I like that PandaDoc gives my clients greater visibility into unit pricing and the products they’re purchasing, and makes it easy for us to collaborate on scope and budget through the online portal. The catalog and templates have significantly improved the time it takes me to put together a great proposal, and clients tell us our proposals are more thorough than our competitors’. I can use PandaDoc anywhere, and all of our staff can collaborate in one place. Setup was super simple: I did a brief onboarding and then set up templates to fit our needs. We adjust them each year as our needs change. Since switching from Word, our closing rate jumped substantially. I recommend PandaDoc to clients and vendors all the time. Review collected by and hosted on G2.com.

I'd like PandaDoc to handle fixed payment schedules, though that’s more of a conversation with the technical product team. Review collected by and hosted on G2.com.