PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Super Easy and Efficient
What do you like best about the product?
My company doesn't use PandaDoc, but one of my clients does. I love the simplicity of it. I get an email with a link to the doc, we can write notes to each other right there next to the doc, sign the doc electronically, and submit it. No printing, scanning, or dealing wth overly-complicated e-signature programs.
What do you dislike about the product?
I honestly can't think of anything that I dislike. I haven't tried to redline an agreement via PandaDoc, and I'm not even sure if that's an option, but for my purposes it's great.
What problems is the product solving and how is that benefiting you?
We're getting agreements in place quickly and without any hassle on either end. This is hugely beneficial when you're running around from meeting to meeting, traveling, or just staying busy at your desk.
Recommendations to others considering the product:
I love getting PandaDocs from clients because they're so easy. I'd suggest trying it out.
Easy way to send and receive docs!
What do you like best about the product?
PandaDoc is super easy to use! It's a great tool to use to create service agreements, invoices, and other important documents. There is an additional page that shows who signed for the e-signature which is very helpful for our records and due diligence. Our company also uses HubSpot, so PandaDoc is an easy integration into the deals we've already created in our CRM. When using PandaDoc, I found it very easy to make templates using tokens and fields without having to search for the answers - nice user interface.
What do you dislike about the product?
When we send out invoices, there is no overall report for taxes of invoices paid. That is my one major complaint with PandaDoc.
What problems is the product solving and how is that benefiting you?
We were looking for an easy-to-use resource to send and receive invoices and service agreements with an e-signature feature. With easy integration into a system we were already using, we found PandaDoc to be the perfect solution.
Recommendations to others considering the product:
PandaDoc had a recent dashboard update, making it even easier to use. It's helpful when creating templates and keeping track of what was sent, viewed, received, and paid all at the click of a button.
PandaDoc made our documents 10x better and 10x easier
What do you like best about the product?
It's dead simple to create very good looking and effective documents, but you also have a lot of control if you choose to use CSS. The tracking tools are very helpful as well. The best part is the templating system which allows you to quickly and easily create new documents from templates and have them ready to go in no time.
What do you dislike about the product?
It's a little pricey and they restrict API access to the most expensive tiers which is too bad. I wish it was based off usage because small companies have to pay the same price as medium and large ones just for API access, but per user.
What problems is the product solving and how is that benefiting you?
It makes our documents faster to make and more effective (contracts, etc).
Recommendations to others considering the product:
If you want to create beautiful documents in an easy drag and drop format that will be quick to make in the future, use PandaDoc.
PandaDoc Has Stopped My From Going Grey
What do you like best about the product?
PandaDoc is one of the best products that a salesperson can have. The quality of the features it offers in combination with the reasonable price point makes it a no-brainer for startups and small businesses. The value of the signature flow is almost immeasurable. One of the most significant issues that I had was my salespeople sending out proposals without my authorization. Now with the signing order, all proposals have to go to may and be signed before they can go out to the customer. Another great feature is the ability to know when somebody has received the document and viewed it. This has been especially helpful in the case of trying to collect payment by way of authorization form. In the past, we had no way to know if the client was receiving their authorization form and now we do.
What do you dislike about the product?
The only thing that I would like to see added on all of the service plans is a customized URL so that my clients don't see the PandaDoc URL when signing contracts. Otherwise, I rate this product a 9.9 out 10
What problems is the product solving and how is that benefiting you?
When we first started the company we were doing our proposals via PDF, InDesign, and even more documents. We found panda dock uploaded PDF templates of our existing proposals to their system and were able to customize them. This way we could retain the branding that we had already created while taking part in the ease and flexibility of PandaDoc.
Recommendations to others considering the product:
At the very least give it a shot. PandaDoc offers a variety of templates for you to choose from. This is especially helpful if you are a new business and have not had any contracts or proposals developed.
It's good for what it does, and it does pretty great proposals.
What do you like best about the product?
It is convenient having an online system to manage and send all our proposals. It is easy to collaborate with the customers and our team. The build is intuitive and easy to drag and drop to build proposals. The proposals we send out are very professional looking.
What do you dislike about the product?
I dislike when I add a section or field, it adds at the bottom of last page instead of the page I'm working on. Also, font changes in the table fields cant change. Otherwise, the system is pretty easy to use.
What problems is the product solving and how is that benefiting you?
