PandaDoc vs. RFP360

As an alternative to other electronic signature mechanisms, I can't recommend PandaDoc more highly. It works, plain and simple. It is less costly - by a lot - than most alternatives, stores signed documents online for easy access, is simple to use by both our staff and our clients, and makes our lives far easier.

Incentivized

Massive RFP workload- juggling several at a time, filling out answers that are similar. This works incredibly if you have past RFPs to load into the answer bank. It cuts out the time required for completing new ones, while keeping things organized and at forefront. RFP360 streamlines the entire process, giving you at a glance what you need to do when. The Google Chrome add on extension works very well, as well as the microsoft word and excel plugins. The tools given in RFP360 allow one to fill things out at a much quicker pace while having all past answers available, making it easy to update new ones.

Incentivized

• PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates.
• The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously.
• Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process.

Incentivized

• Organization
• Knowledge base
• Team collaboration

Incentivized

• I would like to see the ability to LOCK a field instead of locking an entire block or document.
• I would like to see more standard features that need to be part of the service instead of add-ons.
• Would like to see an option to allow different levels of users than just the two standard options.

Incentivized

• Analysis Tools: although what is provided is quite good, there is definitely room for improvement. For instance it would be nice if it were easier/quicker for each evaluator to record their notes/comments when scoring, and to be able to search through those notes/comments later. Also, it would be really helpful to be able to annotate/mark-up the actual responses (highlight, underline, circle, call-out notes, etc.), with such mark-up tracked by evaluator, and with the option to hide/show mark-up.
• Results Analysis, Reporting, and Presentation: in my opinion, this is the only area of weakness in RFP360. There are very limited options, after scoring/evaluation of responses is completed, for generating reports, graphs, charts, etc. to be used in evaluating results and presenting to the end client. I've always had to export the scores and use Excel to create the necessary visuals for final analysis and presentation.
• Complex Questions: RFP360's ability to handle complex RFP questions (e.g. involving tables, charts, multi-part answers, graphics, etc.) is limited, and existing capabilities in this area are fairly cumbersome to navigate and use.

Incentivized

We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it

Incentivized

This tool has been fantastic as we have revamped our RFP process. We are much faster and far more efficient.Our win rate is up, but I am not 100% sure this is the cause, but I love to see it. The customer support and training are also fantastic. Thumbs up!

Incentivized

Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.

Incentivized

Very easy to navigate and use. Very intuitive user interface

Incentivized

We haven't had any real issues regarding downtime as of yet.

Incentivized

As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely.

Incentivized

Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.

Incentivized

Excellent support during the training process. Since we were onboarded, we have not had too many questions, but when we did, they were answered promptly and thoroughly. We have been very satisfied.

Incentivized

Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.

Incentivized

onboarding and training were great

Incentivized

PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.

Incentivized

I was not involved in the process of selecting RFP360 for our firm, so I am largely unfamiliar with competitors. I am, however, quite pleased with RFP360 as a user, and am confident that my colleagues who were responsible for making the decision were thorough and discerning.

Incentivized

I agree. We have created folders for multiple departments and have been successful with the usage.

Incentivized

• We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
• We have been able to find older documents very easily.
• W-9 have been very difficult due to Section 3, but this was addressed with conditional logic

Incentivized

• Quicker RFP turnaround time leads to money saved.
• Better RFP responses lead to more closed business.
• Better team alignment lead leads to high efficiency.

Incentivized