Proposals for design firms
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.
Comments
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