PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Streamlines Document Processes with Seamless Integration
What do you like best about the product?
I have been using PandaDoc for over a year, and it has been a fantastic experience throughout. I appreciate its straightforward setup, which one administrator could handle seamlessly, requiring no additional training due to its intuitive nature. PandaDoc's capacity for handling agreements and important documents effectively has been amazing, providing an easy and seamless process for securing client documents and tracking their review stages, which helps us meet deadlines efficiently. I love the collaboration features that allow inviting others to documents and real-time editing with clients, enhancing teamwork and communication. The visibility feature that alerts when a document is opened and reviewed is particularly valuable for keeping track of every stage. Additionally, integrating PandaDoc with our HubSpot instance has turned it into an incredibly effective tool, positively impacting our business workflow. Its user-friendly, customer-centric design keeps me satisfied, and I'm delighted with our decision to switch from DocuSign to PandaDoc due to its impressive capabilities and pricing. I've even recommended PandaDoc to a few existing clients, giving it a rating of 10 because I find it indispensable and foresee continuing our subscription long-term.
What do you dislike about the product?
Nothing
What problems is the product solving and how is that benefiting you?
I find the product accelerates document processing, enabling seamless client agreements, improving tracking during reviews, and helping us close deals on time.
Easy Salesforce Integration, But Customization Needs Improvement
What do you like best about the product?
Easy to use. Integration with Salesforce.
What do you dislike about the product?
New interface is not as good. Not easy to customize a signing document for multiple item deal.
What problems is the product solving and how is that benefiting you?
Ability to easily draw up a signing document.
Seamless Salesforce Integration, the user management / setup is ok.
What do you like best about the product?
Seamlessly integrates with Salesforce. Very happy with the overall quality of the service.
What do you dislike about the product?
Setting up groups and managing users. When having to update or add new users there is a disconnect between the admin and the new user. For the most part it works well once it's setup. That is the only negative and it's really not a negative.
What problems is the product solving and how is that benefiting you?
Integrates with Salesforce so all of our quotes are integrated and ultimately saved to the opportunity. Pandadoc is a great value.
Professional Agreements Made Easy, But Best for Frequent Users
What do you like best about the product?
PandaDoc enables me to produce polished and professional service agreements in a very short amount of time. It's very easy to customise the documents to match the clients branding.
Customer support got back to me pretty much straight away when I had an issue.
Customer support got back to me pretty much straight away when I had an issue.
What do you dislike about the product?
The primary downside is that it only proves to be genuinely cost effective if you frequently send out service agreements.
What problems is the product solving and how is that benefiting you?
This tool is perfect for swiftly drafting service agreements and securing signatures with little hassle.
So Quick and Easy to Use!!
What do you like best about the product?
Ease of use...so simple and quick to use!
What do you dislike about the product?
Sometimes easy to forget to clck the button to have signers sign in order
What problems is the product solving and how is that benefiting you?
Easy to obtain e-signatures quickly. Save a ton of time and we have legal, signed documents.
Effortless E-Signatures, But Formatting Needs Improvement
What do you like best about the product?
It's super easy to send e-signature forms to new customers and make quick edits.
What do you dislike about the product?
The formatting can be a bit difficult. Sometimes I want to customize how a page looks, and it's not super easy to do that.
What problems is the product solving and how is that benefiting you?
PandaDoc allows me to easily send new customers agreements. This benefits me because I can close more deals in less time.
Fast, Easy to Use, and Outstanding Customer Support
What do you like best about the product?
Is it fast, easy to use and perfect Customer Support
What do you dislike about the product?
Absolutely nothing, everything is perfect
What problems is the product solving and how is that benefiting you?
Is it fast for me for my company and for the customer
Streamlined Document Management, Needs Better Design Flexibility
What do you like best about the product?
I appreciate how PandaDoc minimizes the back and forth of emails by allowing clients to fill out information directly from proposals, streamlining the process significantly. This makes it easier to gather all necessary details for writing contracts, saving time and reducing errors that could occur through manual data entry or forgetting to ask specific questions over email. I find the digital signature feature incredibly beneficial, as it simplifies the signing process for clients, who no longer have to download documents, sign them, and re-upload them. This ease of electronic signing was a major factor in our decision to choose PandaDoc. The ability to customize and use templates across our organization is also a valuable feature, as it facilitates consistency and efficiency in document creation. Furthermore, the simplicity with which documents and information can be sent back and forth is highly appreciated as it supports smooth operations.
What do you dislike about the product?
{"I found the setup process quite difficult and not entirely intuitive. It required considerable effort to get accustomed to how different fields and sections on the form work. The structures and methods of doing things in PandaDoc are something you have to get used to, and it took me a bit of time to achieve the desired output.","I feel that designing documents within PandaDoc is cumbersome. It's not facilitated with a drag-and-drop feature, which complicates the creation of templates and makes the process feel a bit outdated compared to tools like Canva. We often have to design the background parts in Canva and then upload them as a page background in PandaDoc, which becomes annoying when changes are necessary. Managing the design aspect between these platforms feels inefficient.","The lack of integration with Salesforce due to the version we are using is a limitation. As a user who employs Salesforce alongside PandaDoc, not being able to integrate the two due to our Salesforce level restricts our workflow."}
What problems is the product solving and how is that benefiting you?
PandaDoc streamlines proposal and contract handling, reducing email exchanges and ensuring complete information from clients. It simplifies digital signing for our clients, improving their experience and efficiency.
Intuitive, Versatile, and Perfect for Collaboration
What do you like best about the product?
Ease of use, versatile, intuitive and collaborative
What do you dislike about the product?
Can sometimes be difficult to understand how to update formatting.
What problems is the product solving and how is that benefiting you?
Helps with document tracking and understanding recipient behavior (with HubSpot integration)
Effortless and Seamless Experience with Saved Docs and Contacts
What do you like best about the product?
Ease of use, saved docs and contact info create a seamless process.
What do you dislike about the product?
Nothing. I supposed being able to edit an original doc within PandaDoc would be nice.
What problems is the product solving and how is that benefiting you?
Onboarding new clients and partners, application processing, and referral agreements.
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