PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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PandaDoc Services Review
What do you like best about the product?
The program is easy to use, very user friendly.
What do you dislike about the product?
You cannot include more than one document in the email.
What problems is the product solving and how is that benefiting you?
My clients can easily sign their documents and the documents are returned quickly. Much better sending by email and waiting for the return if the person does not have a scanner.
Saved us time and increased revenue
What do you like best about the product?
Allows us to put proposals together and manage our contract/sales process efficiently.
What do you dislike about the product?
Docs can sometimes not format themselves properly; however, if planned and engineered correctly, the system works.
What problems is the product solving and how is that benefiting you?
The problem we needed to address was efficiently deploying proposals and orchestrating practice management. We have seen a three fold increase in our proposal issuance and reduced errors in our practice management.
Recommendations to others considering the product:
plan for your deployment.
Excellent tool for management of external docs and signatures
What do you like best about the product?
Pandadoc attains a good balance of features and ease of use. I feel like I can do almost everything I want with this tool, and have a workaround when a direct solution is not available. The integration to our CRM is straightforward and was easy to set up by non-technical users. The templating feature is very convenient, it 1) reduces time in document prep, and 2) reduces errors and back-and-forth.
What do you dislike about the product?
- Billing is complicated and required contact with the team to figure out
- Objects in documents and templates can only be placed visually. This creates some problems when trying to get tables and pictures to be in exactly the right spot. There are workarounds but they require many clicks
- Knowledge base could use some work. I must say that there has been progress over the last year
- Objects in documents and templates can only be placed visually. This creates some problems when trying to get tables and pictures to be in exactly the right spot. There are workarounds but they require many clicks
- Knowledge base could use some work. I must say that there has been progress over the last year
What problems is the product solving and how is that benefiting you?
1 - Templating of contracts and sales quotes
2 - Pricing info management
3 - e-Signatures
2 - Pricing info management
3 - e-Signatures
Recommendations to others considering the product:
Consider what you are looking to achieve. If it's signatures only, there are likely better tools. However, PandaDoc offers a good one-stop-shop for customer-facing document template construction and maintenance at a good price.
Very user friendly and a great way to streamline processes.
What do you like best about the product?
Pandadoc provides a streamlined process that will save a ton of time. What used to take over an hour now takes just a few minutes to complete.
What do you dislike about the product?
So far, I can't find anything that can be improved upon because the process is so simple.
What problems is the product solving and how is that benefiting you?
Time savings and simplicity of use make for a great user experience. Plus once the agreement has been sent there is the ability to track the clients progress in real time to be able to assist them if necessary.
Recommendations to others considering the product:
If you are looking to save time and provide your clients with a great user experience, PandaDoc is a great way to go and I couldn't imagine using another service. We are vey happy with PandaDoc and looking forward to any future upgrades that may be in our future.
PandaDoc Automates Sales Processes
What do you like best about the product?
PandaDoc has greatly improved the order and contracting process with our enterprise customers. The application allows us to create and store templates without having to download them into additional storage drives. It also allows us to share the documents internally for collaboration and has a built-in workflow for review and approval reducing the amount of emails otherwise needed. We've also been able to manage version control as PandaDoc maintains a version history. Overall PandaDoc has simplified and automated many steps in our sales order process.
What do you dislike about the product?
The downside to using PandaDoc is that many of our customers are not familiar with the application so they tend to delete or skip over generated emails containing documents for their review and signature.
What problems is the product solving and how is that benefiting you?
We have solved an internal problem of where documents are stored and maintaining version control. PandaDoc allows us to create labels and folders to organize documents easily. Internal communication is much more efficient without having to email collaborators for changes, review, or approval. Actions are logged within the application with details about who made changes, viewed, approved, and when. By using PandaDoc, we've been able to consolidate functions that were using separate applications. We've eliminated using separate apps for file storage, communication, and signature in our sales order process.
Quick and easy, even has a free version!
What do you like best about the product?
How easy PandDocs make it to get documents signed, simply attach my cloud drive and anything can be signed in minutes. I even get notified when it's completed which I absolutely love!
What do you dislike about the product?
I dislike that every time I sign in I have to re-attach my Google Drive, for some reason it does not want to stay connected and this gets annoying when I'm in a hurry at times..
What problems is the product solving and how is that benefiting you?
I am solving speed and ease of collecting signatures, as well as knowing where in the process my document is at a glance. No need to follow up until it's necessary.
I like PandaDocs
What do you like best about the product?
It's very quick and easy to use, I'm a fan of how it's helped streamline our processes with client interaction.
What do you dislike about the product?
There's not much to dislike. I haven't delved too deep into the features yet.
What problems is the product solving and how is that benefiting you?
It's making obtaining client signatures go much more smoothly
Very user friendly
What do you like best about the product?
We like the fact it easily syncs with cloud storage like Google Drive etc. Also making templates for registry used documents is great! We use Panda Doc for our employees to sign their employment contracts so having a template is great for this.
What do you dislike about the product?
I genuinely can not see a single downside of Panda Doc. Naturally if you want more features you need to upgrade your subscription. But I don't see a problem with that.
What problems is the product solving and how is that benefiting you?
Electronically being able to send multiple documents out to the same or multiple recipients is great! E sign is brilliant and the notifications when a document is signed and completed saves so much time not having to check constantly.
A Big Productivity Booster!
What do you like best about the product?
I love how easy-to-use PandaDoc is. Whether I'm creating new templates or working with many signatories, prepping just any document, and sending it out for electronic signature, is virtually painless.
What do you dislike about the product?
I'm not a huge fan of how tables are implemented, and I think the payment systems integrations could be more varied (e.g. working with LawPay ought to be obvious) and easier to use. Honestly, it's not a deal-breaker, but those are areas for improvement.
What problems is the product solving and how is that benefiting you?
I'm preparing and sending contracts, official forms, etc. for e-signature, and I have saved a lot of time and energy by using PandaDoc. Perhaps surprisingly, for many people, is that when you electronically send contracts to recipients for approval, rather than sending them paper contracts, fewer people tend to object about contract length.
Recommendations to others considering the product:
Test it out. There's no way to know whether or not a given solution or platform will work for you until you try it. I love PandaDoc, and I recommend it to people all the time. So, give it a try. I think you'll love it!
Professional, fast and user friendly
What do you like best about the product?
The tokens - they populate details of my prospect saving lots of time.
Prospects can sign my quotes on mobile, closing deals outside of business hours.
No paper is used, which my prospects prefer. Time wasted printing, signing, scanning and returning to me not only puts them off from processing my quotes, it also means I miss monthy targets especially around month-end.
Prospects can sign my quotes on mobile, closing deals outside of business hours.
No paper is used, which my prospects prefer. Time wasted printing, signing, scanning and returning to me not only puts them off from processing my quotes, it also means I miss monthy targets especially around month-end.
What do you dislike about the product?
Nothing. I love every aspect of the tool.
What problems is the product solving and how is that benefiting you?
Faster signing-off on my quotes, as it negates the need to print, scan, resize etc. I can see when my prospect has my quote open on his screen so I can follow up at the right time. It looks more professional and I just love that prospects can choose services and add them to their quotes! No more modifying and resending quotes of which multiple versions stack up on my pc, which could cause the wrong version to be sent!
Recommendations to others considering the product:
PandaDoc integrates with our CRM to generate insights, forecasts and other valuable bits of info needed by modern salesmen. The best part of my day is telling a prospect that this quote will be in his inbox in under 5 minutes. The second best part of my day is having the signed quote back in my inbox under 10!
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