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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82%
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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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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82%
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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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 |
GoProposal is a pricing and proposal software designed for accountants. It helps its users to speed up the proposal and fee review process. The software enables its users to generate professional proposals and fee reviews instantly while also making letters of engagement and service schedules. The consistent and transparent platform that can be used with ease for every client as it helps its users to get paid for all the work they put in. Users can communicate with their clients regarding the product and cost because the needs and requirements of users may change. One can agree on their fees after collaborating with the clients, and hence produce instant, professional proposals and letters of engagement. GoProposal preloads the app of users with various pricing methodologies, services, and descriptions for users to add prices, edit and amend. The software enables its users to get consistent pricing that is based on service levels, relevant factors, and complex calculations. ..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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Top alternatives to GoProposal
Practice Ignition
PandaDoc
Proposify
Ideagen Huddle
Qwilr
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