PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Exchanging contracts has never been this efficient
What do you like best about the product?
The easy of speed and simplicity in exchanging contracts is amazing. The template library is excellent for a new company and reduce legal costs.
What do you dislike about the product?
The name Pandadoc doesn't tell what it does and isn't necessarily giving trust when first mentioned.
What problems is the product solving and how is that benefiting you?
Having employment contracts prepared and online before interviews makes hiring process faster. Templates to download and amend reduce legal work. Clients and suppliers often signed contracts quickly and shortly after negotiations which speed up way of doing business.
Pandadoc is a very useful tool that helps us to save time and create professional documents.
What do you like best about the product?
I like the interface. It helps me to easily create very nice and organized documents. I can also create templates to go back to for the documents I create the most.
I like how pandadoc helps us to save time by being able to create templates and fill in tokens easily. This makes creating documents faster. I don't have to go back and do a lot of copy and pasting.
I like how pandadoc helps us to save time by being able to create templates and fill in tokens easily. This makes creating documents faster. I don't have to go back and do a lot of copy and pasting.
What do you dislike about the product?
I do not like that there cannot be real-time editing amongst multiple users (such as in google docs). Our team uses Pandadoc often for our proposal writing and other documents. When one of our team members makes an edit, the page has to be refreshed to see it.
Sometimes, Pandadoc can respond very slow and gets hung up. It causes me to have to wait for the pages to load.
Sometimes, Pandadoc can respond very slow and gets hung up. It causes me to have to wait for the pages to load.
What problems is the product solving and how is that benefiting you?
We are much more organized when using pandadoc. We organize all of our important documents into folders and we can easily send these documents out to our clients for e-signatures.
We also benefit from being able to make all of our documents look consistent with layout. We use our logo on all our documents and pandadoc makes it easy to customize with features like tables, adding in attachments, and also adding in images.
We also benefit from being able to make all of our documents look consistent with layout. We use our logo on all our documents and pandadoc makes it easy to customize with features like tables, adding in attachments, and also adding in images.
Recommendations to others considering the product:
If you're looking for something flashy and over the top, Pandadoc is not it. Pandadoc is for simple clean and professional looking documents and easily getting e-signatures. It saves time.
Great software to improve interactivity in proposals and let the prospect create his own budget!
What do you like best about the product?
I love the fact that i can integrate any kind of media in my proposals, especially for presenting our company. The interactivity is even maintained when the receiver downloads a PDF version of the proposal. Within the PDF the link to a youtube movie or online presentation is maintained.
What do you dislike about the product?
That the basic version does not contain the ability to build a library of text blocks... click'n drag option is only for the more expensive versions
What problems is the product solving and how is that benefiting you?
Pandadoc serves me well to reproduce recurring proposals. it enables me to speed up the proposal writing process whenever i have standardised proposals to create. It is a real timesaver for that.
Recommendations to others considering the product:
Make sure to build a good product reference list. It saves a lot of time aftewards to prepare a budget table
Great for digital docs and signatures
What do you like best about the product?
The look and feel of docs coming from Pandadocs is very nice and the reviewer/signer experience is professional and easy. I have set up a number of templates for both sales and service. Once templates have been created, sales (or whoever) can create specific documents for review and signature. The Salesforce merge is also nice for pre-populating fields. The tracking is also a great indicator of when docs are viewed and signed.
What do you dislike about the product?
There were some editing challenges early on where fonts wouldn't seem to format correctly in certain text sections but I think some of those have been fixed? Also, when importing word docs to be used as templates, there are also formatting challenges.
What problems is the product solving and how is that benefiting you?
We send contracts and proposals to prospective customers, renewal agreements to existing customers and partnership contracts for business development/partner companies. We are able to produce very professional looking contracts without a ton of work. Tracking signatures and views keeps us informed as to when we need to follow up.
My workflow is so much easier now
What do you like best about the product?
I love the convenience factor for both myself and my clients. In addition, its very easy to keep my clients organized and I finally feel like I'm in the 21st century!
What do you dislike about the product?
While I absolutely love this service, I do think $30 a month is a bit expensive. Also, I seem to have issues pulling up contracts in certain browsers.
What problems is the product solving and how is that benefiting you?
The transition from turning a lead to a client is much quicker now that I have access to E-contracts. It also helps me retain copies and access client information in the event that I lose a hard copy.
Great app
What do you like best about the product?
intuitive to manage, intuitive for clients
What do you dislike about the product?
signature fields float on page, sometimes make them unreadable.
What problems is the product solving and how is that benefiting you?
communicating a lot of content in an organized fashion.
PandaDoc from the admin's viewpoint
What do you like best about the product?
Few things.
1) The customer service/team at PandaDoc. These guys are super responsive, always ready to try and help or assist in any way.
2) They built us a custom integration for ZenDesk. Yes this is available for everyone to use as well but for us it was a workflow enhancement like you could not believe! This is a big reason we went with them in the first place. They built out the integration for us in a few weeks.
