PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Documentation and its automatic registration.
What do you like best about the product?
It is an intuitive and easy-to-use platform that allows us to create proposals, budgets and contracts through customizable templates through designs, themes and specific options such as images and videos. It allows us to simplify each payment process, in the same way its customizable templates to create any type of document because it presents a variety of options to choose from. It helps me to track for the optimization of each task and maintain a systematic order.
What do you dislike about the product?
Usually your file converter has technical failures, it usually stops and does not complete the conversion which is quite overwhelming because it unquestionably delays the management of the moment, it is likely that you need an update, but in general terms it is very complex and works perfectly.
What problems is the product solving and how is that benefiting you?
It is our ally with respect to our sales system and automates our content review, it works very quickly thanks to simplifying everyday processes, we have achieved objectives thanks to this platform and it has also allowed us to recover lost information thanks to its platform which allows you to save the last actions performed.
Recommendations to others considering the product:
Totally recommended for any type of company that operates in the area of managing and automating workflows, as well as the importation of documents, it is perfect for those companies that want to automate everyday tasks. Without a doubt it will become your right hand.
Helpful tool
What do you like best about the product?
Pandadoc allows you to create different documents that can be electronically signed by your clients or employees with no need to use any additional software. In addition, the signatures are certificated
What do you dislike about the product?
Sometimes it takes a few minutes to load even if you're using a strong internet connection. I suppose it is due to the amount of data you have in there
What problems is the product solving and how is that benefiting you?
Signing documents electronically without any additional softwares
Recommendations to others considering the product:
Perfect for e-signature
Better Than I Thought
What do you like best about the product?
Makes proposals quick and professional. You can track some key stats and send reminders. Has everything you'd need for a proposal.
What do you dislike about the product?
The editor can be limited in some inconvenient places. Packages limit you to a certain number of proposals a month.
What problems is the product solving and how is that benefiting you?
I use this for my video production company, www.higharcmedia.com, and it cut down my time spent on proposals tremendously. I feel that my clients respect the company more and have no formatting issues. It is very useful.
Recommendations to others considering the product:
Make sure that you send proposals or contracts out regularly. If you do, it will pay itself for sure.
Easy tool to sign documents online
What do you like best about the product?
It's very easy tool to create and sign documents online with your customers. 2 first week are free and this time enough to understand how it works (about adding templates, documents, textfields, signing and etc). Also PandaDoc has very fast support team, i asked a lot of questions in chat when i was on free rate and got fast detailed answers.
It takes about 3 min to create online documents and send it to customer and i haven't to ask customer about his own informations on call: he will put in in special created textfield when will be signing document. About 90% our customers understand how sign documents despite the fact they see Panda doc first time in their life. It's very comfortable for us cause we don't have to spend time explaining how sign.
It takes about 3 min to create online documents and send it to customer and i haven't to ask customer about his own informations on call: he will put in in special created textfield when will be signing document. About 90% our customers understand how sign documents despite the fact they see Panda doc first time in their life. It's very comfortable for us cause we don't have to spend time explaining how sign.
What do you dislike about the product?
When i add textfield that i want to be filled by customer
It looks a bit crookedly regarding other text
also i don't understand how could i add input mask to textfield
Another thing it's price: for our goals it costs 59$ (44$ with discount) per month i find it a bit big.It would be better to add cheaper rate for startups.
It looks a bit crookedly regarding other text
also i don't understand how could i add input mask to textfield
Another thing it's price: for our goals it costs 59$ (44$ with discount) per month i find it a bit big.It would be better to add cheaper rate for startups.
What problems is the product solving and how is that benefiting you?
Before i've found PandaDoc we ask customers to print NDA and sign then scan and send to us
It takes a lot of time and some customers didn't make it and we lost about 60% on this stage
Now we send NDA via PandaDoc with 3 min after call with customer and most of them sign immediately, we lose only about 5% customers now.
It takes a lot of time and some customers didn't make it and we lost about 60% on this stage
Now we send NDA via PandaDoc with 3 min after call with customer and most of them sign immediately, we lose only about 5% customers now.
Recommendations to others considering the product:
try 2 free weeks and you will understand how it works
Perfect for all sorts of applications and agreements
What do you like best about the product?
What I like best is the ability to send applications along with the invoice involved with that application all in one document. I also love how were able to integrate this into our customer relationship management program and how it’s very easy to edit and collaborate with other signers in terms of going through the process of each document
What do you dislike about the product?
I don’t really dislike anything about panda docs
What problems is the product solving and how is that benefiting you?
Making sure that all of our leads and the different types of leads that were dealing with get A-to-Z in terms of the application process and one stop as opposed to through multiple avenues which made the process very convoluted and heavy
Sightly cumbersome but gets the job done
What do you like best about the product?
The gui looks great, it integrates with pipedrive quite nicely and auto attaches the documents to the deal.
What do you dislike about the product?
A bit clunky when it comes to wanting to create unofficial quotes, docs sent very frequently end up in the spam folder of the recipients, requiring our team to have a policy that we save as PDF and send in a separate email in addition to sending via the tool
What problems is the product solving and how is that benefiting you?
Solving the issue of having professional looking quotes to send to prospects for deals. The benefit has been that we don't have reps typing up shoddy looking quotes or sending excel copy+pastes.
Seamless (Panda) Doc Sending!
What do you like best about the product?
PandaDoc pretty easily integrates directly in our Salesforce flow from Opportunity to Contract creation.
What do you dislike about the product?
Can be a bit tricky on mobile for collaborative purposes.
What problems is the product solving and how is that benefiting you?
Team's ability to collaborate, and quickly create docs based on our Salesforce inputs at Opp stage.
PandaDoc Sales User
What do you like best about the product?
I like how customizable it is, and easy to add in other documents from our library.
What do you dislike about the product?
With how customizable it is, it can get confusing. The UI could be more friendly and have more explanations.
What problems is the product solving and how is that benefiting you?
Faster signatures, and being able to have insight as to who and when contacts are viewing my documents.
Auto-populated proposals make lives easier
What do you like best about the product?
Connectivity with Salesforce means that fields auto-populate, PDFs auto-attach, easy to match an opportunity to the past proposal.
What do you dislike about the product?
Not able to paste in Excel tables without terrible formatting, cannot duplicate a proposal and have it linked to Salesforce, occasionally freezes when working with large tables
What problems is the product solving and how is that benefiting you?
PandaDoc gives our reps up-to-date proposal templates with minimal fields to fill in. Everything is attached to Salesforce automatically for historical purposes.
Excellent Solution - Creates Efficiencies
What do you like best about the product?
There are many things I like best about PandaDoc. The ease of creating documents, tracking changes and redlines keeps our team on the same page and ensure the correct updated document makes it to the client. Having analytic on who is viewing the document and for how long ensure we have proactive conversations with our clients. Also, the integration with Salesforce makes it easy for us to ensure the correct data is in both solutions.
What do you dislike about the product?
There is not much I dislike. I need more time in the day to fully explore all of the offerings PandaDoc has beyond what we are currently utilizing the tool for.
What problems is the product solving and how is that benefiting you?
Previously we were using Google Docs to a statement of work to clients. We spent a significant amount of time on document creation and would sometimes loose track of the correct version. Without an e-signature tool, we would download the Google Doc as a pdf and spent a significant amount of time tracking down client's signatures.
We now feel our document creation and signature process is not only streamlined for our business, but also creates an exceptional user experience for our customers.
We now feel our document creation and signature process is not only streamlined for our business, but also creates an exceptional user experience for our customers.
Recommendations to others considering the product:
Take the time to vet out this solution. There are many tools within the solution that can bring value to any business.
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