • July 12, 2021
  • Review provided by G2

What do you like best about the product?
PandaDoc is simple and easy to use. Creating proposals is quick once you have your proposal set. My customers enjoy the ease of reading and signing. Projects can be started sooner since mailing is not necessary. I love having my contacts saved. When my customer needs another proposal, I don't have to look up the contact information, it is all right there.
What do you dislike about the product?
So far, I have not found anything I dislike.
What problems is the product solving and how is that benefiting you?
I can get signatures elecronically, which allows us to start projects faster. It has saved me valuable time by sending proposals out sooner using templates. My customers always complement us on the quick turn around time. I don't know what I would do with this program. Before my proposals were plane and basic. Now they are appealing and keeping up with expectations of a company that is current with technology.
Recommendations to others considering the product:
I highly recommend PandaDoc. It is affordable and easy to use. Creating documents from scratch or the PandaDoc created templates is easy. Creating and saving your own templates is excellent. Uploading services and fees from a spreadsheet is a timesaver! You are able to upload your own images and files to add to your proposals to personalize them. The content library saves pages or documents, so you are able to add them to a proposal with ease and saving time. I created folders on my dashboard to file completed proposals, expired, declined, etc., so my dashboard stays clean.


    Machinery

Optimized quoting process

  • July 12, 2021
  • Review provided by G2

What do you like best about the product?
Where it normally would take us an hour to compile a proposal it now takes 5 minutes.
What do you dislike about the product?
I would like Panda Docs to auto populate prices and items from the CRM (Pipedrive)
What problems is the product solving and how is that benefiting you?
Reducing time spent quoting
Recommendations to others considering the product:
This is a useful tool to integrate into your CRM system and it helps streamline the quoting process


    Daniel R.

PandaDoc is a great way to get organized.

  • July 12, 2021
  • Review provided by G2

What do you like best about the product?
It is versatile, easy to use and affordable.
What do you dislike about the product?
There are some limitations and minor formatting hurdles to work through.
What problems is the product solving and how is that benefiting you?
Version control on Service Orders, efficiency and record-keeping on signatures.


    Non-Profit Organization Management

Powerful free e-signature solution

  • July 09, 2021
  • Review provided by G2

What do you like best about the product?
Easy to use; best functions available on their free version
What do you dislike about the product?
No downside thus far, if we discover something we will consider upgrading to the paid version
What problems is the product solving and how is that benefiting you?
We needed an easy to use option for electronic signatures on our payment requests within our company. PandaDoc provides just that


    Jonny D.

A great product easy to use and well executed

  • July 08, 2021
  • Review provided by G2

What do you like best about the product?
Pandadoc makes creating, sending and sharing contracts effortless. The team helped us create a custom template in our branding and the account management and customer success have been excellent.
As we have grown we have enabled certain features that have also helped in other areas of the business, sales, legal and hiring. The pandadoc platform enables us to add templates and build a content library. The upsides of pandadoc are speed and efficiency and standardisation, which drives and supports focus.
What do you dislike about the product?
Pandadoc is on the more expensive side the Hubspot integration is ok, but needs work and refinement it's basic atm. Contracting with other countries could also be made more simple.
What problems is the product solving and how is that benefiting you?
We solved the problem of contract inconsistency with Hello sign and having to edit word docs and upload. This has helped save time, reduce impact on other areas of the business and help us contract more quickly. Which means we can get back to selling more. We are now using the tool for legal and also people contracts.
Recommendations to others considering the product:
If you love great UX and customer service Pandadoc will not disappoint.


    Ruby Angela P.

Very good experience so far.

  • July 08, 2021
  • Review provided by G2

What do you like best about the product?
Putting agreements and contracts has made it easier for me than manually sending them.
What do you dislike about the product?
I'm thinking of a better integration for the payment thing. Perhaps if they can consider other platforms :)
What problems is the product solving and how is that benefiting you?
Before, I used to send contracts manually, which my clients find hard sometimes to sign because they still need to download it. When I used Pandadoc, everything just seemed to be as easy as 1-2-3.


    Information Services

Good tool to create and manage your proposals

  • July 08, 2021
  • Review provided by G2

What do you like best about the product?
The new editor capabilities and the tracking features to monitor document views and approval.
What do you dislike about the product?
Some limited copying functions in the new editor that prevent duplicating a document as before.
What problems is the product solving and how is that benefiting you?
Keeping all offers from all subsidiaries worldwide on the same platform , monitoring document progress in the review and approval process.
Recommendations to others considering the product:
A good corporate tool to share information about proposals and monitor the closing process.


    Nick M.

Useful & Versatile

  • July 07, 2021
  • Review provided by G2

What do you like best about the product?
Easy modification of products, ease of use when adding and removing pages from the content library.

It's easy to modify tax, prices and discounts without hassle
What do you dislike about the product?
I wish the proposals could be updated live rather than having to resend them each time
What problems is the product solving and how is that benefiting you?
We use it to send proposals, and having a tracker with viewing stats for all users is extremely useful


    Financial Services

Great app for a small business!

  • July 07, 2021
  • Review provided by G2

What do you like best about the product?
Affordability and simple process. Really helps my business out
What do you dislike about the product?
I don't have a negative view of Panda Doc. I would possibly say that maybe
What problems is the product solving and how is that benefiting you?
Great product really helps me collect signatures from my clients that we need for our carriers


    John S.

Panda Doc Transformed Our Sales Initiatives

  • July 07, 2021
  • Review provided by G2

What do you like best about the product?
PandaDoc, or "PANDA (yelling voice)," as my office calls it, has brought tremendous value to our organization. We capture 25% more business for one vertical, and I'm going to say 10%-15% more business on another vertical. The CX is unbelieveable on our client's end. The PDF/document builder is fantastic. There is 5x the value here vs. their competition. I will recommend it to everyone that I can.
What do you dislike about the product?
PDF Editor could be even better. More functions! Resizing images needs to be eaiser. I would pay the higher rate if forms were unlimited. Capping and charging more makes me not buy the higer plan. I can pay another service a reasonable fee for unlimited form submissions and unlimited docs that totally serves our needs.
What problems is the product solving and how is that benefiting you?
Old contracts, large and small, are not fun to sign and scan back over. We were not living in 2021. PandaDoc has allowed us to take several steps in the right direction.