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.
Why PandaDoc is better than S-Docs
Switch to PandaDoc from S-Docs and enjoy better eSignatures, better customization, and better template creation.
| S-Docs | PandaDoc | |
|---|---|---|
| User minimum | 10 | 1 |
| Unlimited documents | ||
| 24/7 support | ||
| One-click document creation | ||
| Salesforce integration | ||
| Template library | ||
| Drag and drop editor | ||
| Document analytics | ||
| Built-in eSignatures | ||
| Content library | ||
| Embed images and video | ||
| Custom workflows | ||
| Online collaboration | ||
| WYSIWYG template editor | ||
| Payment integrations |
Built-in eSignatures
eSignatures are built right into PandaDoc, making it easy for you and your customers to sign documents without an additional product or subscription. PandaDoc eSignatures are entirely unlimited, legally-binding, and you can sign from any computer or mobile device. Your customers eSign the documents you send them using a private link, and signature verification is performed with automated audit trails.
Easier customization
The PandaDoc editor makes it easy to drag and drop headers, media, content, and pricing tables anywhere you’d like to create custom documents without HTML. Craft a customized proposal, quote, or contract in minutes, and automatically add the customer, product, and opportunity data from your CRM.
Better template creation
Template creation is more accessible with PandaDoc. The PandaDoc editor makes it easy to create templates with fields synced to your CRM, and your existing PDF templates can be uploaded as templates in seconds.
No user minimum
We’re happy to work with you whether your company has two employees or a thousand. PandaDoc pricing is straightforward because we have no user minimums, no hidden upgrades, and no surprise fees. Choose a plan based on your needs, add users, and start creating better documents.
What comes with my PandaDoc subscription?
Document analytics
Track document performance data across one team or several. See precisely who views the documents you send, and how long they viewed each page. Receive instant notifications when a recipient signs a document too.
Dozens of integrations
Connect PandaDoc to dozens of business tools including Salesforce, Xero, PayPal, and Dropbox to sync data and access documents inside the tools you’re already using.
Centralized communication
Every document has a commenting thread built-in, so your team and your customers can discuss documents and negotiate in a central space without numerous emails back and forth.
Quick deployment
Many organizations can deploy PandaDoc in a few hours. If you don’t want to do all the heavy lifting, our custom onboarding solutions make it easy to launch PandaDoc faster than any other digital document solution.
Solid security
We store your data in the industry-leading Amazon AWS cloud and use AES-128 encryption to ensure your data is never exposed.
