PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Top Notch Customer Service & Feature Rich Software
What do you like best about the product?
Customer service was on point. Our rep told us the customer service was top notch and companies always fall short of that when it comes to it. Not PandaDoc, Kenneth delivered at all cylinders.
What do you dislike about the product?
Honestly I'm struggling to come up with one thing I don't like and I'm drawing a blank.
What problems is the product solving and how is that benefiting you?
Speed of sending proposal and customization of them. They provide incredible tokenization of dynamic fields and made our proposal look incredible!
Recommendations to others considering the product:
Keep up the customer service.
Better than DocuSign
What do you like best about the product?
PandaDoc is more than a simple system to request e-signatures, it hosts a variety of use cases, and templates can be used across an entire organization. PandaDoc helps users manage large volumes of routine paperwork, such as RFP fulfillment, statements of work, and legal contract management. Best of all, PandaDoc integrates with G-Suite and Office 365. It can also be used with CRM.
What do you dislike about the product?
Honestly, there are very few critiques to give this platform, but it's impressive design and development comes with a price tag.
What problems is the product solving and how is that benefiting you?
PandaDoc streamlines the sales process by helping users deliver custom content, proposals, contracts, and signatures to prospective clients and existing customers. It's also a great tool for reducing the tedious time required to finish an RFP or lengthy contract related to Legal and Finance. Best of all, PandaDoc can be used to handle a variety of document life cycles, including customer renewals.
Recommendations to others considering the product:
Consider the value, don't cringe at the price. This is not a basic e-signature solution, this is a full suite of tools for ALL your document life-cycle management. This system should not be adopted for one purpose, it's true value can be seen when used across the entire organization.
Buggy Software
What do you like best about the product?
The best part of PandaDoc was the content library that lets you easily bring in existing content.
What do you dislike about the product?
The software is very buggy. Proposals failed to send without any notice of them being undelivered. When I followed up with clients they would constantly tell me they never received the proposal — I wonder how much money I lost due to this?
The software does not support any spell checkers. As a result, proposals would be sent out with spelling errors. There is no way to easily export the proposal to Word for spell checking. Though I did request this, they never responded.
There are instances where my data was lost and unretrievable. PandaDoc does not offer any data protection so they left me in the dark about this.
Documents exported to PDF were consistently formatted strangely and not professionally looking. If you ever needed to present a proposal in person you can definitely understand how important this is.
Support no longer responds to me after I requested a refund for the remaining months of my term. I have not heard back from anyone in the last 45 days.... they won't even give me an answer in regards to this...
The software does not support any spell checkers. As a result, proposals would be sent out with spelling errors. There is no way to easily export the proposal to Word for spell checking. Though I did request this, they never responded.
There are instances where my data was lost and unretrievable. PandaDoc does not offer any data protection so they left me in the dark about this.
Documents exported to PDF were consistently formatted strangely and not professionally looking. If you ever needed to present a proposal in person you can definitely understand how important this is.
Support no longer responds to me after I requested a refund for the remaining months of my term. I have not heard back from anyone in the last 45 days.... they won't even give me an answer in regards to this...
What problems is the product solving and how is that benefiting you?
I was trying to make it easier to create proposals and not have to worry about mistakes that can occur due to data input.
Recommendations to others considering the product:
There are better alternatives out there.
Time saving software
What do you like best about the product?
I love that it integrates with Xero, being able to create Invoices directly from pricing proposals is a huge timesaver and forces the Sales team to structure the pricing correctly.
What do you dislike about the product?
Setting up the templates can be quite time-consuming but does pay off once they're setup.
Improving the conversion from PDF or Word documents into templates would be great.
Improving the conversion from PDF or Word documents into templates would be great.
What problems is the product solving and how is that benefiting you?
PandaDoc has streamlined the proposal process and means we can turn around proposals in hours rather than days. By integrating with Xero creating invoices is simple and means there is no chance of data entry errors.
Excellent
What do you like best about the product?
Ability to save multiple templates and template filling options
What do you dislike about the product?
Inability for a preview before download. Any breaks entered go to bottom of template instead of where you need them.
What problems is the product solving and how is that benefiting you?
Proposal creation.
pretty decent
What do you like best about the product?
I like how easy it is to create proposals and show information about our companies.
What do you dislike about the product?
The search doesn't always seem to work and the login for some odd reason is broken so I have to go through extra steps to make it work.
What problems is the product solving and how is that benefiting you?
We can now integrate it with our CRM which is cool. I wish it were compatible with others though. It also helps not having to pay for DocuSign for our contracts.
