NiftyQuoter vs PandaDoc

• Is easy to create new proposals with templates, themes & modules based approach.
• It provides us data about what is happening on the client's side. When they reviewed our proposal, how many times, and who they shared it with.
• Provides good integration with many other apps, which help us save time.

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• Great looking proposals. PandaDoc does an exceptional job converting existing templates into HTML format so the PD version looks and feels identical.
• The automations and integrations are awesome. Having automated reminders sent to clients helps keep things moving without taking time away from the sales team and the numerous integrations available through Zapier make it easy to do everything from sync data to Salesforce or send notifications into Slack.
• The support from PandaDoc is impressive. Same-day response, ongoing support, and a knowledgeable support team.

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• Designing new templates is somehow difficult.
• The user interface could be more intuitive and visually appealing.
• Lacks a way to organize (grouping for example) sent proposals.

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• I don't like finding documents in PandaDoc. It may be more a problem of user error, but we have gotten a ton of nested folders in our PandaDoc, which makes it hard to find documents. Also, the search bar doesn't work as well as I'd hope it would.
• Formatting is still fairly clunky. Making/removing bulleted lists, changing font size/type, and adding fields take some getting used to. I also wish you could link "Fields" to text so they would move with the text, but you have to reposition the fields every time you change the text.
• I really like the experience of using templates, but building new documents is clunky still. Some of the features around formatting and building new documents are pretty buried in the panels on the top and right. For example, adding any kind of image to a document is a pain.
• I haven't played around with it enough, but I wish there were more integrations with an invoicing system. I know they just added "Payments", but we use Quickbooks for invoicing, and I haven't figured out how to set this up yet.

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• Our proposals approval ratio increased by 30% since we started using NiftyQuoter.
• It is slightly more time-consuming than I would have expected.

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• Over their first 12 months since implementing PandaDoc, Revenue River realized some amazing lift across all metrics within the sales cycle:
• 223% increase in closed-won revenue
• 45% increase in the number of deals closed
• 56% increase in the number of deals created

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