Need an alternative to Formstack Documents?

In the past, most contracts were created using word processing software like Microsoft Word. Pricing tables and product catalogs were built in Excel. If you’re a Microsoft power user, that might be a great fit. For everyone else, PandaDoc makes it easy to create pricing tables and product catalogs from within the PandaDoc editor. And for you Microsoft fans out there: Don’t worry. You can always upload your Excel pricing table or your old Word contract into PandaDoc for the rest of your team to use as a template.

Both Formstack Documents and PandaDoc offer options around electronic signature capture, but PandaDoc offers payment integrations to become a complete solution for document management. During the document generation process, you can connect a payment gateway to your contract or proposal. When your customer signs the document with their electronic signature, they’ll also have the ability to pay you for your products or services. This is great for freelancers and small businesses who require a downpayment for services before beginning work.

With Formstack Documents, you’ll create your documents and send them out. But what happens next? How do you get your team involved when contacts come back with questions or proposals that need to be tweaked? With PandaDoc, all collaboration happens inside the online form. Your sales team can work with customers to resolve issues. Customers can comment on pain points and negotiate specific terms, where needed. And don’t forget the best part: You can track everything through document analytics to further refine your process.