Ignition vs. PandaDoc vs. Qwilr

Ignition (initially called Practice Ignition) performs quite well at proposal building, contract development, tracking and invoicing, payment and collections. The only issues where I see Ignition not being a good fit is in smaller firms that require a more feature rich plan. A perfect example is a solo firm has a limited number of proposals they can activate, and would have to spend extra for additional features like multiple e-signatures.

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Best suited for after demonstrations when requested by the prospect when they are looking for pricing with T&C. The data room is also great that acts like a drop box for opportunities and their contacts. Helps share pertinent information with others in the organization.

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It is great for presentations to customers and keeping them engaged in your presentation. Although it is great for creating a highly customizable presentation, some users may want even more control over font, font size and font color. Some of my colleagues have expressed some dissatisfaction with the formatting as well as saving any formatting changes that have made.

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• Automatic Payments: You set up a proposal to collect payments once and you don't have to worry about bugging the client for payment every month.
• Amazing support: I have always received answers from the support team within the same day. They are very patient and understanding.
• Integrates with Xero: It integrates with our accounting software, making reporting faster.

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• Allows clients to remotely execute documents.
• Tracks the progress of document execution.
• Emails clients to remind them to sign documents so we don't have to follow up.
• Emails us when documents have been fully executed.
• Provides an easy-to use interface to place signatures, dates, and other information on our forms.

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• It has different and useful templates that can help you start creating amazing presentations
• It is really intuitive to use
• It can incorporate files from other companies like: Drive and YouTube in a really organic way.

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• The charge back process is messy and not transparent enough. When there is a charge back, PI deducts the amount from other payments settling on the same day, and does not provide a break down of the amounts. This makes it impossible to track without getting help from support.
• PI should send email alerts monthly (or at some interval determined by user) for expiring engagements.
• PI should allow the client to make service selections -- we should be able to offer 2 or 3 options under a service offering, and the client chooses and sees the impact on monthly/annual pricing.
• PI should allow for more than 2 templates (Business and Individual).
• PI should integrate with Jet Pack Workflow to automate the creation of new jobs once a proposal is approved.

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• Sometimes the fillable fields don't automatically map properly and you have to manually adjust.
• Plan tiers and pricing recently changed, so now we get less value and less features (limited templates, no more pricing tables or invoicing/connected payment) for the same price, which is pricy for a small business.
• Easier, integrated invoicing as an included feature (so we don't have to use a different software for invoicing/payment collection) would be ideal. You have to upgrade to the Business Plan for this.

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• Quick support
• Wish it was easier to turn the links on and off.
• Some of their custom block styles could be easier to edit.

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The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new

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Great product with great service.

The Ignition product is quite usable for the average user. The app has preloaded templates that can get even new-hires to navigate the software and set up proposals. The only area where I see the Ignition product lacking is the additional fees smaller firms may have to pay to get the full feature advantages of the product.

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Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.

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At the beginning, there is a slight learning curve, but once you get the way out of it, it becomes easy to use.

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We haven't had any real issues regarding downtime as of yet.

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The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.

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Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.

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Onboarding was very organized and simple. Our account manager made it easy for our team to learn the tool by organizing several group training sessions.

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Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.

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You aren't able to customize the design of the proposal, but it surpases everything we have ever tried. It's easy to use and quick to learn.

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We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time.

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Qwilr was a really quick and easy setup, which I think is great for smaller teams that have simple sales processes and cycles. Once more complication is it will fall short in providing the level of control and detail that is needed for a larger sales team. The end product is very elegant but comes down to the needs of the organization.

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It's scalable

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• We have reduced our A/R by 60% and expect to completely eliminate A/R by the end of this year.

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• We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
• We have been able to find older documents very easily.
• W-9 have been very difficult due to Section 3, but this was addressed with conditional logic

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• Increased efficiency when using Qwilr's library content to create proposals.
• Can save existing building blocks to use toward future proposals.
• Can keep track of analytics on who is viewing the documents sent.

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