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.
Looking for an alternative to Quotient?
When you switch from Quotient to PandaDoc you can expect better documents, stronger CPQ functionality, and more integrations.
| Quotient | PandaDoc | |
|---|---|---|
| Online collaboration | ||
| Electronic signature | ||
| Custom pricing tables | ||
| Image embedding | ||
| Custom templates | ||
| Document analytics | ||
| Integrations | 6 | 15 |
| Support for complex documents | ||
| Cost and margin calculation | ||
| Multiple workspaces | ||
| Automatic reminders | ||
| Template embedding |
More integrations
PandaDoc is built to improve how your team creates, sends, tracks, signs, and stores documents no matter which tools you’re using today. We offer seamless integrations with every leading CRM and cloud storage solution so that you can enjoy a better document process.
Better documents
The PandaDoc document builder’s drag and drop interface make it easy to create accurate, detailed documents without sacrificing security or compliance. You can use PandaDoc to automatically populate documents with product and opportunity data, customize layouts and themes, and embed sales content, collateral, and media.
Stronger CPQ functionality
Quoting is more efficient with PandaDoc thanks to our built-in CRM integrations and CPQ functionality. Product and pricing information automatically transfers into quotes and proposals from your CRM. You can offer prospects interactive pricing that allows them to select items and quantities based on their needs.
What you get when you switch to PandaDoc
Powerful analytics
PandaDoc powers sales reps and managers with analytics that allow them to forecast accurately and close deals faster. You’ll know where every proposal and contract is in your pipeline in real-time. Tracking data shows when prospects open, view, and engage with your documents.
Custom templates
Use the PandaDoc document builder to create your own custom branded templates without the frustrations of traditional document processors. If you’re already using PDF forms for your documents, PandaDoc allows you to upload them and turn them into eSignature ready templates in minutes.
Sales and marketing alignment
Bring sales and marketing tightly together with the PandaDoc content library. Your marketing team can upload your entire library of collateral and media to your PandaDoc library, and sales can access and embed it inside any document they create.
Fast deployment
Switching to PandaDoc is pain-free thanks to our simple onboarding process. Migrating document templates and users is a breeze, and most companies can start sending documents with PandaDoc within days of signing up.
Online collaboration
Teams are more effective when they work together. That’s why we designed PandaDoc to embrace collaboration, with private and public communications built into every document. When you use PandaDoc to support your document process, you’ll greatly enhance your ability to collaborate, communicate, and negotiate.
Unlimited electronic signatures
Every PandaDoc subscription includes unlimited electronic signatures that are ESIGN compliant and legally- binding. You and your prospects can review and sign documents from any computer, smartphone, or tablet in seconds.
