PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,355 reviews
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Very pleased with PandaDoc and the efficiency it provides us in sending contracts
What do you like best about the product?
It integrates with our CRM so our Sales Reps can send a pre-populated Proposal without leaving the CRM
What do you dislike about the product?
Once we sign a contract it doesn't automatically update the Quotes status in our CRM so we have to rely on the PandaDoc messages. We use ZohoCRM
What problems is the product solving and how is that benefiting you?
Signing Contracts and Trade shows with their new feature which we love. Sending proposals after a demo within a minute to the customer has increased our conversion rate
Recommendations to others considering the product:
Make sure it integrates with your CRM. If not, the Document creation is still better but is the cost of learning a new system for similar functionality worth it
Simple, straightforward, but robust
What do you like best about the product?
How easy it is to create templates, drag an drop elements we've built into documents to account for varied types of agreements and contracts.
What do you dislike about the product?
There's a bit of a learning curve to it. Like I just recently found out about the 'self service' link option for customers to click on and fill out themselves. I also recently learned how/where to create message templates for the customer when you send off a document.
What problems is the product solving and how is that benefiting you?
1) We needed a company standard for our agreements and contracts
2) We needed a quick and easy way to collaborate and iterate, as we do consulting, support, and sell SaaS
3) It's great to see when a customer actually looks at a document vs emailing or calling and saying "did you have a chance to review?"
4) E-signing is *way* better than the ol' wet signature complete with misaligned scanned pages that are in the wrong order
2) We needed a quick and easy way to collaborate and iterate, as we do consulting, support, and sell SaaS
3) It's great to see when a customer actually looks at a document vs emailing or calling and saying "did you have a chance to review?"
4) E-signing is *way* better than the ol' wet signature complete with misaligned scanned pages that are in the wrong order
Recommendations to others considering the product:
Get proper training first, there's a lot to it.
Great Proposal product
What do you like best about the product?
Easily create templates and quickly fill out the info to send them to leads. I also like the additional options like when they looked at it, how long they spent on each page, when opened, ect.
What do you dislike about the product?
There is not much I do not like about Panda Docs.
What problems is the product solving and how is that benefiting you?
Creating professional/personalized pricing proposals very quickly.
Pandadoc Reveiw
What do you like best about the product?
I like the analytics functionality. I can see which areas of my proposal prospects read the most. It allows me to improve them. I also know what they are most interested in followup meetings.
What do you dislike about the product?
I don't like the fact I cannot synchronise my contacts with Pandadoc. This means I have to create a new contact every time.
What problems is the product solving and how is that benefiting you?
I use it for consulting proposals, it saves me lots of time as I can use templates and copy previous successful proposals.
Great for contracts, not terrible for proposals
What do you like best about the product?
The content library is really helpful and fairly easy to create new elements for, tagging system is useful for finding work across clients
What do you dislike about the product?
Ability to do nice layouts and designs is pretty limited. It can be a little clunky to harvest and update proposal components in the content library.
What problems is the product solving and how is that benefiting you?
SOWs for 1099/contractors, sows for clients, some proposals for clients, employment agreements for new hires. We have explored doing MSA's with the tool, and those are so/so.
Recommendations to others considering the product:
Great tool for creating and sending contracts. Little bit of a learning curve to get the content library and product library setup, then it is pretty fast.
PandaDoc - Good to Almost Great
What do you like best about the product?
I like the fact that it autosave, and has a library of content to be able to quickly modify a quote for a client.
What do you dislike about the product?
The fact that I can't change some of the programming on the 'layout'. It can be restrictive by time.
What problems is the product solving and how is that benefiting you?
Help get an electronic signature faster and allow clients to review with their pers at any time the documents without us being needed to print it and send it.
PandaDoc - The only way I'll create proposals anymore
What do you like best about the product?
Drag-and-Drop templates, digital signing, ability to export to PDF for paper signing, analytics on document viewings.
What do you dislike about the product?
Aligning sections in the designer can sometimes be frustrating but is always getting better.
What problems is the product solving and how is that benefiting you?
Ability to create interactive proposals that not only impress but makes it effortless to go from quote to signed contract in one workflow.
PandaDoc is great for customer experience
What do you like best about the product?
I love that the proposal and contract can go together! The updates are so easy and the e-sign is also easy! My clients always mention how user friendly it is for them, which is super important to me! The customization is really important to me, as well.
What do you dislike about the product?
The only thing that bothers me has been a few times when I wanted to save a proposal, but remove the client because they had decided to book someone else, and that's not an option.
What problems is the product solving and how is that benefiting you?
I'm able to make fully custom proposals for my clients that are super easy to adjust! Also, the easy e-sign helps my clients book me a WHOLE lot faster than what I was doing before!!
Recommendations to others considering the product:
PandaDoc is really easy to use (SO easy) and it looks nice!! It is user friendly for both me as the business and for my clients.
Brilliant product to use for a new business.
What do you like best about the product?
The functionality of the system and the ability to track our customer interaction is excellent. The standard templates have saved us a lot of time along with the library of items that we uploaded.
We have been able to upload multiple documents and the added features they bring out only enhance the experience of using PandaDoc.
We have been able to upload multiple documents and the added features they bring out only enhance the experience of using PandaDoc.
What do you dislike about the product?
The main one is that when we win an order we want to be able to export the cost tables and then use this as part of contract management report, this function is not available yet.This is not an estimating system, please don't think it is, you will still need to provide excel sheets etc.
There has been a couple of issues with images going missing from the library.
There has been a couple of issues with images going missing from the library.
What problems is the product solving and how is that benefiting you?
The main aspect is speed, we have been able to service more customers with accurate proposals.
Recommendations to others considering the product:
Consider what you want the system to do, estimate, design, track etc.
Great Service
What do you like best about the product?
Very easy to upload documents and create the necessary fields for our business.
What do you dislike about the product?
Some things still need to be improved like the cc option in documents, and the option to delete an attachment within a document. Other than that it works great.
What problems is the product solving and how is that benefiting you?
Streamlined paperwork from clients and employees.
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