PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,355 reviews
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Makes Proposal Creation Fast and Easy
What do you like best about the product?
What I like best about PandaDoc is how easy it is to use. The interface is clean, the features are straightforward, and it makes creating and sending documents incredibly simple. It saves me a lot of time, especially with templates and tracking. I also like that I can see when someone opens a document because it helps me follow up at the right moment. Overall, it makes my workflow faster and helps me stay organized.
What do you dislike about the product?
There is not much I dislike about PandaDoc. The only thing I would mention is that a few features could be a bit easier to find like content library.
What problems is the product solving and how is that benefiting you?
PandaDoc is solving the problem of slow and messy document workflows. It lets me create, send, and track documents all in one place, which saves a lot of time. I no longer have to jump between tools or wait on signatures. Everything moves faster and feels much more organized.
Effortless Contract Management and Template Creation with Pandadoc
What do you like best about the product?
We use Pandadoc to manage our contracts and estimates, which helps ensure that our terms and conditions are properly read and signed. The option to create estimates and save templates is extremely useful.
What do you dislike about the product?
I wish there were integrations with QuickBooks that would allow us to accept ACH and card payments at the same fees we currently offer our customers. This would help us maintain consistency with the payment portal we are already using.
What problems is the product solving and how is that benefiting you?
The integration with Hubspot allows me to easily create and edit contracts, linking them directly to a customer's account. This seamless connection has greatly simplified both data tracking and contract management for me.
Effortless Contract Management with PandaDoc
What do you like best about the product?
I like PandaDoc because it's easy to use and has a simple UI. This helps me save time. I also appreciate that I don't have to be in person to send a contract, making it possible to work virtually. The initial setup of PandaDoc was very easy.
What do you dislike about the product?
Nothing. I haven't had any issues.
What problems is the product solving and how is that benefiting you?
I don't have to be in person to send a contract to a new client or contractor, allowing us to work virtually. The ease of use and simple UI save me time.
Effortless Contract Management with PandaDoc
What do you like best about the product?
I love how PandaDoc is really easy to use and straightforward. Whether I'm editing documents, placing things for signature, or sending, I haven't encountered any issues. The credits it provides for free are really appreciated and generous.
What do you dislike about the product?
I've literally never had any issues with it, so there's nothing I can say that I dislike.
What problems is the product solving and how is that benefiting you?
PandaDoc provides a really easy way for my clients to sign contracts, reducing friction and helping me close more deals.
All-in-One Solution for Proposals
What do you like best about the product?
I like how easy PandaDoc makes it to create, send, and track proposals. The templates save a ton of time, the drag-and-drop editor keeps everything consistent, and the real-time notifications let me know exactly when a document is viewed or signed. It brings order to the process in a way that feels clean and dependable, which makes life a whole lot easier on busy days.
What do you dislike about the product?
I do wish PandaDoc had an internal spell check feature. I also wish it were easier to rearrange the order of documents.
What problems is the product solving and how is that benefiting you?
PandaDoc solves the headache of managing proposals, contracts, and approvals across multiple stakeholders. Before, documents would get lost in email threads or require constant follow-ups. Now, everything is centralized, easy to track, and automates reminders for signatures. This saves time, reduces errors, and keeps projects moving forward smoothly, helping me close deals faster and stay organized without extra effort.
Effortless Agreement Management with PandaDoc
What do you like best about the product?
I use PandaDoc as my source for sending secure agreements to my sales prospects. I really like the ease of sending off an agreement and how it includes syncing with my CRM. The syncing with my CRM allows the entire firm to easily view which agreement a client is on, and it requires very little effort on my end. Additionally, the initial setup of PandaDoc was very easy.
What do you dislike about the product?
I think making adjustments to the agreements could be easier. I recently spent a lot of time trying to widen a column. Eventually, I worked around it. But it took multiple people from my firm trying to get the desired end result. (This could totally be user error.)
What problems is the product solving and how is that benefiting you?
I use PandaDoc to securely send agreements to sales prospects, solving the problem of easy agreement sending. It syncs with my CRM, making it simple for my firm to track client agreements with minimal effort.
Effortless Proposal Management with Seamless Setup
What do you like best about the product?
I love how easy to navigate PandaDoc is, which simplifies the process of managing proposals significantly. The feature that notifies me when my clients receive my proposals is incredibly useful, ensuring I am always updated on the status of my documents. I also appreciate the ability to edit documents and easily search through old proposals, which enhances efficiency and allows for quick reference to past work. The initial setup was pretty seamless, contributing to a smooth transition from our previous software, Proposify, and making it a great tool for our needs.
What do you dislike about the product?
I would like PandaDoc to include a read receipt feature so I can verify when my clients have viewed the proposals. Additionally, it would be beneficial to receive notifications if a client encounters a blocker that prevents the email from being sent. Enabling these features could enhance the communication and tracking aspects of using PandaDoc.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to send out proposals and get notified when clients receive them, making it easy to track proposal status and navigate past proposals.
Speed is EVERYTHING!
What do you like best about the product?
The user interface! It is extremely intuitive to generate a document to sign, complete the form fields and get it sent out quickly.
What do you dislike about the product?
Limitations of the free version! This is expected though, if ever my needs warrant a paid version I will upgrade.
What problems is the product solving and how is that benefiting you?
Speed to sign documents. Real estate transactions need to move quickly in order to be effective in the business of investing. This speed is CRITICAL for my business
Effortless Document Creation and Seamless CRM Integration
What do you like best about the product?
I like PandaDoc because it is extremely easy to use to create and transmit documents. It offers various features like signing, templates etc. It integrates easily with CRM and I use every time I need to sign or create contract. The implementation is straightforward and easy to begin with. The customer support is also great in providing the necessary steps and documentation when needed.
What do you dislike about the product?
The more advances suites are locked behind the heavily priced tiers and sometimes it might be slow.
What problems is the product solving and how is that benefiting you?
Solves the problem of contract management and signing.
Effortless Document Handling with PandaDoc
What do you like best about the product?
I truly appreciate PandaDoc for its ease of use, as the software flows seamlessly, making my daily operations efficient. I love how it simplifies sending and receiving closing documents for mortgages. The drag and drop signature feature is particularly impressive, as it makes positioning signatures on documents effortless and takes away any guesswork. It’s also incredibly convenient that I don’t need a manual for setup—it’s very user-friendly right from the start. What I like most is how it saves me money on overnight mailing fees and expedites document processing, making it a critical tool for my work. Overall, the intuitive design of PandaDoc means I can run my tasks smoothly without hassle. I also value its seamless integration with my mortgage software, enhancing my workflow.
What do you dislike about the product?
I dislike the send feature because compiling all the pages together can be problematic, especially since larger files sometimes won't send without upgrading memberships.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to save on mailing fees and expedite mortgage document handling, ensuring quick and cost-effective operations.
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