Our main use case for PandaDoc is that we use it on a daily basis to help do our job quicker and more efficiently. We needed a product to produce professional-looking proposals with digital signature capability. We tried several market-leading products, and PandaDoc was the only one that delivered the features we needed. It helps us to sign contracts for payroll and HR as well as gather the necessary documents to register with the IRS. We have also used this tool for document checklists and ACH authorization. It is an excellent tool for compiling customer proposals and external and internal documents or policies that need to be signed. We also use it for acceptable use policies, waiver forms, equipment forms, and any other document requiring a signature.
PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
External reviews are not included in the AWS star rating for the product.
Effortless Document Management, Needs Annotation Features
PandaDoc's work flow helps expedite customer proposals.
Effortless Signatures with Easy Setup
Effortless Document Signing and Collaboration
Simple and Efficient to Use
Simplifies Contract Management but Needs Better Search
Effortlessly Sign Documents, Anywhere
Efficient Remote Work with Intuitive E-Signatures
Digital proposals have transformed our workflows and now streamline signatures and approvals
What is our primary use case?
What is most valuable?
Using PandaDoc for proposals and forms has changed my day-to-day workflow by making our documents look more professional, which helps our clients trust our services. It has also saved us time through sending the documents via PandaDoc. Clients just need to open their phone and sign the document, thereby saving a lot of time and cost. It has also reduced errors because the documents are digitally signed, not manually. It has been very easy to use for both our clients and customers and team members, and the customer support has also been excellent.
The best features PandaDoc offers include templates, dashboard, autofill option, and the ability to update documents without trashing the previous documents. The dashboard and the autofill option help me day-to-day, as autofill helps to prefill and walk our clients through where they are supposed to fill in what information and when. This helps to save time because we are able to walk them through contract signing, and it also makes it look more professional and easy.
I would add that the ease of constructing proposals, digital signing of documents, renewal reminders, and user-friendliness are important features. It also gives transparency into what the customer is filling out, especially with the fillable forms. PandaDoc has positively impacted my organization by significantly improving standardization across the company and efficiency in proposal writing. It is easy to use from both the client's and employees' perspectives, and we have also been able to save a lot of time and cost while reducing errors. In terms of time and cost savings, we have saved 30 to 40 percent of our time and 20 to 35 percent of costs, especially when meeting the cost of traveling. Proposals have increased, and it is faster to send the proposal by 50 percent. We have also increased our accuracy with approval workflows, with time saved using contract templates and sending, and increased visibility into the contract signing flow.
What needs improvement?
PandaDoc can be improved by making formatting and adding graphics and visual elements much easier. I would like to see many features enhanced. Better integrations would be valuable, and sometimes it can be slow to load, especially when dealing with a lot of documents, which should be improved.
For how long have I used the solution?
I have been using PandaDoc for the past five years.
What do I think about the stability of the solution?
PandaDoc is very stable, but sometimes it can be slow to load.
What do I think about the scalability of the solution?
PandaDoc's scalability is very scalable and handles my organization's growth efficiently.
How are customer service and support?
The customer support is excellent, with a very proactive, responsive, and helpful experience. I would rate the customer support 9 out of 10.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We switched from DocuSign to PandaDoc.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing has been that PandaDoc is one of the most effective tools. The setup is very easy through the support, which helps in every step and every learning curve, making everything easy.
Which other solutions did I evaluate?
Before choosing PandaDoc, we also evaluated ConnectWise as an option.
What other advice do I have?
I would advise others looking into using PandaDoc that it is much more cost-effective, easy to use, and has a better editor compared to other tools, making it a great choice. My experience with PandaDoc has been great, and I rate it an 8 out of 10. I rate it an eight because it is a very great tool where we send contracts to clients for approval and signing. It is a very seamless process that saves us time and costs while reducing errors. PandaDoc is a great tool, especially for professionals that require compliance but also ease of use. Forwarding documents to multiple people to sign is easy and hassle-free. It works great for our industry, which is advantageous. It is also very cost-effective, and any organization can afford it.