PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Time saver. Helps close business!
What do you like best about the product?
Integration with Hubspot is a huge help -- I can literally send agreements and proposals from HubSpot with deep personalization tokens in a flash. The ability to have payment set up in the doc is also amazing. However, PandaDoc lets me know when my prospect opens the document, which allows me to call and close business. A serious sales tool with a big force multiplier effect for salespeople.
What do you dislike about the product?
The only real issue I have is not being able to send e-sign proposals from my business email -- they are sent from a PandaDoc email address. I find that I typically have to email the prospect separately to look out for the PandaDoc so they know what they are looking for. Obviously you can also save to PDF and send a PDF, but then you don't have the e-sign efficiency.
What problems is the product solving and how is that benefiting you?
Custom proposals a fraction of the time using templates. Activity tracking increases sales velocity because I can close faster. Quick way to create simple sell sheets. Saves time and increases sales.
Recommendations to others considering the product:
Evaluate how much time your company spends writing proposals and contracts. The setup can seem daunting, but it's actually quite easy. If you invest the time, it pays off in the first week of use.
Such an easy solution
What do you like best about the product?
It's really easy to create and manipulate documents/contracts. We use it specifically for contracts and proposals. Very simple document building functionality. Easy to edit and restructure.
What do you dislike about the product?
Once the templates are created it's very easy to use. A little complex to get them started. I've fortunately come into my role with documents already created.
What problems is the product solving and how is that benefiting you?
Easy and common way of creating documents for the sales process.
Recommendations to others considering the product:
Very simple to use. Great for a team to have common templates.
Gets the job done
What do you like best about the product?
Pandadoc is easy to navigate and user-friendly. It gives you an audit of who and when someone has viewed your proposal.
What do you dislike about the product?
If you do not have a template set up already and do not have the experience to set one up it can take some time and if you do not have an upgraded package they charge extra to assist. Also If you start a document from an older proposal or send it out with the wrong email/name, that email becomes permanently associated with the document and you cannot delete the, Super annoying.
What problems is the product solving and how is that benefiting you?
It is a great tool that allows us to have e signing in a proposal heavy industry. Quick and easy to use.
Excellent for quotes
What do you like best about the product?
Ease of use and all quotes on one space.
What do you dislike about the product?
Dashboard changes, editing documents and multiple screens
What problems is the product solving and how is that benefiting you?
Instant, online signatures
Recommendations to others considering the product:
makes communicating and quoting with customers easy
PandaDoc
What do you like best about the product?
I love that you can create templates and send documents with highlighted areas for the receiver to sign and no need to send back. I like how you can see if someone has viewed the document and completed it. Ease of sharing the documents and seeing what has went out thru the dashboard.
What do you dislike about the product?
The pricing could be a little better but overall not bad for what it offers.
What problems is the product solving and how is that benefiting you?
Sales proposals, ACH forms, Contracts, Renewal docs. Streamlined and In one place to find easily.
Great for quickly creating repeating documents
What do you like best about the product?
We use PandaDoc for our pricing indication documents and statement of works. The best part is how the system can get a certified digital signature on our contracts without requiring the customer to print, scan and email them back to us.
The creation of your documents is easy and when you have settled on a template it is very quick to generate it again and again for your customers. It also links to our CRM system (Zoho CRM), which means that a "Send with PandaDoc" button appears within our leads and deals panel. When pressed, it will connect the created document to the contact and use some of the details from that contact within the contract using "Tokens". On average, we save approximately 20 minutes per document that we create using PandaDoc over using MS Word.
PandaDoc also notifies you if a customer Opens, Signs or questions a document via the email link that they are sent. This is very useful for knowing that you customer is actually progressing with the contract. You also can see how much time they spent on each page. This means that you can work out what parts of your documents are confusing and may need improvement.
Overall, it is a nice, easy to use, connected service that will save you time.
The creation of your documents is easy and when you have settled on a template it is very quick to generate it again and again for your customers. It also links to our CRM system (Zoho CRM), which means that a "Send with PandaDoc" button appears within our leads and deals panel. When pressed, it will connect the created document to the contact and use some of the details from that contact within the contract using "Tokens". On average, we save approximately 20 minutes per document that we create using PandaDoc over using MS Word.
