PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Easy to Use, Room for Improvement
What do you like best about the product?
I appreciate that PandaDoc was not difficult to set up, which made the transition from DocuSign smooth and uncomplicated. The platform excels at completing agreements efficiently, especially given the nature of my work, which involves a lot of documents that our clients need to sign and date. The ability to search through any and all documents within the history is incredibly valuable. Oftentimes, I need to refer back to documents that date back over a year, and PandaDoc allows me to find this information easily without remembering when or how the documents were initially sent. I find this historical search feature enhances my workflow significantly. In general, PandaDoc is very easy to use, and despite a few areas that could use improvement, it is a great app that I find reliable and practical for my document management needs.
What do you dislike about the product?
I notice that sometimes when I require both a signature and a date on documents, some dates do not get inputted. However, those documents are still considered complete even though they are missing the date. This can be problematic as it potentially overlooks a crucial part of the documentation process.
What problems is the product solving and how is that benefiting you?
I find PandaDoc helps complete agreements efficiently by handling client signatures and dates, and its document search feature enhances workflow by easily retrieving past documents.
Effortless Signatures, User-Friendly, and Affordable
What do you like best about the product?
I appreciate how PandaDoc simplifies the process of obtaining timely signatures for our applications and documents, which is essential for our insurance business. The setup was a breeze, thanks to the helpful involvement of both our IT department and PandaDoc's own support team, who were instrumental in helping us configure our policy documents. PandaDoc effectively solves the problem of collecting necessary signatures by making it straightforward to have them on file for important documents. I find the template setup feature invaluable, as it allows for easy saving, editing, and page adjustments, which aligns well with other software experiences I've encountered. I also enjoy the user interface, which is remarkably easy to navigate. Besides, the affordability and ease of use of PandaDoc make it a solid investment for ongoing use within our company.
What do you dislike about the product?
I want a better dashboard that shows us failed emails.
What problems is the product solving and how is that benefiting you?
I find PandaDoc facilitates getting signatures for required documents efficiently, ensuring our company maintains necessary records, benefitting from having important signatures on file.
Essential Tool for Effortless E-Signatures
What do you like best about the product?
PandaDoc's platform is easy to use and inexpensive, which is crucial for our small company. The setup was very easy, which made the transition to using PandaDoc seamless. We use PandaDoc primarily for capturing electronic signatures on contracts, a process that has proved to be much easier than sending a contract for a wet signature, having it scanned, and then sent back to us. The dashboard feature is exceptionally helpful for tracking the status of documents sent for signatures. This feature enables us to easily see where each document stands in the signing process, providing great convenience and efficiency.
What do you dislike about the product?
The limited number of free signatures.
What problems is the product solving and how is that benefiting you?
I use PandaDoc for capturing electronic signatures, simplifying contract management by eliminating the need for physical signatures and scanning. Its dashboard helps me track document status efficiently.
PandaDoc Streamlines Workflows
What do you like best about the product?
What I like best about PandaDoc is how effortlessly it streamlines the document creation and approval process. As an account manager, I frequently send proposals, contracts, and renewals, and PandaDoc makes that workflow incredibly efficient. The ability to customize templates, track document engagement in real time, and get electronic signatures without back-and-forth emails saves a huge amount of time. It helps maintain professionalism while giving me visibility into client interactions—so I know exactly when a document has been opened or signed, allowing me to follow up at the right moment.
What do you dislike about the product?
What I dislike about PandaDoc is that the formatting tools can sometimes feel a bit limited or inconsistent when working on more complex documents. Occasionally, aligning elements or maintaining consistent spacing between sections takes extra time.
What problems is the product solving and how is that benefiting you?
PandaDoc is solving the challenge of managing and tracking client documents efficiently from start to finish. Before using it, creating proposals, sending contracts, and collecting signatures involved multiple tools and manual steps. Now, everything happens within one streamlined platform. It eliminates delays in approvals, reduces errors, and provides visibility into when clients open or sign documents—helping me time my follow-ups strategically. This not only speeds up the sales cycle but also enhances the client experience with a more professional and seamless process.