Great tool, backed up by blisteringly fast support
What do you like best about the product?
PandaDoc helps me progress new client opportunities faster, and the document analytics are great.
What do you dislike about the product?
The tiniest thing - I wish we could change the colour of the button in the emails that PandaDoc sends out. Can't think of anything else I'd change!
What problems is the product solving and how is that benefiting you?
We needed to speed up proposal creation, and standardise our approach. PandaDoc has proved to be great for both.
Recommendations to others considering the product:
Go for it. We struggled for a while before buying comparing to other tools and trying to make sure it had the features we needed. Having been hands on for a couple of months now I wish we'd just jumped straight in!
Awesome - Effective - Efficient -
What do you like best about the product?
I love that I can add rich content to our contracts and proposals. We use it and embed video often.
What do you dislike about the product?
I wish there was more flexibility with notifications, I would like to be able to assign which recipients will get notifications of activity. I would also like to see nonlinear free form content placement.
What problems is the product solving and how is that benefiting you?
Contract Management, more effective proposal tracking and control
Recommendations to others considering the product:
Try it and take the time to understand how to customize content, create templated documents and content. Once you do you will be able to turn out very custom documents that will impress with ease.
PandaDoc's ease of use has greatly improved our proposal building process
What do you like best about the product?
I most like the drag and drop functionality. The ability to quickly look up items from my content library or catalog in order to add them to what I'm working on makes the process go so much faster. My proposals are extremely long winded so having commonly used item descriptions at the click of a mouse is extremely important. I normally start with a template then rework it into a tailored proposal using the blocks of content I have saved.
What do you dislike about the product?
When downloading a proposal into PDF format there are times when entire blocks of content are missing. I'm not sure why this happens but it makes for a very frustrating problem when I'm dealing with customers who need a physical copy printed for them. We've also ended up with signed proposals that have only been glanced at. I don't think everyone reads what they're clicking on so they accidentally sign when they aren't supposed to.
What problems is the product solving and how is that benefiting you?
The biggest issue with our proposals is time and word processing. In the past they have taken hours to put together but now, thanks to PandaDoc, can be practically thrown together with very little time or effort. I can construct a proposal that is visually appealing and easy to navigate in as little as 20 minutes. Our customers have responded very positively to PandaDoc.
Recommendations to others considering the product:
Take advantage of the trial so you can get to know the product. I was able to get an extension of the trial in order for my boss to see it in action and approve of purchasing a subscription.
PandaDoc - e doc review
What do you like best about the product?
PandaDoc is so easy to use.
The templates and content library is easy to create, and any document is easy to customise.
All documents can be completely branded and personalised.
The quote acceptance feature is amazing, it allows us to get a signature on small projects without having to wait for contracts to be created, sent, printed, signed, scanned and emailed back.
My staff love using PandaDoc, there was very little training required to roll it out, as it is really easy to use.
The help has been very good too, they reply within 24hours (due to the time difference) and are always very helpful.
I love the content library section most of all, it makes it so easy to build customised documents for individual clients needs, and the templates make a great base point.
The templates and content library is easy to create, and any document is easy to customise.
All documents can be completely branded and personalised.
The quote acceptance feature is amazing, it allows us to get a signature on small projects without having to wait for contracts to be created, sent, printed, signed, scanned and emailed back.
My staff love using PandaDoc, there was very little training required to roll it out, as it is really easy to use.
The help has been very good too, they reply within 24hours (due to the time difference) and are always very helpful.
I love the content library section most of all, it makes it so easy to build customised documents for individual clients needs, and the templates make a great base point.
What do you dislike about the product?
I dont like the Hubspot integration.
it blocks the right hand side of the page, and can not be minimised, so it cuts off 1/4 of the page info that sometimes we need to see.
It also cant pull info from PandaDoc into Hubspot, the only way it links is if you create the PandaDoc through the Hubspot link.
it blocks the right hand side of the page, and can not be minimised, so it cuts off 1/4 of the page info that sometimes we need to see.
It also cant pull info from PandaDoc into Hubspot, the only way it links is if you create the PandaDoc through the Hubspot link.
What problems is the product solving and how is that benefiting you?
It makes our proposal system extremely streamlined.
All documents are quick and easy to create, very easy to customise, and look very professional.
All documents are quick and easy to create, very easy to customise, and look very professional.
Recommendations to others considering the product:
This is a fantastic system for creating documents, and with an e-signature feature too.
super easy and professional.
great value for money!
super easy and professional.
great value for money!
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