PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,312 reviews
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External reviews are not included in the AWS star rating for the product.
Very useful
What do you like best about the product?
I like that I can import my Word documents and then edit them if needed before sending. Other apps, you just get the option of adding fields. It allows for flexibility in contracts.
What do you dislike about the product?
Placing fields is a little hard sometimes. They snap to weird locations if you have a lot of fields or objects in the same area. kinda have to trick it sometimes or it won't stay where you put it.
What problems is the product solving and how is that benefiting you?
It helps me track when clients look at a proposal. Lets me know when they sign and pay. Very useful in staying on top of them.
I am please using of Panda Doc that helping SMB companies
What do you like best about the product?
We have been using Panda Doc and are happy with the features provided. This is fulfilling our need for the near future and allowing us to grow before we build stronger relationships.
What do you dislike about the product?
None at the moment, we are happy with everything that has been provided.
What problems is the product solving and how is that benefiting you?
It is easy to get the contract signed.
Great Software
What do you like best about the product?
How easy it is to create docs and send for signature.
What do you dislike about the product?
a few features (i may not know) about new generic fields to auto populate more documents at once, option to clear some specific fields in case it`s mandatory to refill some blanks
What problems is the product solving and how is that benefiting you?
keep track of documents and signatures.
Fast and easy experience with Pandadoc
What do you like best about the product?
You can semi-automatically add signature fields
The customers never have issues with opening and signing documents
The customers never have issues with opening and signing documents
What do you dislike about the product?
You can not so easy send custom reminders to customer/prospects for signing
What problems is the product solving and how is that benefiting you?
Getting a signature easy on renewal documents
Wonderful document system and CPQ alternative with great integrations
What do you like best about the product?
I manage multiple PandaDoc instances, many with multiple workspaces for business units, some workspaces with dozens of end users in various roles. We use the tool for in house HR, Legal, Channel sales, and direct sales. It's so customizable and scales great for our unique team needs.
- Document template creation tool is powerful and very intuitive once you get to know it (it's a little confusing at first because there are so many options)
- You can create BEAUTIFUL documents and alternate versions on the fly
- Document and template management is super easy for admins, and usage is super easy for end users
- Document management is easy for all sorts of end users (ie. sales reps can manage their own documents)
- Document generation within CRM is wonderful for end users ... don't need multiple tabs open
- Document automation options make managing alerts and expirations very simple for users
- Post-completion automation and document file save back to CRM platforms works great
- Integrations to other platforms (Salesforce, Hubspot, etc) are really customizable
- TONS of custom options when integrating to SFDC (multiple options to sync to Opportunities, Opp products, and/or
Orders, Order Products, etc)
- Two-way sync (write back) to CRM can be done very easily with Zapier
- Support chat is highly available and email support usually responds in under 24hrs
- Helpdesk is highly searchable and includes good documentation
- Document template creation tool is powerful and very intuitive once you get to know it (it's a little confusing at first because there are so many options)
- You can create BEAUTIFUL documents and alternate versions on the fly
- Document and template management is super easy for admins, and usage is super easy for end users
- Document management is easy for all sorts of end users (ie. sales reps can manage their own documents)
- Document generation within CRM is wonderful for end users ... don't need multiple tabs open
- Document automation options make managing alerts and expirations very simple for users
- Post-completion automation and document file save back to CRM platforms works great
- Integrations to other platforms (Salesforce, Hubspot, etc) are really customizable
- TONS of custom options when integrating to SFDC (multiple options to sync to Opportunities, Opp products, and/or
Orders, Order Products, etc)
- Two-way sync (write back) to CRM can be done very easily with Zapier
- Support chat is highly available and email support usually responds in under 24hrs
- Helpdesk is highly searchable and includes good documentation
What do you dislike about the product?
- Takes a bit of time to learn template builder (or you pay for them to build for you)
- Setting up enterprise-level integrations to SFDC can take time to learn
- The document emails sent to recipients are simple and not very customizable
- Setting up enterprise-level integrations to SFDC can take time to learn
- The document emails sent to recipients are simple and not very customizable
What problems is the product solving and how is that benefiting you?
Share proposals, orders, MSA, and other documents. Services our CPQ needs. document generation by sales reps, custom document building, automation with CRM systems to move deals down pipeline. We also use it for legal and HR related forms.
A great tool
What do you like best about the product?
It's simple to use and provides a nice tool to streamline how customers receive proposals.
What do you dislike about the product?
The lack of 2-way integration with Hubspot is a bit irritating - it doesn't pull £ values through.
What problems is the product solving and how is that benefiting you?
Streamlining proposals
Didn't require any onboarding or training, very intuitive.
What do you like best about the product?
Having all document templates for legal, quotations etc. in one place.
What do you dislike about the product?
There is not anything negative that I can think of at this time
What problems is the product solving and how is that benefiting you?
Provides quick and simple price quoting for all level of users
Daily use with ease
What do you like best about the product?
Very easy, very quick and reliable. I use it every day
What do you dislike about the product?
Nothing i have come across. Everything works exactly the way i want it to
What problems is the product solving and how is that benefiting you?
digital agreements
Great way to save money. Easy to use and much better than DocuSign
What do you like best about the product?
I've never had any issues with client signing.
I love the tracking and the ways in which you can edit a document to resend instead of starting over.
I love the tracking and the ways in which you can edit a document to resend instead of starting over.
What do you dislike about the product?
I don't really have any dislikes but sometimes when I'm looking to send a reminder, the menu can be a bit hidden.
What problems is the product solving and how is that benefiting you?
I work remotely and my clients are all over the city so it's really easy for me to send these documents over to them and discuss it over the phone or walk them through the contracts.
Visually Beautiful - Videos, Images, & more
What do you like best about the product?
It looks beautiful and you can embed videos and pictures to help facilitate sales. It is easy to use. I especially like the ability to have the client choose aptions and it to tally a different total based on those options. It also intergrates with everything.
What do you dislike about the product?
I can't think of anything I dislike about it.
What problems is the product solving and how is that benefiting you?
I helps our agreements be easy to read visually and to have photos and videos.
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