Seamlessly Integrates Sales and Contract Management
What do you like best about the product?
I love the search feature, which makes organizing customer contracts incredibly efficient and eliminates the need to file things manually. The seamless integration with Salesforce enhances its utility for our workflow. I also appreciate its ease of use and simplicity, as they significantly contribute to a smooth experience.
What do you dislike about the product?
I'm unsure about anything that needs significant change, but perhaps an extended search feature could be beneficial.
What problems is the product solving and how is that benefiting you?
I find the product organizes customer contracts well and its search feature is beneficial, eliminating the need to file documents manually.
Simple, quick, and economical, without notable flaws
What do you like best about the product?
Simple, fast, and less expensive than its competitors.
What do you dislike about the product?
We find that the software is complete, everything is perfect for us.
What problems is the product solving and how is that benefiting you?
PandaDoc allows us to have documents signed remotely in all corners of the world at a lower cost. Indeed, it plays a crucial role in the smooth operation of our company.
Great for Sales Insights, Needs Better Image Pasting in Documents
What do you like best about the product?
It gives us great insights on our sales activities, pipeline, and status of contracts being worked
What do you dislike about the product?
I would like it to be simpler to paste images and screenshots into documents.
What problems is the product solving and how is that benefiting you?
PandaDoc solves redundancies. Previously, when a field staff wrote a proposal, they had re-enter the proposal details as data points in PowerBI, then paste the details into a third system to generate the contract document. With PandaDoc, we can
PandaDoc: A Game Changer for Deals
What do you like best about the product?
The implementation of PandaDoc at my company has been a GAME CHANGER for getting deals through, expediting the process, increasing professionalism, and security. Overall, it has had a positive impact on our company.
What do you dislike about the product?
There are some funky rules about editing and associations on documents that have caused issues; however, these could be stemming from internal set up issues! Additionally, I think there is some increased functionality that would be super helpful - for example having editable fields POST signature that are not conditional on a new signature or an easy amendment process.
What problems is the product solving and how is that benefiting you?
PandaDoc has made the process of eSignature and document organization a breeze at SpotHopper.
Great Usability, Stability and Price
What do you like best about the product?
Ease of approach, stability, functions with real-world application
What do you dislike about the product?
Nothing except their use of AI chatbots in their user suppot
What problems is the product solving and how is that benefiting you?
We are a medium size real estate investment boutique in Vienna and typically have 5 - 50 investors in a project. There are loads of paperwork to sign, all kinds of contracts, circular resolutions, invitations to corporate events etc. There is no better solution for this than Pandadoc: It allows industrialization of processes where meaningful, and adaptations where necessary. It does not require investors to sign in to a dedicated platform and still gives us enough functions to show our corporate design and language. We never have to worry about delivery or reminders. Compliance has risen, even with the more traditional crowd. Pandadoc has become essential, without vendor-lock-in
Good Platform, Needs Better Guidance
What do you like best about the product?
I appreciate PandaDoc for its excellent UX and UI, making the platform clear and visually appealing. The e-signature system and signature history are particularly useful, allowing me to efficiently track document status and signer actions. I find PandaDoc to be a great solution for managing international client contracts and online signatures. It is very easy to use and offers a good platform for tracking the signature process.
What do you dislike about the product?
The initial setup of PandaDoc was somewhat challenging for me, primarily because English is not my first language, leading to a longer time to become familiar with the platform. Additionally, the process of CC'ing people or involving others in the signature loop was not immediately intuitive, which initially caused some confusion. I believe that more guidance or help, like notifications or a help guide, would have helped better understand the logic and process of using PandaDoc.
What problems is the product solving and how is that benefiting you?
I find PandaDoc enables international client outreach by facilitating online signatures and tracking signature flows efficiently.
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