Proposify |
98% SW Score 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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84% SW Score 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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| Description | 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. Read more | Fresh Proposals is a sales proposal management solution using which business houses can eliminate the traditional designing tools and bring in the modernized ones. Sales professionals and marketers can grab useful insights and analytics about proposal related interactions and improve their effectiveness in real-time. Professionals can monitor the performance of their sales, based on multiple parameters using the dashboard within the platform. Fresh Proposals sends on-time alerts via email when a particular proposal gets viewed or accepted. Companies can set revenue targets on an annual basis and monitor them at regular intervals. The customizable pre-designed templates, helps users in accelerating the process of making beautiful and engaging proposals. Various drag and drop blocks including images, textbox, signatures, tables etc enhance the interaction levels of an individual proposal. Its interactive quotation or pricing feature enables users to incorporate both fixed and recurring fees within the financial proposals and make items editable for the clients. The software facilitates real-time collaboration among the team members and clients. Read more |
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| SW Score & Breakdown |
98% SW Score 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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84% SW Score 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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| SaaSworthy Awards | # 1 Most Worthy # 1 Fastest Growing |
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| Total Features |
13 Features
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13 Features
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| Common Features for All |
Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
PDF Export
e-Signature
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Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
PDF Export
e-Signature
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| Review Summary |
Overall, Pandadoc is a user-friendly and reliable CPQ solution that streamlines document generation, automates workflows, and facilitates secure electronic signatures. Users appreciate its intuitive interface, customization options, and integrations with popular business tools. However, some reviewers mention occasional technical glitches and a learning curve for new users. Additionally, certain features may require additional fees, and customer support could be improved. Overall, Pandadoc is a solid choice for businesses seeking to enhance their document management and sales processes, but it's essential to consider individual requirements and budget constraints before making a decision. |
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| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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Free eSign Free Essentials $19.00 $29.00 per user / month Business $49.00 $59.00 per user / month Enterprise Custom |
I GOT WINGS $15.00 $18.00 per user / month WE CAN FLY $24.00 $29.00 per user / month |
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View Detailed Pricing
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| Screenshots |
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| Videos |
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| Company Details | Located in: San Francisco, California Founded in: 2011 | Located in: Wilmington, DE |
| Contact Details |
Not available https://www.pandadoc.com/ |
Not available https://www.freshproposals.com/ |
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