PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,355 reviews
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Easy tool to sign documents online
What do you like best about the product?
It's very easy tool to create and sign documents online with your customers. 2 first week are free and this time enough to understand how it works (about adding templates, documents, textfields, signing and etc). Also PandaDoc has very fast support team, i asked a lot of questions in chat when i was on free rate and got fast detailed answers.
It takes about 3 min to create online documents and send it to customer and i haven't to ask customer about his own informations on call: he will put in in special created textfield when will be signing document. About 90% our customers understand how sign documents despite the fact they see Panda doc first time in their life. It's very comfortable for us cause we don't have to spend time explaining how sign.
It takes about 3 min to create online documents and send it to customer and i haven't to ask customer about his own informations on call: he will put in in special created textfield when will be signing document. About 90% our customers understand how sign documents despite the fact they see Panda doc first time in their life. It's very comfortable for us cause we don't have to spend time explaining how sign.
What do you dislike about the product?
When i add textfield that i want to be filled by customer
It looks a bit crookedly regarding other text
also i don't understand how could i add input mask to textfield
Another thing it's price: for our goals it costs 59$ (44$ with discount) per month i find it a bit big.It would be better to add cheaper rate for startups.
It looks a bit crookedly regarding other text
also i don't understand how could i add input mask to textfield
Another thing it's price: for our goals it costs 59$ (44$ with discount) per month i find it a bit big.It would be better to add cheaper rate for startups.
What problems is the product solving and how is that benefiting you?
Before i've found PandaDoc we ask customers to print NDA and sign then scan and send to us
It takes a lot of time and some customers didn't make it and we lost about 60% on this stage
Now we send NDA via PandaDoc with 3 min after call with customer and most of them sign immediately, we lose only about 5% customers now.
It takes a lot of time and some customers didn't make it and we lost about 60% on this stage
Now we send NDA via PandaDoc with 3 min after call with customer and most of them sign immediately, we lose only about 5% customers now.
Recommendations to others considering the product:
try 2 free weeks and you will understand how it works
Perfect for all sorts of applications and agreements
What do you like best about the product?
What I like best is the ability to send applications along with the invoice involved with that application all in one document. I also love how were able to integrate this into our customer relationship management program and how it’s very easy to edit and collaborate with other signers in terms of going through the process of each document
What do you dislike about the product?
I don’t really dislike anything about panda docs
What problems is the product solving and how is that benefiting you?
Making sure that all of our leads and the different types of leads that were dealing with get A-to-Z in terms of the application process and one stop as opposed to through multiple avenues which made the process very convoluted and heavy
Seamless (Panda) Doc Sending!
What do you like best about the product?
PandaDoc pretty easily integrates directly in our Salesforce flow from Opportunity to Contract creation.
What do you dislike about the product?
Can be a bit tricky on mobile for collaborative purposes.
What problems is the product solving and how is that benefiting you?
Team's ability to collaborate, and quickly create docs based on our Salesforce inputs at Opp stage.
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.
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