PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Get Proposals out Fast with PandaDoc
What do you like best about the product?
Templating in PandaDoc is unlike any other CPQ tool I have used before. The addition of tokens removes human error from the equation - you will no longer find yourself sending out quotes with another clients name on it due to skimming over it on your first pass.
What do you dislike about the product?
Coming from Qwilr, I do feel that personalization could be enhanced. There are quite a few customization options however it is fairly limited as compared to the personalization features with other CPQ tools.
What problems is the product solving and how is that benefiting you?
The time it takes to get a proposal out has dropped substantially after switching over to PandaDoc. It has netted me back countless hours in the proposal creation process and has a very clever UI that is easy to become familiar with.
Recommendations to others considering the product:
If your looking to cut down on the amount of time it takes to get proposals out, I would highly consider PandaDoc as a candidate.
Works but UE could be better
What do you like best about the product?
Easy to add multiple signers and to submit for approval
What do you dislike about the product?
It’s hard to build a clean document and change line items. Sometimes it requires multiple refreshes to get going
What problems is the product solving and how is that benefiting you?
Solving the need for scanned/faxed proposals
Recommendations to others considering the product:
I would recommend using this at your company
Solid
What do you like best about the product?
Support is great and easy for many people in the org to have visibility on signed agreements
What do you dislike about the product?
sometimes templates can be a bit clunky.
What problems is the product solving and how is that benefiting you?
having our customers print and scan documents and helped increased the speed at which contracts are signed.
Recommendations to others considering the product:
Def worth a look
PandaDoc provides a professional quoting system
What do you like best about the product?
- The ability to have a professional-looking quoting system that is tracked when they view and fill out the form.
- Being able to easily add and remove items into the quote as well to personalise and still keep the premium look.
- Being able to easily add and remove items into the quote as well to personalise and still keep the premium look.
What do you dislike about the product?
- When a customer wants to make one change it deletes out all their filled out fields so that they have to fill out all their details again.
What problems is the product solving and how is that benefiting you?
None
Recommendations to others considering the product:
I would advise to take this product onboard and make your business have a trackable, editable and professional-looking quoting system.
A Good Tool to get signature digitally
What do you like best about the product?
The best thing with this application is that we can get the digital signatures of our customers and employees without visiting them and who are located at far places, we just need to upload the document within this application and get the signature of the particular person we want.
What do you dislike about the product?
At the beginning this application some complicated for the beginners
What problems is the product solving and how is that benefiting you?
With the use of this application we can have the signatures of customers on the proposals and agreement we wish, which speed up the process of the deal.
Recommendations to others considering the product:
It is my suggested application to acquire e-signature without visiting to the individuals
Simplifies proposals and all kinds of documents
What do you like best about the product?
Being able to easily brand, edit and create new documents. Making templates is very easy and sending documents is a very quick and simple process. They are often bringing out updates to make the functionality even better, and their support is very quick to respond. We can now use both the original editor and the new editor, which means we can still use all our original templates but we can take advantage of the editor when we need to. We also make templates for clients and send them to their accounts, we were having an issue with this with the new editor when we had the old editor but new clients had the new one, but now we can choose which editor to make the templates with to match the requirements of our clients.
What do you dislike about the product?
The new editor is great but it has a few glitches that make it difficult to use. Some issues that seem to be browser dependent, each browser seems to have it's own quirks. We've also had some issues where clients have signed proposals but they haven't clicked finalise so the document says incomplete and then it expires, where it should have been complete because it is signed.
What problems is the product solving and how is that benefiting you?
We can send all kinds of reminders and proposals. We have template proposals for each of our different services, and we create document templates for our clients as well. We also use it for our own staff contracts, it's great having everything in the same place. It takes a lot of the repetitive work out of admin tasks. We also have it linked to our CRM which is really handy.
Recommendations to others considering the product:
PandaDoc have an amazing set of online resources to learn how to use their features. If you're not sure how to do something, check their knowledge base and if that fails contact support, they're always very helpful.
The Amazing PandaDoc
What do you like best about the product?
When our company first introduced PandaDoc, it was very lacking in terms of what we needed. However, as we combed through it, followed tips and tricks, it has been groomed into one of our most valuable tools. The ability to create proposals for clients that are simple and easy to navigate has been a game changer.
I love that our company branding can be added into our account. This is incredibly helpful when we're going in front of clients.
Additionally, the customer service is wonderful! Every time I have come across and issue, the team on the support side is quick to address the issue and fix it. This has been a lifesaver on several occasions!
I love that our company branding can be added into our account. This is incredibly helpful when we're going in front of clients.
