Looking for a Signable alternative?

Using PandaDoc, it’s easy to upload documents generated using other software and then edit them using the intuitive document editor. Word documents, Google Doc files, and more can be seamlessly transferred for editing. The tokens feature enables users to instantly fill multiple fields in a single document or even across many different documents, saving time when creating long contracts and other complex documents. Over a dozen CRM integrations mean users can build documents right within their favorite CRM. To top it all off, contracts, quotes, and proposals can be built with automatically calculated pricing tables included.

All PandaDoc subscribers can immediately access the full range of over a dozen CRM integrations with the leading CRM providers, as well as various accounting software and payment gateway options. eSignatures can be used in conjunction with other tools without the need to switch between software, saving you time and effort. 2-way syncing is also supported, allowing you to update CRM fields whenever the status of your sent documents changes. An even greater range of custom integrations and signature embedding can be accessed via a customizable API.

With PandaDoc, users can enable Stripe functionality, allowing businesses to collect payments from recipients from directly within documents. Payments are even linked with pricing tables, meaning that payment amounts are automatically generated without the need for manual calculations. To further customize the payment process, you can request a chosen percentage as a down payment, and activate automatic follow-up reminders to prevent late payments.

Using information from your product catalog or preferred contract management software, you can efficiently and seamlessly transfer data into documents that you’re building. Give recipients the power to select from a list of proposed products or services, and even allow them to change quantities themselves. In-document quoting software can also be used to auto calculate relevant discounts and taxes, eliminating costly errors.

PandaDoc can automatically track a wide range of important metrics. View and record any status changes, who has opened each document, and how long they’ve viewed them for. This helps with auditing and provides valuable information to help optimize the effectiveness of the whole document and streamline the document signing process.

PandaDoc makes it easy to collaborate with recipients on the documents you’ve sent. Comments can be added by both the sender and the recipient, and necessary amendments can be made without needing to resend or re-upload. Sharing documents for editing is also incredibly simple via a clickable unique link to the document.