PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Excellent Customer Service, Valuable for Compliance
What do you like best about the product?
I appreciate PandaDoc's excellent customer service which has been consistent and supportive regardless of whether I was on a free or paid plan. This dedication to customer satisfaction is very important to me and stands out significantly because every time I had queries, their team was very forthcoming and positive in their responses. I also find PandaDoc's straightforward setup process appealing, as it allowed me to relate to its menu items easily due to my previous experience with another platform. Furthermore, the use of templates in PandaDoc suits my needs as it helps streamline my document handling without complications. This simplicity in functionality aligns perfectly with my requirements, considering that I have yet to use their more advanced features. Additionally, PandaDoc's role in aiding compliance with regulatory agencies is something I value highly. It has enabled me to share necessary data with bodies such as the CRA and my CPA body, facilitating a smooth compliance process without any pushback. Finally, despite having other financial considerations, my familiarity with PandaDoc, combined with its outstanding customer service, makes it a preferred option for me, further evidenced by my willingness to highly recommend it, as indicated by my perfect recommendation score.
What do you dislike about the product?
I find the lack of integration with key tools like Profile tax software and potentially QuickBooks problematic. Additionally, the fact that the subscription is priced in US dollars, while I'm based in Canada, means I have to contend with fluctuating exchange rates which can affect the cost-effectiveness of using the service.
What problems is the product solving and how is that benefiting you?
PandaDoc ensures compliance with client confirmations required by regulatory agencies, facilitating smooth interactions with bodies like CRA and my CPA organization without pushback.
Exceptionally Ergonomic and User-Friendly Platform
What do you like best about the product?
Easy to use. very ergonomic platform compared to others
What do you dislike about the product?
Nothing. it is so helpful.May be the automatic suggestion of signatories'email could be improved
What problems is the product solving and how is that benefiting you?
People now working remotely are not in the office to sign.
It's is also helping to send contract to sign outisde of working hours which is my choice, but fit my personal work organisation
It's is also helping to send contract to sign outisde of working hours which is my choice, but fit my personal work organisation
User-Friendly and Fast, But CRM Integration Needs Tiny Improvement
What do you like best about the product?
Simple. Easy Interface. Quick for both clients and team to understand the editing and signature. I use for every signature and deal needed. Connects to CRM no problem.
What do you dislike about the product?
Certain data from the CRM has to be updated back in the CRM and makes you recreate a new PandaDoc.
What problems is the product solving and how is that benefiting you?
Helps deliver sensitive and critical information in a clear way. These are sales and purchase contracts that involve massive 5-6-figure deals and banking information. This has been secure and trusted by our team.
Easy to use and scales with you!
What do you like best about the product?
Easy to use and has been able to scale well with us as our company has grown.
What do you dislike about the product?
I wish there was more flexibility within the product to search and report. The copy and paste feature can be really funky at times as well. I would love to see a pricing table that can be added that shows the totals of each unique pricing table. It would be great if we could assign an internal PO number to contracts.
What problems is the product solving and how is that benefiting you?
Contract creation and management
Easy to Use with Great Features, But can have too Many Email Notifications.
What do you like best about the product?
I appreciate the ease of use, straightforward implementation, and the range of features that benefit both my team and our clients.
What do you dislike about the product?
There are both positive and negative aspects, particularly regarding the number of emails I receive when a document is being signed.
What problems is the product solving and how is that benefiting you?
We are not restricted by a monthly limit on the number of e-signed documents.
Streamlines Document Processes with Seamless Integration
What do you like best about the product?
I have been using PandaDoc for over a year, and it has been a fantastic experience throughout. I appreciate its straightforward setup, which one administrator could handle seamlessly, requiring no additional training due to its intuitive nature. PandaDoc's capacity for handling agreements and important documents effectively has been amazing, providing an easy and seamless process for securing client documents and tracking their review stages, which helps us meet deadlines efficiently. I love the collaboration features that allow inviting others to documents and real-time editing with clients, enhancing teamwork and communication. The visibility feature that alerts when a document is opened and reviewed is particularly valuable for keeping track of every stage. Additionally, integrating PandaDoc with our HubSpot instance has turned it into an incredibly effective tool, positively impacting our business workflow. Its user-friendly, customer-centric design keeps me satisfied, and I'm delighted with our decision to switch from DocuSign to PandaDoc due to its impressive capabilities and pricing. I've even recommended PandaDoc to a few existing clients, giving it a rating of 10 because I find it indispensable and foresee continuing our subscription long-term.
What do you dislike about the product?
Nothing
What problems is the product solving and how is that benefiting you?
I find the product accelerates document processing, enabling seamless client agreements, improving tracking during reviews, and helping us close deals on time.
Easy Salesforce Integration, But Customization Needs Improvement
What do you like best about the product?
Easy to use. Integration with Salesforce.
What do you dislike about the product?
New interface is not as good. Not easy to customize a signing document for multiple item deal.
What problems is the product solving and how is that benefiting you?
Ability to easily draw up a signing document.
Seamless Salesforce Integration, the user management / setup is ok.
What do you like best about the product?
Seamlessly integrates with Salesforce. Very happy with the overall quality of the service.
What do you dislike about the product?
Setting up groups and managing users. When having to update or add new users there is a disconnect between the admin and the new user. For the most part it works well once it's setup. That is the only negative and it's really not a negative.
What problems is the product solving and how is that benefiting you?
Integrates with Salesforce so all of our quotes are integrated and ultimately saved to the opportunity. Pandadoc is a great value.
Professional Agreements Made Easy, But Best for Frequent Users
What do you like best about the product?
PandaDoc enables me to produce polished and professional service agreements in a very short amount of time. It's very easy to customise the documents to match the clients branding.
Customer support got back to me pretty much straight away when I had an issue.
Customer support got back to me pretty much straight away when I had an issue.
What do you dislike about the product?
The primary downside is that it only proves to be genuinely cost effective if you frequently send out service agreements.
What problems is the product solving and how is that benefiting you?
This tool is perfect for swiftly drafting service agreements and securing signatures with little hassle.
So Quick and Easy to Use!!
What do you like best about the product?
Ease of use...so simple and quick to use!
What do you dislike about the product?
Sometimes easy to forget to clck the button to have signers sign in order
What problems is the product solving and how is that benefiting you?
Easy to obtain e-signatures quickly. Save a ton of time and we have legal, signed documents.
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