PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Seamless Salesforce Integration, the user management / setup is ok.
What do you like best about the product?
Seamlessly integrates with Salesforce. Very happy with the overall quality of the service.
What do you dislike about the product?
Setting up groups and managing users. When having to update or add new users there is a disconnect between the admin and the new user. For the most part it works well once it's setup. That is the only negative and it's really not a negative.
What problems is the product solving and how is that benefiting you?
Integrates with Salesforce so all of our quotes are integrated and ultimately saved to the opportunity. Pandadoc is a great value.
Easy to Use and Comprehensive, But Time-Consuming
What do you like best about the product?
I have been using PandaDoc for 5 years and I find it a very comprehensive solution. I love the intuitive interface it offers for managing tasks without the need for tutorials, which made the tool easy to adopt from the start. I find it particularly useful for handling the quotation system, as it is quite easy to use. The document sequencing functionality and the ability to manage templates make it easy to organize and customize documents according to the needs of my work. Additionally, the integration of PandaDoc with HubSpot has been quite simple and effective for generating quotations.
What do you dislike about the product?
The initial setup process can be a bit tedious, especially when dealing with formats with variable changes. Although the system is quite user-friendly, it takes time to set everything up.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to manage quotes easily, allowing for simple organizational access. Its templates and document sequence improve our efficiency.
Professional Agreements Made Easy, But Best for Frequent Users
What do you like best about the product?
PandaDoc enables me to produce polished and professional service agreements in a very short amount of time. It's very easy to customise the documents to match the clients branding.
Customer support got back to me pretty much straight away when I had an issue.
Customer support got back to me pretty much straight away when I had an issue.
What do you dislike about the product?
The primary downside is that it only proves to be genuinely cost effective if you frequently send out service agreements.
What problems is the product solving and how is that benefiting you?
This tool is perfect for swiftly drafting service agreements and securing signatures with little hassle.
So Quick and Easy to Use!!
What do you like best about the product?
Ease of use...so simple and quick to use!
What do you dislike about the product?
Sometimes easy to forget to clck the button to have signers sign in order
What problems is the product solving and how is that benefiting you?
Easy to obtain e-signatures quickly. Save a ton of time and we have legal, signed documents.
Effortless E-Signatures, But Formatting Needs Improvement
What do you like best about the product?
It's super easy to send e-signature forms to new customers and make quick edits.
What do you dislike about the product?
The formatting can be a bit difficult. Sometimes I want to customize how a page looks, and it's not super easy to do that.
What problems is the product solving and how is that benefiting you?
PandaDoc allows me to easily send new customers agreements. This benefits me because I can close more deals in less time.
Fast, Easy to Use, and Outstanding Customer Support
What do you like best about the product?
Is it fast, easy to use and perfect Customer Support
What do you dislike about the product?
Absolutely nothing, everything is perfect
What problems is the product solving and how is that benefiting you?
Is it fast for me for my company and for the customer
Streamlined Document Management, Needs Better Design Flexibility
What do you like best about the product?
I appreciate how PandaDoc minimizes the back and forth of emails by allowing clients to fill out information directly from proposals, streamlining the process significantly. This makes it easier to gather all necessary details for writing contracts, saving time and reducing errors that could occur through manual data entry or forgetting to ask specific questions over email. I find the digital signature feature incredibly beneficial, as it simplifies the signing process for clients, who no longer have to download documents, sign them, and re-upload them. This ease of electronic signing was a major factor in our decision to choose PandaDoc. The ability to customize and use templates across our organization is also a valuable feature, as it facilitates consistency and efficiency in document creation. Furthermore, the simplicity with which documents and information can be sent back and forth is highly appreciated as it supports smooth operations.
What do you dislike about the product?
{"I found the setup process quite difficult and not entirely intuitive. It required considerable effort to get accustomed to how different fields and sections on the form work. The structures and methods of doing things in PandaDoc are something you have to get used to, and it took me a bit of time to achieve the desired output.","I feel that designing documents within PandaDoc is cumbersome. It's not facilitated with a drag-and-drop feature, which complicates the creation of templates and makes the process feel a bit outdated compared to tools like Canva. We often have to design the background parts in Canva and then upload them as a page background in PandaDoc, which becomes annoying when changes are necessary. Managing the design aspect between these platforms feels inefficient.","The lack of integration with Salesforce due to the version we are using is a limitation. As a user who employs Salesforce alongside PandaDoc, not being able to integrate the two due to our Salesforce level restricts our workflow."}
What problems is the product solving and how is that benefiting you?
PandaDoc streamlines proposal and contract handling, reducing email exchanges and ensuring complete information from clients. It simplifies digital signing for our clients, improving their experience and efficiency.
Intuitive, Versatile, and Perfect for Collaboration
What do you like best about the product?
Ease of use, versatile, intuitive and collaborative
What do you dislike about the product?
Can sometimes be difficult to understand how to update formatting.
What problems is the product solving and how is that benefiting you?
Helps with document tracking and understanding recipient behavior (with HubSpot integration)
Effortless and Seamless Experience with Saved Docs and Contacts
What do you like best about the product?
Ease of use, saved docs and contact info create a seamless process.
What do you dislike about the product?
Nothing. I supposed being able to edit an original doc within PandaDoc would be nice.
What problems is the product solving and how is that benefiting you?
Onboarding new clients and partners, application processing, and referral agreements.
Time-Saving and Intuitive Document Management
What do you like best about the product?
I really appreciate PandaDoc for its simplicity and ease of use, which allows me to navigate the system without any difficulties. The straightforward setup process was unlike any other software I've used before, making it easy to assign staff access and start creating templates. That's important because we use it for a wide variety of documents like proposals, statements of work, and confidentiality agreements. The pre-prepared templates are extremely time-saving and the ability to use variables, especially for dates when documents are created or sent, is very useful for tracking document timelines and expirations. It's incredibly convenient that PandaDoc notifies me when customers have signed agreements, eliminating the need for constant checking, and showing our professionalism through well-presented documents. The standardization of templates helps maintain uniformity across sales team outputs, so I never have to worry about inconsistencies. Additionally, the ability to track analytics and view monthly activity keeps me informed and aware of how well we are performing. Overall, it significantly boosts efficiency and impact in document creation and management.
What do you dislike about the product?
I find the cost tables and rows somewhat rigid, offering little flexibility. It makes it challenging to customize them as needed. Additionally, it can be quite difficult at times to layout and format the page, as I would like more freedom to drag and adjust different items on the document.
What problems is the product solving and how is that benefiting you?
I find PandaDoc saves me time with template creation for agreements and notifications for signed documents. It enhances professionalism and standardization in my team, ensuring consistent, presentable documents.
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