PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,355 reviews
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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.
Excellent Sales & Support Experience with Artyom Voronetskiy
What do you like best about the product?
Artyom Did a fantastic job answering all questions at any time of day. He was quick, courteous, and professional.
What do you dislike about the product?
We had no real issues. There was a bit of a learning curve, yet that's to be expected in any new tool.
What problems is the product solving and how is that benefiting you?
Removing the need for wet signatures and faxed contracts
Very useful software
What do you like best about the product?
Pandadoc is easy to navigate and very clean and organized. Good search functionality and templates.
What do you dislike about the product?
Sometimes panda doc login was a bit funny but I worked around it by always logging in through google.
What problems is the product solving and how is that benefiting you?
We use pandadoc for sharing service level agreements - it's quick and easy to collect signatures
PandaDoc provides the best proposals and sales to your customers
What do you like best about the product?
I like PandaDoc because I can create templates and organize a document management during the sales process. In addition to allowing me to manage content and product catalogs with great proposals of interest.
What do you dislike about the product?
I would like more designs to be presented since it is usually a bit limited and more user friendly. It would also be helpful to establish the edition of collaboration documents.
What problems is the product solving and how is that benefiting you?
We are using a great tool such as PandaDoc to generate proposals and declarations of work to our clients, giving us an important analysis of new client proposals according to the service.
Recommendations to others considering the product:
PandaDoc really works very well offering you the best solution in organizations of any kind and especially easy to implement with other software and creating the best work proposals. It is perfect for the development of multiple generations of catalogs and documents.
PandaDoc the professional way to interact with clients
What do you like best about the product?
PandaDoc has a great capacity, so the number of documents you can work with is quite high. This platform centralizes control records very well for easy access. Additionally, it allows us to monitor the progress of our work through an activity feature that can be simply marked as done, to offer better control. We greatly appreciated the predefined templates for creating different types of documents, as they easily adapt to our business needs.
What do you dislike about the product?
Its mobile access presents several inconveniences, such as closing when trying to create a content repository or when working with heavy documents. There are also issues with some integrations, which do not allow you to properly synchronize information (for example, many of Google's services). Your Dashboard is disorganized and, not being divided into different functions, sometimes slows down work on it.
What problems is the product solving and how is that benefiting you?
I have been able to engage and interact with sales documents without the need to perform embedded coding, database creation, or anything else highly technical. I can put together a wide range of professional-looking sales documents based on templates, so I don't always have to start from scratch. When the viewer looks at the document, I can obtain interaction data on when they viewed certain documents and for how long. This helps me assess their interest in my presentation and allows me to follow up with them at the right time.
Recommendations to others considering the product:
During the research, we discovered that it offered all the capabilities we needed without the crazy cost that other competitors charged. We were not disappointed and have two accounts for both our companies.
A booking device verification
What do you like best about the product?
PandaDoc can handle major content repositories and item catalogs, rendering the idea snapshot possible thanks to its capacity to compare and to insert elements of these resources. It offers great style ideas and better workflows, without the need to upload, fill, search, or email people, everything can be done in a single step. It is so easy to construct a model that now we always use it. Also, PandaDoc customer service is amazing, on the same day they reply and help. They are a very experienced team.
What do you dislike about the product?
I don't the process to locate PandaDoc documents and maybe this is because of the interface errors it constantly has, but we got a ton of messy files in PandaDoc, which makes searching documents challenging. Also, as default proposals were stored in the root folder, a significant clean-up of deals into directories after the case is often required. I would like to have more invoicing systems too.
What problems is the product solving and how is that benefiting you?
PandaDoc is used as a booking device verification. Every day, PandaDoc spares us resources as we write, exchange, and keep contracts. PandaDoc's main task is to reduce the time it takes to plan and track proposals. Our Financial team and Sales team are constantly using PandaDoc to enable our customers to build PandaDoc ecosystems and align their software with their CRM.
Recommendations to others considering the product:
PandaDoc makes it easy to offer and handover documents with multiple dealers so that the whole staff can work together to draft, approve and execute sales documents.
Documentation and its automatic registration.
What do you like best about the product?
It is an intuitive and easy-to-use platform that allows us to create proposals, budgets and contracts through customizable templates through designs, themes and specific options such as images and videos. It allows us to simplify each payment process, in the same way its customizable templates to create any type of document because it presents a variety of options to choose from. It helps me to track for the optimization of each task and maintain a systematic order.
What do you dislike about the product?
Usually your file converter has technical failures, it usually stops and does not complete the conversion which is quite overwhelming because it unquestionably delays the management of the moment, it is likely that you need an update, but in general terms it is very complex and works perfectly.
What problems is the product solving and how is that benefiting you?
It is our ally with respect to our sales system and automates our content review, it works very quickly thanks to simplifying everyday processes, we have achieved objectives thanks to this platform and it has also allowed us to recover lost information thanks to its platform which allows you to save the last actions performed.
Recommendations to others considering the product:
Totally recommended for any type of company that operates in the area of managing and automating workflows, as well as the importation of documents, it is perfect for those companies that want to automate everyday tasks. Without a doubt it will become your right hand.
Helpful tool
What do you like best about the product?
Pandadoc allows you to create different documents that can be electronically signed by your clients or employees with no need to use any additional software. In addition, the signatures are certificated
What do you dislike about the product?
Sometimes it takes a few minutes to load even if you're using a strong internet connection. I suppose it is due to the amount of data you have in there
What problems is the product solving and how is that benefiting you?
Signing documents electronically without any additional softwares
Recommendations to others considering the product:
Perfect for e-signature
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