PandaDoc includes CPQ functionality that makes sales easier, faster, and smarter.
When you trade Dropbox Sign (formerly HelloSign) for PandaDoc you will enjoy unlimited templates, faster document creation, and advanced analytics.
|Dropbox Sign (HelloSign)||PandaDoc|
|Cloud storage integrations|
|Legally binding e-signatures|
|Sandbox API||Test mode|
|Drag and drop document builder|
It’s easy to use PandaDoc for all of your sales and operations documents thanks to our unlimited template library.
You’ll be able to use any of our 450+ pre-built templates, upload your existing documents as templates, and create your very own PandaDoc templates using our drag and drop template builder.
PandaDoc supports data sync with 15 of today’s leading CRM systems. When you create a document using PandaDoc inside your CRM, key information is automatically added to the document.
This automatic document completion saves you time and reduces errors up to 100%.
PandaDoc analytics are designed to give your team the knowledge they need to succeed. Managers will be able to see the real-time status of every proposal, quote, and contract in your organization, allowing them to make more accurate forecasts.
Sales reps will be able to see how their clients interact with each page of the documents they’ve sent, allowing them to know when to follow up and which potential sticking points to address.
PandaDoc makes it easy to create custom documents with an intuitive drag and drop interface. You’ll be able to modify layouts in seconds, adding headings, text, images, tables, and even videos to suit your needs.
Vital information automatically transfers from your CRM, so you don’t have to waste time copying and pasting details to your documents.
PandaDoc electronic signature software includes unlimited, ESIGN compliant electronic signatures, so you can get your documents securely signed from any computer, smartphone (available for both iOS and Android), or tablet (available for iPad).
Standardize and streamline your document management processes with PandaDoc. Easily configure required approvals and custom esigning orders for any document in seconds.
With our proposal software, you can easily configure and send detailed personalized proposals. Automatically transfer product data and pricing from your CRM, and use our flexible pricing tables to offer optional line items, discounts, and client-editable quantities. All it makes PandaDoc a good alternative to HelloSign and other tools like DocuSign, SignNow, and RightSignature.
The PandaDoc content library is your place for unlimited storage of essential document assets, such as customer testimonials, contract clauses, images, videos, and marketing collateral. Accessible inside the PandaDoc document builder, the content library allows users to drag and drop any stored content into a document in seconds.
PandaDoc comes with more than two dozen out-of-the-box integrations, including 15 of today’s leading CRM systems. Whether you’re using Salesforce, HubSpot, Microsoft Dynamics, Dropbox, Google Drive, or any of our other integration partners, you’ll be able to use PandaDoc right inside the tools you already know and love.
Getting PandaDoc up and running for your team is a streamlined process that most small businesses can accomplish in just a few hours. You won’t need to hire an expensive consultant to get your templates or integrations set up, and our team is available to help you go from “sign up” to “send” as fast as possible.