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.
Switch to PandaDoc from SignNow and enjoy better document customization, better support, and better analytics.
SignNow | PandaDoc | |
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Upload PDFs | ||
Templates | ||
eSignatures | ||
Approval workflows | ||
Smart fields | ||
Payment integrations | ||
Multiple signers | ||
Audit trails | ||
Drag and drop editor | ||
CRM integrations | ||
Online collaboration | ||
Document analytics | ||
Embed images and video | ||
Custom content library |
The PandaDoc editor lets you drag and drop blocks to create proposals and quotes right inside your CRM faster than ever. Add content, products, media, and more to your quotes in seconds.
The PandaDoc support team is rated among the best in the industry for responsiveness and customer satisfaction. We’re available via chat, email, and phone and offer a variety of support solutions to fit your needs.
PandaDoc analytics give managers and reps a more insight into their document performance and engagement. Prospects and customers will never go dark again with the PandaDoc dashboard. You’ll be able to see exactly who viewed a document, how long they spent on each page, and who signed.
Quote and close faster with the CPQ features built into PandaDoc. Sync product data from your CRM, automatically calculate taxes, discounts, and profit margins, and allow customers to configure product selections and quantities before signing.
We count on the security of Amazon AWS and have created an environment that keeps your data safe from prying eyes. All documents and user data are encrypted, and regular backups ensure your data is always secure.
Set up multiple teams within PandaDoc, control content access, and editing, and create custom user roles to ensure everyone has the proper level of access and control.
Get your documents signed from any computer or mobile device with our legally-binding eSignature technology.
Encourage sales to use your marketing content by creating an organized content library inside PandaDoc. Build frequently used media, collateral, and testimonials that your sales team can drag and drop into their custom quotes and proposals in seconds.