PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
External reviews are not included in the AWS star rating for the product.
Streamlined agreement workflows have accelerated approvals and improved e-signature processing
What is our primary use case?
What is most valuable?
I appreciate the HubSpot connectivity with PandaDoc, as that is helpful for our team. In my opinion, the best features PandaDoc offers are e-signature, editing, and the connectivity with HubSpot.
PandaDoc has positively impacted my organization by helping to move the approvals faster and get the agreements in. The approvals are now one or two hours faster. The HubSpot integration specifically helps my team by saving time, as we can connect directly from HubSpot to PandaDoc.
What needs improvement?
PandaDoc can be improved at the interface level, as it needs some improvement because it is not user-friendly. The pulling from the content library is a little bit difficult. We want to update any content library and pull it back into the agreement, and that area makes it difficult.
For how long have I used the solution?
I have been using PandaDoc for the past eight months.
What do I think about the stability of the solution?
PandaDoc is stable.
What do I think about the scalability of the solution?
PandaDoc's scalability is good.
How are customer service and support?
The customer support is good.
Which solution did I use previously and why did I switch?
What was our ROI?
I have seen a return on investment, and it is time saved.
What's my experience with pricing, setup cost, and licensing?
The pricing experience is a little bit higher, and we want to reduce the pricing according to usage, so that is an area we want to focus on.
Which other solutions did I evaluate?
Before choosing PandaDoc, I evaluated other options such as DocuSign.
What other advice do I have?
All features are good, and I do not have much to add about them. My advice to others looking into using PandaDoc is that it is a great tool for a growing company. I would rate this product an 8 out of 10.
Seamless Integration with monday.com
Easy to Use, Powerful Features, and Smooth CRM Integration
Streamlined Document Management, Minor Formatting Issues
The SSO portion could have used some work as there was not a specialist in that department which left us fending for ourselves or being told 'this won't work' when in reality that wasn't true. This is no longer the case though as they now have a dedicated tech for SSO that's extremely knowledgable.
Easy Templates, Strong Branding, and Smooth Collaboration
Redlining with clients is straightforward: I send the client a link, and they can comment and propose edits right within the document—no sign-up required.
I also like using variables in templates. They make it simple to create and update new documents while avoiding common mistakes, like leaving in another client’s name or information, using the wrong dates, and similar errors.
Good to know
Time-Saving Document Management with Stellar Support
Real-Time Document Tracking That Boosts Pipeline Visibility
Digital proposals have transformed our workflows and now accelerate compliant client sign-ups
What is our primary use case?
PandaDoc is a game changer for our organization. We use PandaDoc to draft and submit business proposals as well as send clients our terms and conditions prior to them signing up with us as our customers. The reminder system and templatization greatly speed up the drafting and sending of these documents, and the collection of digital signatures ensures we are compliant legally. This helps us to send proposals much faster and easily keeps track of the progress and viewing of the documents by our potential clients.
PandaDoc is a great tool for sending proposals and terms and conditions to our customers for collection of digital signatures. The ability to templatize our documents and have collaborators help finish the document is invaluable. The dashboard is a game changer as it gives us one place to view all our active documents and the status of the documents.
Sending enrollment agreements is super easy, especially since PandaDoc works with HubSpot. Most of the time, I don't have to enter in numbers myself, so it makes for a much quicker turnaround.
I also love being able to change the expiration date since everyone has different enrollment deadlines. The functionality is endless and could be used for a myriad of things. Since we are able to create our own templates, it opens a world of possibility.
What is most valuable?
The best features PandaDoc offers include filling information for HubSpot, ease of use for those who are technologically challenged, and the ability to create several templates for all different instances.
PandaDoc has impacted my organization positively as it has been a game changer overall. It simplified the enrollment processes for us, created a system where all documents would be saved properly and not forgotten, and very securely. Also, it is very easy to use for both us and our clients.
Time saved creating documents and contract language has resulted in great efficiency and an excellent customer experience. We have been able to save approximately 50% of our time. I measure the 50% time savings through turnaround and quick document sending and creating through the templates.
What needs improvement?
There are not a lot of areas for improvement. However, it could have better integration with meeting tools so you can go over a proposal with clients face-to-face. It can be difficult to figure out which token to use so it can grab the information from HubSpot.
For how long have I used the solution?
I have been using PandaDoc for three years.
What do I think about the stability of the solution?
PandaDoc is stable as there is no downtime or lagging noticed. It is very stable.
What do I think about the scalability of the solution?
PandaDoc's scalability handles my organization's growth very efficiently.
How are customer service and support?
The customer support of PandaDoc is very proactive and responsive 24/7. I rate the customer support nine out of 10.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I previously used Adobe Acrobat Sign before PandaDoc. The reason why we switched from Adobe is that it is kind of complex and not so cost-effective compared to PandaDoc.
What was our ROI?
