PandaDoc for AWS
PandaDoc for AWS MarketplaceReviews from AWS customer
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Absolutely Love This Software!
What do you like best about the product?
We like how easy it is to upload and send documents to clients for signatures. The platform clearly shows document statuses such as sent, viewed, and completed, allowing us to track progress and send reminders when needed. PandaDoc also offers unlimited document sending, which is a great advantage. Additionally, the ready-to-use and editable templates save us significant time and effort by eliminating the need to create documents from scratch.
What do you dislike about the product?
We found that it would be very helpful if PandaDoc offered integration with our tax software, TaxCycle, so we could send documents for signature directly from the software without needing to download and upload files manually. Additionally, it would be great if PandaDoc allowed users to import contacts directly to save time entering client information. Although support can assist with this, reaching out each time takes extra effort — having a self-service option for importing contacts would make the process much smoother from a user’s perspective.
What problems is the product solving and how is that benefiting you?
PandaDoc has simplified our document signing process by eliminating the need to print, scan, or manually track signatures. It helps us send, monitor, and receive signed documents quickly, which saves time and improves workflow efficiency. However, we’ve noticed that sometimes the document status does not update accurately — for example, a signed document may still show as “viewed.” This creates confusion and requires us to manually check and confirm if a document has been signed before following up with clients.
Convenient Email Copies, But Needs Better Text Formatting Options
What do you like best about the product?
I appreciate that I receive a copy of everything by email, which makes it easy to locate any missing paperwork if I need it later.
What do you dislike about the product?
I would like it if, when I change the text size in a document, there were an option to apply that change to the entire document.
What problems is the product solving and how is that benefiting you?
PandaDoc is in the process of addressing some glitches at the moment.
Disappointed with PandaDoc
What do you like best about the product?
payment being able to be collected through the doc itself
What do you dislike about the product?
I am really displeased with their pricing. Their enterprise pricing is massively expensive and only offers 2 additional things included with the pricing than the business pricing. They charge more for white labeling emails and for API access. It sure feels like a gimmick. I've contacted my senior account manager who has been extremely unhelpful. I've read their core values and I scratch my head at how they put Impact and Empathy into practice. I have yet to see either of those.
What problems is the product solving and how is that benefiting you?
Customer service is horrible. Enterprise features is laughable for the price.
Easy Templates and Seamless Signing, But Editing Needs Improvement
What do you like best about the product?
It is easy to use templates to quickly change aspects of a proposal. It is also easy to send out to the client and has a seamless signing process.
What do you dislike about the product?
It is incredibly hard to edit at time. Clicking into a box and staying there is difficult. User experience could be better.
What problems is the product solving and how is that benefiting you?
Obtaining client signatures and sending out proposals has become much quicker. This allows me to send more proposals and have more clients sign and finalize deals at a faster pace.
User-Friendly, Quick Setup, and Great Pricing
What do you like best about the product?
User friendly, quick set up, comprehensive pricing
What do you dislike about the product?
It works for my organization's needs but it would be amazing if it could integrate into an HR platform
What problems is the product solving and how is that benefiting you?
It's obtaining an e-signature for an authorization form we need from candidates pre-hire, which our HRIS doesn't allow
PandaDoc: Effortless Document Management with Seamless e-Signatures
What do you like best about the product?
I have been using PandaDoc for approximately three years to quickly and accurately request signatures from our business partners and customers. I discovered it through a web search and found it incredibly easy to use, which is why I chose it over other vendors. Setting it up was not difficult at all, enhancing my initial experience. PandaDoc has significantly simplified the process of requesting signatures and reviews by making it quick and accurate, which benefits our business by ensuring documents are signed right away. I particularly appreciate its ease of use, which makes completing tasks feel seamless. Additionally, PandaDoc facilitates easy record-keeping of all documents that have been sent to be signed, markedly simplifying my record management tasks. The ease of use and the record-keeping capabilities are compelling reasons for me to consider repurchasing or recommending PandaDoc. I cannot think of anything that needs changing about PandaDoc at this point, and I would definitely recommend it to others, rating it a 10 out of 10.
What do you dislike about the product?
I cannot think of any features that i dislike so far
What problems is the product solving and how is that benefiting you?
PandaDoc simplifies the process of requesting signatures by making it easy, quick, and accurate, benefiting my business by getting documents signed right away and simplifying record-keeping.
Consistent Results, But Premium Features Sometimes Out of Reach
What do you like best about the product?
It has been really helpful to deliver consistency in client presentations and reports on a repeated basis.
What do you dislike about the product?
Minor frustrations with some features only being available in the premium package when they might only be required on rare occasions
What problems is the product solving and how is that benefiting you?
PD helps me to delivery templated proposal documents with the ability to tweak certain items without having to start from scratch or risk making an error with leaving a prior client name in a document i would have cloned
Fast and Easy Document Creation, Minor Setup Challenges
What do you like best about the product?
It is quick and easy to use to send to people and create documents. We use PanadaDoc multiple times in a day to send contracts.
What do you dislike about the product?
We cannot take off the header off of a document easily. Our team still has had a hard time setting up the payment gateway, tried to get with PandaDoc support team and still haven't been able to. It is not a big deal for our business, but it was a little downside.
What problems is the product solving and how is that benefiting you?
How quick we can make good looking contracts and sends notifications about expiration to our clients so we don't need to.
Effortless Document Management with Intuitive Features
What do you like best about the product?
I find PandaDoc incredibly intuitive and easy to set up, with no issues during the setup process, which is a huge relief. The software streamlines my contract-signing workflow, allowing me to send documents to clients very efficiently and receive their e-signatures quickly and effortlessly. It's fantastic that it keeps me updated throughout the entire process, letting me know when clients have viewed and signed the documents. Even for clients who aren't very tech-savvy, PandaDoc's e-signature feature is simple enough that they've never faced difficulties, which speaks volumes about its user-friendly design. Moreover, the fact that PandaDoc has maintained a truly free version without retracting it later, unlike some other software companies, is a big plus for me. This ethical approach has earned my trust. Overall, PandaDoc significantly eases my workflow, makes managing client contracts seamless, and I appreciate its reliability and simplicity.
What do you dislike about the product?
PandaDoc doesn't seem to integrate with other software that I use. It would be fantastic if I could just use one CRM that encompasses all of the different bits of software, but there doesn't seem to be that currently in place.
What problems is the product solving and how is that benefiting you?
I find PandaDoc makes contract management efficient by allowing me to send, receive, and track esignatures quickly while keeping me informed of client interactions.
Effortless Contract Setup, Minor Assignment Bug
What do you like best about the product?
I appreciate how convenient it is to set up contracts for customers who are unable to sign in person. Additionally, the automatic alignment feature ensures that the contracts maintain a professional and polished appearance when viewed. I use Pandadoc for every contract I set up and when/if I ever have an issue, their support team has always been extremely helpful.
What do you dislike about the product?
On occasions there is a bug where it won't assign the customer or myself to a particular box so i have to do it manually.
What problems is the product solving and how is that benefiting you?
Being able to reach anyone, anywhere, at antime.
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