PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,278 reviews
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Good proposal softawer
What do you like best about the product?
The integration with other software. And the ease of use. It's very intuitive
What do you dislike about the product?
The customization of payment card info.
And there are some bugs
And there are some bugs
What problems is the product solving and how is that benefiting you?
Getting sales faster
Panda Docs is great overall, but could use some improvements.
What do you like best about the product?
The drag and drop interface for building document templates is very helpful. The interface is simple and now too difficult to learn how to use. Also, the chat-based customer support was really nice. We were able to resolve issues that came up during use related to the interface quickly via the chat support service.
What do you dislike about the product?
I had issues with some interface bugs early on related to re-naming documents and having content I added disappear upon refresh. This hasn't been consistent, but it made my team feel like the interface was a little buggy. Also, the billing department over-billed us and it required several phone calls and emails to correct the issue. I generally prefer it when companies allow you to manage your own billing plan and make changes on the fly through the admin portal, but with PandaDocs everything has to go through a rep, so resolving issues is a bit slower.
What problems is the product solving and how is that benefiting you?
We are generating contracts for our consulting projects and they include an internal approval workflow as well as client signatures.
Recommendations to others considering the product:
I would consider how many documents will be created in a month and what formats they have and try to build as many templates upfront as possible.
Game changer for our sales department
What do you like best about the product?
Panda doc has made it 100% easier for our clients to say 'yes'. We can modify our proposals to fit each client and they can sign and fill out all info we need to get started!
What do you dislike about the product?
I wish we could as rows where ever we want not just below the following one. I also wish we could have deleted recovery file.
What problems is the product solving and how is that benefiting you?
1. Clients can sign on the go
2. Makes on boarding easy
3. we look and feel much more professional!
2. Makes on boarding easy
3. we look and feel much more professional!
Recommendations to others considering the product:
If you are sick of using PDF and adobe reader!!!!!!!
Beats DocuSign anyday!
What do you like best about the product?
Ease of use, approachable UX, great mobile app
What do you dislike about the product?
The document editing feature set could be expanded on, and analytics,reminders and notifications could be made much better
What problems is the product solving and how is that benefiting you?
Contract and invoicing pipeline issues have been solved to a great extent with PandaDoc
Recommendations to others considering the product:
If you want a contract and invoice management tool that easy to use and looks great, then check out PandaDoc
Good Contract Service, Could be More Customizble
What do you like best about the product?
I really like that the tokens link up to our CRM in HubSpot so we don't have to write out names, addresses, and things like that manually. I also really like knowing how long someone has looked at a document, when they've opened it, etc.
What do you dislike about the product?
The PandaDoc team coded a contract for our use to mimic the look of our previous contracts, and it looks great, but it is difficult to edit. It would be great if we had an easy way to have control over the customization of the documents without relying on the PandaDocs team.
What problems is the product solving and how is that benefiting you?
This is a safer and more secure way of handling contracts than what we used previously. I suppose that is the problem we're solving. The benefits include knowing when and how long someone has looked at the contract, where we would have no idea before.
Great at what it does
What do you like best about the product?
Makes creating templates and sending contracts easy and fast
What do you dislike about the product?
There's no easy way to void a contract or resend one. Would be nice if it had a one button void and resend options, but it's buried about 3 steps in. Only way to resend is to edit the current contract and go through 3 steps to send again, or go through 3 different steps to send the signer a "reminder" email.
What problems is the product solving and how is that benefiting you?
Changed over from DocuSign. Makes it easier to generate and costs less
Recommendations to others considering the product:
Definitely worth looking into, makes it easy to send contracts and track progress
Quick Drafting Contracts and Quotes
What do you like best about the product?
I love how easy Panda Doc makes to to generate contracts and invoices in a clean fashion without the need of formatting or taking time to make it look nice. They also have an E signature feature that makes it easy to keep track of closed deals!
What do you dislike about the product?
I dislike the prices, but other than that, Panda Doc is a great tool!
What problems is the product solving and how is that benefiting you?
With Panda Doc Were able to generate Contracts and quotes for our clients and easily be able to keep track of our contacts in one place. While we’re doing that, we can just email the file for it to be e signed!
Recommendations to others considering the product:
I recommend using Panda Doc to automate a lot of your task, from generating invoices to sampling contacts together! It’s great and simple to use.
Great templates and professional documents
What do you like best about the product?
PandaDoc is a great and powerful app! I love how there are dozens of ready to use templates for your business that make your company look professional!
What do you dislike about the product?
I dislike the pricing system, they’re really pricy at the end of the day!
What problems is the product solving and how is that benefiting you?
With Panda Doc we’re able to generate new contract for clients with a click of a button, we’re also able to keep track of signatures and proposals for our sales team!
Recommendations to others considering the product:
You don’t have to be a lawyer to draft up quality proposals because PandaDoc Already has them for you! It’s a great resource and I recommend it to everyone!
A great solution for creating and organizing sales documents
What do you like best about the product?
PandaDoc is excellent for carrying budgets, due to its automated quoting tools, and its system for creating customizable brands. Pandadoc also allows us to create and manage catalogs in the case of online stores and allows to manage price lists. You can work on it without having to connect to the internet and allows to handle electronic signatures. The user interface is clean and makes things easy for us to find and use. There are also many great document templates provided for us.
What do you dislike about the product?
PandaDoc's online billing is quite limited by not being able to manage unforeseen expenses, mobile payments, or project billings. For the configured budgeting, the PandaDoc platform should almost always be integrated into some electronic commerce management tool, since it does not allow the configuration of product data in inventories.
What problems is the product solving and how is that benefiting you?
With PandaDoc, we can handle documents of all kinds, including work notes, proposals, contribution certificates, human resources documents, and much more. In addition, the creation of these only requires a few clicks. We can use templates and copies of our older documents to create new files to work with. The PandaDoc platform has provided us with a way access information at any time or place since it runs directly in the cloud. We don't have to worry as much about transmitting documents to each other for meetings and discussions.
Recommendations to others considering the product:
It is recommended to use PandaDoc for the inclusion of digital signatures in your business contracts and other relevant documents, since they can work even from their mobile access. These can be added to the registers, and serve for the authentication of documents. It is also recommended to manage contract life cycles, and to edit workflows.
Very Flexible with the new Editor2.0
What do you like best about the product?
Pandadocs has great standalone functionality, from importing existing documents to creating templates from scratch, to a content library, and it's very easy to use. We also trailed proposify, proposible and getaccept, with pandadocs winning for all-round usability. The integration with PipeDrive is critical with Pandadocs populated from Pipedrive, rather than the other way round being a strong differentiator.
What do you dislike about the product?
Although Editor2.0 is a great enhancement, there are still some functionality from 1.0 that needs migrating, and there is no timeline available to see when these will be released. It would be great to be able to whitelabel the docs at a lower entry point.
What problems is the product solving and how is that benefiting you?
automation, automation, automation - yes, it takes a while to set up the templates, but once done (and with a bit of trial and error for CX purposes) then professional, accurate, engaging documents autopopulated from our central CRM, reflects the professional, accurate and engaging nature of our business, while saving time.
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