Easy to build proposal templates and awesome payment functionality with Stripe
February 10, 2019

Easy to build proposal templates and awesome payment functionality with Stripe

Ryan Berg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We use PandaDoc for creating, submitting, and signing proposals and contracts with clients.

Pros

  • Solid document editor.
  • Easy to sign for both parties.
  • Able to accept credit card payments with Stripe from within the contract, which I think reduces friction around payment.
  • Easy to build templates and customized fields.

Cons

  • Feel their price is a bit on the high side.
  • Some might view their focus on proposals and contracts only as a weakness (vs. tying in timesheets, etc.) but I think it creates a better product for what they focus on.
  • It's really streamlined our proposal, document signing, and invoicing/payment workflow. I feel like the time saved is significant.
  • Getting payments right in the proposal has some direct ROI because it reduces resistance to closing deals.
I preferred PandaDoc's document editor.
Not a fully featured timesheet and accounting suite, they do contracts and proposals really well though.

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