PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,330 reviews
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Pretty pricey for such buggy editing functionality. But, just barely worth it enough.
What do you like best about the product?
Being able to eSign and save document templates for re-use.
What do you dislike about the product?
The formatting of documents is super buggy. Very difficult to get things to look right sometimes. I have to cut/paste as text and reformat a lot. Also, it's not clear who gets the document sometimes. I had a proposal age 2 days because I didn't realize it was waiting for me to sign it, even though it said "sent."
What problems is the product solving and how is that benefiting you?
Being able to send proposals and agreements.
Good product
What do you like best about the product?
Panda Doc is a good product . Very easy to use . Recommend
What do you dislike about the product?
There is nothing that I actually dislike about it
What problems is the product solving and how is that benefiting you?
Having contracts signed electronically
PandaDoc is way better than the rest
What do you like best about the product?
The analytics are incredible. I can see exactly when someone views a doc as I get notification when they view it and when they sign it. I can also view how long they look at a certain page of a document. I use Zoho CRM and it integrates with my database so less typing of a client's name and email in order to send a doc. And what's somewhat surprising is that with all of the features that are offered it's extremely affordable. My company is small so not having to go with a large minimum number of users was very appealing unlike those other doc signing services. Live support is pretty prompt.
What do you dislike about the product?
Sending a reminder to a client to view or sign a doc isn't the most intuitive. It took me a while and some live support in order to figure it out. The integration with Zoho CRM allows me to pull data from my CRM directly into a quote so I don't have to save out a pdf in my CRM and then upload. Unfortunately, I've not been able to figure out how to do that yet so it's a little frustrating.
What problems is the product solving and how is that benefiting you?
Want to have clients be able to view and sign docs on the go. It's great when they are at the office behind a desktop or laptop but I have clients who travel so the option for them to sign on their smartphone or tablet is great. And while I'm on the go, I get notification of when a doc is signed which prompts my "happy dance."
Recommendations to others considering the product:
Give it a try and see how it works for you. Every contract I send out is custom so I don't use the template options very often. The only template I have is for sending some Federal Forms that some vendors or clients may request but once I set them up, it's saved me a whole lot of time. So, try it as I've been using online document signing services for over 6 years now and can't ever imagine doing it any other way.
PandaDoc improves my workflow
What do you like best about the product?
The templates are easy to setup and quick to send
What do you dislike about the product?
Need more integration for storage with Dropbox or Drive
What problems is the product solving and how is that benefiting you?
Quick access to basic forms
Great for digital docs and signatures
What do you like best about the product?
The look and feel of docs coming from Pandadocs is very nice and the reviewer/signer experience is professional and easy. I have set up a number of templates for both sales and service. Once templates have been created, sales (or whoever) can create specific documents for review and signature. The Salesforce merge is also nice for pre-populating fields. The tracking is also a great indicator of when docs are viewed and signed.
What do you dislike about the product?
There were some editing challenges early on where fonts wouldn't seem to format correctly in certain text sections but I think some of those have been fixed? Also, when importing word docs to be used as templates, there are also formatting challenges.
What problems is the product solving and how is that benefiting you?
We send contracts and proposals to prospective customers, renewal agreements to existing customers and partnership contracts for business development/partner companies. We are able to produce very professional looking contracts without a ton of work. Tracking signatures and views keeps us informed as to when we need to follow up.
Great functionalities, but not very pretty and wonky formatting.
What do you like best about the product?
So easy to turn around estimates and contracts. Very turnkey. Love being able to see who's opened the documents.
What do you dislike about the product?
We want to be able to brand out more to our liking. Limited options for formatting make it difficult to make things look 'pretty.'
What problems is the product solving and how is that benefiting you?
Managing time invested in crafting estimates, contracts, etc. Easier for clients to sign off right away.
Easy to use &
What do you like best about the product?
I love how they are constantly trying to improve the entire system & user experience. Customer service is always on hand even for small issues or questions that I come across. All of my clients have been impressed with the ease of signing and professionalism.
What do you dislike about the product?
I initially had issues that almost made me leave, however, the constant updates showed me that they were listening to customers.
What problems is the product solving and how is that benefiting you?
Quickly e-sign with easy to use system. I've been able to build confidence with clients with the professional look and feel of signing documents.
My workflow is so much easier now
What do you like best about the product?
I love the convenience factor for both myself and my clients. In addition, its very easy to keep my clients organized and I finally feel like I'm in the 21st century!
What do you dislike about the product?
While I absolutely love this service, I do think $30 a month is a bit expensive. Also, I seem to have issues pulling up contracts in certain browsers.
What problems is the product solving and how is that benefiting you?
The transition from turning a lead to a client is much quicker now that I have access to E-contracts. It also helps me retain copies and access client information in the event that I lose a hard copy.
Great app
What do you like best about the product?
intuitive to manage, intuitive for clients
What do you dislike about the product?
signature fields float on page, sometimes make them unreadable.
What problems is the product solving and how is that benefiting you?
communicating a lot of content in an organized fashion.
PandaDoc Rocks!
What do you like best about the product?
I love the ability to send clients clean and beautiful service agreements that they can e-sign. The product works well and clients are able to use it easily.
What do you dislike about the product?
I disliked that the product didn't connect with my accounting software, Xero, but that's no longer the case as they completed the integration and it works great.
What problems is the product solving and how is that benefiting you?
Onboarding clients has never been easier. Getting service agreements signed quickly has never been easier. This product saves me time and money as well as presents my firm in a professional manner.
Recommendations to others considering the product:
This is a great product for sales and service. I use this product to have new clients sign a service agreement. I also use this product to create resource guides to my clients, present reports to my clients and so much more. I currently have a client that uses PandaDoc to make invoices to customers and the information get's pushed over to Xero. We love this product.
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