PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,367 reviews
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Revolutionary
What do you like best about the product?
We've been using PandaDoc for five years and can't imagine our workflow without it. It used to be such a pain to put together contracts. While we had templates in Microsoft Word, it was always easier just to start with a previous agreement and modify it. The risk with this was the potential for missing unique terms or custom scope items required by one client but not another. Plus, having to chase down signed agreements--the housekeeping was a nightmare. PandaDoc completely streamlines the process. We've established templates for everything, have a robust content library that feeds the templates, smart content that auto-populates from our CRM, and pricing tables that auto-calculate total fees, discounts, etc.
What do you dislike about the product?
My few very minor wishes are 1) I wish there was a bit more control in pricing tables. I'd like the ability to select by default which pricing tables are included in the document total (you can manually change it, but you have to remember each time). 2) I wish you could create a pricing table that would automatically calculate a fee payment schedule based on conditional logic or linking to the main pricing table. 3) I would like the automations to become more robust and customizable. This is still a new feature, so I have hope that this will be a near-term addition. 4) I'd like the page breaks to be a little more seamless. You have to do some finagling to get the page breaks right if you're picky about that like I am.
What problems is the product solving and how is that benefiting you?
As a lean team, PandaDoc saves a huge amount of administration time, streamlines processes, increases transparency, and automates tedius workflows.
Easy to use contracting tool for Sales/ CS. Integrates well with salesforce
What do you like best about the product?
Integrations with Salesforce makes use very easy. Updates when customers open / sign documents is very helpful.
What do you dislike about the product?
Not much, the tool satisfies my business needs
What problems is the product solving and how is that benefiting you?
Creating contracts and pulling data from Salesforce to ensure data consistency
Impressive software to close sales
What do you like best about the product?
The speed and ease of sending economic proposals to clients and successfully closing them in a short period of time
What do you dislike about the product?
The interface could be more accessible and intuitive, although it perfectly fulfills its purpose.
What problems is the product solving and how is that benefiting you?
The sales
Real Game Changer
What do you like best about the product?
its ease of use. the auto reminders are awesome as well
What do you dislike about the product?
nothing as of now. i am happy with this product
What problems is the product solving and how is that benefiting you?
it saves a ton of time for myself and my clients
Technical Sales
What do you like best about the product?
It's ease of use. Article are stored in a catalog.
What do you dislike about the product?
I'm not a fan of the new dashboard. I preferred the previous version.
What problems is the product solving and how is that benefiting you?
Able to store quotations on the system.
Easy to use. Easy for clients.
What do you like best about the product?
Easy to set up documents. Support is good.
What do you dislike about the product?
There is nothing that I dislike, it is flexible.
What problems is the product solving and how is that benefiting you?
Signature of contracts with remote clients.
I love how easy it is to use
What do you like best about the product?
Right now we are using the free version for 2 years. We are able to use what its important, but we know that if we want to send contracts or to integrate with our platform it is very easy
What do you dislike about the product?
Sometimes we need to have more than one account open (administrative + individual). Changing through accounts is not that easy
What problems is the product solving and how is that benefiting you?
we need to send contracts to our team, also we need to make sure some comunications have a signature that verify the communication has been received
Easy to use. Gets results,
What do you like best about the product?
I like that I can break up payments into installments however, I wish it were a little more customizable.
What do you dislike about the product?
I didlike that I can not customize payment dates therough the payment portal.
What problems is the product solving and how is that benefiting you?
Many older people don't know how to create a digital signature and pandadoc makes it easy for them to sign cobtracts through a link.
Excellent Document Management Product for Teams
What do you like best about the product?
The templates and workspace features are invaluable to our team. We have been able to create multiple workspaces for our teams, allowing us to give different access to different team members based on the workspace. The templates and ability to create documents quickly is perfect for the repetitive proposal writing that our team does.
What do you dislike about the product?
There is no copy/paste of images on documents. Sharing documents between workspaces and allowing visibility of documents in the shared environment is not always user-friendly. There are workarounds, thought.
What problems is the product solving and how is that benefiting you?
The big problem that it solved is with integrationa and speed. We have our CRM tied directly to PandaDoc templates and it makes the proposal and quote writing a process that takes seconds instead of an hour.
Panda Doc is Great!
What do you like best about the product?
We use Panda Doc for all of our HR document need.
New hire packets, disciplinary forms, ect.. I enjoy the fact that it automatically send it and lets you know when it has been opened and completed.
New hire packets, disciplinary forms, ect.. I enjoy the fact that it automatically send it and lets you know when it has been opened and completed.
What do you dislike about the product?
There isn't anything at this tie that I dislike about it
What problems is the product solving and how is that benefiting you?
It is helping reduce administrative tasks, and improve efficiency as well as managing documents in a timely manner.
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