Page 3 - Top PandaDoc Alternatives

Lumin

Lumin

luminpdf.com

Lumin is cloud-based pdf editing & document workflow software founded in 2014 and headquartered in New Zealand. Operating globally with more than 80 million users worldwide, there's a Lumin user located in almost every continent in the world - including Antarctica! Lumin offers seamless integration into G-Suite and boats a range of intuitive digital tools to add eSignatures, text, highlights and more to your PDF documents in the cloud. With Lumin you can: - Edit raw pdf text directly within your documents for ease of date changes and minor updates to contracts and agreements - Create a seamless eSignature workflow to collect and request digital signatures - Comment, tag & collaborate with your team from anywhere - Sync with the Google tools you know and love - Access a range of digital tools including adding shapes, images, text, comments, highlights and - Access a range of advanced pdf features for manipulating documents, compressing files for sending, splitting files and much more. Streamline document processes and workflows with tools that feel like second nature and work just how you'd expect them to. Use Lumin for study, work and life. Lumin is free to download and use, or you can unlock advanced features and functionality from just $9 p/m. Business and Enterprise plans are available and easily scalable to suit your team. Simply install Lumin PDF from the G-Suite Marketplace and you're good to go!

Momenteo

Momenteo

momenteo.com

Momenteo is a user-friendly solution meant for you. Simply keep track of your work done, expenses and travels in our beautiful calendar and let our free software generate your accounting.

FormSwift

FormSwift

formswift.com

FormSwift is a SaaS company providing businesses with a modern solution to their paperwork. We are a cloud-based service that enables individuals and businesses to easily customize, sign, and download popular business, legal, or personal forms.

Scaido.io

Scaido.io

scaido.io

A service for automating business sales processes, which speeds up and simplifies the preparation of quotes, estimates and commercial proposals, in conjunction with your CRM system, like Pipedrive or HubSpot

GoZen

GoZen

gozen.io

GoZen Notify is an AI-powered web push notification for increased customer engagement and retention. You can use this new-age marketing channel for: Product announcement New blog posts announcement Sending personalized messages Event and live broadcast alerts Location-based discounts alerts GoZen Notify has all the features to increase customer engagement and sales: Automation Android push notification Campaign management Smart delivery Real-time analytics UTM Notify is supported by all popular browsers, such as Chrome, Firefox, Edge, Brave, Opera, Yandex, and Samsung Internet. It seamlessly integrates with platforms, such as WooCommerce, WordPress, Wix, Shopify, and BigCommerce. Adapt a marketing channel that provides instant reach, real-time engagement, and boosted urgency.

TeamWave

TeamWave

teamwave.com

TeamWave is the best small business CRM, project management & HRMS software. A better way to manage your projects, team and sales.

Notarize

Notarize

notarize.com

Notarize allows you to notarize online, anywhere, anytime, with notaries available 24x7 by computer, tablet, or smartphone. Simpler. Smarter. Safer.

ClientPoint

ClientPoint

clientpoint.net

Their enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify

Vidyard

Vidyard

vidyard.com

Vidyard is the video tool built for virtual selling. It makes it easy to record and send videos that add a personal touch at all stages of the sales cycle–from prospecting to proposals. Backed by powerful video analytics and integrations, Vidyard is trusted by thousands of virtual sales and marketing teams across the globe to help them generate more leads and close more deals with video.

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rfpio.com

RFPIO provides RFP software that helps you improve the sales proposal process. Schedule a Demo to immediately reduce your RFP response time.

Quoter

Quoter

quoter.com

IT Sales Quoting Software will never be the same. Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting software for sales teams. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before.

Fluix

Fluix

fluix.io

Fluix is field productivity software that empowers field teams with everything they need to perform at their best - by giving them tools to collect data, manage tasks, and ensure compliance with industry regulations.

vcita

vcita

vcita.com

vcita is enabling you to focus on growing your business, stay organized and deliver exceptional client experiences with an intuitive management platform. Automate time-consuming admin tasks like payment collection & billing, scheduling, client reminders & management - track your interactions with customers by keeping notes and viewing clients payment history from a friendly dashboard.

OnceHub

OnceHub

oncehub.com

OnceHub helps organizations big and small to fast-track sales and streamline service delivery with appointment scheduling and digital engagement solutions that adapt to their customers’ preferences in real time. Formerly known as ScheduleOnce, we are widely acknowledged as a frontrunner in online booking and calendaring, but our offering extends well beyond that to a market-leading range of tools designed to capture, qualify, engage, and convert leads with maximum efficiency and regulatory-compliant security. Freelancers, owner-operators, agents, affiliates, and in-house teams in every industry rely on us to power up their digital sales and marketing, hit their recruitment targets, and deliver quality services, one on one or in a team, in person, remotely, or both. Screen and weight opportunities, automatically route them to appropriate personnel, manage resource pools for team collaboration, and reserve rooms or equipment as you go. When the time is right, jump on a call, switch to video, or chat live. Start free, then upgrade your plan. Start simple. Close incredible.

