PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Quick and simple yet proffesional
What do you like best about the product?
I like that you can add content to a library and templates that you can utilize so you don't have to build a proposal from scratch everytime. I also like the analytics so you can see who viewed what pages and how long they spent viewing each page to gauge importance and what's working/appealing to your prospects.
What do you dislike about the product?
Sometimes the formatting is a little off and you have to open the doc or test print as what your viewing isn't a good representation of what the final format looks like. Also, the formatting for text (double spacing) doesn't seem to work properly
What problems is the product solving and how is that benefiting you?
Streamlining proposals and keeping consistent information to prospects.
Recommendations to others considering the product:
Give it a trial if you can first to see if you like it and if it meets your needs
Strong tool for document creation
What do you like best about the product?
Templates, Hubspot integration, ability to quickly customize documents, payment feature, signature feature
What do you dislike about the product?
There are not as many styles and fonts available as there would be in a word document so if you want your docs to look exactly like them, Panda Doc cannot always provide that.
What problems is the product solving and how is that benefiting you?
Document creation and signatures
Creating new customer Agreements
Creating new customer Agreements
Recommendations to others considering the product:
Set up your templates with tokens or use the integrations they have. Do not copy and paste your old document in and expect it to look exactly the same in Panda Doc, rather take time to build your own document templates that look the way you would want them to.
Great Product and Great support
What do you like best about the product?
It is a very intuitive platform that produces beautiful proposals. Easy to create and populate templates and takes the hassle out of distribution and signing.
What do you dislike about the product?
Some of the predefined fields that you use to create templates can be a little restrictive so duplicating a specific format is not possible
What problems is the product solving and how is that benefiting you?
Automating proposal and contracts
Easy and powerful agreements maker :-)
What do you like best about the product?
Love the way you can create and track agreements signed and executed in minutes. Now you can incorporate a payments module so you can include agreement and invoice together. And it integrates with our Nutshell CRM by default. Happy :-)
What do you dislike about the product?
They are working hard making the documents import work. Still room for improvement.
What problems is the product solving and how is that benefiting you?
A professional way of getting documents eSigned and executed with reduced team time focus. It streamlines operations.
Best tool to send documents digitally!
What do you like best about the product?
I like that I can upload templates of our current documents and insert as many places for customers to fill out their information as I need. Its simple to navigate and to use. Documents and sent and received through email and can be easily downloaded and stored. I also like that the software will keep drafts that are not ready to be sent yet.
What do you dislike about the product?
I wish there was an easier way to pre-populate information into documents.
What problems is the product solving and how is that benefiting you?
sending documents to channel partners, clients , and new customers for all different types of things.
Recommendations to others considering the product:
definitely recommend. it was worked great for us and we will continue to use it.
Big time saver over our last proposal and e-signature solution
What do you like best about the product?
My biggest motivation in using an e-signature tool is to SAVE TIME. I'm amazed that some tools require so many steps (and clicks) to get a document out the door to signers. We switched to PandaDoc from Adobe and it's been a huge time saver. I'm still tweaking the design of our templates, but overall really happy with the results.
What do you dislike about the product?
Design is drag and drop, but at times it's a little buggy. Nothing I can't handle though.
What problems is the product solving and how is that benefiting you?
We use PandaDoc for all types of signature documents: Proposals, agreements, NDAs, etc.
PandaDoc has improved our workflow
What do you like best about the product?
Ease of use, templates, content library, audit trail, editing. Generally everything about it makes me happy.
What do you dislike about the product?
Random clitches when trying to print or download.
What problems is the product solving and how is that benefiting you?
Faster document completion by our clients.
Recommendations to others considering the product:
I would recommend that you layout your document content and how you want your templates to work ahead of time. Once you get past this initial phase, it will be as easy as pie.
Simple and Easy to use
What do you like best about the product?
Being able to use a service that integrates with our CRM, is a huge plus when sending upwards of 50 contracts weekly.
What do you dislike about the product?
Some of the features, like deleting a document, are hard to use and are only found in one place. Being able to quick locate a client and delete the document would be nice. Instead, we have to go through two screens to locate a document.
What problems is the product solving and how is that benefiting you?
Ensuring clients receive and review our paperwork within a timely manner.
Worst Formatting Experience Ever
What do you like best about the product?
I am convinced that formatting in PandaDocs is one of the punishments in one of the lower circles of Hell. It makes no sense, sometimes everything will shift, it is inconsistent and frustrating.
What do you dislike about the product?
FIX YOUR FORMATTING. If you Underling and Bold something and then bold something else, it will undo all of the previous underlines and you have to do them all over. These are basic issues that have occurred for way too long. Good luck formatting any sort of list using Panda Docs. It will drive you violent.
What problems is the product solving and how is that benefiting you?
Looks nice after formatting is done, but it can take so long to do that
Recommendations to others considering the product:
Dont use it unless you love wasting time
Great with Quirks
What do you like best about the product?
I love how clear the layout is. PandaDoc is the perfect software for companies signing lots of contracts, because there is a CRM component to this. I think a Law Firm would be a perfect client for this product.
What do you dislike about the product?
I don't really have a need for the CRM components, so that is the only thing I dislike. It is also more expensive than other options.
What problems is the product solving and how is that benefiting you?
Like many small businesses, we are always looking for ways to up our game, get more efficient, and save time (because time is money). PandaDoc really solves the problem of having to scan pages in, having clients wonder who signed what, etc. It streamlines everything for all parties.
Recommendations to others considering the product:
It's a great software. Do a Trial first. Your clients are going to love this!
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