PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,284 reviews
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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
Time saving software
What do you like best about the product?
I love that it integrates with Xero, being able to create Invoices directly from pricing proposals is a huge timesaver and forces the Sales team to structure the pricing correctly.
What do you dislike about the product?
Setting up the templates can be quite time-consuming but does pay off once they're setup.
Improving the conversion from PDF or Word documents into templates would be great.
Improving the conversion from PDF or Word documents into templates would be great.
What problems is the product solving and how is that benefiting you?
PandaDoc has streamlined the proposal process and means we can turn around proposals in hours rather than days. By integrating with Xero creating invoices is simple and means there is no chance of data entry errors.
Excellent
What do you like best about the product?
Ability to save multiple templates and template filling options
What do you dislike about the product?
Inability for a preview before download. Any breaks entered go to bottom of template instead of where you need them.
What problems is the product solving and how is that benefiting you?
Proposal creation.
pretty decent
What do you like best about the product?
I like how easy it is to create proposals and show information about our companies.
What do you dislike about the product?
The search doesn't always seem to work and the login for some odd reason is broken so I have to go through extra steps to make it work.
What problems is the product solving and how is that benefiting you?
We can now integrate it with our CRM which is cool. I wish it were compatible with others though. It also helps not having to pay for DocuSign for our contracts.
Awesome - Effective - Efficient -
What do you like best about the product?
I love that I can add rich content to our contracts and proposals. We use it and embed video often.
What do you dislike about the product?
I wish there was more flexibility with notifications, I would like to be able to assign which recipients will get notifications of activity. I would also like to see nonlinear free form content placement.
What problems is the product solving and how is that benefiting you?
Contract Management, more effective proposal tracking and control
Recommendations to others considering the product:
Try it and take the time to understand how to customize content, create templated documents and content. Once you do you will be able to turn out very custom documents that will impress with ease.
PandaDoc's ease of use has greatly improved our proposal building process
What do you like best about the product?
I most like the drag and drop functionality. The ability to quickly look up items from my content library or catalog in order to add them to what I'm working on makes the process go so much faster. My proposals are extremely long winded so having commonly used item descriptions at the click of a mouse is extremely important. I normally start with a template then rework it into a tailored proposal using the blocks of content I have saved.
What do you dislike about the product?
When downloading a proposal into PDF format there are times when entire blocks of content are missing. I'm not sure why this happens but it makes for a very frustrating problem when I'm dealing with customers who need a physical copy printed for them. We've also ended up with signed proposals that have only been glanced at. I don't think everyone reads what they're clicking on so they accidentally sign when they aren't supposed to.
What problems is the product solving and how is that benefiting you?
The biggest issue with our proposals is time and word processing. In the past they have taken hours to put together but now, thanks to PandaDoc, can be practically thrown together with very little time or effort. I can construct a proposal that is visually appealing and easy to navigate in as little as 20 minutes. Our customers have responded very positively to PandaDoc.
Recommendations to others considering the product:
Take advantage of the trial so you can get to know the product. I was able to get an extension of the trial in order for my boss to see it in action and approve of purchasing a subscription.
PandaDoc - e doc review
What do you like best about the product?
PandaDoc is so easy to use.
The templates and content library is easy to create, and any document is easy to customise.
All documents can be completely branded and personalised.
The quote acceptance feature is amazing, it allows us to get a signature on small projects without having to wait for contracts to be created, sent, printed, signed, scanned and emailed back.
My staff love using PandaDoc, there was very little training required to roll it out, as it is really easy to use.
The help has been very good too, they reply within 24hours (due to the time difference) and are always very helpful.
I love the content library section most of all, it makes it so easy to build customised documents for individual clients needs, and the templates make a great base point.
The templates and content library is easy to create, and any document is easy to customise.
All documents can be completely branded and personalised.
The quote acceptance feature is amazing, it allows us to get a signature on small projects without having to wait for contracts to be created, sent, printed, signed, scanned and emailed back.
My staff love using PandaDoc, there was very little training required to roll it out, as it is really easy to use.
The help has been very good too, they reply within 24hours (due to the time difference) and are always very helpful.
I love the content library section most of all, it makes it so easy to build customised documents for individual clients needs, and the templates make a great base point.
What do you dislike about the product?
I dont like the Hubspot integration.
it blocks the right hand side of the page, and can not be minimised, so it cuts off 1/4 of the page info that sometimes we need to see.
It also cant pull info from PandaDoc into Hubspot, the only way it links is if you create the PandaDoc through the Hubspot link.
it blocks the right hand side of the page, and can not be minimised, so it cuts off 1/4 of the page info that sometimes we need to see.
It also cant pull info from PandaDoc into Hubspot, the only way it links is if you create the PandaDoc through the Hubspot link.
What problems is the product solving and how is that benefiting you?
It makes our proposal system extremely streamlined.
All documents are quick and easy to create, very easy to customise, and look very professional.
All documents are quick and easy to create, very easy to customise, and look very professional.
Recommendations to others considering the product:
This is a fantastic system for creating documents, and with an e-signature feature too.
super easy and professional.
great value for money!
super easy and professional.
great value for money!
PandaDoc has helped us standardize and minimize paper.
What do you like best about the product?
The simplicity of sending out regular documents has been great. The new collaboration features are also very helpful.
What do you dislike about the product?
It can take some time to get PDF versions to align up just right.
What problems is the product solving and how is that benefiting you?
Facilitates our sales process. It's great for getting out a quick NDA. Our HR department also is streamlined as we use it for employee agreements.
Recommendations to others considering the product:
If you are sending out a lot of contracts and in an industry that uses email heavily PandaDoc is a great resource.
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