PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Amazing platform to share documents with clients
What do you like best about the product?
What I like is the user-friendly aspect of Panda Doc. You can easily share documents with clients.
What do you dislike about the product?
When clients are receiving documents since it is coming from PandaDoc sometimes there's a bit of confusion that this is coming from my company.
What problems is the product solving and how is that benefiting you?
We are able to provide official documents to clients easily and in an efficient manner. It has saved a lot of time for document processing.
Great way to deliver a professional Doc!
What do you like best about the product?
I like how customizable and personalized you can make the templates. The editing is almost all drag and drop!
What do you dislike about the product?
There are some limitations to how much you can edit, and there is also difficulty working collaboratively with your peers on a single document.
What problems is the product solving and how is that benefiting you?
I am solving the age old tale of sending a deck/presentation to leads. This is a way for me to professionally share info/collateral with my leads.
Recommendations to others considering the product:
Give it a try! It is by far the best way to up your follow up and proposal game.
Online business at its best!
What do you like best about the product?
PandaDoc gives me the advantage of closing deals online because I can have my clients sign with the electronic signature function. The interface is very nice, and I'm happy to be able to work with a tidy platform. There is a free version to see what the software is all about.
What do you dislike about the product?
I don't like images to have problems when saving them to PDF.
What problems is the product solving and how is that benefiting you?
Our organization has benefited from the conclusion of contracts, business and increased sales with PandaDoc. It is satisfying to be able to conduct business online securely and with all the minimum parameters of a contract.
Recommendations to others considering the product:
The program is great, it has many solid features to be considered an indispensable program in any type of company. It is free, but the paid version is much better. You can increase sales and customers will be happy with the process.
Great tool for proposals
What do you like best about the product?
It's simple enough to create multiple templates and customize your proposals. You can have various plans and contracts already drafted. That way the sales representative can just modify the pricing and other small changes without having to draft the entire contract every time.
I like that it more robust than other proposal tools, yet not so over-complicated. Also, it allows you to add testimonial videos, reviews, and other crucial information to the actual proposal to make it very clean and informative.
The fact that it connects to our CRM and keeps it all in one place it's such a time saver. It allows me to look at our Salesforce account and see the progress for each proposal.
I like that it more robust than other proposal tools, yet not so over-complicated. Also, it allows you to add testimonial videos, reviews, and other crucial information to the actual proposal to make it very clean and informative.
The fact that it connects to our CRM and keeps it all in one place it's such a time saver. It allows me to look at our Salesforce account and see the progress for each proposal.
What do you dislike about the product?
I would like to get better notifications with different statuses. For example, other proposal tools have the ability for the sales rep to be notified via text anytime the prospect is currently looking at the proposal in real-time and for how long they have been looking at it.
This gives the sales representative more information to act and therefore knows a better way to follow up in the case that the prospect has not signed the proposal yet or has any additional questions that were not covered during the call.
They only have an email notification option that works great but not the best option for Account Executives.
This gives the sales representative more information to act and therefore knows a better way to follow up in the case that the prospect has not signed the proposal yet or has any additional questions that were not covered during the call.
They only have an email notification option that works great but not the best option for Account Executives.
What problems is the product solving and how is that benefiting you?
We are keeping track of all our contracts and past proposals, it helps us to keep it all organized and centralized. It allows our company to create and draft proposals and track it all down from our CRM. It has great integration with multiple CRM so we can do it all in one place.
We have the ability to add any information that we see value in addition to the actual proposal. We have added, reviews of our product, video testimonials, additional features, and current clients that are using our platform. It allows our Marketing team to dress up the contract in a way that follows the flow of the customer experience that we want to create.
We have the ability to add any information that we see value in addition to the actual proposal. We have added, reviews of our product, video testimonials, additional features, and current clients that are using our platform. It allows our Marketing team to dress up the contract in a way that follows the flow of the customer experience that we want to create.
Recommendations to others considering the product:
This tool is great for use on multiple departments. We use it for new sales, renewals, and upgrades. It's very useful for our Account Executives and Account Managers. You can create admin privileges accordingly.
Sales executive- management
What do you like best about the product?
How easy it is to setup a proposal and a contract! It help our sales team!
What do you dislike about the product?
The time line it takes to streamline a proposal can lag at times!
What problems is the product solving and how is that benefiting you?
To create proposals and streamline them in a fast paced setting making it easier for our sales team
Recommendations to others considering the product:
I highly recommend this software!
Does the job
What do you like best about the product?
Easy to generate, tracking notifications are very helpful, email updates on contract activity
What do you dislike about the product?
Would be nice to easily change quote (quantity/package) without generating from scratch
What problems is the product solving and how is that benefiting you?
- visibility into contract signing
- keeping track of signed contracts
- keeping track of signed contracts
Accelerate all your proposals and sales with PandaDoc.
What do you like best about the product?
The creation of templates through PandaDoc simplifies the creation of traditional proposals and accelerates interaction with clients. Everything is made very easy and the submission process is totally fast. The electronic signature tool works very well. The editor is always being updated, which is very important.
What do you dislike about the product?
All the functions of the PandaDoc editor work excellently, there are only a few that need time to be fully utilized.
What problems is the product solving and how is that benefiting you?
In our organization with PandaDoc it is not necessary to create physical proposals or contracts, increasing our productivity and speeding up the process with electronic signatures. Each of our services has its own template ready to be sent to clients. We send the proposals and they are signed electronically, which has helped us save a huge amount of time and resources.
Recommendations to others considering the product:
PandaDoc is a tool for having proposals and templates for each service ready to be sent to your clients. It helps you share and deliver contracts easily and allows the whole team to collaborate in the drafting, approval and execution of contracts. In addition, the technical support works very well.
The best esign platform
What do you like best about the product?
The free version is enough for a lot of features, is simple and easy to use, is easy to seach for the documents.
What do you dislike about the product?
I would like to have some basic flow procees available in free version.
What problems is the product solving and how is that benefiting you?
Multi signer was more than a week job, has become a 5 finutes job. And now you can sign from anywhere in the world.
Recommendations to others considering the product:
Requires a change in the mindset of the people, work on it
New to Panda
What do you like best about the product?
I like the fact that you can add and subtract items rather easily. It helps you keep track of the proposals' path.
What do you dislike about the product?
I wish it would use my email as the source of where it is coming from when being sent to clients. There might be a possibility of being thought of as spam.
What problems is the product solving and how is that benefiting you?
N/A
PandaDoc structured the business for more fluidity
What do you like best about the product?
PandaDoc is being used for customer acquisitions. It is used to prepare quotes, as well as proposals for our leads and can also be used as the last legal contract if you wish to continue with our products and Solutions.
What do you dislike about the product?
The ability to add and also remove photos from our range of products. In addition to the emails generated by the PandaDoc system getting stuck in customers' Spam folders, I didn't find any flaws in all the years of use.
What problems is the product solving and how is that benefiting you?
Saves time when risking quotes without having to provide them in person. It offers the customer a much better experience in obtaining quotes online, understandable and obtained anywhere where there is an internet link.
Recommendations to others considering the product:
PandaDoc is used for one of our lead proposals and also, at the same time, used as a legal agreement if you want to move forward. I also like the idea of Signatures, as it offers the customer the ability to complete the order on paper.
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