PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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After one year, I'm moving on.
What do you like best about the product?
I like the concept of what PandaDoc does. Just wish it did it better.
What do you dislike about the product?
Everything about it seems clunky. It's hard to align elements. Backgrounds shift inexplicably. You cannot reorder pages; you have to save them to the library, delete them, and reinsert them where you want. Guidance is minimal. For example, specifications for images would be nice so that they render and size correctly. Also, it's not clear to prospects that they can make comments to the proposals sent. Overall, it's just an awkward approach to tackling an important challenge.
What problems is the product solving and how is that benefiting you?
It is nice not to have to reproof content that you proofed once and know has not changed. Assembly repetitive documentation is a big time saver.
Helpful staff and intuitive product
What do you like best about the product?
The WYSIWYG editor is very helpful and easy to use by non technical staff
What do you dislike about the product?
Some difficulties in customised styling requiring CSS knowledge. Documents focused on gross margin is hard to manage.
What problems is the product solving and how is that benefiting you?
Standardising on quotation and proposal templates and integration into Pipedrive CRM
A great solution for documents
What do you like best about the product?
Simple to use and really simple to access through the internet browser and application. Tracking is quite correct and fast, which means you may be informed when a buyer has assessed, completed as well as signed an offer. Reminder and tracking choices are also an intriguing element.
What do you dislike about the product?
No template or perhaps default settings. The overwhelming price of this access isn't designed for daily use.
What problems is the product solving and how is that benefiting you?
This enables me to very easily send good quality presents and contracts to the clients of mine.
Recommendations to others considering the product:
Easy and quick entry to digitised contracts for eSign buyers. Although a lot of items provide that service, I haven't found any good ones.
Has made a meaningful improvement in our business
What do you like best about the product?
The ability to modularize the proposal process. For us, we have a few different types of proposals we sent out. They may be different due to the type of engagement or the work to be done. We want our proposals to be as specific to each client, yet be fast to create. PandaDoc allows us to do this through the "Content Blocks" and templates features. At the end of the day, there are still some parts that are edited by hand but it's much less than it used to be.
Less important but still good is that we now have e-signatures on our contracting process.
Less important but still good is that we now have e-signatures on our contracting process.
What do you dislike about the product?
I view Content Blocks as a critical feature and it bugged me that we have to go to the higher premium tier to get that. It would have been nice to have that available at a lower tier and maybe have pricing based on volume. Also, it's OK that it has a PDF export but there isn't a redline feature or Word export version so that's a challenge.
What problems is the product solving and how is that benefiting you?
We are using it to streamline both our proposal process as well as our contracting process.
Recommendations to others considering the product:
I would dive right in. I found that I needed to upgrade but was happy to do so as I got more acquainted with the platform. Overall, it's well worth the money.
Powerful tool, great customer service.
What do you like best about the product?
Contract management and integration with our CRM (HubSpot) work great. Out of all the tools and vendors we use, PandaDoc has one of the best customer services. Very responsive, always finding a quick solution. And that's worth a lot. Thanks!
What do you dislike about the product?
It's not cheap. The features are great and they 100% justify the price. But if you don't use all of them, it's quite expensive.
What problems is the product solving and how is that benefiting you?
Contract management directly in the CRM (HubSpot)
Easy to use
What do you like best about the product?
It's easy to move pieces around as needed and incredibly easy to make templates. The content library is very helpful for creating multiple versions of a document and it's easy for clients to use.
What do you dislike about the product?
Sometimes features don't work in ways you want them too or would expect them too. Converting documents to PDFs is also tricky because it's hit or miss if content stays on the same page and doesn't break apart.
What problems is the product solving and how is that benefiting you?
PandaDoc makes the proposal process easier and keeps us organized.
Recommendations to others considering the product:
There is a learning curve but once you get the hang of it, the experience is seamless
Take your sales guarantee to the next level with PandaDoc
What do you like best about the product?
The integration function is excellent. The function of obtaining sales documents directly from CRM records and having "event" time stamps on contact records is very powerful. Then, when the document is sent and posted to the engagement history, a time stamp is also printed on the contact record. This allows the salesperson to know more about the activity and thus gain a deeper involvement in the actual documentation of the history. PandaDoc has the ability to manage large content libraries and product catalogs. PandaDoc is ideal for creating dynamic proposal templates and launch platforms.
What do you dislike about the product?
They need to increase value beyond sales. In addition to current payment functions, there are opportunities to expand their value in operations and fulfillment. PandaDoc needs to improve its integration with other software partners. The ability to upload video files is excellent, but they are not yet able to adapt to major video platforms such as 23 and Vidyard. PandaDoc needs to improve the presentation function. Before sending a document, there is a very cumbersome application that needs to share the document in a screen-sharing meeting. PandaDoc lacks presentation capabilities.
What problems is the product solving and how is that benefiting you?
As users and implementers of PandaDoc, we have been closely involved with the software in multiple applications. As users, our entire agency works on PandaDoc every day. Sales takes advantage of the seamless integration with our CRM to initiate, customize and display sales documents and contracts with new clients. Once new clients join, our operations team will use PandaDoc to create marketing, network and sales support plans. Our implementation team will refer to these documents to create project plans and track deliverables.
Recommendations to others considering the product:
PandaDoc is the best solution in the world for any organization that wants to improve the appearance, function and functionality of its sales materials. If you share suggestions with prospects and clients, you should consider using PandaDoc for a more complex and dynamic approach.
PandaDoc
What do you like best about the product?
PandaDoc was beneficial for our company, which required signing a large number of documents, both for the perspective and for us. PandaDoc shortened the time it took to print all the body papers as well as the time it took to have them signed and returned.
What do you dislike about the product?
There have been many more positive factors in PandaDoc than bad types, but sooner or later, when a customer reports a method in the future, it will generally fail to go bust and improve it by returning it back or even a little waiting.
What problems is the product solving and how is that benefiting you?
We are able to communicate effectively to our clients painful problems that we solve. A great advantage is the ability to immediately introduce films to the offer and change any project to any target team.
Recommendations to others considering the product:
Pandadoc is very simple to operate and fill, additionally it enables you to store files and upload copies even in case of lack of an account.
Excessive price increases year over year
What do you like best about the product?
The platform is really nice. It makes creating quotes very easy. The template editor provides a lot of flexibility and the embedded calculator works very well.
What do you dislike about the product?
They were fantastic in early years. We have been a clients since near the beginning and lived through the early growing stages. Last year was a pretty extensive price increase, but I was understanding given the advancements in the platform. This year was another big shock as they are taking away functionality we have used for years and charging more fees. Back to back 20%+ increases has me now looking for new options.
Great product - just can't trust the excessive prices increases year after year.
Great product - just can't trust the excessive prices increases year after year.
What problems is the product solving and how is that benefiting you?
Our objective was to make it easy for sales to quickly put a professional quote in customers hands. Pandadoc checks all the boxes - it has worked reliably for years.
Highly Recommend PandaDoc
What do you like best about the product?
PandaDoc allows you to create the right template for the right agreement. This makes creating new agreements easy, painless and quick.
What do you dislike about the product?
I don't have any real dislikes for PandaDoc. It provides a great option at a great pricepoint.
What problems is the product solving and how is that benefiting you?
We use PandaDoc for all of our new client agreements.
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