PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,278 reviews
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Great for approvals with no login for clients.
What do you like best about the product?
I use Panda Docs for approvals with Clients. It a great option to use if you want people to review and approval with out having to create a login or account with a software system. They can simply review the doc, comment and approve without entering any personal information or making a password. I also use there integration with Pipedrive and Zapier which is great way to manage my work flow.
What do you dislike about the product?
The initial set up of my first template took a little getting used to. It wasn't as intuitive as it could be but didn't take long to figure it out.
Sometimes my emailed Panda docs go to clients spam or junk mail.
Occasionally my Zapier Zaps error when all the other ones run fine.
Sometimes my emailed Panda docs go to clients spam or junk mail.
Occasionally my Zapier Zaps error when all the other ones run fine.
What problems is the product solving and how is that benefiting you?
Approvals with field inputs are great. It pulls info from Pipedrive (CRM) like Specs, shipping address, etc so I know my clients see all the info they need to approve their docs.
Recommendations to others considering the product:
Watch the training course and other setup material before starting.
PandaDoc is killing the competition with it's features and price point
What do you like best about the product?
When I moved to PandaDoc from another digital signing tool, I was hesitant about how well it'll cover my requirements, given the low price point. But in my 4 months of use, I have not been disappointed once.
- The UX is very streamlined and user-friendly
- A timeline bar on your home panel helps you track your recent documents
- The option to create templates comes in handy, many times
- You can create documents and letters from scratch or have them drafted for future
- Certificate for e-sign that is widely accepted
- SSL encrypted website and SOC2 attested data storage
- Integrations with pipedrive, zapier, salesforce
- Option to add teams
- The UX is very streamlined and user-friendly
- A timeline bar on your home panel helps you track your recent documents
- The option to create templates comes in handy, many times
- You can create documents and letters from scratch or have them drafted for future
- Certificate for e-sign that is widely accepted
- SSL encrypted website and SOC2 attested data storage
- Integrations with pipedrive, zapier, salesforce
- Option to add teams
What do you dislike about the product?
There's no limitations except that I could not void or cancel documents on the low-tier plan. I could only delete them. Another thing that I noticed was the billing details attached to each document. Often times when I am not sending invoices or bills, the billing tab set to $0.00 does not make sense.
What problems is the product solving and how is that benefiting you?
I'm using PandaDoc for
- Management of Letters & Agreements
- HR formalities using E-Sign
- Creating letters from the inbuilt letter templating features
- Management of Letters & Agreements
- HR formalities using E-Sign
- Creating letters from the inbuilt letter templating features
Recommendations to others considering the product:
If you're in the market looking for a tool to help you with managing contracts with the in-built functionality of e-signature, do not look elsewhere. PandaDoc is the all-in-one tool that'll help you maximize your efficiency in terms of management of your letters/invoices/bills and keep a log of everything for anytime you might need it. Also, the certificate of digital signature makes it legally binding and saves you the hassle of manual signature and bonds. And it's all super secure. The website is SSL encrypted and the data storage is SOC2 attested. Also, it helps you with customized branding and allows payment gateways to be linked in. Go ahead with it and you'll see the advantages from day one.
Great service, limited though
What do you like best about the product?
The service is free, user friendly, and fairly intuitive.
What do you dislike about the product?
I wish the free version could support templates. We send the same form to multiple people.
What problems is the product solving and how is that benefiting you?
We're solving the issue of obtaining consent in this new virtual world. Consent is required from the clients for most of the services we provide and this service makes it fairly simple and easy.
PandaDoc works really well for me!
What do you like best about the product?
Its a great tool once you have set up your templates, easy to do so and customizable if needed.
What do you dislike about the product?
Sometimes the speed is quite slow, you will need to be patient when you make changes in a bigger document.
What problems is the product solving and how is that benefiting you?
We use PandaDoc to sign all kind of agreements with our customers, especially service orders.
Great Tool, Changed Proposals Forever
What do you like best about the product?
Templates make it easy to present a beautiful proposal to clients with the ability to do e-signatures. We've recently started using content blocks and those are great too. It helps us stand out in the crowd for sure. The support is pretty good, and the tool is constantly being developed with new features which is nice. I can spend the time once creating a great proposal and then deliver faster to clients when its needed.
What do you dislike about the product?
As a designer, I wish I could have more visual control. Columns and editing are challenging, so you are stuck in a bit of a box. For most people, this is a non-issue though. Also, I was forced to upgrade to a version with no choice, which was annoying but the features are good in the higher version.
What problems is the product solving and how is that benefiting you?
Professional proposals in a fast turn around with e-signatures. Document management for signed contracts and the ability to not have to fax documents any more.
Recommendations to others considering the product:
I think you should try it out. You'll find the curve hard at first, but invest in a good template and then you will be happy and save 10x the time over the next month.
Love PandaDoc!
What do you like best about the product?
The seamless plug-and-play templates and auto-send to each signer.
What do you dislike about the product?
I'd like to be able to add additional discount line items.
What problems is the product solving and how is that benefiting you?
We're making our closing business easier by easing the signing process.
Panda Docs - Solid Solution for Virtual World
What do you like best about the product?
I like that I can send a document out to be signed and track it's progress.
What do you dislike about the product?
I do not like having to click individual ones to change the status to closed.
What problems is the product solving and how is that benefiting you?
We needed documents returned with signatures but couldn't have people come into the buildings.
Recommendations to others considering the product:
Such a great tool - easy to navigate and use!
Pandadoc
What do you like best about the product?
Allows us to create proposals, contracts and keep everything organised in one place. Nice to be able to collaborate easily with colleagues on different documents.
What do you dislike about the product?
A little bit of a learning curve to get started, but straight forward once you get the hang of it
What problems is the product solving and how is that benefiting you?
Customer contracts and proposals are easily managed
Pandas are cool, PandaDocs is even cooler....Great E Sign platform
What do you like best about the product?
It just works, its easy to navigate and send to clients.
What do you dislike about the product?
the price update is a little on the expensive side.
What problems is the product solving and how is that benefiting you?
helping my clients Esign docs required for mortgage purposes.
Recommendations to others considering the product:
If you need a great Esign app, this is it.
Great free esignatures, right when needed the most!
What do you like best about the product?
The free trial really helped me to see the value and use of PandaDoc! Being able to use the program to send and receive signed documents immediately saved my work from goin into a complete stall when COVID hit, so that I could continue to support the mental health of my students in a time of extreme stress.
What do you dislike about the product?
My only criticism is the inability to send multiple reminders in the free version. Emails get buried all the time, and being able to send additional reminders would be very helpful. I don't need to be able to schedule them, just being able to send them manually would be great. Overall, great value for the paid subscription too.
What problems is the product solving and how is that benefiting you?
I have been able to support all of my students' mental health needs, with no delays due to missing consent forms or other paperwork, because of the ease of using the electronic signatures through PandaDoc.
Recommendations to others considering the product:
This is a great program with many features! Using the Templates and scheduling reminders are both big time savers.
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