First of all, welcome! It’s great to have you on board. PandaDoc is a decent platform with a ton of features, permissions, and user roles. If you’re looking for a document signing service, PandaDoc might be the way to go. But if you want to level up your proposals and business documents, you’re in the right place.
PandaDoc is essentially a document signing service for corporations. Their document editor doesn’t really allow you to create visually appealing designs. What’s more, the lack of a table of contents makes it hard to navigate longer documents for both you and your prospects. In some ways, while it’s web based, it’s not too different from the formatting and “making it all fit on one page” problems when making a Word Doc.
With Better Proposals, you don’t design your proposals to fit a specific paper size. It’s a web document, so there is no end to the non-existent page. This eliminates 90% of the formatting frustrations you’d face with PandaDoc. Speaking of frustrations, PandaDoc can get pretty complex with all the rules, permissions, and restrictions while Better Proposals works with a simple section and block system.
Your sections are parts of your proposal like the Introduction, Services, Pricing, Contract, etc. These are added down the left of the proposal viewer. This is also how you identify which section your potential client is looking at in the Analytics once the proposal’s been opened.
You have your different block types, say Content, Image, Video, Pricing, etc. You can simply add them by clicking on the plus sign between blocks.
There are two ways to get your templates copied from PandaDoc into Better Proposals. The first option is by copying and pasting your content into Better Proposals.
The second is by speaking to one of our friendly customer success advisors and getting them to help you using our template import service. Once you’ve upgraded your account, this workaround will be made available to you.
If you’re giving it a go yourself though, here’s some guidance. You’ve been through setting everything up in PandaDoc, so you’ll already have a half decent structure and the migration should be fairly simple.
In essence, you count up your sections in PandaDoc and add them into Better Proposals down the left like this:
Once you’ve done that, count out a few natural breaks for each section, add the correct number of blocks, and copy and paste the content. A 15-page proposal with 8 sections shouldn’t take much longer than 10 minutes to copy in.
That should get your basic structure in place. Now you’ll want to read this guide which will guide you through copy and pasting your template into Better Proposals.
PandaDoc allows you to export certain data views, such as your form responses, as a CSV file. This means you can export everything up to a certain date, save it internally, and know that anything that happens after that date will be in Better Proposals.
PandaDoc also lets you export all your documents as PDF files. So, as time-consuming as it is, you can export all the relevant proposals as PDFs so you have them on file. Once you’ve done that and started sending new proposals from Better Proposals, you are free to cancel your PandaDoc account.
If you have any questions about this process or how to go about switching in the most hassle-free way, just reach out to us. You can get in touch with our customer support team by using the chat in the bottom right. They will help guide you through the transition and know the answers to all questions related to the Better Proposals platform.
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