Make your proposal management process easier for both your company and your clients.
Updated February 20, 2025
Make your proposal management process easier for both your company and your clients.
Score 6 out of 10
Vetted Review
Verified User
Overall Satisfaction with PandaDoc
We use PandaDoc primarily in proposal management. It really simplifies our proposal management process by allowing us to make the proposals be signed online and tracking the proposals who viewed them and when. It also provides analytics to let us know how much time the client view which pages. This really helps us to get an insight into how clients engaged our proposal.
Pros
- Preparing proposals
- Tracking proposals
- Online proposal signing
- Signature forwarding
Cons
- Some type styling issues
- Design flexibilities
- Page view durations in analytics
- It saves our proposal preparing time at least 60%
- Thanks to PandaDoc's cloud-based platform, we are no longer using paper or any other printout, physically filing documents while we are managing our proposals and sales processes. This saves us a significant amount of stationery.
- PandaDoc significantly speeds up the sales process, as it also makes it easier for our clients to access and approve proposals online.
- Creating forms to collect any type of data online
- Creating documents and sharing them for internal use
- Designing PDF documents to use in marketing
Do you think PandaDoc delivers good value for the price?
Yes
Are you happy with PandaDoc's feature set?
Yes
Did PandaDoc live up to sales and marketing promises?
Yes
Did implementation of PandaDoc go as expected?
Yes
Would you buy PandaDoc again?
Yes
Comments
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