PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,278 reviews
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New to PandaDoc
What do you like best about the product?
Our company and users appreciate the ease of automated tracking.
What do you dislike about the product?
There has been a glitch in the system and has prevented us from using the full potential of the product. We have been patient with PandaDoc waiting on a resolution however up to this point there has been now offer to extend our contract or reduce the cost of our subscription even though we are working at 50% capacity.
What problems is the product solving and how is that benefiting you?
PandaDoc decreases our manual processing time for generating contracts and saves valuable time for our employees and contractos.
Simple and easy to use with almost all of the tools we need
What do you like best about the product?
It's very easy to create professional-looking proposals with just a few clicks. Also love the content library (which allows us to easily customize contracts with specific clauses that are used over and over. The approval workflow for contracts and proposals is also nice – other people on my team can create the documents, but I have the chance to approve or reject them (along with comments) before they're sent off.
What do you dislike about the product?
I wish there was a bit more flexibility with the design. We used to use Proposify, and while there were some annoying quirks, there was much more flexibility with how you could arrange elements on a page. I also wish you could upload your own documents (e.g. signed contracts outside of PandaDoc) into the app to make it more of a storage tool as well.
What problems is the product solving and how is that benefiting you?
We were looking for a tool that allowed us to generate and execute agreements on line with some various levels of user workflows and permissions. PandaDoc has definitely delivered on that front.
PandaDoc has provided a clean and organized way to send and track proposals.
What do you like best about the product?
I really like the built-in e-signatures and analytics.
What do you dislike about the product?
Really dislike the expiration of documents with the plan I have. Seems like that should be a standard option. Allow the user to set an expiration if they *want* to. Otherwise, docs shouldn't have an expiration.
What problems is the product solving and how is that benefiting you?
I've solved a lack of professional presentation and organization.
Recommendations to others considering the product:
Make sure you understand how your plan handles expirations of documents.
A great sales tool
What do you like best about the product?
I love that I can see what people are doing when they view.
What do you dislike about the product?
I think the price is a bit high if you only have 2-3 contracts a month.
What problems is the product solving and how is that benefiting you?
Closing deals is much easier now
A great proposal tool!
What do you like best about the product?
The different templates and the analytics
What do you dislike about the product?
The poor font available in the template.
What problems is the product solving and how is that benefiting you?
The secure to know if the client check all the pages of the documents or only specific sections.
Excellent Product
What do you like best about the product?
Quick and flexible with great templates for contracts
What do you dislike about the product?
Overall, it's a great platform with very few issues.
What problems is the product solving and how is that benefiting you?
Contract signing is much easier.
Helpful integration!
What do you like best about the product?
I like that we are able to send documents using our contact's info. Helps eliminate the need for two systems.
What do you dislike about the product?
I don't like that you can't use contact and deals in the same document. We were told we can do this but I still can't figure it out. Also, there is not live customer service, its all through email.
What problems is the product solving and how is that benefiting you?
Creating documents to send to clients directly through the hubspot crm
Efficient Document Software
What do you like best about the product?
I like the seamless integration with our CRM Prosperworks. The information from prosperworks populates into our partner agreements.
What do you dislike about the product?
I wish there were more templates for a variety of documents. I may be missing something but I feel like there shout be more templates to base different documents.
What problems is the product solving and how is that benefiting you?
Efficiency. Time is money in life and business, especially in sales. Pandadoc provides a competitive advantage.
Recommendations to others considering the product:
Use Pandadoc if it integrates with your CRM. and you readily need documents signed.
Cut time managing contracts in half
What do you like best about the product?
I was able to cut my time managing contracts in half, and spend more time supporting client decision making and building relationships as a result! The consistency I was able to create not only the sales process and my team but for my fulfillment team was the most surprising part of using Pandadoc. Now our contracts with clients have become usable at each point in the client engagement and our team are more harmonized with what the client actually expects. This has driven overall profitability up for our firm but more importantly, our clients are happier and we are getting more and better referrals. Who knew a contracting platform could create that much value!
What do you dislike about the product?
I wish there was a more fluid team option. I was disappointed that I didn't get the final support I requested from sales/implementation. I use Hubspot Marketing, Sales, and CRM. This integration with Pandadoc is incredible. I rely on pulling in fields from Hubspot to create most of the agreements we author. I still haven't been able to pull in fields from the deal cards in Hubspot and feel like Pandadoc dropped the ball in supporting that complete integration. I'm still thrilled overall, but know this could have had more attention and support from the company to us as the customer.
What problems is the product solving and how is that benefiting you?
I used to spend 16-20 hours per month creating and redrafting contracts and agreements with clients and investors. Now with templates and the Hubspot integration, I spend less than 30 minutes a week creating better, more useable agreements. Totally streamlined my process and the receiving party's experience.
Recommendations to others considering the product:
Work to get a committed implementation specialist. Parts of our platform still are unusable because they were not able to follow through on calls with me to solve a technical implementation challenge with my Hubspot account.
Nice electronic contract solution that interface with PipeDrive
What do you like best about the product?
Fairly easy to use and has integration with Stripe for accepting credit card deposits and payments.
What do you dislike about the product?
When date data is passed from PipeDrive it does not allow us to manipulate the format to make it show in a more readable format.
What problems is the product solving and how is that benefiting you?
Paperless contracts and online payments.
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