PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Panda Doc makes sending price quotes and contracts a breeze
What do you like best about the product?
Panda Doc is so easy to use. The ability to take a saved template and create unique price quotes/contracts from it removes so much time from the sales process.
What do you dislike about the product?
I was disappointed PandaDoc didn't integrate with Quickbooks.
What problems is the product solving and how is that benefiting you?
Keeps errors out of contracts and allows us to update everything quickly when adding products or changing price structures.
Recommendations to others considering the product:
Don't think about it, just sign up!
Useful Hubspot integration. Easy to use. Lacks many features.
What do you like best about the product?
Integrates with Hubspot. Easy to style document templates. It's it’s hard to make a mistake within it, so no sending of proposals with key errors.
What do you dislike about the product?
No automated follow up system. Proposal send emails are not that nice. Table of contents editing and formatting isn't that easy or intuitive. No pipeline tracking in the software itself.
What problems is the product solving and how is that benefiting you?
Fast and easy way to get proposals out. Good behavior tracking of prospective clients.
Recommendations to others considering the product:
Is great if you are already a Hubspot client.
Great tool to send and track proposals
What do you like best about the product?
Sample Templates and workflow, easy to use. Integration with Salesforce CRM. Email notification when the receiver opens the document or complete the document.
Almost all templates are updated with proper legal language. Complete transparency in proposals or agreement and almost all points covered.
Electronic Sign, E sign certificate, Document auto-expiration, Customizable pricing table, You can create unlimited templates and products catalogs. The right tool for the small and mid-size companies, it definitely saves the time of Salespeople and management team.
Almost all templates are updated with proper legal language. Complete transparency in proposals or agreement and almost all points covered.
Electronic Sign, E sign certificate, Document auto-expiration, Customizable pricing table, You can create unlimited templates and products catalogs. The right tool for the small and mid-size companies, it definitely saves the time of Salespeople and management team.
What do you dislike about the product?
Only one thing - The custom CSS, It's little hard for the people who don't have experience or knowledge regarding HTML coding.
What problems is the product solving and how is that benefiting you?
Complete Proposal/Agreement Management Solution, even if you want to share the presentation and company marketing material you can upload the PDF and share with prospect and customers. You will have complete insight which page they are visiting for how much time?
This feature will give an idea what changes are required in the document or marketing material.
This feature will give an idea what changes are required in the document or marketing material.
Recommendations to others considering the product:
Go for it, worth spending for this technology.
Super Easy and Efficient
What do you like best about the product?
My company doesn't use PandaDoc, but one of my clients does. I love the simplicity of it. I get an email with a link to the doc, we can write notes to each other right there next to the doc, sign the doc electronically, and submit it. No printing, scanning, or dealing wth overly-complicated e-signature programs.
What do you dislike about the product?
I honestly can't think of anything that I dislike. I haven't tried to redline an agreement via PandaDoc, and I'm not even sure if that's an option, but for my purposes it's great.
What problems is the product solving and how is that benefiting you?
We're getting agreements in place quickly and without any hassle on either end. This is hugely beneficial when you're running around from meeting to meeting, traveling, or just staying busy at your desk.
Recommendations to others considering the product:
I love getting PandaDocs from clients because they're so easy. I'd suggest trying it out.
Easy way to send and receive docs!
What do you like best about the product?
PandaDoc is super easy to use! It's a great tool to use to create service agreements, invoices, and other important documents. There is an additional page that shows who signed for the e-signature which is very helpful for our records and due diligence. Our company also uses HubSpot, so PandaDoc is an easy integration into the deals we've already created in our CRM. When using PandaDoc, I found it very easy to make templates using tokens and fields without having to search for the answers - nice user interface.
What do you dislike about the product?
When we send out invoices, there is no overall report for taxes of invoices paid. That is my one major complaint with PandaDoc.
What problems is the product solving and how is that benefiting you?
