PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Very good experience
What do you like best about the product?
The interface are very user friendly. The dashboard is useful. The ability to save templates and use again in new opportunities.
What do you dislike about the product?
It will be better if you could copy and paste parts of the documents in new documents. The more it have the same facilities of word (to insert images and videos) the better.
What problems is the product solving and how is that benefiting you?
Track the interaction my client have if the information I send
Panda Doc
What do you like best about the product?
Standardization of proposals for clients. Print off easy.
What do you dislike about the product?
Customer service is awful, you are roped into a year contract and then they abandon you and when you try and get your money back for the awful experience they keep you locked in for the year.
What problems is the product solving and how is that benefiting you?
None it's just a little faster than our previous software
Great product
What do you like best about the product?
Streamlines our invoice practices while adding a professional feel.
What do you dislike about the product?
As a very small business having to make a full year commitment was challenging
What problems is the product solving and how is that benefiting you?
Saved time and most importantly stress when drafting invoices
Easy to use
What do you like best about the product?
It was easy to figure out, modify, and send to clients.
What do you dislike about the product?
I haven't figured out a way to "copy and paste" and pricing table
What problems is the product solving and how is that benefiting you?
saving time. much faster to send proposals and contracts
Recommendations to others considering the product:
It's saved me heaps of time in generating contracts and proposals for clients.
Great Contract & E-Signing Tool
What do you like best about the product?
The integration of e-signing & payments (via Stripe)
What do you dislike about the product?
Sections take a minute to get used to, but are very convenient once you master them
What problems is the product solving and how is that benefiting you?
We use PandaDoc for all our contracts. The sections-based interface makes it easy to swap pieces in and out of agreements as needed, the tracking is excellent, and the integrations with Stripe and PipeDrive make it an excellent addition to our tech stack.
Good proposal softawer
What do you like best about the product?
The integration with other software. And the ease of use. It's very intuitive
What do you dislike about the product?
The customization of payment card info.
And there are some bugs
And there are some bugs
What problems is the product solving and how is that benefiting you?
Getting sales faster
It's a great tool!
What do you like best about the product?
I like the fact it is so easy to use yet the result is super professional. The e-signature saves a ton of time and helps the environment :)
What do you dislike about the product?
I do feel the cost of the tool is quite expensive and wish there might be other options like a basic, classic and advanced package.
What problems is the product solving and how is that benefiting you?
Before PandaDoc proposal and quotes were boring and messy to put together. We now are able to send out professional documents using the details from Pipedrive CRM with just 1 click!
Panda Docs is great overall, but could use some improvements.
What do you like best about the product?
The drag and drop interface for building document templates is very helpful. The interface is simple and now too difficult to learn how to use. Also, the chat-based customer support was really nice. We were able to resolve issues that came up during use related to the interface quickly via the chat support service.
What do you dislike about the product?
I had issues with some interface bugs early on related to re-naming documents and having content I added disappear upon refresh. This hasn't been consistent, but it made my team feel like the interface was a little buggy. Also, the billing department over-billed us and it required several phone calls and emails to correct the issue. I generally prefer it when companies allow you to manage your own billing plan and make changes on the fly through the admin portal, but with PandaDocs everything has to go through a rep, so resolving issues is a bit slower.
What problems is the product solving and how is that benefiting you?
We are generating contracts for our consulting projects and they include an internal approval workflow as well as client signatures.
Recommendations to others considering the product:
I would consider how many documents will be created in a month and what formats they have and try to build as many templates upfront as possible.
Game changer for our sales department
What do you like best about the product?
Panda doc has made it 100% easier for our clients to say 'yes'. We can modify our proposals to fit each client and they can sign and fill out all info we need to get started!
What do you dislike about the product?
I wish we could as rows where ever we want not just below the following one. I also wish we could have deleted recovery file.
What problems is the product solving and how is that benefiting you?
1. Clients can sign on the go
2. Makes on boarding easy
3. we look and feel much more professional!
2. Makes on boarding easy
3. we look and feel much more professional!
Recommendations to others considering the product:
If you are sick of using PDF and adobe reader!!!!!!!
Easy To Use/Makes Proposals and Contracting Easy
What do you like best about the product?
Pandadoc is extremely easy to use. I have set up Pandadoc at the last three companies I have worked at because of it's integration capabilities (which are easy to set up and have a wide variety of systems to integrate to). Simple and efficient to use.
What do you dislike about the product?
Occasional bugs when editing a document that don't completely save. The product gets better and better so I haven't noticed these bugs in the last few versions. I would like to have the ability for more design work inside of a proposal template than what is currently available. I would also appreciate the ability to customize the automatic reminders that go out and have the ability for multiple reminders and different times go out automatically. Right now, I used the public comment feature to follow up with clients and I would like something more flexible and automated.
What problems is the product solving and how is that benefiting you?
Automated proposal generation (tied directly to our CRM system) and e-signature routing and storage. We simply add an opportunity into our CRM (Hubspot), select 'Create a Document' inside the CRM and then we create and send a proposal. From there it is all automated to received a signed proposal back that is then stored and available to our clients.
Recommendations to others considering the product:
Always integrate with your CRM. It makes the entire sales process much more efficient (proposals, contracts, signatures, reminders, storage).
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