Having one central place to log in and send/view/create proposals. We have seen better acceptance and it impresses clients that like this level of technical delivery and it impresses over a Word doc or something less fancy than Pandadoc.
Recommendations to others considering the product:
Better builder edits would be great. Focus on Digital Agencies and what they're doing and selling and functions that would help them deliver proposals that convert but otherwise I'm happy with the platform.
Why Pandadoc is a timesaver and standard keeper
What do you like best about the product?
I love the seamless integration with Pipedrive
What do you dislike about the product?
I think its a it clunky to format documents and make documents actually look good. Pagination tools are poor
What problems is the product solving and how is that benefiting you?
Maintaining standards of documentation and contracts.... ensures compliant documentation and quick execution of documents
Recommendations to others considering the product:
Its good , but they could make it easier to make documents look good, its a bit fidgety
Perfection!!
What do you like best about the product?
the easy way of creating offers for clients and that i track it when they open it to read it. This great for our sales team! Plus we really like the templates feature because we can make an offer within 2-4 mins.
What do you dislike about the product?
The fact that the clients get emails and display pandadoc branding. Whitelabel on emails will be great! Plus on emails when add a link is not working when they click it.
What problems is the product solving and how is that benefiting you?
solving the offers part to clients and tracking of offers!
Great for Generating Contracts
What do you like best about the product?
Pandadoc has hugely simplified our client proposal processes with standardised layouts, pricing tables and tracking opens and collecting e-signatures.
What do you dislike about the product?
Would love to be able to total individual price tables at different points in the document together to come to an end total but this is not currently possible.
What problems is the product solving and how is that benefiting you?
We have significantly reduce time to proposal and improved contract signature and return with the implementation of PandaDoc - definitely a must have tool for our business,
Has helped our agency scale our proposals & close more deals
What do you like best about the product?
Really nice looking templates – cuts down on time.
The proposal tracking is very helpful...no more wondering if someone opened the proposal.
The proposal tracking is very helpful...no more wondering if someone opened the proposal.
What do you dislike about the product?
The hard set columns and margins in the templates are just a little limiting. Sometimes I have wanted images to bleed off the edge of a proposal but couldn't do that. Still looked good tho and was not a problem. That's about it.
That's what makes it a 9.5 out of 10 for me.
That's what makes it a 9.5 out of 10 for me.
What problems is the product solving and how is that benefiting you?
I was always creating proposals with Mac Pages so I could design them exactly how I wanted them. While these visually looked beautiful, they were so highly customized that the took hours to create a custom proposal. Also, it was tough to remember all the areas to update a client name, address, industry, etc.
PD made their templates beautiful.
It's like a web page and I can customize it once and things are set. Our clients really like them a lot too and we have received high praise on our proposals as well as a high close rate.
Updating proposals to the client's needs was a huge hassle.
They would write an email back detailing changes or updates. With PD all of that is integrated and super easy to keep track of & implement. It's next-level proposal stuff.
We actually integrated the proposal with the contract. These used to be 2 separate processes.
Basically, we just have clients sign-off on everything in one place. Saved a ton of time with this.
Overall, we've closed deals much quicker on PD and love it.
PD made their templates beautiful.
It's like a web page and I can customize it once and things are set. Our clients really like them a lot too and we have received high praise on our proposals as well as a high close rate.
Updating proposals to the client's needs was a huge hassle.
They would write an email back detailing changes or updates. With PD all of that is integrated and super easy to keep track of & implement. It's next-level proposal stuff.
We actually integrated the proposal with the contract. These used to be 2 separate processes.
Basically, we just have clients sign-off on everything in one place. Saved a ton of time with this.
Overall, we've closed deals much quicker on PD and love it.
Recommendations to others considering the product:
Try it! I think you'll love it. Doesn't take a lot of time to get going.
Outstanding and easy to use document service
What do you like best about the product?
I really like that fact that PandaDocs is a secure Portal. My PandaDocs document requires bank details of my members and this gives my clients peace of mind
What do you dislike about the product?
It was initially a bit difficult to use as I am not techy minded. But once my bookkeeper sat down and explained it to me, I now find it easy to use
What problems is the product solving and how is that benefiting you?
A professional way to send my Membership Agreement was the single biggest reason that I use PandaDocs. My members find it easy to use and complete
Recommendations to others considering the product:
Outstanding easy to use document service
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