Really nice looking templates – cuts down on time.
The proposal tracking is very helpful...no more wondering if someone opened the proposal.
The hard set columns and margins in the templates are just a little limiting. Sometimes I have wanted images to bleed off the edge of a proposal but couldn't do that. Still looked good tho and was not a problem. That's about it.
That's what makes it a 9.5 out of 10 for me.
Try it! I think you'll love it. Doesn't take a lot of time to get going.
I was always creating proposals with Mac Pages so I could design them exactly how I wanted them. While these visually looked beautiful, they were so highly customized that the took hours to create a custom proposal. Also, it was tough to remember all the areas to update a client name, address, industry, etc.
PD made their templates beautiful.
It's like a web page and I can customize it once and things are set. Our clients really like them a lot too and we have received high praise on our proposals as well as a high close rate.
Updating proposals to the client's needs was a huge hassle.
They would write an email back detailing changes or updates. With PD all of that is integrated and super easy to keep track of & implement. It's next-level proposal stuff.
We actually integrated the proposal with the contract. These used to be 2 separate processes.
Basically, we just have clients sign-off on everything in one place. Saved a ton of time with this.
Overall, we've closed deals much quicker on PD and love it.