PandaDoc helps you automate your proposals, quotes and contracts so they’re deal makers, not deal breakers.
Get stunning, personalized proposals out the door in a matter of minutes. Create professional, error-free documents with pre-built templates, customizable formatting, a drag & drop library of content, esignature functionality, and data from your CRM.
Timing is everything. Real-time notifications when a proposal is opened, viewed, commented on, or completed empower your team to jump into action.
Don’t just engage, make it engaging. Sending out a professional proposal is just the first step. Keep the conversation going with painless collaboration inside the proposal or drive urgency with automatic follow-up reminders.
With brand-approved templates and optional content locking, you stay in control of the look, feel, and actions within every sales proposal going out the door.
PandaDoc’s HubSpot integration is second to none in comparison to competitors. It allows us to get a lot of information from the CRM directly into PandaDoc.
92%
reduction in proposal creation time
20%
reduction in customer acquisition costs
PandaDoc has a personal touch — they listen, adapt, and support us like true partners. This has made all the difference. I know I can reach out to them anytime. They take their time to walk us through everything, and I can trust that they’ll help us resolve any issues quickly.
25%
more documents sent per month
46x
faster to get a signature compared to Docusign
PandaDoc has enhanced the purchasing experience for our buyers and sales team. We’ve halved proposal creation time while demonstrating value in every single proposal. It’s helped us close more deals, save time and maintain our brand’s integrity.
50%
reduction in proposal creation time
84%
of proposals viewed by prospects
Proposal management software is designed as a user-friendly way to help sales teams and companies increase sales efficiency, with automation to speed up the contract creation and branded proposal process.
The right proposal management tools decrease the creation time of professional-looking, media-rich proposals proven to close more deals and shorten your sales cycle. All while providing a world-class electronic signature and checkout experience for potential clients, without pricing that breaks the bank.
Your proposal should include media (photos or videos), CPQ functionality, CRM and payment integrations, an opportunity for the customer to sign off electronically, and advanced analytics so you can close deals faster and accelerate your sales cycle. You’ll be able to incorporate all these aspects with top sales proposal software.
Proposal building software usually includes templates. Some will include it as part of afree plan, while others you can try it out with atrial period. PandaDoc comes with 750+ templates, all available in thePandaDoc template gallery, saving you time and producing beautiful documents.
The best proposal software speeds up the process of proposal writing, while ensuring documents always look professional and engaging. Proposal creation software solutions should have alarge content library, so you don’t have to start from scratch, and also allow you to embed multimedia elements for eye-catching docs.
Another time-saver with business proposal software is the ability to auto-fill relevant fields with tokens, pulling in data from your CRM. Look for a software tool that lets you add a clickable table of contents, so clients, leads, prospective freelancers, and others can jump to the most relevant section.
Workflow optimization and document analytics are features of the best online proposal software, as is built-in payment collection. That’s why you need a solution that’s more than just simple proposal writing software — like PandaDoc.
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