NativeForms

NativeForms

nativeforms.com

NativeForms is a tool for building form & surveys and polls for all platforms. They save you countless hours of boring development of forms and surveys. They created NativeForms to help you communicate with your clients. Its product offers advanced solutions to all your problems and let you focus on things that are really important in your company. NativeForms integrates with: Google Sheets, Jira, Slack, Stripe, Intercom, ActiveCampaign, Zendesk Sell, Notion, HubSpot, Pipedrive, Monday.com, Salesforce, Trello, Airtable, Discord, Mailchimp, React Native, Wordpress, Wix. Key Features: * Form Editor -> Its easy to use Form Editor will help you to create your dream forms in minutes * Email notifications -> Get notified every time the form is completed. * Widget -> Embed forms on your website as chat widget or simply use an iframe. * Embed forms in emails -> You can embed form directly in email. It highly improves conversation rate. * Templates -> Choose a template, add/edit questions based on your requirements and define your conditions. That’s pretty much it to start with your first form. - Unlimited Forms & Surveys - Unlimited Submissions - Unlimited Websites - Unlimited Embeds - Unlimited Attachments - Logic Jumps - Downloadable HTML forms - Removable "powered by" branding - GDPR Compliant Native Forms comes with 30+ form types and a library of widgets that are useful for market research, sales leads, e-commerce, consultants, and more. Once a form is built, you can either grab a native link to share across social media or mention in your newsletter (or) Email the form directly within your NativeForms dashboard (or) grab the iframe code and embed it anywhere. With the detailed analytics, you can keep track of the completion rate, devices using which the forms are getting filed, browsers, platforms & so on.

uman.ai

uman.ai

uman.ai

By utilizing uman's AI assistant, companies can streamline key business functions such as proposal creation, client support and employee onboarding. It breaks down data barriers silos and boosts accessibility and reusability of information within the company. The result is less stress for sales, presales and consultants and higher productivity overall.

DealHub.io

DealHub.io

dealhub.io

DealHub delivers a complete quote-to-revenue solution designed to drive sales processes forward faster. As the only low-code commerce engine that balances customizability with business agility, DealHub empowers mid-market and enterprise leaders to streamline their teams and processes, execute deals faster, and create predictable pipelines more effectively. With CPQ, CLM, Billing, and Subscription Management solutions powered by an intuitive Sales Playbook, teams can issue proposals, close deals, manage contracts, and automate their subscriptions and billing from one unified location. DealHub also centralizes buyer/seller communications and delivers everything needed to close deals in a digital DealRoom. Integrating with leading CRMs, like Salesforce, HubSpot, Microsoft Dynamics 365, SugarCRM, Freshworks, and trusted by revenue experts such as WalkMe, Gong, Drift, Hopin, SpotOn, Sendoso, and Braze, DealHub ensures faster time to value with one fluid revenue motion.

Proposify

Proposify

proposify.com

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.

Ontraport

Ontraport

ontraport.com

Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work. For more information, visit www.ontraport.com.

Wufoo

Wufoo

wufoo.com

Wufoo is a web application that helps anybody build and customize amazing online forms. You can use Wufoo to collect contact information, RSVPs, applications, files, online payments and just about anything else. Wufoo integrates with hundreds of other tools so you can streamline and automate workflows, saving you precious time. And because we host everything, all you need is your web browser and a few short minutes to build a form and start using it right away. Sign up free and start building forms today.

FastSpring

FastSpring

fastspring.com

FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience they love. Whether you're looking to explain your pricing, create a modernized sales proposal, or need a CPQ alternative, IQ has you covered.

Concord

Concord

concordnow.com

Concord is the only tool you need for all your contracts. Spend less time juggling between applications, editors, and e-signature tools and save money. Over 500,000+ companies trust Concord with their contracts. With Concord, you can: * Draft, negotiate, sign, and manage every contract across your organization — all in one place * Work the way you want — on Concord, Word, or Google Docs -Collaborate with everyone — your teams, customers, and vendors * Get started in minutes, not months Key features that Concord offers: * Conditional approval workflows so that every contract is reviewed by the right person (and only that person) * Private comments and versioning for more effective contract negotiations * Clause library for all pre-approved clauses, to add to contracts as-needed * Templates to streamline the contract drafting process * Unlimited, free e-signatures * Unlimited contracts

Nutshell

Nutshell

nutshell.com

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information while in the field. Launched in 2010, Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability.

CV Partner

CV Partner

cvpartner.com

CV Partner is a SaaS tool to automate how you manage CV Resumes and Case Studies for bids and proposals. With CV Partner, you can tailor your company's CV Resumes and past projects/cases for tenders, bids or RFPs. Also, the tool allow for effortless tailoring and exporting of CVs and Case Studies to Word, PowerPoint and PDF, including client and bid specific templates 'at the touch of a button'. Customers who use CV Partner say they spend 50% less time updating, finding, tailoring and formatting CV Resumes and Case Studies, and is used by leading brands in the professional services industry such as PWC, Sweco, DLA Piper, Atkins, Capgemini, WSP, BDO, Multiconsult, to name just a few.

