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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75%
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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75%
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 |
Estimo keeps all your sales data (clients, rate cards, products and proposals) in one place. Creating professional & profitable estimates now takes minutes, not hours. Avoid project resourcing issues through the clear tracking and visualization of project progress. Create, access, and edit proposals wherever you are from your computer, tablet or mobile. Graphical visualizations, notifications and live activity feed help you to stay on the ball with actions across your team. ..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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PandaDoc
Proposify
Ideagen Huddle
Qwilr
Bidsketch
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