3) Tool is very easy to use/configure documents.
1) The customer service/team at PandaDoc. These guys are super responsive, always ready to try and help or assist in any way.
2) They built us a custom integration for ZenDesk. Yes this is available for everyone to use as well but for us it was a workflow enhancement like you could not believe! This is a big reason we went with them in the first place. They built out the integration for us in a few weeks.
3) Tool is very easy to use/configure documents.
What do you dislike about the product?
Product is still missing some features that you may expect, however that doesn't mean its not in the pipeline. Things like good reporting, exporting data inside of documents etc...Now this info is available via there API/Webhooks if you want to build it yourself.
What problems is the product solving and how is that benefiting you?
Minimizing systems needed to execute. We are a tech company, with many systems that end up needing to play a role when we execute. This simplified our processes by integrating with our main production tool seamlessly.
Recommendations to others considering the product:
As mentioned before, they are a small company. So getting them to understand, listen and assist is very beneficial for us. If you go with the big players, more than likely you don't have any chance of getting anything customized for your business.
Easy to use, versatile and different approach...
What do you like best about the product?
The flexibility to create your own templates, resources ready for easy document creation.
Other services focus on document signature and assume the use of word files and PDFs as an acceptable starting point.
I wanted something that would provide an easy templating system for us to create both standard documents/agreements and more tailored documents.
The fact it is easy for any staff member to create and send a document.
Other services focus on document signature and assume the use of word files and PDFs as an acceptable starting point.
I wanted something that would provide an easy templating system for us to create both standard documents/agreements and more tailored documents.
The fact it is easy for any staff member to create and send a document.
What do you dislike about the product?
No automatic reminders - very frustrating if you have a lot of unsigned documents that are live in the wild - someone has to keep sales people on top of managing these!
Being able to create more image heavy documents would be great, our proposals are quite visual as our clients typically receive bland white space documents from our competitors, being able to create proposals that are colourful, visual and more engaging would be great.
There are few minor editing glitches when selecting or deleting selected text but no show stoppers.
The post-signing organisation is a little lack-lustre as is the search function - I want global search across pending, sent, signed and unfilled documents - a small inconvenience.
Organisation would do well to add tagging and the ability to view documents from the clients list.
No way to upload and convert a word document - you have to copy and paste - bulleted lists are an issue as they don't transpose across, which is annoying in lengthy contracts.
Being able to create more image heavy documents would be great, our proposals are quite visual as our clients typically receive bland white space documents from our competitors, being able to create proposals that are colourful, visual and more engaging would be great.
There are few minor editing glitches when selecting or deleting selected text but no show stoppers.
The post-signing organisation is a little lack-lustre as is the search function - I want global search across pending, sent, signed and unfilled documents - a small inconvenience.
Organisation would do well to add tagging and the ability to view documents from the clients list.
No way to upload and convert a word document - you have to copy and paste - bulleted lists are an issue as they don't transpose across, which is annoying in lengthy contracts.
What problems is the product solving and how is that benefiting you?
Problems being solved include;
• Proposal Generation
• Document standardisation
• Flexible document creation
• Seed to signing
• Time to Sale/Agreement
• Business intelligence around proposals
We have realised the ability to create and send proposals, contracts, agreements and more.
Ability to see when proposals have been read and for how long.
• Proposal Generation
• Document standardisation
• Flexible document creation
• Seed to signing
• Time to Sale/Agreement
• Business intelligence around proposals
We have realised the ability to create and send proposals, contracts, agreements and more.
Ability to see when proposals have been read and for how long.
Recommendations to others considering the product:
Take a holistic view of what other things can either be consolidated into PandaDoc.
Take time to setup resources, these are key to reusable content - even when creating templates!
Take time to setup resources, these are key to reusable content - even when creating templates!
Great for standardizing and re-using agreements
What do you like best about the product?
I love being able to have all of our proposals look the same, regardless of who creates them in our company. The system works great with Pipedrive CRM, too. We can save a ton of time by creating standard templates and then just pull those in as needed. It has saved us a ton of time - it seemed like we were always "re-writing" the same proposals over and over.
What do you dislike about the product?
The worst thing about PandaDoc is the signature piece. We used to use RightSignature and it feels much more official and polished. Probably just me, but I like RightSignatures features a little better.
What problems is the product solving and how is that benefiting you?
We've saved a lot of time writing proposals - it's much faster now. We've also standardized the design and now all of our proposals are in one place.
Helpful tool to do business online
What do you like best about the product?
Easy to manage contracts online, whether on desktop or mobile.
What do you dislike about the product?
Sometimes sidebar in UI gets "stuck" and can't see the whole screen. Does not happen too often.
What problems is the product solving and how is that benefiting you?
We have clients coast to coast and so meeting in person is often prohibitive, and electronic contracts are much faster than mailing back and forth or scanning and emailing.
Recommendations to others considering the product:
Give it a try to be sure it works for your needs. We find it a lifesaver.
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