“If you're happy with your existing quotation templates and PDF generation process, I'd start by evaluating DocSend or Papermark.”
+ Best for existing PDFs
“Best for existing PDFs”
+ Upload existing quote
“Upload your existing quote.”
+ Trackable link instead of attachment
“Send a trackable link instead of an attachment.”
+ Page-level views and time tracking
“See views and time spent on individual pages.”
+ Access control
“Control who can access the document.”
“If you want to modernize the whole quotation workflow, PandaDoc is worth evaluating.”
+ Best all-in-one solution
“Best all-in-one solution”
+ Quote creation and sending
“Create and send quotes.”
+ Buyer engagement tracking
“Track buyer engagement.”
+ Electronic signatures
“Collect electronic signatures.”
+ CRM integration
“Integrate with CRM systems.”
+ Professional proposal creation
“Professional proposal creation.”
+ Section-level engagement analytics
“Section-level engagement analytics.”
+ Reusable templates and approval workflows
“Reusable templates and approval workflows.”
+ Electronic signatures
“Electronic signatures.”
+ Interactive web page proposals
“Converts proposals into interactive web pages.”
+ Page-level engagement tracking
“Tracks page-level engagement.”
+ Customer acceptance and signing
“Allows customers to accept and sign proposals.”
+ Improved buyer experience
“Useful for improving the buyer experience.”
“If you're happy with your existing quotation templates and PDF generation process, I'd start by evaluating DocSend or Papermark.”
+ Track existing PDF documents
“Track existing PDF documents.”
+ Page-by-page analytics
“Page-by-page analytics.”
+ Document sharing and access controls
“Document sharing and access controls.”
+ Open-source option
“Open-source option.”