PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,430 reviews
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Time-Saver with Smooth CRM Integration
What do you like best about the product?
I really like how PandaDoc pre-populates saved information, which saves me time. Everything has been good and easy to navigate so far, and the initial setup was very easy.
What do you dislike about the product?
Nothing at this time
What problems is the product solving and how is that benefiting you?
PandaDoc solves the inconvenience of multiple emails and saves me time by pre-populating saved information.
Create, Send, and Track Documents Seamlessly in One Place
What do you like best about the product?
The ability to create, send, and track documents all in one place.
What do you dislike about the product?
Customer support is another area that can be hit or miss. Some users report slow responses or difficulty getting issues resolved, which can be a problem if you rely on the platform for daily business operations
What problems is the product solving and how is that benefiting you?
big benefit for me is speed. Deals move faster because clients can review, sign, and even pay in one workflow, instead of everything being spread across different tools.
Simplifies Signing, But Needs PDF Improvement
What do you like best about the product?
I find PandaDoc's user-friendly interface really easy to navigate. The referral program is a great addition because it lets me earn money by referring the product. I also like how when you send a document to be signed, the person on the receiving end gets an email notice that doesn't end up in the spam folder. Additionally, I can easily share a document to sign via a link. The initial setup was very easy as well.
What do you dislike about the product?
PandaDoc sometimes cannot read some PDF files with signatures from other services. There is a bug.
What problems is the product solving and how is that benefiting you?
PandaDoc helps avoid paperwork and meeting with a boss personally to sign a paper. It also hosts all agreements in one place.
Seamless Proposal Management with Customization Options
What do you like best about the product?
I like the idea that PandaDoc has different workspaces where we can divide up different workflows, especially since some of our work is financially sensitive and needs to stay separated for the finance team while other work is for our sales team and can be more widely viewed. I appreciate that in our current pricing package, we are not charged per user, but per document, allowing the entire company to edit and update proposals sent to our clients. Also, the initial setup was very easy.
What do you dislike about the product?
It's a little bit limiting in its integrations with other areas if we wanted to do workflows through Azure Logic Apps or things like that where we were to have fields fill out within a PandaDoc document, takes quite a bit of setup to get done. And then submitting through those automations to get files in there to be signed requires a bit of additional legwork to figure out. I'd appreciate a little bit more intuitive automation interface.
What problems is the product solving and how is that benefiting you?
PandaDoc provides a singular platform for tracking proposals, ensures consistent branding, simplifies signature tracking, and offers an officially accepted notary platform. It supports document customization and integrates directly with HubSpot.
Seamless Salesforce Integration, Simplicity Over Competitors
What do you like best about the product?
I like how PandaDoc integrates with our Salesforce, allowing our reps to send it right from our CRM without having to open PandaDoc separately, and it just works seamlessly. It is super valuable because my sales reps can work on the opportunity page for an account and send quotations or order forms right from there, staying in one system without having to open multiple systems. We switched from DocuSign because PandaDoc is much simpler, much easier, and offers better functionality. The initial setup was pretty easy.
What do you dislike about the product?
I think just a little bit on the layout could be improved. Sometimes, PandaDoc could come across as intimidating.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to bring in orders correctly and promptly, as it integrates with our Salesforce, allowing the reps to send documents from the CRM seamlessly.
Easy Document Management, Needs Pricing Flexibility
What do you like best about the product?
I appreciate how PandaDoc handles the formatting of contract documents and keeps everything centralized. I love seeing when a client has opened or viewed a contract, instead of sending a PDF via email and hoping they received or acknowledged it. It's pretty easy to use and offers templates when needed. I also like that PandaDoc is well-known enough that my clients are comfortable signing documents through it, unlike with something more obscure. Mobile-friendly signing is a big plus for our clients, and the document tracking is the biggest asset for our company. The initial setup of PandaDoc was very easy.
What do you dislike about the product?
I think the pricing model needs some refinement. I currently use PandaDoc by myself only because the price increases too much per seat and I feel like it should have a discounted rate for additional seats, considering the fact all the documents are still centralized among the team.
What problems is the product solving and how is that benefiting you?
PandaDoc handles contract formatting, centralizes documents, and tracks when clients view contracts, avoiding the uncertainty of emails. It's easy to use, offers templates, and provides mobile-friendly signing, which is great for clients. Document tracking is a major asset for our company.
Easy, Efficient Signature Collection
What do you like best about the product?
Easy to use, and efficient to receive signatures
What do you dislike about the product?
i have no complaints with this system. Works how I want it to
What problems is the product solving and how is that benefiting you?
I have had no problems.
User-Friendly Experience with Slower Download Speeds
What do you like best about the product?
I find PandaDoc really easy to use, which is great for getting to documents quickly and reviewing them for accuracy. The simplicity of the platform makes it easy to review and get to the documents.
What do you dislike about the product?
The speed of downloading documents. Sometimes it takes a really long time for the documents to download.
What problems is the product solving and how is that benefiting you?
I use PandaDoc for downloading contracts. Its simplicity makes it easy to access and review documents for accuracy.
Professional, Customizable Quotes with Seamless HubSpot CRM Integration
What do you like best about the product?
Great quoting software that helps me create professional-looking templates and work more efficiently, especially if you care about customization and high-quality design. It also integrates really well with HubSpot CRM, which makes syncing information easier and saves time.
What do you dislike about the product?
The main downside I see is that it’s another piece of software outside my CRM, and I’d really prefer it to be built into HubSpot. Another drawback is the pricing: the enterprise version is a bit expensive, and it can get costly if you have a lot of users.
What problems is the product solving and how is that benefiting you?
It helps me create quotes more efficiently and stay more productive throughout my sales process. It also enables a better customer experience.
Convenient Digital Signing, Needs To redesign Google Drive Integration in the context of security
What do you like best about the product?
I primarily use PandaDoc to sign agreements with clients and NDAs with contractors, and it's pretty convenient to edit documents immediately. The ability to use templates adds to the flexibility of signing and editing documents. I find the editing features really useful, especially the auto sign-in date feature for fields like date fields. The process is manageable and clear, which is handy for typical tasks.
What do you dislike about the product?
Oh, well, yeah. There is one feature which really frustrates me when I have to prepare the document in Google Drive, I'd like to have an integration and just import the document directly in PandaDoc. Instead of downloading it, then exporting, then importing in PandaDoc. And there is such a feature, but you have to allow PandaDoc access to your entire Google Drive, which is not an option for me at all for security reasons. It could be an API where you're able to select and give access to just one document, using a service account. But there is no such feature, and the current way to solve it through entire Google Drive is no way. Not for me.
What problems is the product solving and how is that benefiting you?
I use PandaDoc for digital signing, which is handy. It offers flexibility for editing and using templates, making document management clear and convenient.
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