PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,355 reviews
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Great Tool
What do you like best about the product?
It simplifies affidavits for my team and saves us time and money in the end.
What do you dislike about the product?
Support is in a different time zone than us making it difficult when we do need them
What problems is the product solving and how is that benefiting you?
Notarizing affidavits electronically allows us to send them to customers through email saving time and repetitive mail outs when they don't get to the correct person.
Free version helpful for simple contracts and collaborative documents.
What do you like best about the product?
If you're willing to put some time into it, you can make PandaDoc work for you without having to upgrade. We utilize PandaDoc for client contracts, and once we got the hang of it, it's really simple to update and send out to clients to complete and sign.
What do you dislike about the product?
PandaDoc isn't the most intuitive program. It took quite a bit of clicking around and trial and error to update and store documents in a way that worked for our business. We also didn't want to upgrade and had to find a template workaround.
What problems is the product solving and how is that benefiting you?
PandaDoc provides a straightforward (once we figured it out) way to send contracts to new clients. Clients are easily able to complete the contracts without having a PandaDoc account and provide an e-signature. This saves a lot of back and forth and then we have easy access to the completed contracts for future reference as well.
Relatively smooth so far - after figuring out how to use it
What do you like best about the product?
Makes adding fields into a contract template simple.
What do you dislike about the product?
Templates are a little clunky and non intuitive. A little expensive per user. Copy pasting fields also clunky.
What problems is the product solving and how is that benefiting you?
Sending out contracts to our clients. Makes it easy to sign and pay relatively easily for our SMB clients.
Really handy tool
What do you like best about the product?
What I really like is how simple it is to use. I can upload a file, drag-and-drop the signature boxes in, sign my own name, then easily generate a link for my client to sign. What's more, I've had no client get confused about how to use this on their end either, which is a big bonus. Nothing worse than an application that makes the client jump through hoops for a simple action.
What do you dislike about the product?
It's a bit of a pain that I have to upload my own template every time, but I'm actually considering paying for the premium version of the tool so I won't have to do that. I don't tend to pay for many services but this feels like one I would strongly consider.
What problems is the product solving and how is that benefiting you?
I need to have contracts signed by myself and my clients, and this tools is a really simple, easy way for me to manage that. I just send them a link, then I receive the signed contract in my inbox, no hassle at all.
Essential for dotting I's and crossing T's
What do you like best about the product?
Sending documents to clients via PandaDoc for official sign-off is so crucial when a building project is already rolling.
What do you dislike about the product?
Have had trouble finding and using some of the features and adding extra pages to an existing draft- could be me though!
What problems is the product solving and how is that benefiting you?
With all the changes clients can make during a build, sending a final version of a component to the client ensures that it is in fact final and provides accountability for all parties.
Easy to use and customize
What do you like best about the product?
My team did a competitive analysis between PandaDoc and DocuSign and decided from an engineering perspective, PandaDoc was much more customizable. We use the forms via APIs and have had a really good experience. I like the options to customize settings, defaults, branding, and notifications. Overall - super happy with it!
What do you dislike about the product?
I wish fields didn't have to be assigned to a role. It's probably the biggest reason we will eventually have to move away from PandaDoc because our most common forms have 2 people working on it, without strict requirements on who completes which fields.
What problems is the product solving and how is that benefiting you?
We collect information from a variety of people in various states. We have document bundles of various templates to streamline what is normally a long, arduous, archaic documentation collection process.
Excellent tool for many situations
What do you like best about the product?
Have loved using PandaDoc for a long time, starting as a 'free' user for the free e-signing capability (excellent), and now as a paid user
By features:
- Content Library
- Templates
- Forms (which we embed on our website for self-paced forms and to reduce friction in the process)
- Integration to Hubspot (where we trigger new proposals from)
By features:
- Content Library
- Templates
- Forms (which we embed on our website for self-paced forms and to reduce friction in the process)
- Integration to Hubspot (where we trigger new proposals from)
What do you dislike about the product?
I think the quote builder functionality should be included in my subscription tier; it doesn't make sense if it is at higher tier pricing or how you can add it to your proposals, but when you want to use it, you get the trigger to pay.
What problems is the product solving and how is that benefiting you?
Repeatable quotes and proposals
Reducing friction in the sales process
Ability to get my team to draft proposals prior to my review and this give scale to our sales capability
Reducing friction in the sales process
Ability to get my team to draft proposals prior to my review and this give scale to our sales capability
Great way to simplify the signing process and track document status.
What do you like best about the product?
Love that I can easily track the status of all documents in one place. Scheduled followups keeps the task top of the inbox and the entire process is much easier than wet signatures with electronic document returns. Really simplifies our contracting process.
What do you dislike about the product?
I wish the electronic signatures included a date stamp and typed name and title. These additions would result in less work for both initiator and signer. I also wish I could correct documents that haven't been signed without resending them.
What problems is the product solving and how is that benefiting you?
Makes it easy for everyone to sign electronically and return signed documents, even those with less technology know how or even those without office scanners.
Get's The Job Done
What do you like best about the product?
PandaDoc gets the job done, notifies you often and makes it easy for multiple users to work together.
What do you dislike about the product?
It takes a little time to get to know. It is not always user-friendly right away.
What problems is the product solving and how is that benefiting you?
It eliminates the in-person onboarding paperwork process. Making onboarding quicker and more efficient overall.
Love using PandaDoc, super easy!!!
What do you like best about the product?
I like that it is easy to use, and I get updates via email once the documents are signed so I can stay on task.
What do you dislike about the product?
I haven't found any downsides yet. It works perfectly for our office.
What problems is the product solving and how is that benefiting you?
Pandadoc allows us to get signatures for insurance documents. This is highly beneficial to clients that do not live locally or are too busy to come in and sign documents. I can import multiple files and send them over as one file for signatures.
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