If you’re reading this post, you’re probably looking for easy-to-use proposal or contract management software.
Branded proposals, RFPs, and contracts are important sales tools. While PandaDoc is a well-known proposal software solution, it’s not the only one out there. The software you choose for your business will depend on the size of your team and the features you need.
In this post, we’re sharing nine alternatives to PandaDoc that you can use to generate custom proposals and streamline an often tedious process.
- Salesforce CPQ
Since 2013, Proposify has focused on helping more than 8,000 sales teams close more deals. They build software that lets you create, send, track, and e-sign proposals, contracts, and agreements.
Some key features include real-time reporting, interactive quoting, a content library, e-signature capabilities, custom fields, and client input forms. They also support 15 different languages and adjust the date format and currency accordingly.
An interesting feature not available in most proposal software is the ability to add videos to your proposals. You can add a personal touch by including a recorded welcome, a virtual tour, or a case study with embedded YouTube, Vimeo, or Wistia videos.
Individual pricing starts with the Tall Plan at $19 per user per month. There’s also a Grande Plan for sales teams at $49 per user per month and a Venti Plan for enterprises. All plans include a free trial period.
Qwilr began in 2014 and now has over 50,000 businesses that rely on their document software. The company encourages businesses to reimagine sales decks and PDFs with their intuitive, drag-and-drop proposal interface.
The top features include interactive pricing, CRM and accounting tool integration, and the ability to share data across any device and update live content after sharing. Business insight data and reporting let you see how clients view your proposals.
Their Pro plan costs just $12 per month per user, if billed annually.
Started in 2003, DocuSign now has over 500,000 customers and hundreds of millions of registered users worldwide.
They have a suite of products and services. The one for proposals is called DocuSign Agreement Cloud, and it allows you to prepare, sign, act on, and manage agreements in one place.
Some key features include generating and automating agreements and negotiations, approving proposals, e-signatures, eNotary, and payment collection. It also includes 350+ prebuilt integrations to let you embed and connect apps like Salesforce, Google G Suite, and more.
You have to contact the DocuSign sales team for Agreement Cloud pricing.
Salesforce CPQ is a fast and easy way to streamline sales quoting and automate the billing process.
One of the biggest advantages of using this software is the ease of use if you already use other Salesforce products. Some other features are complex product catalogs, fully integrated invoicing, and customized bundles. You can also create branded quotes, automatically consolidate billable charges into a single invoice per customer, and streamline electronic payments.
Pricing begins at $75 per user per month for CPQ. All plans are billed annually with a free trial available upon request.
AND.CO was founded in 2015, and now 300,000 businesses use it. With AND.CO’s software, you can send proposals and invoices, collect payments, track expenses, generate tax reports, and manage your time and tasks. The software also has multicurrency support.
AND.CO offers a limited free plan. Paid plans start at $18 per month and allow for unlimited, editable contracts.
Concord is a contract management platform that got its start in 2014. They now have over 200,000 customers.
The platform includes key features like approval workflows, a central location for all documents, user permissions, automated contract templates, and online editing with track changes. Concord includes e-signature capabilities, deadline and renewal alerts, analytics, and reporting.
There are three plans: Starter, Pro, and Enterprise. You have to contact their sales team for pricing.
Loopio was founded in 2014 and has helped customers improve team productivity ever since. The request for proposal (RFP) software lets you respond to RFPs, due diligence questionnaires (DDQ), and security questionnaires.
Key features for Loopio include an intuitive interface and a curated content library customized with Stacks, Categories, and Tags. The software allows account holders to assign user roles and permissions, track projects and progress, import and export files, customize branding, view change logs, and integrate with popular apps like Slack. Loopio also includes a freshness score for content so you can see when something was last updated.
This is another tool that doesn’t list pricing on their website. Instead, you have to request a demo through Loopio for pricing info.
GleanQuote is sales quote and proposal automation software. The company was founded in 2015.
The software features a drag-and-drop proposal builder, product catalog, the ability to add form fields, e-signature collection, payment tracking, and auto-reminders for signatures and payments. Like many of the other options listed, they also offer seamless integrations to popular CRM and business tools such as Salesforce and Stripe.
In order to use GleanQuote, you must have a minimum of two users and agree to an annual plan. A 14-day free trial is also available.
HoneyBook began in 2013 and is geared toward creative business owners. Some key features include customizable proposal templates, smart notifications, easy payment collection, and integrations with popular tools like Calendly, Zapier, and QuickBooks.
Pricing starts with the Simple plan at $34 per month, or $400 if paid annually.
Whether you’re a solopreneur, a web design agency, or a VP of sales for an enterprise company, these are eight great alternatives to PandaDoc.