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PandaDoc

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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

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Pros

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Has a great in-app integration with Pipedrive

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

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Easy to create new proposals/contracts from templates

Cons

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

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The template editor sometimes has its bugs

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