PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Perfection!!
What do you like best about the product?
the easy way of creating offers for clients and that i track it when they open it to read it. This great for our sales team! Plus we really like the templates feature because we can make an offer within 2-4 mins.
What do you dislike about the product?
The fact that the clients get emails and display pandadoc branding. Whitelabel on emails will be great! Plus on emails when add a link is not working when they click it.
What problems is the product solving and how is that benefiting you?
solving the offers part to clients and tracking of offers!
Great for Generating Contracts
What do you like best about the product?
Pandadoc has hugely simplified our client proposal processes with standardised layouts, pricing tables and tracking opens and collecting e-signatures.
What do you dislike about the product?
Would love to be able to total individual price tables at different points in the document together to come to an end total but this is not currently possible.
What problems is the product solving and how is that benefiting you?
We have significantly reduce time to proposal and improved contract signature and return with the implementation of PandaDoc - definitely a must have tool for our business,
Has helped our agency scale our proposals & close more deals
What do you like best about the product?
Really nice looking templates – cuts down on time.
The proposal tracking is very helpful...no more wondering if someone opened the proposal.
The proposal tracking is very helpful...no more wondering if someone opened the proposal.
What do you dislike about the product?
The hard set columns and margins in the templates are just a little limiting. Sometimes I have wanted images to bleed off the edge of a proposal but couldn't do that. Still looked good tho and was not a problem. That's about it.
That's what makes it a 9.5 out of 10 for me.
That's what makes it a 9.5 out of 10 for me.
What problems is the product solving and how is that benefiting you?
I was always creating proposals with Mac Pages so I could design them exactly how I wanted them. While these visually looked beautiful, they were so highly customized that the took hours to create a custom proposal. Also, it was tough to remember all the areas to update a client name, address, industry, etc.
PD made their templates beautiful.
It's like a web page and I can customize it once and things are set. Our clients really like them a lot too and we have received high praise on our proposals as well as a high close rate.
Updating proposals to the client's needs was a huge hassle.
They would write an email back detailing changes or updates. With PD all of that is integrated and super easy to keep track of & implement. It's next-level proposal stuff.
We actually integrated the proposal with the contract. These used to be 2 separate processes.
Basically, we just have clients sign-off on everything in one place. Saved a ton of time with this.
Overall, we've closed deals much quicker on PD and love it.
PD made their templates beautiful.
It's like a web page and I can customize it once and things are set. Our clients really like them a lot too and we have received high praise on our proposals as well as a high close rate.
Updating proposals to the client's needs was a huge hassle.
They would write an email back detailing changes or updates. With PD all of that is integrated and super easy to keep track of & implement. It's next-level proposal stuff.
We actually integrated the proposal with the contract. These used to be 2 separate processes.
Basically, we just have clients sign-off on everything in one place. Saved a ton of time with this.
Overall, we've closed deals much quicker on PD and love it.
Recommendations to others considering the product:
Try it! I think you'll love it. Doesn't take a lot of time to get going.
Outstanding and easy to use document service
What do you like best about the product?
I really like that fact that PandaDocs is a secure Portal. My PandaDocs document requires bank details of my members and this gives my clients peace of mind
What do you dislike about the product?
It was initially a bit difficult to use as I am not techy minded. But once my bookkeeper sat down and explained it to me, I now find it easy to use
What problems is the product solving and how is that benefiting you?
A professional way to send my Membership Agreement was the single biggest reason that I use PandaDocs. My members find it easy to use and complete
Recommendations to others considering the product:
Outstanding easy to use document service
Great idea, needs some work
What do you like best about the product?
I like that it is cloud based and has some great features
What do you dislike about the product?
It has a lot of work to do for it to replace some solutions out there. I think that the document design tools are good but there is not a flexibility to design the document the way you want. This too often forces you to have too many pages due to bad spacing. Some of the features are lacking more comprehensive options such as tax and there is almost no quality reporting.
What problems is the product solving and how is that benefiting you?
Inisghtly
Recommendations to others considering the product:
You need better reporting. We use this is as a sales tool and would like to have more functionality to manage sales per rep, per product, etc.
Great for quickly creating professional documents from reusable snippets
What do you like best about the product?
Product 'catalog', embedded video, reusable document snippets/
What do you dislike about the product?
Lack of any API support unless you are an enterprise client.
What problems is the product solving and how is that benefiting you?
We use Panda for quality proposals and contracts. The invoicing integration with Xero is a useful addition - we imported the same product list into both so turning signed contracts into payable invoices is easy.
Recommendations to others considering the product:
It's value is as much in the integrations as with the product itself. Check that it integrates with the tools you need to use - don't use it as an island.
PandaDoc has a great product and great customer service.
What do you like best about the product?
The ease of using PandaDoc's service is perhaps the most important. People are looking for simplicity and convenience and I have found this service to meet both of those needs for both myself and my customers.
What do you dislike about the product?
I would like to see a few more of the add-ons become available for the entry level price range. I have a one man business and I do not need a lot of the add-ons that come with the two higher tier subscriptions but I would be interested in using some of the apps that are not available to me currently. But they are not worth the extra cost to upgrade my subscription.
What problems is the product solving and how is that benefiting you?
Getting contracts and quotes signed quickly and easily. I have saved a lot of time and money by being able to send quotes and contracts to customers and most importantly, being able to get legal e-signatures, without having to go back out to my customer's location personally.
Good product that saves time when creating proposals
What do you like best about the product?
The library content is the best and makes it quick and easy to build a proposal.
What do you dislike about the product?
Remove the big black bar if an item/document needs to be signed. The bar is so large it takes up 25% of the viewport on a laptop. This is very distracting tot he viewer. This should at least be optional (turn on/off) this feature.
I love the library but the biggest issue is when you update a library item it doesn't update automatically in current drafts. It would be great the library items were "linked" to existing content in your document. You could have the option to "unlink" the library item so you can edit it in a specific proposal. All linked library content would update automatically. Any Library content would automatically be unlinked once it was sent to a client.
I love the library but the biggest issue is when you update a library item it doesn't update automatically in current drafts. It would be great the library items were "linked" to existing content in your document. You could have the option to "unlink" the library item so you can edit it in a specific proposal. All linked library content would update automatically. Any Library content would automatically be unlinked once it was sent to a client.
What problems is the product solving and how is that benefiting you?
Creating proposal - saves time
Mature, easy to use product
What do you like best about the product?
I've used several cloud based products over the years for producing quotes but PandaDoc is the best by far. Great connectivity with other apps is a major benefit.
What do you dislike about the product?
Styling with css for fonts, colours etc could be easier
What problems is the product solving and how is that benefiting you?
Rapid response to quote requests
Great platform
What do you like best about the product?
PandaDoc provides a great interface that lets the user get creative with proposals, contracts, and reports.
What do you dislike about the product?
I think there are some aspects of the editing tool that make it difficult to integrate with other platforms.
What problems is the product solving and how is that benefiting you?
It's very useful for proposal, contract, and reporting tools.
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