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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86%
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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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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86%
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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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 |
Proposable is a proposal software that streamlines the process of e-Signing, creating, tracking, and delivering sales collateral. It reduces the time it takes to customize new proposals by simplifying your new proposal procedure to just a few clicks. With Proposable, you can skip the traditional copy/paste and instead use replace and search on all new proposals for your clients and prospects to save time and difficulties. You can impress your customers with stunning proposals that stand out from the crowd. You can incorporate video and rich media into your proposal webpages for a more realistic sales presentation. You can activate proposal payments to get your payment. You can create proposals dynamically from CRM opportunities and feed proposal proceedings back into your CRM for a clearer view of all your ongoing negotiations. You can view through metrics and track how each recipient responds to your sales collateral. You can set up SMS or email alerts for proposal views and other important events in real time. Additionally, you can control who has to approve ideas before they are sent out with Proposable. ..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 Proposable
Proposify
PandaDoc
Ideagen Huddle
Qwilr
Bidsketch
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