Create, send, and eSign client-facing proposals. Increase your close rate by 18% with PandaDoc; far more than your standard online proposal software.
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.
Out of the box integrations with your CRM allow you to create better proposals, get them out the door faster, and streamline the sales process by eliminating manual data entry errors.
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 a free plan, while others you can try it out with a trial period. PandaDoc comes with 750+ templates, all available in the PandaDoc 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.
