PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,430 reviews
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Streamlined Document Handling with Seamless Payments
What do you like best about the product?
I like that PandaDoc is simple and easy to use. The integrations, especially with CRMs, are also a positive aspect for me as they simplify our workflow. Additionally, the initial setup was very easy.
What do you dislike about the product?
I wish that it would automatically see the amount of the document we're uploading and upload that. I have to go and change it every time something changes.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to simplify the review and sign-off process for custom metal fabrication specs. It makes payments seamless, and its integrations streamline our workflow.
Cost-Effective, Easy to Use, Stellar for Small Teams
What do you like best about the product?
I like PandaDoc for its ease of use. It's very simple to throw a Word document or a PDF at it, and it restructures and puts in the right format. I also appreciate that it takes the layout I use and makes the most of it, maximizing the ease for people being able to use it. Additionally, I love that it's significantly cheaper than alternatives like DocuSign and appreciate how it's very quick and cost-effective for guaranteeing that the right signatures receive the documents securely.
What do you dislike about the product?
When I feed it a Word document with tables in the past, it's struggled with that. I haven't tried recently since they've redesigned it, and maybe it's better now. But it used to struggle and put the wrong people in the wrong place.
What problems is the product solving and how is that benefiting you?
I use PandaDoc weekly to send out agreements quickly and cost-effectively, ensuring the right signatures receive documents securely. It also allows cc'ing multiple people, keeping everything signed and correctly managed.
Effortlessly Streamlines Contract Management
What do you like best about the product?
I use PandaDoc for finalizing contracts and sending change orders, and it has been a game changer for our department. I love the ease of use and appreciate that it's user-friendly, making it simple for our customers to figure out with minimal assistance. The auto-fill feature and the ability to import custom documents are fantastic. I love that I can place fields as needed and easily make changes. It speeds up the entire process, allowing us to get virtual signatures on most documents and improve our ordering process. Reviewing older documents is very simple and user-friendly too.
What do you dislike about the product?
I wish there was an easier/more direct way to download the signed document to my computer. I typically have to refresh the page to get the 'download' icon to appear. This should appear after the signature is received. For me, the initial setup was a little challenging, but that’s because I wasn’t added to the correct team (user error).
What problems is the product solving and how is that benefiting you?
PandaDoc eliminates the need for in-person visits for contract finalization, making it easy for customers to use with minimal assistance, and it speeds up the workflow with features like auto-fill and virtual signatures.
Efficient Tool for Managing Patient Consent Forms and Medical Documents
What do you like best about the product?
I use PandaDoc to create patient consent forms and medical documents in my daily practice. It helps me prepare professional documents that can be shared digitally with patients. The e-signature feature saves time and makes documentation more organized during busy clinical work.
What do you dislike about the product?
In the beginning, it takes some time to understand all the features and settings. Also, when working with longer documents, loading may feel slightly slow. However, once familiar, it works well for regular documentation tasks.
What problems is the product solving and how is that benefiting you?
Preparing patient consent forms and medical documents manually required repeated typing and formatting, which took extra time during busy clinic hours. With PandaDoc, I can create standard consent templates and reuse them whenever needed. This helps reduce paperwork, keeps records more organized, and saves time while managing patient documentation.
Streamlined Document Management with Excellent Templates
What do you like best about the product?
I really appreciate how PandaDoc makes the entire process from start to finish smooth. The templates are fantastic; they save a ton of time and keep everything consistent without the need to double-check every detail. Having a base to start from instead of constantly rebuilding documents is a huge time saver. The initial setup was super easy, especially with the onboarding, which I highly recommend. It's also great to work with HubSpot. Overall, I find PandaDoc super easy to work with!
What do you dislike about the product?
I would like to have the ability to place a PDF directly inline into an agreement. It would eliminate a step for the customer if they were able to see it visually right away.
What problems is the product solving and how is that benefiting you?
PandaDoc solved our scattered agreement management, cutting down manual edits and back-and-forth. Templates save us tons of time, keeping documents consistent without double-checking every detail.
Effortless Automation and Stellar Support with PandaDoc
What do you like best about the product?
I find PandaDoc very easy to use. I'm really excited about the AppConnect features and using it for automation, which is helping to make things more efficient for us. It allows us to focus more on our clients without spending too much time on the back end. Our contracts and subcontractor agreements are now quick, easy, and fast, which is a big help since those used to be time-consuming for us. I also appreciate the great support from Maria, who provided quick links, offered free credits, and was overall very helpful.
What do you dislike about the product?
We're a little upset that it's going to charge us for the tokens, like the credits, and we were not aware of that in the beginning. Otherwise, we would not have spent $40,000 to upgrade our CRM to fit with the enterprise plan. But it is what it is. We'll see if it works out.
What problems is the product solving and how is that benefiting you?
