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 RightSignature?
When you trade RightSignature for PandaDoc you can expect flexible document creation, online collaboration, and more powerful CPQ functionality.
| Citrix RightSignature | PandaDoc | |
|---|---|---|
| Templates | ||
| Upload docs and PDFs | ||
| Phone and email support | ||
| Electronic signatures | ||
| Notifications | ||
| Cloud storage integrations | ||
| CRM integrations | ||
| Knowledge base | ||
| Document analytics | ||
| Online document builder | ||
| Custom pricing tables | ||
| Content library | ||
| Custom workflows | ||
| Online collaboration |
Better document creation
PandaDoc makes creating documents faster and easier than ever. You’ll be able to create documents from inside your CRM and watch as key data is automatically populated throughout the document. Then, you can add finishing touches including custom pricing tables, images, attachments, and embedded videos. Here are just a few of the features that make creating documents with PandaDoc amazing:
- Custom template and content libraries;
- Easily configurable pricing tables;
- Automatic data sync from CRM;
- Intuitive drag and drop interface;
- Custom themes, fonts, and layouts.
Online collaboration
When multiple people need to provide input or review a document, using the collaboration functionality in PandaDoc saves a ton of time. Your entire team will be able to review and privately comment on documents they’re working on, and clients can provide their feedback via public comments. PandaDoc automatically keeps track of document versions and revisions, so you don’t have to worry about sending the wrong file.
More powerful CPQ features
PandaDoc streamlines quoting thanks to a built-in product catalog, CRM sync, and robust pricing tables. Our CPQ features make it easy to offer optional line items, editable quantities, discounts, and more.
Better analytics
PandaDoc analytics benefit sales managers and sales reps by offering key insights that help keep the sales cycle moving forward. Sales managers will be able to see where every quote, proposal and contract is from a central dashboard, and reps will be able to see when and how long every page of the documents they send are viewed, giving them the ability to know exactly when to follow-up and what to say.
What you get when you switch to PandaDoc
Dozens of integrations
PandaDoc seamlessly integrates with more than two dozen sales, accounting, and project management platforms, including every major CRM system. Switching to PandaDoc will allow you to add powerful document technology to the tools you’re using today.
Electronic signatures
Every PandaDoc subscription includes unlimited, ESIGN compliant electronic signatures. You’ll be able to get documents signed with ease from any computer, tablet, or smartphone. It makes PandaDoc a good alternative to RightSignature.
Easy to use content
Store all of your product sheets, technical specifications, customer testimonials, videos, and images in your PandaDoc content library to make it easy to drop any piece of content into a document in seconds.
Customizable workflows
PandaDoc makes it easy for you to get documents reviewed, approved, and sent with customizable workflows. Define necessary document approvals and automatically send approved documents to their intended recipients, all while tracking progress using PandaDoc analytics.
Pre-built and custom templates
When you switch to PandaDoc, you get instant access to a library of more than 100 business documents, forms, and proposals. You’ll also be able to create your templates by uploading existing documents or building them using our drag and drop document builder.
