PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,355 reviews
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Decent e-Signature Program
What do you like best about the product?
I like the certificate that is added to the end of the completed document. I also like that I don't have to let all parties know the reason for cancelling a document.
What do you dislike about the product?
I dislike that I have to start over if I make a mistake, or if I have to upload a replacement document.
What problems is the product solving and how is that benefiting you?
My business is completely internet based. Faxing and FedExing are cumbersome and expensive and outdated. This serves my needs for moving documents around between clients.
Recommendations to others considering the product:
It's a good all round application for document management and e-signatures.
Works for our needs
What do you like best about the product?
The integration they have with our CRM. It makes it easier to send out automated proposals. Plus it is quite customizable. It is basic enough to easily generate new proposals to send off to people.
What do you dislike about the product?
There are parts of the integration that aren't as seamless as I like. Information can't easily be pulled across the contact and deal stages.
What problems is the product solving and how is that benefiting you?
Sending quotes to customers.
After a month of use we are happy customers.
What do you like best about the product?
As a manager - I love how I can view all documents in the workspace in their respective categories (draft, sent, etc.) as a whole, as well as per individual user if needed. Our users have been very happy with PandaDoc so far. Most say that it is very user friendly and "self-explanatory", and a vast majority of our users have been able to use it on their own after only one training session from our IT Team. The fillable/assignable fields are color coded to help differentiate different signers (if there are more than one), so that you can always be sure the right signer is assigned to to correct field. Multiple notification settings is also a very popular feature that our users have reported.
What do you dislike about the product?
There isn't much. I'd say the complaint that we get the most is the cluttering of templates.
"Save as template" window pops up after document has been sent -- this has caused many of our users to create templates which then clutter up our template space, creating even more confusion. It would be great if we could restrict template creation, or at least restrict sharing them with the entire Workspace.
"Save as template" window pops up after document has been sent -- this has caused many of our users to create templates which then clutter up our template space, creating even more confusion. It would be great if we could restrict template creation, or at least restrict sharing them with the entire Workspace.
What problems is the product solving and how is that benefiting you?
We are, for the first time, able to receive signatures without having to meet face-to-face with our stakeholders. This is excellent especially during the COVID-19 pandemic. Our users love that they're able to capture signatures much easier.
Recommendations to others considering the product:
We are very happy with PandaDoc and it is very cost-effective compared to similar services.
Easy contract management
What do you like best about the product?
Ease of use. Real time notifications. Prospects on the receiving end don't seem to get confused which is a huge plus
What do you dislike about the product?
Can't really think of much. There could potentially be better reporting
What problems is the product solving and how is that benefiting you?
Signing new clients. Visibility across teams
Recommendations to others considering the product:
Super easy to use and lightweight option for small teams. Individuals on the receiving end seem to understand how PandaDoc works as well
Great tool for getting client signatures
What do you like best about the product?
Very easy to use and the free version offered during the pandemic has been huge for our small business. Clients have been able to easily use the online signing tool with zero problems. Ease of use is a huge plus considering I'm dealing with clients from age 25 to 79 with varying technological skill levels. Clients like that they can sign with their finger on the phone. In addition, I love the way that it remembers my clients names and email addresses, so that when I send new docs each year, I only have to start typing their last name and the email address comes up. Finally, when inputting signature boxes, it has the "snap" feature to line up the signature/date boxes very easily so that it's in line with other date/signature boxes. Makes it look very professional and not off.
What do you dislike about the product?
I find that if I make an error, I have to go back and delete and re-upload the document. Would be nice to correct an already existing upload (though that may be because I'm using the free version).
What problems is the product solving and how is that benefiting you?
We have our clients sign engagement letters and IRS/state tax forms online and PandaDoc is great solution to do that. Given we are a relatively new small business (opened during the pandemic), having a free version to get us off the ground is important, considering all the other players in the field (Adobe/DocuSign/etc...) are VERY expensive.
A robust app that would be unbeatable with a bit of fine tuning
What do you like best about the product?
I enjoy PandaDoc's ability to easily change and revise templates to make unique one-off documents. I also appreciate the in-depth page-by-page editing system for template creation.
What do you dislike about the product?
The price. This app withholds key functions from its base subscription tiers in a way I've never seen before. There is almost no functionality on the bottom level tier, and it only gradually increases from there.
What problems is the product solving and how is that benefiting you?
We create unique proposals for a variety of project types, including all our invoices and data reports.
Recommendations to others considering the product:
Make use of the free trial at the complete subscription before making a decision. The price for output is what will most likely determine the decisions of all but those with a limitless budget.
Easy to use
What do you like best about the product?
Ease of use for the company and ease of use for the client. We can have an email send the document for signing or copy a link. Can't get much easier than that. We also like how quick it is to upload and prepare the document.
What do you dislike about the product?
Nothing really, we really like how easy it is to use.
What problems is the product solving and how is that benefiting you?
Again, it is really about how easy it is to use. We want a low learning curve for employees and quick and intuitive signing for the client.
Recommendations to others considering the product:
Understand the goal of eSignature before using and make sure that all know the process. eSignature is only part of the process, ease of use is vital for the employee and the customer. Then know how to save the document for future reference.
Amazing tool that delivers on it promise
What do you like best about the product?
It´s simplicity to use, and how you can tell their product team work constantly to make the experience even better. If you actually know how to use it, and put processes around it, it can save you loads of time.
What do you dislike about the product?
That you cannot export the content of your documents in different formats
What problems is the product solving and how is that benefiting you?
We are presenting proposals and having contracts signed. We can test and analyze different uses. For example the fact of placing the signature on the second or third page after the summary of the proposal and the price increased time of conversions by 60%, before we had it at the last page, after all of the terms and conditions and typical legal jargon. You can test those kinds of thing
Long time user
What do you like best about the product?
Pandadoc is super easy, to use and implement. Super robust and highly useful
What do you dislike about the product?
Noting specific. Only when it came to integrations with SFDC I needed prof services
What problems is the product solving and how is that benefiting you?
Tactical signing for all HR and other legal documents as well as offers to potential clients
Good looking template documents to simplify the sales process.
What do you like best about the product?
Simplified our document creation and signing process. We went from a 2 week multiple touch point sales cycle to being able to complete the process and receive first payment within 24 hours. PandaDoc did allow us to make good looking proposals compared to other solutions.
What do you dislike about the product?
Editor is complicated to use many times and doesn't function the way that I would expect 100% of the time.
Easy to type data in the comments textbox and the click another section of the document and the comment text wasn't saved/lost.
Editor 2.0 payment integration doesn't allow you to select the "pricing" table for the payment. Must be entered manually. Wastes time requires some manual steps that previously were automatic. :(
Easy to type data in the comments textbox and the click another section of the document and the comment text wasn't saved/lost.
Editor 2.0 payment integration doesn't allow you to select the "pricing" table for the payment. Must be entered manually. Wastes time requires some manual steps that previously were automatic. :(
What problems is the product solving and how is that benefiting you?
Sales Proposals, Contracts, First payment. We went from a 2 week multiple touch point sales cycle to being able to complete the process and receive first payment within 24 hours. The workflow and approval process helps us work better as a team internally and reduced a lot of back and forth communication and editing documents.
Recommendations to others considering the product:
If your current process in sales is slow and manual then I highly recommend changing to PandaDoc to improve your quality of life. :) PandaDoc has saved us hours of time each year and saved us from simple/typo mistakes.
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