98%
The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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88%
The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
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Visit Website
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Visit Website
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ADD PRODUCT
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98%
The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
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88%
The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
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Visit Website
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Visit Website
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Summary |
PandaDoc is a document builder responsible for workflow management that streamlines and accelerates the user's document processes. It also creates, tracks, and processes documents. The tool offers features under many categories such as proposals, quotes, team management, document access code, content management, branding, tracking, workflow, productivity, etc. The content locking feature of PandaDoc restricts the user's team members from editing a block of content in templates or library items. It integrates with several Customer Relationship Management software that has ERPs. The user can set up new or existing templates and send and e-sign proposals or agreements. The creation and sending of quotes are easy to execute, along with direct workflows. Users can upload the files quickly and send them right away. The transactional documents can be stored as well. The tool can also open discussions with the user's customers, close deals faster, collect payments, organize documents, and much more. ..show more |
Bidsketch is a professional proposal management software that can be used to create the best proposals in minutes. Trusted by a variety of multinational companies, Bidsketch makes it easy to reuse proposal templates, content, pricing items and designs. Business leaders and their members can put together a comprehensive and customised proposal with a few clicks. Also, this software provides an example content from its content library thereby allowing the teams to start working on the proposal quickly. With Bidsketch, teams can also link to other files and resources within their proposal content. Moreover, this software helps companies to increase their revenue by 32%. To do that, companies should make any pricing item optional with Bidsketch and must provide the option to automatically include them as a part of their sales document. Also, by using this proposal creating software, companies can offer their clients a dedicated landing page where the latter can view, approve, export and comment on the proposal, thus building a strong relationship with the clients. ..show more |
Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role |
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Alert Notifications Alerts the user when predefined criteria is met |
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Approval Workflow Allows to route the documents to one or multiple people for seeking their approval |
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CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management |
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Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time |
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Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. |
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Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel |
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Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences. |
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Document Analytics Helps to know the complete insights of a document like who, when and how it is used. |
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Document Audit Trail Tracks the document signature history and timestamp for legal attestation |
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Document Library Central repository to manage your assets like Images, PDF files, etc., |
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PDF Export Enables to export the document to PDF file for easy sharing |
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e-Signature Electronic Signatures help users to sign their digital documents remotely |
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signNow
Adobe Sign
Jotform
Proposify
HelloSign
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Proposify
PandaDoc
Ideagen Huddle
Qwilr
Better Proposals
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