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I use PandaDoc to create all of my proposals. It provides my customer with a proposal I am proud of.
Updated October 27, 2020

I use PandaDoc to create all of my proposals. It provides my customer with a proposal I am proud of.

CRAIG WEINSTEIN | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

I currently use PandaDoc to create professional Landscape Maintenance Proposals and Estimates. You can create great templates, which save me so much time. We are able to have clients electronically sign documents and return them to me immediately instead of having to print the document, sign it, scan it and send it back. Saves me a lot of time across the entire sales process.
  • Template creation is easy with examples and pre-filled information
  • Alerts you of document being opened and signed
  • Allows you to create really special artistic presentations
  • When you convert to a PDF document there needs to be a name, date, signature option
  • Page numbers only available on PDF
  • You need to be able to rotate photos.
  • I write proposals every day. I use one of the template I have created and it saves me so much time.
  • The Boss thinks it has improved our chances of winning bids because of the great presentation of information.
As I mentioned before, the templates really make my job easier. All I have to do is edit the template to fit my customer. I love the section where you enter the customer's information and it changes the document to reflect the new information. You don't have to go through the entire document to change pertinent information. It makes my life much easier. I think the customers appreciate it as well. They don't have to waste paper and they can e-sign which I believe speeds up the process.
I use it in conjunction with my CRM called Pipeline. Works out great because they work together. I can use my CRM to populate customer information. Real-time notification alerts me as to the status of the deal and lets me know documents were signed by the customer and are ready to process on my side. It keeps track of communication between customers as well.
We are in the landscape maintenance business and I have had the opportunity to see proposals of many of my competitors. My proposals using PandaDoc are so much better and we stand out from the crowd.
  • I now use them in my zoom meetings
I use Adobe to edit documents. But It takes much longer and never looks quite as good.
It's great for any type of contract, proposal, or professional presentation. My proposals stand out from the rest. The boss told me he thought it helped sell jobs because the proposal is much nicer in appearance and organization than our competitors. PandaDoc's support is quick to respond and help you edit a document. I use it for every proposal and estimate that I am part of.

PandaDoc Experience

Very easy to use and the team helps very quickly
they are really good.