PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Better than DocuSign!
What do you like best about the product?
PandaDoc is easy to use. Customers love it. It is so simple, my 7-year old daughter could use it to sign and send docs.
What do you dislike about the product?
Nothing really. It is customizable, templates can be created, documents can be uploaded. It works great.
What problems is the product solving and how is that benefiting you?
We need to send new clients a service agreement at least 2-3 times a week for them to sign. PandaDoc allows us to send these electronically. Clients don't have to print, sign, and return. Everybody wins.
Recommendations to others considering the product:
Compare and contrast with DocuSign. I promise this one is much much better. Also, make sure to create templates that you can upload. That will make your life so much easier and there is less of a chance that your employees will somehow mess it up. Foolproof I'd say.
Love using pandadoc for online esign work
What do you like best about the product?
I live using Pandadoc for ease of use and their founder's commitment towards making eaiser to sign digital papers.
What do you dislike about the product?
I don't have much that I dislike, its jsut that it is a little expensive for smaller companies, especially when you are not American, in Asia 500$ is a lot, so please consider country wise pricing.
What problems is the product solving and how is that benefiting you?
Esign
Recommendations to others considering the product:
Yes, go for it.
Very useful software
What do you like best about the product?
Pandadoc is easy to navigate and very clean and organized. Good search functionality and templates.
What do you dislike about the product?
Sometimes panda doc login was a bit funny but I worked around it by always logging in through google.
What problems is the product solving and how is that benefiting you?
We use pandadoc for sharing service level agreements - it's quick and easy to collect signatures
PandaDoc provides the best proposals and sales to your customers
What do you like best about the product?
I like PandaDoc because I can create templates and organize a document management during the sales process. In addition to allowing me to manage content and product catalogs with great proposals of interest.
What do you dislike about the product?
I would like more designs to be presented since it is usually a bit limited and more user friendly. It would also be helpful to establish the edition of collaboration documents.
What problems is the product solving and how is that benefiting you?
We are using a great tool such as PandaDoc to generate proposals and declarations of work to our clients, giving us an important analysis of new client proposals according to the service.
Recommendations to others considering the product:
PandaDoc really works very well offering you the best solution in organizations of any kind and especially easy to implement with other software and creating the best work proposals. It is perfect for the development of multiple generations of catalogs and documents.
Better control over information management and customer contact.
What do you like best about the product?
The file building features are what I like best. I think it is useful because it helps you to modify that document slightly in certain areas, and this happens a lot because of its layout with the Templates and the material library.
What do you dislike about the product?
Issues like the deadline for signing documents, editing of live joint papers, assigning assignments to other team members when they generate a report. Those three are the main features that are absent.
What problems is the product solving and how is that benefiting you?
The best thing about PandaDoc is the way to build and apply business proposals. We don't have to think about the file by using PandaDoc all structured and all of the files in the correct folders. In particular, the models incorporated are easy to build offers fast for the sales representative.
Recommendations to others considering the product:
To order to get a good idea to set up models, content etc, I would suggest using the trial period. Your customer service with PandaDoc is also very efficient.
PandaDoc the professional way to interact with clients
What do you like best about the product?
PandaDoc has a great capacity, so the number of documents you can work with is quite high. This platform centralizes control records very well for easy access. Additionally, it allows us to monitor the progress of our work through an activity feature that can be simply marked as done, to offer better control. We greatly appreciated the predefined templates for creating different types of documents, as they easily adapt to our business needs.
What do you dislike about the product?
Its mobile access presents several inconveniences, such as closing when trying to create a content repository or when working with heavy documents. There are also issues with some integrations, which do not allow you to properly synchronize information (for example, many of Google's services). Your Dashboard is disorganized and, not being divided into different functions, sometimes slows down work on it.
What problems is the product solving and how is that benefiting you?
I have been able to engage and interact with sales documents without the need to perform embedded coding, database creation, or anything else highly technical. I can put together a wide range of professional-looking sales documents based on templates, so I don't always have to start from scratch. When the viewer looks at the document, I can obtain interaction data on when they viewed certain documents and for how long. This helps me assess their interest in my presentation and allows me to follow up with them at the right time.
