PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Auto-populated proposals make lives easier
What do you like best about the product?
Connectivity with Salesforce means that fields auto-populate, PDFs auto-attach, easy to match an opportunity to the past proposal.
What do you dislike about the product?
Not able to paste in Excel tables without terrible formatting, cannot duplicate a proposal and have it linked to Salesforce, occasionally freezes when working with large tables
What problems is the product solving and how is that benefiting you?
PandaDoc gives our reps up-to-date proposal templates with minimal fields to fill in. Everything is attached to Salesforce automatically for historical purposes.
Great PandaDoc for your Documents and Signatures
What do you like best about the product?
I can consider this PandaDoc platform of great importance because it allows me to sell and have an administration more effectively apart from being able to make proposals and contracts that are sent electronically. I can also manage information libraries and product catalogs where my creation is very easy to provide the proposals. On the other hand I can optimize the information on a single platform.
What do you dislike about the product?
I would love that PandaDoc will improve the integration with other software services. Although at first it seemed a little difficult when cutting and pasting from other documents because it is usually a bit common but I would like the process to be a little more fluid.
What problems is the product solving and how is that benefiting you?
We as a work team are using PandaDoc because it allows us to generate proposals and work statements for our clients. We find it very easy for details of the contract apart from streamlining the process for storing documents and providing us with online signatures.
Recommendations to others considering the product:
Undoubtedly, we recommend PandaDoc because it allows us to generate proposals and have an excellent organization in the documents since everything can be organized in the content library and we as a team benefit a lot from sending proposals and contracts.
Great electronic document management software
What do you like best about the product?
Very easy to use, while still being customizable. I really like the ability to import and edit templates. The tokens for inserting information is also a big time saver.
What do you dislike about the product?
Their pricing structure keeps changing, and they moved the Zapier integration from one of their lower plans to the most expensive plan. Despite feeling like the options for the Zapier integration were somewhat limiting, it still was very useful. I am a small business (startup) which can't afford to pay for the most expensive plan.
What problems is the product solving and how is that benefiting you?
Simplifying document signature workflow. This helps me to keep all my signed documents in one place and be updated when items are accomplished which are related to the documents.
Recommendations to others considering the product:
Overall, this is a very useful tool for e-signature and e-document management.
Easy to navigate friendly across mobile and desktop
What do you like best about the product?
The sender signeer option as well as the auto fill for full document
What do you dislike about the product?
The drag and drop feature for moving around sections in the document
What problems is the product solving and how is that benefiting you?
Easy of access for client to view and print nessary documents. The benefit of being able to sent viewing deadlines and adding extra users when needed
Recommendations to others considering the product:
Look no further
PandaDoc making our proposal process streamlined and easy.
What do you like best about the product?
We LOVE the templated and centralized approach. Emails and InDesign docs get so hard to keep track of. We were spending hours creating proposals where now it takes a faction of the time. Thank goodness for PandaDoc!
What do you dislike about the product?
Sometimes clients will respond to the email vs responding in the app which then just starts another email chain. That's fine, but maybe not ideal.
What problems is the product solving and how is that benefiting you?
Saving time during the proposal process. Also, knowing when they viewed the proposal is HUGE.
Recommendations to others considering the product:
Think about the time your saving. The cost is more than worth it.
Very clean proposal tool
What do you like best about the product?
PandaDoc has helped us raise the professionalism of our sales team by providing a very secure, reliable, and flexible proposal tool that integrates well with our CRM and makes it possible to automate much of the approval process.
What do you dislike about the product?
It's a little rigid in its design features, but other than that, there's really not much to complain about.
What problems is the product solving and how is that benefiting you?
PandaDoc has improved our proposal quality and improved our deal tracking. Errors and double entry for deals has been reduced.
Simple reminder automation
What do you like best about the product?
It's very easy to automate reminders PandaDoc. I used to have to spend a ton of time tracking down signatures and following up with clients. Now that's done for me.
What do you dislike about the product?
Sometimes the pricing tables are hard to use. But, I don't use them that often so that's not too big of a drawback for our use case. If you plan on using them a lot, you might find another tool useful, but I haven't invested a ton of time into how they work, so maybe PandaDoc will be good for those too.
What problems is the product solving and how is that benefiting you?
We use it to collect contracts from customers so we can start working with them. We need (typically) a signature and/or a down payment before we can get started. So, with PandaDoc, we get those things and then we get to work.
Recommendations to others considering the product:
I would at least consider trying PandaDoc out! Depending on your business needs it could be a great fit for you. In any case, it's very easy to use and get started with.
Good product
What do you like best about the product?
Gives me an effective way to create, manage and track signatures and proposals.
What do you dislike about the product?
Some of the features don't work exactly as they should e.g payment blocks work in version 1.0 but not 2.0. Have two different versions, when one that worked better would be more effective,.
What problems is the product solving and how is that benefiting you?
Getting documents signed digitally and tracking opens / usage in my CRM.
Professional way to interact with clients
What do you like best about the product?
I like that I can see what I have sent to clients, what has been viewed, what has been completed and if they have any questions, they can ask them directly within the document. no need for back and forth emails!
What do you dislike about the product?
I'm not sure if the audit trail of signatures is as legally binding as with Adobe. I have found it hard to find info on this. I find Pandadoc slow to load sometimes and I think it can be a bit messy when you are the sender and a signer, you still have to go through 2 steps to finalise the document even if you have already put your signature to it in the document creation step.
What problems is the product solving and how is that benefiting you?
being able to have templates where all I have to change is the date is fantastic. also the ability to include other documents as well as adding images etc to help with branding is great.
I like being able to see what my clients have read within the document and what they spend the most time reading which gives me an insight into what is important to them, even if they won't tell me.
I like being able to see what my clients have read within the document and what they spend the most time reading which gives me an insight into what is important to them, even if they won't tell me.
Recommendations to others considering the product:
I would recommend using the trial period to really have a good go at setting up templates, content etc. there are lots of videos and blogs with tips and ideas of how to set things up. send documents to yourself at a different email address to see how it looks and feels for the end user.
Easy to use
What do you like best about the product?
It was easy to figure out, modify, and send to clients.
What do you dislike about the product?
I haven't figured out a way to "copy and paste" and pricing table
What problems is the product solving and how is that benefiting you?
saving time. much faster to send proposals and contracts
Recommendations to others considering the product:
It's saved me heaps of time in generating contracts and proposals for clients.
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