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Make your proposal management process easier for both your company and your clients.
February 25, 2022

Make your proposal management process easier for both your company and your clients.

Anonymous | TrustRadius Reviewer
Score 10 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.
  • Preparing proposals
  • Tracking proposals
  • Online proposal signing
  • Signature forwarding
  • 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.
We use PandaDoc primarily in our proposal management process. Templates are really great tools to create proposals faster. Especially if you have specific types of proposals and contract documents that need to be created for specific projects, templates make this creation process much faster and easier. The content library feature is a great tool that allows you to use the same proposal elements such as pricing tables, images, or any other content in different documents whenever you need them. This makes the proposal creation process really faster and easier.
PandaDoc does not make the document management process easier for companies only. It makes the process easier on the client's side, too. When you send a proposal via PandaDoc, you make accessing and signing the document more convenient for your clients. Clients can access the proposal easier and faster and, if they wish, they can communicate with you through the same document or sign the proposal online. In this way, they also save a lot of stationery costs.
I think, in general, using a cloud-based document management platform is a kind of sign that you care about being well organized. When we came to PandaDoc, its well-designed interface, design tools, and templates helped your business look consistent and professional. This helps you also to create a good first impression, especially on your new clients.
  • Creating forms to collect any type of data online
  • Creating documents and sharing them for internal use
  • Designing PDF documents to use in marketing
Asana, Notion, Toggl

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

PandaDoc is well suited for companies that have proposal-based sales. It fastens your proposal preparing process by using its proposal templates. If you are a marketing company and need to send various types of proposals for various types of clients and projects, you can make different types of proposal templates to make them ready to use when it's necessary. If you don't need to send proposals or make online documentation such as agreements to make sales, you don't need PandaDoc.