PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,355 reviews
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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.
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.
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