Additionally, the customer service is wonderful! Every time I have come across and issue, the team on the support side is quick to address the issue and fix it. This has been a lifesaver on several occasions!
What do you dislike about the product?
Prior to upgrading the Editor version, my list of dislikes was pretty high. One of the main issues I had was the lack of ability to add custom fonts and colors. I mean, this was possible, but only if you went into the CSS to make the updates. This hindered us from adding our own specific colors and fonts that we use in our universal branding.
Since we updated to Editor 2.0, I really don't have anything that I dislike about PandaDoc. Sure, there are little bugs that pop up every once in awhile, but for the most part, they are quick fixes and don't cause a lot of stress.
Since we updated to Editor 2.0, I really don't have anything that I dislike about PandaDoc. Sure, there are little bugs that pop up every once in awhile, but for the most part, they are quick fixes and don't cause a lot of stress.
What problems is the product solving and how is that benefiting you?
We have been able to effectively add our specific content into ready-to-use templates for our team members to cut down the time it takes to build a proposal. The ability to integrate our account with Salesforce has also been incredibly helpful because we are able to automatically have our products and pricing added into our documents. This feature has increased our productivity exponentially!
The ability for our clients to sign digitally, or forward the document to another recipient makes the process easier on them, as well as our team.
The ability for our clients to sign digitally, or forward the document to another recipient makes the process easier on them, as well as our team.
Great tool, especially with the new editor
What do you like best about the product?
It's great to be able to generate professional looking documents from a template, just filling out the customer-specific information. It's useful to be able to see exactly how the downloaded PDF will look directly in the editor, which was a problem with the first editor we used. Analytics let us know who's been looking at documents and at which pages, allowing us to cater our proposals and other documents to the way that they're being consumed and ultimately shortening the sales cycle.
What do you dislike about the product?
Until we were using the new editor 2.0, documents didn't look great if they were downloaded but they've fixed this with their new editor. Price tables are a little strange to configure as they have their own editor, which takes some getting used to and is a little slower than I'd like but nothing that stops the system being a great product.
What problems is the product solving and how is that benefiting you?
PandaDoc allows us to create high-quality documents at speed with limited opportunities for human error, it then allows us to track how these documents are being consumed so that we can continuously improve our sales collateral. It's become an essential tool for our sales process.
Recommendations to others considering the product:
PandaDoc is a great tool, allowing you to generate professional documents and then giving insights into what's performing well. I would definitely recommend that you get a demo from this vendor if your considering a CPQ
Is practical for E-signatures.
What do you like best about the product?
I like the fact that clients can sign using their phones, tablets or any device makes Panda Doc very practical. I also like the fact that I can see if a document has been opened yet or not.
I like that there are status for each document (like sent, viewed, awaiting for payment, etc) and I like that there is a dashboard showing you a summary of the this. Another thing that is useful is that people can respond or comment in the document. When this happens we receive a notification so we can follow up right away.
I like that you can integrate Panda doc with some payment methods. Although I would appreciate if you could add more some more (like Law Pay).
I like that there are status for each document (like sent, viewed, awaiting for payment, etc) and I like that there is a dashboard showing you a summary of the this. Another thing that is useful is that people can respond or comment in the document. When this happens we receive a notification so we can follow up right away.
I like that you can integrate Panda doc with some payment methods. Although I would appreciate if you could add more some more (like Law Pay).
What do you dislike about the product?
When you select something (by dragging the cursor over the phrase) but it automatically erases that selection. Also it should have a number to call for technical support. I know that you guys count with the online chat which has a very quick response rate but explaining issues through text is not the most efficient way sometimes a call can solve the issue very quickly. If a mass of customers calling for minor issues is what you want to avoid, maybe what you can do is to have your agents calling clients and not vice-versa (so you create a criteria in which you determine whether an inquiry qualifies as worth of a call or not).
What problems is the product solving and how is that benefiting you?
Clients can sign anywhere they are as long as they have an internet connection. The benefits of this are obvious as it is very practical to send agreements.
PandaDoc as completely changed our internal proposal and contract process, for the better!
What do you like best about the product?
The ability to have several different templates, creates less work up-front on creating different documentation required for on-boarding employees, new clients, business proposals, and more.
What do you dislike about the product?
Workflows for documents are tied to the template setup, in certain situations having the ability to create a workflow for a specific document or requirements would be helpful.
What problems is the product solving and how is that benefiting you?
PandaDoc helps us improve and eliminate the resource time previously spent on creating business proposals and client contracts in tools not easily editable (Adobe Indesign, Photoshop, etc). The tool is simple to use for all levels of technical ability that grants us more flexibility internally.
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