PandaDoc gave us the solutions we need
January 17, 2020
PandaDoc gave us the solutions we need
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
Our company is very small (just me and another partner), so it is being used across the whole organization. We needed a way to send clients proposals and contracts in the same place and also have them be able to sign them or pay for their deposit at the same time.
Pros
- Easy for clients to use
- Lets clients sign and pay for deposit
Cons
- UX/UI for designing the documents (I think Proposify does this better)
- Have trouble getting images to show up when saving to PDF
- Ability to keep track of client proposals and deposits
- We use it as a reference to go back and see what the project scope was and how much our estimates were
We explored a few different methods before deciding on PandaDocs: we thought about creating all of our proposals in one of the Adobe programs like inDesign and then just exporting them as PDFs. But 1.) that would be too much work and 2.) I think the option to add e-signatures was extra if I remember correctly.
Another option was Google Docs, because they have e-signatures, but it’s hard to design those and clients also can’t pay their deposits.
I think we we looked at Proposify but it may have been too expensive.
We ended up choosing panda docs because it met all of our needs
Another option was Google Docs, because they have e-signatures, but it’s hard to design those and clients also can’t pay their deposits.
I think we we looked at Proposify but it may have been too expensive.
We ended up choosing panda docs because it met all of our needs
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