services-bg.png

PandaDoc

images (2).png

Best for

sales teams that send out high volumes of virtual proposals and contracts to close deals. Typically the proposals and contracts they use are mildly-to-moderately complex.

Top Features

  1. Customizable templates

  2. eSignature

  3. Document status tracking

  4. CRM data-merge with templates

pasted image 0.png

Pros

Layer-2.png
check.png

Has a great in-app integration with Pipedrive

check.png

Competitive pricing: pay-per-user, not per document

check.png

Easy to create new proposals/contracts from templates

Cons

cross.png

Still requires some zapier integrations to automate CRM actions based off of PandaDoc triggers

cross.png

The template editor sometimes has its bugs