Proposals for design firms
February 04, 2020

Proposals for design firms

Matt Fehrmann | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We use PandaDoc to create proposals for our customers. We also use it to collect the initial deposit to start a project with us. PandaDoc has not only cut the time we spend creating and sending quotes, but it has also become a repository of signed documents that we reference. By allowing our executives access to PandaDoc, we give them a birds-eye view of proposals being sent and reference point for signed contracts. Through an integration with HubSpot, the communication with the customer prior to the quote and follow-ups are also documented.

Pros

  • Sending proposals
  • Obtaining e-signatures

Cons

  • Mobile proposal creation can be improved
  • Rare instance of customer not receiving proposal via email/went to spam
  • Time savings
  • Faster time to close due to e-signature and Stripe payment integration for collecting initial deposit
PandaDoc is more modern and robust, and it has more integrations.
PandaDoc works well for building modular quotes where there are a few changes needed to each proposal. I would stray away from using it to build one-off quotes, since the design tools are limited. For example, there isn’t drag-and-drop positioning for images. Instead, you need to use a pre-made image layout. That said, PandaDoc is fully mobile responsive, so this minor “limitation” could actually be seen as a feature to ensure proposals are well formatted on mobile devices.

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