What users are saying about
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Top Rated
98 Ratings
4 Ratings

PandaDoc

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Top Rated
98 Ratings
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Score 8.6 out of 100
4 Ratings
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Score 6 out of 100

Likelihood to Recommend

PandaDoc

PandaDoc is very well suited for sales teams who need to send out professional quotes quickly, and get them signed off quickly.When sales teams travel to events, being able to generate a quote and get sign-off whilst chatting to a prospective client makes all the difference to the deal, since no paper is involved.
Johan van Zyl | TrustRadius Reviewer

Quote Roller

Quote Roller could be used by every sales person and account manager either selling or upselling to clients. It makes the process of putting together an extremely detailed and formal proposal extremely easy. It has saved me an unbelievable amount of time and continually impresses prospective clients. It's helped me send proposals extremely quickly, tweak proposals that I've already sent and then monitor the proposals that I've sent out
Nick Thomson | TrustRadius Reviewer

Feature Rating Comparison

Proposal Creation & Organization

PandaDoc
Quote Roller
9.0
Proposal branding
PandaDoc
Quote Roller
10.0
Proposal templates
PandaDoc
Quote Roller
10.0
Proposal content library updates
PandaDoc
Quote Roller
10.0
Guided proposal creation
PandaDoc
Quote Roller
5.0
Searchable proposal database
PandaDoc
Quote Roller
10.0

Proposal Collaboration & Workflow

PandaDoc
Quote Roller
7.4
RFP management & response
PandaDoc
Quote Roller
6.0
Proposal collaboration & approval
PandaDoc
Quote Roller
6.0
User permissions/proposal editing controls
PandaDoc
Quote Roller
5.0
Sales proposal workflow
PandaDoc
Quote Roller
10.0
Proposal automation user interface
PandaDoc
Quote Roller
10.0

Proposal Delivery

PandaDoc
Quote Roller
8.3
Proposal distribution
PandaDoc
Quote Roller
10.0
Interactive proposals
PandaDoc
Quote Roller
10.0
Proposal content tracking
PandaDoc
Quote Roller
5.0

Pros

PandaDoc

  • 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.
Garrett Genest | TrustRadius Reviewer

Quote Roller

  • It is extremely user friendly and contains everything needed to send professional quotes.
  • The saving of companies' details is extremely helpful for follow up quotes.
  • The line items (in Pricing) and saving certain quotes as templates is extremely helpful.
  • The analytics, in seeing how many proposals were accepted vs those declined etc is great.
  • The follow up option with proposals that have been sent but not read or responded to is amazing (This has lead to me closing many proposals).
Nick Thomson | TrustRadius Reviewer

Cons

PandaDoc

  • 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.
Andrew Pagels | TrustRadius Reviewer

Quote Roller

  • It doesn't save on-the-fly meaning that if I click back by accident I lose all changes that I've made.
  • It's difficult to add PDFs to the actual quote (inside of the sections) as they only get added as items to be downloaded.
  • There aren't many tutorials on how to be more efficient at creating templates etc. I had to figure it all out myself.
Nick Thomson | TrustRadius Reviewer

Likelihood to Renew

PandaDoc

PandaDoc 9.5
Based on 5 answers
PandaDoc has significantly streamlined our RFP/RFI response time from months and weeks to days, allowing us to utilize corporate messaging and personalize the response to the customer/prospect as needed
Romy Ribitzky | TrustRadius Reviewer

Quote Roller

No score
No answers yet
No answers on this topic

Usability

PandaDoc

PandaDoc 8.2
Based on 2 answers
Very user friendly and modifiable if needed.
Anonymous | TrustRadius Reviewer

Quote Roller

No score
No answers yet
No answers on this topic

Support Rating

PandaDoc

PandaDoc 9.0
Based on 3 answers
They are quick at fixing any problems that we have had which mainly came about when we were setting up the system ready to use. They also ran through some training with the team at no additional charge and we now have a team member responsible for passing that knowledge on.
Jamie Wilkinson | TrustRadius Reviewer

Quote Roller

No score
No answers yet
No answers on this topic

Implementation Rating

PandaDoc

PandaDoc 8.2
Based on 2 answers
Very easy, web based tool that requires little to no technical knowledge.
Anonymous | TrustRadius Reviewer

Quote Roller

No score
No answers yet
No answers on this topic

Alternatives Considered

PandaDoc

Quote Roller was fine, as were the platforms we used before it, but they were half the price (or less) of PandaDoc and included full export capabilities. The one area where PandaDoc stood out was that they built a "pick one of many options" feature for the pricing table allowing clients to select between options where one selection is mandatory.
Ryan Freeman | TrustRadius Reviewer

Quote Roller

No answers on this topic

Return on Investment

PandaDoc

  • 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
Eric Pratt | TrustRadius Reviewer

Quote Roller

  • It has helped companies see that we are professional in how we quote.
  • It has saved our workers an unbelievable amount of time in putting together proposals.
  • We've been able to monitor the exact amount of proposals that were accepted or declined and then draw deductions from the data.
Nick Thomson | TrustRadius Reviewer

Screenshots

Pricing Details

PandaDoc

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Optional
$19

Quote Roller

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

PandaDoc
8.8
Quote Roller
10.0

Likelihood to Renew

PandaDoc
9.5
Quote Roller

Usability

PandaDoc
8.2
Quote Roller

Reliability and Availability

PandaDoc
8.2
Quote Roller

Performance

PandaDoc
7.3
Quote Roller

Support Rating

PandaDoc
9.0
Quote Roller

Implementation Rating

PandaDoc
8.2
Quote Roller

Scalability

PandaDoc
7.3
Quote Roller

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