PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,343 reviews
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Esignature Proposal Software at its best!
What do you like best about the product?
Several perks of this program compared to others (there are SOO many perks but these are just a few that come to mind) like the friendly knowledgeable live chats at any hour of the day, auto filling documents, several documents can be uploaded for one big contract with addendums, several parties to view sign plus the notifications of when someone has viewed/completed the document. Plus you can either send them the email directly from Pandadoc or create a link that you can either text or send from your email. It also keeps a history log of activity per doc. Customers are super impressed with the ease of it, the certification of signatures when complete plus no more contact or having to print, sign, scan and email/fax back! With just a couple of clicks they can complete the contract and receive their own pdf copy.
What do you dislike about the product?
I would like the process of expiring the link to be more user friendly. I would also like to place an expiration date on the link that would send a reminder email to the customer that the link is about to expire. This would help us reach out to the customers when our pricing is only valid for a certain amount of time. I would also like the capability to have an uncompleted signed proposal to be reactivated and resent without deleting the portions that have already been esigned.
What problems is the product solving and how is that benefiting you?
Prior to the pandemic most of our transactions where done at the kitchen table so I had to accommodate. I not only had to turn our transaction contact free but also friendly enough for customers whom are not computer literate to utilize. Pandadoc was the solution! Before signing up I tried 2 week free tryouts with A LOT of other programs and each would either have me or our customers pulling out our hair in frustration but not with Pandadoc. Customers can easily select options, initial, fill in blanks, and sign. Plus with Pandadoc allowing me to select whom corresponds with what initial/signature/etc there is no confusion. I can also advertise that our coy by being paperless. I have also noticed that our customers can sign at their convenience so no more multiple trips to obtain signatures.
Recommendations to others considering the product:
Remember when you wished you could create templates, send proposals, keep track of your proposals, and just in general "level up" to make your profession more effortless and more profitable with the perks of being earth-friendly? Well, buckle up buttercup, because the time is now! You have the perfect tool in Pandadoc, so get out here and GROW!
A useful tool, getting more useful all the time
What do you like best about the product?
The process of creating an attractive proposal is pretty simple, using saved elements for information common to a lot of documents, or even copying a document that's nearly identical to the one I want and changing variables like company name. It is easy to track who has viewed or signed the document.
A couple of months ago when I asked support if there was a way to rearrange pages there wasn't, then a few weeks ago I saw it was added!
A couple of months ago when I asked support if there was a way to rearrange pages there wasn't, then a few weeks ago I saw it was added!
What do you dislike about the product?
Two column layouts can't be set for a responsive mobile view.
What problems is the product solving and how is that benefiting you?
Mostly sending proposals. Benefit is saving time and making more attractive proposals.
Great Experience
What do you like best about the product?
PandaDoc has been easy to work with and great support. Also the only platform that included Salesforce integration at my subscription level.
What do you dislike about the product?
Some of the formatting tools could be more flexible. For example, not able to change font size on the "total" field in the pricing table, or the only way to add a line to a proposal is with the underscore.
What problems is the product solving and how is that benefiting you?
We can quickly go from Salesforce Quote to a professional proposal quickly. Significantly reduced the time and complexity of creating high quality proposals, and scale our sales team.
Recommendations to others considering the product:
We are a small business but we use Salesforce. PandaDoc was the only vendor in this space that would add the SF integration as an add-on feature, without purchasing their highest-end subscription. This was a huge factor for us in selecting PD. We are very happy with our results.
PandaDoc rocks!
What do you like best about the product?
The layout of the documents, how you can send unlimited documents.
What do you dislike about the product?
There are no downsides of PandaDoc as it is great.
What problems is the product solving and how is that benefiting you?
I am solving local business marketing problems and providing them with services to help their businesses grow.
Recommendations to others considering the product:
N?a
PandaDoc slays the Pandemic
What do you like best about the product?
Relatively easy use. Even our tech challenged clients have been able to use the service.
What do you dislike about the product?
The inability to load more than one document for sending at a time.
What problems is the product solving and how is that benefiting you?
In person meetings with clients became impossible after the stay-at-home order and quarantine order. In order to move our clients' cases forward we had to transition to electronic signatures.
transformed our proposal business
What do you like best about the product?
utilizing the templates with tokens for the 10 types of complicated proposals and work orders
What do you dislike about the product?
the fact that the v1 editor consumes so many resources on our very lengthy documents. as a result it takes longer to get things done .
What problems is the product solving and how is that benefiting you?
managing complex documents with lots of options in them while ensuring accuracy. we've been able to scale our sales channel in these areas by making something which is complex
Recommendations to others considering the product:
take the leap - it is worth it
Great portal
What do you like best about the product?
Easy platform to use. New users find it very friendly
What do you dislike about the product?
Templates can be easier to create: A template with fixed spaces to fill would be amazing (Not the document it self)
Lots of e-mails go to spam
Lots of e-mails go to spam
What problems is the product solving and how is that benefiting you?
Contactless oficial signatures of course. Secure and saves time.
Recommendations to others considering the product:
Do not hesitate to try. Easy, secure and very helpfull!
Easy, quick, efficient
What do you like best about the product?
PandaDocs is very simple and easy to use. Parents also find it useful during today's Covid outbreak.
What do you dislike about the product?
I wish the text field was open in the free version.
What problems is the product solving and how is that benefiting you?
I have zero problems. Benefits are a time saver! So easy and quick to complete paperwork!
Recommendations to others considering the product:
Take the time to navigate yourself through it.
After a month of use we are happy customers.
What do you like best about the product?
As a manager - I love how I can view all documents in the workspace in their respective categories (draft, sent, etc.) as a whole, as well as per individual user if needed. Our users have been very happy with PandaDoc so far. Most say that it is very user friendly and "self-explanatory", and a vast majority of our users have been able to use it on their own after only one training session from our IT Team. The fillable/assignable fields are color coded to help differentiate different signers (if there are more than one), so that you can always be sure the right signer is assigned to to correct field. Multiple notification settings is also a very popular feature that our users have reported.
What do you dislike about the product?
There isn't much. I'd say the complaint that we get the most is the cluttering of templates.
"Save as template" window pops up after document has been sent -- this has caused many of our users to create templates which then clutter up our template space, creating even more confusion. It would be great if we could restrict template creation, or at least restrict sharing them with the entire Workspace.
"Save as template" window pops up after document has been sent -- this has caused many of our users to create templates which then clutter up our template space, creating even more confusion. It would be great if we could restrict template creation, or at least restrict sharing them with the entire Workspace.
What problems is the product solving and how is that benefiting you?
We are, for the first time, able to receive signatures without having to meet face-to-face with our stakeholders. This is excellent especially during the COVID-19 pandemic. Our users love that they're able to capture signatures much easier.
Recommendations to others considering the product:
We are very happy with PandaDoc and it is very cost-effective compared to similar services.
Great for business
What do you like best about the product?
The simplicity of the process and the email alerts every step of the way.
What do you dislike about the product?
I am unable to auto populate the document with info in the same spot on each page.
What problems is the product solving and how is that benefiting you?
Quickly and efficiently receiving signatures
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