PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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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.
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.
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