PandaDoc has Plenty of Potential
July 25, 2018
PandaDoc has Plenty of Potential
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
We used PandaDoc in our sales and business development team to create/modify proposals. We didn't want to have to recreate each proposal so this seemed like a reasonably-priced solution. We also liked the fact that you could send documents to potential clients and monitor when they opened the document. It also provided online signatures.
- Setting up online signatures/approval (for multiple people if/when additional approvals are needed)
- Inserting photos/graphics/videos into the document
- Copying previous proposals and being able to modify/tailor them (so you're not always starting from scratch)
- Even though you can modify documents/proposals, I still found the process to be a bit clunky and time-consuming when I'd have a new proposal to create.
- I'd like there to be the ability to create/insert templates such as info requested etc. It was also time-consuming to manually go through each line that required signature/input and ensure the right person was assigned to that line
- It was hard to copy/cut and paste from other docs (Word/PDF etc) into PandaDoc. This is common with these types of programs but I wish the process was smoother.
- The design/layouts seemed limited
- I can't say it had a positive or negative impact on our ROI - it was mostly a time-saver. But even while using it we still created proposals the "old-fashioned" way (outside of the platform) and didn't see a significant improvement with proposals created through PandaDoc
PandaDoc allows much more customization/editing than FreshBooks. FreshBooks doesn't allow you to insert graphics or anything like that but if you have a quick and dirty estimate you want to crank out then FreshBooks does the job.