PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,319 reviews
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Great tool with a wide range of uses
What do you like best about the product?
Easy to navigate, it has a wide range of tools from Sales Proposals through to Order forms, the option to send a link rather than email direct from the system is very useful for us too.
What do you dislike about the product?
I havent come across anything as yet, I guess the restrictions on access would be a bug bear but thats only because we havent purchased enough admin licences !?
What problems is the product solving and how is that benefiting you?
Its allowing us to track quotations to our customer base (both renewal and new business), keeping everything in one place. Its also linked to our salesforce crm, giving us a fully automated process from opportunity to closed won.
Getting better all the time
What do you like best about the product?
I started using Panda in early 2021. Our IT Team switched us obver to Proposify for six months, which more than doubled (or even tripled ) the amount of time it took to create and edit a proposal. We have been back with Panda for around 12 months now and are really happy with the many improvements made in this time. We also love the way Panda integrates with Hubspot, Zapier, Xero etc.
What do you dislike about the product?
Not really a dislike, but we would like to give more users access to view, but we have reached our capacity
What problems is the product solving and how is that benefiting you?
Automations and integrations between multiple platforms (Hubspot, Zapier, Xero) is great
Best e signature and document platform on the market!
What do you like best about the product?
Love how customizable their documents & templates are. Their very slick and modern design features have helped us stand out from our competitors.
What do you dislike about the product?
Honestly nothing, I think it's pretty close to perfect.
What problems is the product solving and how is that benefiting you?
Providing accurate / transparent quotes to our prospective customers while helping us have a highly professional appearance.
Great for Small Business Owners!
What do you like best about the product?
Pandadoc makes sending invoices and agreemtns so easy for a small one woman run business like me. The stripe integration makes the process seamless for clients and myself!
What do you dislike about the product?
The only thing I dislike is how the payment amount sometimes double counts if I have a payment table on two documents.
What problems is the product solving and how is that benefiting you?
Billing and invoicing clients. Also managing my invoices and agreements and having ongoing documentation of these client documents.
Easy to use and great for e-signatures
What do you like best about the product?
It is easy to have templates in the system which makes onboarding people a breeze. You can also save email templates so you don't have to worry if you're leaving out some important info!
What do you dislike about the product?
It can be tricky to edit documents that have already been completed by one signer if they need to be updated before another signer views and/or signs the document.
What problems is the product solving and how is that benefiting you?
It is great for contract management and e-signatures. We use this all the time for our Staff Aug Business and makes it so easy with the saved templates.
Gratitude to PandaDoc for the user friendly platform and delivery consistency.
What do you like best about the product?
I really appreciate the automatic function of not having to worry about whether a client sends the signed document. It's automatic once they click on finish.
What do you dislike about the product?
It took me a little while to figure out how to drag the signature and text blocks over for the electronic signing.
What problems is the product solving and how is that benefiting you?
I appreciate the ease and consistency of electronic sighing even with elderly clients who are generally sceptical of technology.
PandaDoc’s canvas style construction allows us to create dynamic proposals that shine
What do you like best about the product?
Templates and the document interface make it easy to create proposals that stand out. From video to images to tables, it's the best electronic proposal delivery.
What do you dislike about the product?
I once had an issue with images not rendering, but support was good investigating it to resolution.
What problems is the product solving and how is that benefiting you?
PandaDoc helps me send high quality proposals quickly and integrates with my hubspot data for quick creation.
Pandadoc is the best!
What do you like best about the product?
Pandadoc is seriously so easy to use and saves me a ton of time. I am able to save countless templates inside the software, and easily jump in and create new proposals with ease.
What do you dislike about the product?
I haven't explored any sort of automations, but would certainly be cool if there was a way to set up an automatic proposal creation when I was to reach a certain stage in our CRM.
What problems is the product solving and how is that benefiting you?
I need proposals created quickly, and having a central area to be able to do so has been great. It garners quick responses with its signature reminders, and helped solve a gap in our sales process.
Quick and Easy
What do you like best about the product?
I like how simple it is to send out docs and recieve them back. Allows me to be the top closer in my company
What do you dislike about the product?
none really. It is very easy from both sides of the fence.
What problems is the product solving and how is that benefiting you?
Handling contracts around the nation
An efficient platform for generating documents
What do you like best about the product?
The platform has the capacity to generate quotes in 15 minutes using the templates.
Allows you to export customer order information from the CRM.
Templates can be easily modified or duplicated.
It has a content library that makes work easier.
Allows you to export customer order information from the CRM.
Templates can be easily modified or duplicated.
It has a content library that makes work easier.
What do you dislike about the product?
The least useful thing is the reports section, because the report on openings and reading time is enough for me.
I don't think there are any disadvantages to using Pandadoc.
I don't think there are any disadvantages to using Pandadoc.
What problems is the product solving and how is that benefiting you?
Prepare quotes with information that highlights the benefits of our service, in a short time and with a professional appearance.
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