I use PandaDoc for event contracts and agreements. It's easy to use, improves efficiency, and saves us time on the backend. With AppConnect, we look forward to further automating processes.
Streamlined Document Management with Room for Design Improvement
What do you like best about the product?
I use PandaDoc to create and manage contracts and send proposals, and I find it incredibly timesaving and organized to handle everything in one place. I appreciate the ease of creating, sending, and tracking documents with PandaDoc. I also value the signature feature, which simplifies the agreement process by removing the friction of printing or scanning documents and reduces the need for back-and-forth emails. The initial setup of PandaDoc was very easy, which was a big plus for our small team.
What do you dislike about the product?
The design experience could be improved. I don't find it very intuitive to create documents that are both practical and visually polished. Just make it more similar to docs, have multiple fonts available, make it easy to change the doc background colors and customization.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to streamline our document workflow. It allows us to quickly create, send, and sign contracts and proposals without email exchanges. The ease of creating, tracking, and finalizing documents saves time and keeps everything organized.
Effortless Document Management with PandaDoc
What do you like best about the product?
I like how simple PandaDoc is to use. The ability to have templates that I can easily reuse is great, and it's super fast to send out a document. I use the templates tool the most as it enables me to send the same document over and over again easily. The initial setup was super easy.
What do you dislike about the product?
I don't love the recent changes to the user interface. It makes it take a little longer to input text into a document and send out.
What problems is the product solving and how is that benefiting you?
PandaDoc eliminates the need for paper files for employees, making document management simpler.
Automated contract workflows have transformed sales and payment processes and save hours weekly
What is our primary use case?
What is most valuable?
The best feature that I love in PandaDoc compared to other tools is that it has variables that when filled up with values, they seem part of the contract, while other contract management companies use the drag and drop feature, which is sometimes good, but sometimes we just want the content to fit in the document.
Another feature that stands out for me would be the ability to pay right in the document, where a customer can pay using Stripe connected with PandaDoc, and that can help us smooth our payment processes.
PandaDoc has a major impact on our workflow. Previously, we had been creating contracts manually, and whenever a client was closed, we had to go to PandaDoc and create it manually. With the integration and the automation that we created, it has improved our workflow and has saved us so much time. I would say at least 10 to 15 hours per week is saved by this.
What needs improvement?
One thing that I wanted to do with PandaDoc and have not been able to do is allow the client to choose what they want to pay for. The only problem I noticed with one of the automations I was creating was the ability for the customer to choose what product they want to add into their invoice. For example, if they want to add a monthly or annual fee, there should be an option for that.
For how long have I used the solution?
I have been using PandaDoc for seven years.
What do I think about the stability of the solution?
I find PandaDoc stable in my experience.
What do I think about the scalability of the solution?
I don't have any problems with PandaDoc's scalability.
Which solution did I use previously and why did I switch?
How was the initial setup?
The pricing for PandaDoc is good and very comfortable, and the setup cost is not very much. As soon as we create the contract, creating it on PandaDoc is very easy, so the setup cost does not really amount to anything. I have not used PandaDoc's licensing features yet.
What about the implementation team?
We use PandaDoc in the public cloud.
What was our ROI?
Each salesperson is saving almost 10 to 15 hours per month through the time saved.
What's my experience with pricing, setup cost, and licensing?
The pricing for PandaDoc is good and very comfortable, and the setup cost is not very much. As soon as we create the contract, creating it on PandaDoc is very easy, so the setup cost does not really amount to anything. I have not used PandaDoc's licensing features yet.
Which other solutions did I evaluate?
I used DocuSign before and I used Simple Sign, but PandaDoc's UI is much easier for your eyes, and the variable feature that PandaDoc has is what I appreciate.
I was already using DocuSign before PandaDoc and had already tried Simple Sign, but after PandaDoc, I stayed at PandaDoc.
What other advice do I have?
PandaDoc is one of the best tools available in the market, and I believe it is the best tool available in the market. I would rate this review as a 10 out of 10.
Effortless Document Customization and Stellar Support
What do you like best about the product?
I use PandaDoc for sending contracts to potential members, and it really helps by making the process of sending contracts and collecting payments easy. Members love how easy it is to use, and it saves them the drive to sign a contract in person. I find it incredibly easy to customize documents and tailor them to exactly what I need. Saving templates and creating different versions of documents makes getting one sent timely so simple.
What do you dislike about the product?
When entering into the 'Properties' of some fields on a document, it can be quite confusing on how to use. Editing documents are good for changing one off words, but changing certain sections can be difficult on some occasions.
What problems is the product solving and how is that benefiting you?
PandaDoc solves lengthy deal cycles by simplifying contract sending and payment collection. Members appreciate not needing to drive in for signatures, as it's easy to use. Customizable templates make it quick to prepare documents, saving time while accommodating membership variations.
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