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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

PandaDoc logo
Proposal Software

4.7 3,448 user ratings

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90% 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

Qwilr logo
Proposal Software

4.7 795 user ratings

Visit Website

Overview

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 Qwilr is an intuitive proposal and quotes management software that enables B2B companies, agencies and recruitment teams to create beautiful sales proposals for their individual prospects and close more deals. The software comes loaded with a variety of templates and modular building blocks, which can be used to create unique sales proposals in no time. Further, businesses can depend on Qwilr to accelerate, automate, impress and scale their overall reach in an efficient way. The software with its inbuilt integration mechanism facilitates B2B companies to create personalised documents as per need. They get to collaborate with leading CRM, accounting and sales platforms, like Hubspot, Xero, Slack, Quickbooks, Stripe, Salesforce and more. Further, Qwilr’s API helps users create customised proposals, invoices, quotes and other essential documents with ease. Its inbuilt ROI calculator, personalised proposal generating service and a vast library of reusable blocks turn out to be of great use. Read more
Pricing Options
  • Free Trial Available
  • Starts at $19.00. Offers Free-forever and Custom plan.
  • Free Trial Available
  • Starts at $66.00.
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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    100%
  • Momentum
    69%
  • Popularity
    100%

90% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    91%
  • Momentum
    64%
  • Popularity
    82%
SaaSworthy Awards # 1 Most Worthy # 1 Fastest Growing # 5 Most Popular

Features

Total Features
13 Features
13 Features
Common Features for All
    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
    Alert Notifications Alerts the user when predefined criteria is met
    Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
    CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
    Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
    Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
    Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
    Document Audit Trail Tracks the document signature history and timestamp for legal attestation
    Document Library Central repository to manage your assets like Images, PDF files, etc.,
    PDF Export Enables to export the document to PDF file for easy sharing
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 10 More - Show Less
    • 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
      Alert Notifications Alerts the user when predefined criteria is met
      Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
      CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
      Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
      Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
      Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
      Document Audit Trail Tracks the document signature history and timestamp for legal attestation
      Document Library Central repository to manage your assets like Images, PDF files, etc.,
      PDF Export Enables to export the document to PDF file for easy sharing
      e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 10 More - Show Less
  • Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • Available

    Reviews & Ratings

    User Rating
    4.7/5 3,448 user ratings
    4.7/5 795 user ratings
    Ratings Distribution
    • Excellent

      74.7%
    • Very Good

      19.1%
    • Average

      3.8%
    • Poor

      1%
    • Terrible

      1.3%
    • Excellent

      73.7%
    • Very Good

      21.8%
    • Average

      3.3%
    • Poor

      0.5%
    • Terrible

      0.8%
    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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    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $19.00. Offers Free-forever and Custom plan.
    • Free Trial Available
    • Starts at $66.00.
    Pricing Plans
    Monthly Plans Annual Plans

    Free eSign Free

    Essentials $19.00 $29.00 per user / month

    Business $49.00 $59.00 per user / month

    Enterprise Custom

    Business $66.00 $75.00 per month

    Enterprise $490.00 $490.00 per user / month

     
    View Detailed Pricing
    View Detailed Pricing

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    Vendor information

    Company Details Located in: San Francisco, California Founded in: 2011 Located in: Redfern, New South Wales Founded in: 2014
    Contact Details

    Not available

    https://www.pandadoc.com/

    Not available

    https://qwilr.com/

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