PandaDoc also notifies you if a customer Opens, Signs or questions a document via the email link that they are sent. This is very useful for knowing that you customer is actually progressing with the contract. You also can see how much time they spent on each page. This means that you can work out what parts of your documents are confusing and may need improvement.
Overall, it is a nice, easy to use, connected service that will save you time.
What do you dislike about the product?
The main annoyance is when you are creating tables within your documents, and you press "Tab" to move to the next column. It doesn't move you there, but instead takes you to the next "User" input field which is completely not relevant when you are creating a new document.
The search functionality is a little bit limited if you are looking at the dashboard. You need to switch to the document or contact section to search for a particular user or document. Which is a bit of a pain if you have forgotten who/what you have sent to your clients.
The search functionality is a little bit limited if you are looking at the dashboard. You need to switch to the document or contact section to search for a particular user or document. Which is a bit of a pain if you have forgotten who/what you have sent to your clients.
What problems is the product solving and how is that benefiting you?
PandaDoc simply reduces the time needed to generate documents for your clients. It means that we are able to take an enquiry, and in the same call generate and send a pricing indication document. Or after a demonstration, we are able to quickly create a contract for the work that they can review.
Recommendations to others considering the product:
Have a quick look to see if your CRM system integrates with PandaDoc, though you can use it in isolation, it is much better if its linked up.
Great for contract and document management
What do you like best about the product?
Easy and low-cost for e-signature of contracts for our team. It is fairly easy for our customers to manage and sign, I've never had any questions regarding the e-sig process which means its working great!
What do you dislike about the product?
Wish it had more robust proposal management and ways to self-guide prospects through a process. So it will step them through a proposal, enter credit card, sign, etc. Also, the Hubspot integration went away
What problems is the product solving and how is that benefiting you?
This stores and houses all our customer SaaS contracts. This is how we ensure we are within contract obligations when it comes time to service and support. The entire company has access and can easily search and find customer contracts.
Recommendations to others considering the product:
Definetly consider it for easy to use e-signature
Great Tool for Proposals
What do you like best about the product?
I like how easy it is to create proposals. I also like the templates that help to expedite the process.
What do you dislike about the product?
Customer service is not the best inside of the tool. Meaning if I press the help button it does not work. I think they are still working things out. Once I email them from my email they are quick to respond.
What problems is the product solving and how is that benefiting you?
Proposals and easy tracking of signed documents.
Easy to use - way better than DocuSign
What do you like best about the product?
I think PandaDoc is an amazing platform for any team size. It allows you to save templates that can be edited on the fly - you can add in or take out portions of a contract that don't pertain to a deal. Unlike DocuSign, it's not a preloaded template - you can actually edit internally.
What do you dislike about the product?
Nothing much to dislike about PandaDoc other than I really wish they would add more math abilities in every row you create. Would love open formatting where you can set up formulas (i.e. when you change the quantity, it auto changes the cost).
What problems is the product solving and how is that benefiting you?
We are sending all of our pricing proposals through PandaDoc. It provides clarity on our product, and services.
Recommendations to others considering the product:
Go for it - leave DocuSign alone. This is the much better route for your team.
Great way to send proposals
What do you like best about the product?
The catalogue and inventory are great. When set up properly can save a lot of time
What do you dislike about the product?
The title page and its limitations regarding design
Downloading to PDF really messes up the document layout. Even with page breaks its really time to consume to get it right. Maybe an indication of the A4 page whilst in the document would be handy.
If a customer accepts the proposal but not through panadadoc, there is no way to change the doc to accept, it just stays there. Same goes if the payment doesn't match up.
Downloading to PDF really messes up the document layout. Even with page breaks its really time to consume to get it right. Maybe an indication of the A4 page whilst in the document would be handy.
If a customer accepts the proposal but not through panadadoc, there is no way to change the doc to accept, it just stays there. Same goes if the payment doesn't match up.
What problems is the product solving and how is that benefiting you?
saving time sending quotes
saving a lot of time by setting up the catalog and pricing tables
saving a lot of time by setting up the catalog and pricing tables
Recommendations to others considering the product:
Make sure you have time to set up your pricing etc. It works really well but only if you put the time in in the first place.
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