PandaDoc: quotes and e-signatures in one tool

PandaDoc is an all-in-one tool for creating quotes, proposals and contracts, sending them to your clients and getting them e-signed. You can even collect payment right inside the document. Ideal for speeding up your sales cycle.

• Create professional documents quickly: use customizable templates and a drag-and-drop editor for your quotes, contracts and proposals.
• Get documents signed online: built-in e-signature, legal and secure (256-bit encryption).
• Track your documents: know exactly when your client opens, reads and signs your document.
• Collect payment directly: add payment requests via Stripe, PayPal or QuickBooks to your documents.
• Connect to your CRM: integrations with HubSpot, Salesforce, Zoho and Pipedrive to fill in your documents automatically.
• Sign on mobile: your clients can sign from their phone in seconds.

PandaDoc offers several plans:

• Free: Free, 5 documents/month, unlimited e-signatures, payment collection.
• Essentials: $19/month/user (annual), unlimited documents, templates, basic analytics.
• Business: $49/month/user (annual), CRM integrations, approval workflows, content library.
• Enterprise: On request, advanced features, dedicated support.

• All-in-one: document creation, signature and payment in a single tool.
• Generous free plan: unlimited e-signatures even on the free version.
• Speeds up sales: your clients receive, sign and pay in a few clicks.
• CRM integrations: perfect if you already use HubSpot, Salesforce or Pipedrive.
• Precise tracking: you know exactly where each document stands.

• Prices in dollars (not always convenient)
• Customization options sometimes limited
• Interface in English only
• Customer support sometimes slow, according to user feedback
• Only 5 documents/month on the free plan

PandaDoc is an excellent choice if you want to go beyond simple e-signatures. Being able to create professional proposals and collect payment directly makes it a powerful tool for freelancers who want to speed up their sales process. The free plan makes it easy to try out.