We were looking for an easy-to-use resource to send and receive invoices and service agreements with an e-signature feature. With easy integration into a system we were already using, we found PandaDoc to be the perfect solution.
Recommendations to others considering the product:
PandaDoc had a recent dashboard update, making it even easier to use. It's helpful when creating templates and keeping track of what was sent, viewed, received, and paid all at the click of a button.
PandaDoc made our documents 10x better and 10x easier
What do you like best about the product?
It's dead simple to create very good looking and effective documents, but you also have a lot of control if you choose to use CSS. The tracking tools are very helpful as well. The best part is the templating system which allows you to quickly and easily create new documents from templates and have them ready to go in no time.
What do you dislike about the product?
It's a little pricey and they restrict API access to the most expensive tiers which is too bad. I wish it was based off usage because small companies have to pay the same price as medium and large ones just for API access, but per user.
What problems is the product solving and how is that benefiting you?
It makes our documents faster to make and more effective (contracts, etc).
Recommendations to others considering the product:
If you want to create beautiful documents in an easy drag and drop format that will be quick to make in the future, use PandaDoc.
It's good for what it does, and it does pretty great proposals.
What do you like best about the product?
It is convenient having an online system to manage and send all our proposals. It is easy to collaborate with the customers and our team. The build is intuitive and easy to drag and drop to build proposals. The proposals we send out are very professional looking.
What do you dislike about the product?
I dislike when I add a section or field, it adds at the bottom of last page instead of the page I'm working on. Also, font changes in the table fields cant change. Otherwise, the system is pretty easy to use.
What problems is the product solving and how is that benefiting you?
Having one central place to log in and send/view/create proposals. We have seen better acceptance and it impresses clients that like this level of technical delivery and it impresses over a Word doc or something less fancy than Pandadoc.
Recommendations to others considering the product:
Better builder edits would be great. Focus on Digital Agencies and what they're doing and selling and functions that would help them deliver proposals that convert but otherwise I'm happy with the platform.
Why Pandadoc is a timesaver and standard keeper
What do you like best about the product?
I love the seamless integration with Pipedrive
What do you dislike about the product?
I think its a it clunky to format documents and make documents actually look good. Pagination tools are poor
What problems is the product solving and how is that benefiting you?
Maintaining standards of documentation and contracts.... ensures compliant documentation and quick execution of documents
Recommendations to others considering the product:
Its good , but they could make it easier to make documents look good, its a bit fidgety
Great for quickly creating professional documents from reusable snippets
What do you like best about the product?
Product 'catalog', embedded video, reusable document snippets/
What do you dislike about the product?
Lack of any API support unless you are an enterprise client.
What problems is the product solving and how is that benefiting you?
We use Panda for quality proposals and contracts. The invoicing integration with Xero is a useful addition - we imported the same product list into both so turning signed contracts into payable invoices is easy.
Recommendations to others considering the product:
It's value is as much in the integrations as with the product itself. Check that it integrates with the tools you need to use - don't use it as an island.
Good product that saves time when creating proposals
What do you like best about the product?
The library content is the best and makes it quick and easy to build a proposal.
What do you dislike about the product?
Remove the big black bar if an item/document needs to be signed. The bar is so large it takes up 25% of the viewport on a laptop. This is very distracting tot he viewer. This should at least be optional (turn on/off) this feature.
I love the library but the biggest issue is when you update a library item it doesn't update automatically in current drafts. It would be great the library items were "linked" to existing content in your document. You could have the option to "unlink" the library item so you can edit it in a specific proposal. All linked library content would update automatically. Any Library content would automatically be unlinked once it was sent to a client.
I love the library but the biggest issue is when you update a library item it doesn't update automatically in current drafts. It would be great the library items were "linked" to existing content in your document. You could have the option to "unlink" the library item so you can edit it in a specific proposal. All linked library content would update automatically. Any Library content would automatically be unlinked once it was sent to a client.
What problems is the product solving and how is that benefiting you?
Creating proposal - saves time
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