Recommendations to others considering the product:
During the research, we discovered that it offered all the capabilities we needed without the crazy cost that other competitors charged. We were not disappointed and have two accounts for both our companies.
PandaDoc, the most customizable and specific document option!.
What do you like best about the product?
With the simple option of having several ways to create different types of documents, even your file converter makes my work much easier.
What do you dislike about the product?
I don`t really understand if the problem about the web version that closes unexpectedly is because of my device or because of web issues itself, very unpleasant the truth.
What problems is the product solving and how is that benefiting you?
The main advantage is:
I can work with more documents at the same time and that greatly increases my work efficiency.
I can work with more documents at the same time and that greatly increases my work efficiency.
Recommendations to others considering the product:
Automate many procedures with PandaDoc, and save your valuable time!
Underwhelming Features
What do you like best about the product?
It’s one of the few that have a quoting/contracting integration to HubSpot. Software is easy enough to use.
What do you dislike about the product?
Claimed Configure/Price/Quote functionality is incredibly underwhelming at best. Not much to configure except adding rows of data and subtotaling, difficult to configure recurring revenue options.
The Editor 2 experience is much better than first, although does not have feature parity as explained. However there are features in 2 that aren’t in 1, etc.
The Redlining “functionality” is only available on Enterprise version, paid annually. Except, all it is, is enables your countersigner to download a DOC version, hope they turn track changes on, then hope they upload back to you.
The Editor 2 experience is much better than first, although does not have feature parity as explained. However there are features in 2 that aren’t in 1, etc.
The Redlining “functionality” is only available on Enterprise version, paid annually. Except, all it is, is enables your countersigner to download a DOC version, hope they turn track changes on, then hope they upload back to you.
What problems is the product solving and how is that benefiting you?
Wanted to find a system integrated with our HubSpot Sales Enterprise, that would enable us to configure quotes for our products based on multiple levers. The proposal generation was also key, as we use ValueSelling framework and extensively deliver content via documents that need to be interactive. Lastly, needed a contract generator based on chosen levers, to configure the contract as needed and be available for redlining or online editing, as to not track a ton of copies.
We LOVE PandaDoc
What do you like best about the product?
Ease of use, great customer service, love the template editing, and ability to create folders for organization.
What do you dislike about the product?
Not much to complain about! There are times that the tokens aren't being pulled but i would say 90% of time it is accurate.
What problems is the product solving and how is that benefiting you?
Integrated e-sign documents for HubSpot. we send out a lot of contracts and pandadoc makes this much easier to use custom tokens to populate the fields right out of what we already have filled in HubSpot. So easy to use
Recommendations to others considering the product:
If you are looking for a e-sign platform, PandaDoc is a great tool. If you are using HubSpot, the integration between the two is pretty great. It doesn't always grab the data 100%, but its been fairly accurate in prepopulating the fields based on the data from the CRM.
A booking device verification
What do you like best about the product?
PandaDoc can handle major content repositories and item catalogs, rendering the idea snapshot possible thanks to its capacity to compare and to insert elements of these resources. It offers great style ideas and better workflows, without the need to upload, fill, search, or email people, everything can be done in a single step. It is so easy to construct a model that now we always use it. Also, PandaDoc customer service is amazing, on the same day they reply and help. They are a very experienced team.
What do you dislike about the product?
I don't the process to locate PandaDoc documents and maybe this is because of the interface errors it constantly has, but we got a ton of messy files in PandaDoc, which makes searching documents challenging. Also, as default proposals were stored in the root folder, a significant clean-up of deals into directories after the case is often required. I would like to have more invoicing systems too.
What problems is the product solving and how is that benefiting you?
PandaDoc is used as a booking device verification. Every day, PandaDoc spares us resources as we write, exchange, and keep contracts. PandaDoc's main task is to reduce the time it takes to plan and track proposals. Our Financial team and Sales team are constantly using PandaDoc to enable our customers to build PandaDoc ecosystems and align their software with their CRM.
Recommendations to others considering the product:
PandaDoc makes it easy to offer and handover documents with multiple dealers so that the whole staff can work together to draft, approve and execute sales documents.
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