I have seen a return on investment because this tool has helped improve cash flow from the ability to collect payments. It helps me keep track of which contracts a client has signed. Templates have allowed me to both standardize proposals yet allowed rapid customization for each specific customer while saving a lot of time.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing is very cost-effective and affordable.
Which other solutions did I evaluate?
I evaluated HubSpot Marketing Hub before choosing PandaDoc.
What other advice do I have?
PandaDoc is a very cost-effective tool, easy to use, and very secure. I would give it a nine out of 10 overall rating. I choose nine out of 10 because it is very user-friendly and the fastest possible option, plus the confirmation of which document has been viewed and completed by our clients is a great plus. It is very cost-effective, easy to use, and the support has always been proactive and affordable.
PandaDoc is deployed in my organization in a hybrid model. The cloud provider we use with our hybrid deployment is Amazon Web Services (AWS). PandaDoc's performance and speed are very reliable and fast.
The onboarding process for new users in my team is very easy as PandaDoc is easy to learn, especially through the integration with HubSpot. All types of technical users can use PandaDoc. PandaDoc's reporting and analytics are good as we can track sent documents to our clients and their status easily.
Which deployment model are you using for this solution?
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Streamlined document workflows have saved sales teams hours and now create secure, professional deals
What is our primary use case?
My main use case for PandaDoc is that it has been a game changer, especially in my organization because it saves our sales reps hours per week on documentation. We use PandaDoc to make our sales process secure, efficient, and professional. Using the entire integration with HubSpot, our sales representatives are able to create and prefill agreements quickly and send them to customers with the click of a button. We use the two-way synchronization with HubSpot to ensure our data is flowing seamlessly. We have recently started to use PandaDoc rooms to create an even more professional buying experience for our customers, and it has been incredible.
We also use PandaDoc for sign-off on customers' contracts and to collect deposit payments, which allows us to track all quotes we have sent out and also verify customers have reviewed them and spent time on each page. It also offers a secure way for them to process payment easily.
What is most valuable?
PandaDoc offers many best features including audit trail, tracking, instant updates, customer support, ease of use, seamless integration, intuitive user interface, ease of template creation, and customizable templates.
Out of those features, we find ourselves using the customizable templates the most, which allows for a tailored document creation process based on individual needs. I also love the ability to combine multiple documents in one go, which is very effective by saving us time. Integration with HubSpot and Salesforce has been great and enhances the overall user experience, especially for the sales representatives in my organization. It makes it very easy to use for anyone in my organization.
The intuitive and user-friendly interface makes it very easy to navigate and complete the onboarding process.
PandaDoc has positively impacted my organization by being very helpful in streamlining our processes.
What needs improvement?
One area that PandaDoc needs to improve is the design of documents, which is a bit limiting when compared to something such as Word or Google Docs.
It is not immediately clear how to add custom images, and this should be improved.
Additionally, the learning curve to design documents is steep at first, but it becomes easy after a couple of designs as you get used to it.
For how long have I used the solution?
I have been using PandaDoc for five years and a few months.
What do I think about the stability of the solution?
PandaDoc is stable, as I have not experienced any lagging or downtime; so far, so good.
What do I think about the scalability of the solution?
PandaDoc grows with my organization's needs, keeps scaling, and can handle all the documents that we have been sending and managing back and forth.
How are customer service and support?
Customer support is very proactive and responsive.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I previously used Zoho Contracts, but PandaDoc is much easier to use and creates more professional documents than other platforms we have evaluated. It also has very handy features such as reminder emails, suggestions, and templates that we found to be more robust than other platforms. It is also very cost-effective compared to other products we have evaluated.
What was our ROI?
I have seen a return on investment, with huge time savings in drafting and sending documents to clients. Approximately thirty to fifty percent of time is saved in drafting and sending the documents, and I also love the easy-to-view dashboard that saves time in checking the status of any documents and provides insights such as clients' views versus signs. We are able to guide our clients on where to sign and what to do. It has also streamlined the editing and back and forth of documents with clients, as you can turn on suggestions for clients to make changes if required.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing leads me to state that this is one of the most cost-effective tools, so it is very affordable.
Which other solutions did I evaluate?
Before choosing PandaDoc, I evaluated other options including DocuSign.
What other advice do I have?
My advice to others looking into using PandaDoc is that it has been one of the best tools in managing documents, especially for when you want a great e-signature tool. It is great for sending proposals and terms and conditions to customers for collection of digital signatures. It really helps that you can templatize your documents and have collaborators help you finish the document for you. The dashboard is also a game changer as it gives you one place to view all your active documents and the status of the documents. You can even use this to collect payments as it seamlessly integrates with other software such as QBO.
It has been a great tool that helps us send proposals much faster and easily keeps track of progress and viewing of the documents by our potential clients while maintaining a professional look. I give this product a rating of nine out of ten.