Gatekeeper

Gatekeeper

gatekeeperhq.com

Gatekeeper is the leading vendor and contract lifecycle management platform (VCLM) for companies of all sizes. Restore visibility, take control, safeguard compliance and manage third-party risk in a single solution.

ProProfs

ProProfs

proprofs.com

ProProfs is a leading provider of SaaS software designed to create smarter employees and happier customers. With a comprehensive suite of tools, including Training Maker, Knowledge Base, Quiz Maker, Survey Maker, CRM, and more, ProProfs empowers organizations to enhance learning, streamline support, and drive customer satisfaction. Committed to a 100-year mission of customer delight, ProProfs serves over 15 million users across 150+ countries. ProProfs products include: - Training Maker - Quiz Maker - Survey Maker - Qualaroo Insights - Live Chat - Help Desk - Knowledge Base - Project Management - Picreel Popups - BIGContacts CRM - WebinarNinja - CourseNinja ProProfs Smart tools are used by many Fortune 500 companies, such as Sony, Acer, Adobe, Accenture, Cisco & Dell, and users from leading educational institutes like Phoenix, Harvard & Yale. The site hosts more than one million pieces of content in 70+ languages. It is a leading online training and assessment platform with the world's largest library of professional tests & quizzes.

Cratio CRM

Cratio CRM

cratiocrm.com

Cratio CRM Software is a cloud and mobile CRM software that enables organizations to manage entire sales process efficiently from a single platform. Cratio CRM is simple to use, affordable & customizable. The software has all required features for complete sales automation. Product Features: ** Lead Management System -> Capture Lead Automatically -> Distribute Leads to Sales Team -> Send Personalized Email & SMS to Clients -> Identify & Focus on Hot/Winning Leads -> Customize Lead Screen to Suit Your Business -> Monitor Lead Status with Timeline & User Activities ** Sales Activities Management -> Plan, Assign, Track Review - Calls, Tasks & Visits -> Send Email/SMS Reminders to Sales Team on Due Time -> Send Email/SMS to Clients in One Click -> Get Daily Activity & Sales Reports in Email -> Review Missed or Overdue or Escalated Activities -> Track Daily, Weekly, Monthly Team Productivity Reports ** Mobile CRM Software -> Daily Activity Plan in Mobile -> One Click Visit Updates -> Call, Email Clients directly from App -> Customer Address with Maps -> GPS Location based Activity Updates -> Mobile CRM Works on Android & IOS ** Customer Communications -> Automatic SMS & Email Alerts -> Mass Email & SMS With Templates -> Cloud Telephony Integration -> Click to Call Service -> Call Recordings in Audio format -> Integrated Email, SMS & Voice 5 Reasons to Choose Cratio CRM: * Affordable. Save at least 50% of CRM cost. * Simple to use yet with all needed CRM Features * Secured, Scalable & World Class Cloud Solution * Best Support & dedicated Customer Success Team * Completely Customizable to Suit your business About the Company: Cratio Software is software product Development Company based in Chennai, India. The company specializes in providing domain specific Mobile Sales CRM Software with less time and cost. The founding team consists of people with more than 15 years of experience in software development and products.

Knack

Knack

knack.com

Knack has been a pioneer in the No Code space for over a decade with over 5000 customers from SMBs to the largest Enterprises in the Fortune 500. Knack empowers everyday innovators to easily overcome critical business challenges. By leveraging Knack’s intuitive no-code platform and expert builder network, teams can quickly build custom applications that collect and manage data, automate processes and move workflows online. This saves you time as business builders can create and modify workflows and are empowered to solve their own challenges. Knack helps solve a variety of functional use cases such as customer and vendor portals, custom CRM and Project Management apps, LMS systems, invoicing and contracts management, logistics and supply chain, airline scheduling, member directories and volunteer management, real estate and tenant management, Healthcare (HIPAA), apps for State and Local government communications, and more. Knack helps non-programmers easily build beautiful, data-driven web apps. Data can be imported from spreadsheets and converted to an online database. Tools like search, forms, and tables are used to build web apps that work with the data. We offer special editions for Healthcare (HIPAA), Government (GovCloud), and SOC2 compliance. Apps can be published to any site and adapt to the surrounding design. Multiple versions can be published to different sites and for different audiences. Developers can extend these apps with a RESTful API, custom CSS, and JS event handlers.

Linksquares

Linksquares

linksquares.com

Legal teams rely on LinkSquares to easily draft, review, and execute agreements with AI-Powered contract management software.

Papernest

Papernest

papernest.com

All your contracts and subscriptions. In just a few clicks, quite simply. Electricity, gas, internet box, mobile plan, home insurance, written press, etc. 👉 100% free! A single space to centralize, subscribe, switch and freely terminate all your contracts and subscriptions in just a few clicks.

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