Commercial insurance proposal software
Increase sales, eliminate errors, and boost efficiency across your entire organization. PandaDoc enables commercial insurance providers to quickly create fully-compliant proposals in a fraction of the time.
Here’s why PandaDoc is a great alternative to DocSend
Switch to PandaDoc from DocSend and enjoy eSignatures, better documents, and more integrations.
| DocSend | PandaDoc | |
|---|---|---|
| Price | $30/user per month | starts at $19/user per month |
| Templates | ||
| Email Support | ||
| Notifications | ||
| Knowledge base | ||
| Analytics | ||
| CRM integrations | 1 | 15 |
| Upload PDFs | ||
| Online document editor | ||
| Custom pricing tables | ||
| Content library | ||
| Cloud storage integrations | ||
| Built-in eSignatures | ||
| Upload non-PDF docs | ||
| Custom workflows |
eSignatures
Save time and frustration with unlimited, legally binding eSignatures. PandaDoc eSignatures allow any recipient to sign documents from any computer or mobile device electronically. Sign as many documents as you want without any surprise fees, and never face the hassle of printing and signing a document again.
Better than traditional documents
You deserve better than Word and PDF documents. The PandaDoc editor makes it easy to create branded, customized documents with interactive product tables and embedded media. The drag and drop interface in the PandaDoc editor allows you to stunning proposals faster and easier than ever before. Go beyond PDFs with custom fields that pull data from Salesforce opportunities, embeddable images and video, and interactive pricing tables.
Triple the integrations
PandaDoc offers integrations with three Salesforce CRM editions and more than twenty of today’s modern business tools. PandaDoc is ready to deploy inside Salesforce Enterprise, Developer, and Unlimited editions. Our integrations with more than twenty CRM, accounting, project management, and customer support applications make it easy to bring the power of PandaDoc to your entire organization.
Collaborate without email
Get feedback and answer questions right inside your proposals and contracts. Never miss an important email about a proposal again. PandaDoc includes built-in commenting with public and private messaging options, making it simple to review documents, collaborate, and discuss items with customers in focused threads right inside your documents.
What comes with my PandaDoc subscription?
Security you can count on
PandaDoc relies on a back-end cloud architecture supported by Amazon’s AWS and is compliant with SOC2 Type 1 guidelines. Our AES-128 encryption and automated backups ensure your user data and content is always backed up and secure.
Align your sales and marketing teams
Bring sales and marketing closer together with custom templates and a content library inside PandaDoc. Marketing can easily upload product sheets, branded templates, and media to a central library location that sales reps can access while creating their documents.
Timely follow-ups
Stay on top of your opportunities with PandaDoc analytics. Access a top-down view of proposal performance by a team member, or use engagement analytics to see exactly when and how long a prospect viewed each page of your proposal or contract.
Interactive pricing tables
Improve close rates and close sales faster with interactive pricing tables. Customers can change item quantities and select which items they’d like to purchase all without having to request an updated proposal or quote.
Lock down content
Need to ensure certain content isn’t modified? PandaDoc allows you to store and lock blocks of content, so your team can use them without being able to modify them.
