PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Effortless Proposal Management with Seamless Setup
What do you like best about the product?
I love how easy to navigate PandaDoc is, which simplifies the process of managing proposals significantly. The feature that notifies me when my clients receive my proposals is incredibly useful, ensuring I am always updated on the status of my documents. I also appreciate the ability to edit documents and easily search through old proposals, which enhances efficiency and allows for quick reference to past work. The initial setup was pretty seamless, contributing to a smooth transition from our previous software, Proposify, and making it a great tool for our needs.
What do you dislike about the product?
I would like PandaDoc to include a read receipt feature so I can verify when my clients have viewed the proposals. Additionally, it would be beneficial to receive notifications if a client encounters a blocker that prevents the email from being sent. Enabling these features could enhance the communication and tracking aspects of using PandaDoc.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to send out proposals and get notified when clients receive them, making it easy to track proposal status and navigate past proposals.
Effortless to Use and Highly Intuitive
What do you like best about the product?
- It's easy to use and it was easy to get many members of our org to adopt it
What do you dislike about the product?
- There is some functionality between Salesforce and PandaDoc that could use some improvements
What problems is the product solving and how is that benefiting you?
Sending contracts out for signature
Speed is EVERYTHING!
What do you like best about the product?
The user interface! It is extremely intuitive to generate a document to sign, complete the form fields and get it sent out quickly.
What do you dislike about the product?
Limitations of the free version! This is expected though, if ever my needs warrant a paid version I will upgrade.
What problems is the product solving and how is that benefiting you?
Speed to sign documents. Real estate transactions need to move quickly in order to be effective in the business of investing. This speed is CRITICAL for my business
Effortless Document Creation and Seamless CRM Integration
What do you like best about the product?
I like PandaDoc because it is extremely easy to use to create and transmit documents. It offers various features like signing, templates etc. It integrates easily with CRM and I use every time I need to sign or create contract. The implementation is straightforward and easy to begin with. The customer support is also great in providing the necessary steps and documentation when needed.
What do you dislike about the product?
The more advances suites are locked behind the heavily priced tiers and sometimes it might be slow.
What problems is the product solving and how is that benefiting you?
Solves the problem of contract management and signing.
Effortless Document Management, Needs Improved Organization
What do you like best about the product?
I admire PandaDoc for its simple and elegant user interface, which greatly contributes to its ease of use. This interface makes it straightforward to train new users on how to use the tools efficiently. Compared to many other SaaS tools where widespread user adoption is challenging, PandaDoc stands out by allowing users to adopt it quickly. This rapid adoption enables us to maximize the value we derive from the product without needing an extended implementation period.
What do you dislike about the product?
I find that PandaDoc does not have very good document repository tools, making it difficult to keep documents organized. It can be hard to understand when document amendments might be in place or when documents expire or are no longer active.
What problems is the product solving and how is that benefiting you?
I find PandaDoc streamlines document creation, ensuring uniformity and easy approval, and simplifies user onboarding with its intuitive interface, boosting adoption and value without lengthy implementation.
Efficient Document Management with Seamless Templates
What do you like best about the product?
What I appreciate most about PandaDoc is how simple it is to create, send, and have documents signed. The use of templates and the ability to track documents in real time really save time and help make the entire process efficient and seamless.
What do you dislike about the product?
Occasionally, loading large documents can take a little extra time, and the template management area sometimes feels a bit crowded. It would be much better if that section offered a smoother and faster experience.
What problems is the product solving and how is that benefiting you?
PandaDoc addresses the challenge of slow, manual document creation and signing. By automating proposals and agreements, it saves me valuable time and makes the e-signing process seamless. The real-time tracking feature ensures I am always aware of the document's status. Overall, PandaDoc accelerates my workflow and enhances communication with my clients.
Streamlined Signing Process with Responsive Support, but Pricing Issues
What do you like best about the product?
I like that PandaDoc provides a functional solution to issues we had before with electronic signing, allowing us to sign clients more quickly without needing them to visit a physical location. This makes the whole process much more efficient and client-friendly. Additionally, the integration with payment providers is seamless, enabling clients to make their payments while signing the contracts, which boosts the convenience for both parties. The customer service offered by PandaDoc is impressively responsive, standing out when compared to other options available.
What do you dislike about the product?
I believe PandaDoc is heading in a downward trajectory by focusing on increasing profits, which seems to be resulting in reduced offerings. They are changing their pricing model and downgrading users into lower categories with fewer features. This means I signed up for one thing, but now I am receiving less than what I originally had agreed to.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to sign clients remotely, speeding up the process and eliminating the need for physical meetings. It integrates with payment providers, allowing clients to pay when signing contracts.
Effortless Client Presentations and Seamless Sharing
What do you like best about the product?
Its easy to share while doing presentations to clients
What do you dislike about the product?
Sometimes its difficult to find what you are looking for
What problems is the product solving and how is that benefiting you?
Business presentations to clients and proposal delivery
Fast, Easy, and Reliable Integrations Save Time
What do you like best about the product?
It's easy and fast to use and apart from this the integrations with HubSpot and automation options are reliable and fast.
Save more time
Save more time
What do you dislike about the product?
The drag-and-drop builder is effective for putting together new proposals, but editing or making manual adjustments to existing documents or PDFs can be frustrating for users. The restricted formatting choices and the way text sometimes reflows unpredictably make these tasks especially difficult.
What problems is the product solving and how is that benefiting you?
I can send documents to patients for their approval, track whether they have viewed them, and have all files automatically saved in Google Drive. This workflow saves me a significant amount of time, reduces paperwork, and ensures my documentation remains organized and professional.
Streamlined Document Management, Room for More Intuitiveness
What do you like best about the product?
I really appreciate the convenience of having all my contracts in one place with PandaDoc. This centralization streamlines administrative tasks and makes it much easier for other parties to review and sign documents since they don't need to deal with PDFs in emails. The platform's web-based nature means everything is accessible and quick, speeding up the signing process significantly. I also find the ability to send reminders very useful, particularly when someone hasn't signed in a while, as it requires just a quick selection. I value the capability to reuse documents for similar artists or service providers, making the process more efficient. I particularly like that I can send invoices through PandaDoc and track whether they have been paid. This feature, along with the option to add plugins, contributes to an organized workflow since everything is in one place. Although I haven't yet mastered integrating every feature, I know they're available and I find that encouraging. Overall, I appreciate how PandaDoc simplifies managing and personalizing contracts and financial documents, supporting my work effectively.
What do you dislike about the product?
I found it challenging to figure out how everything works initially. There were times when changing something simple, like my name or email, the platform locked me out because of how interconnected things are. Also, changing the signee on a document was not straightforward. The overall setup for document signing could be more intuitive, even though the process is generally simple. Additionally, it would be beneficial if there was a feature to edit PDFs directly within PandaDoc. Lastly, integrating add-ons such as certain payment gateways has previously not been successful, which is quite disappointing.
What problems is the product solving and how is that benefiting you?
I find PandaDoc centralizes my contracts, streamlines signing, allows easy tracking and personalization, and enables invoice sending and tracking.
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