PandaDoc
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Easy to use
- Native iOS app
- Content Library
- Custom templates
- Interactive content blocks
- Form fields
- E-Signatures
- CRM data merge
- Consistent branding
- Auto calculation of taxes, discounts, totals etc.
- A la carte pricing
- Margin and cost calculations
- Analytics
- Real-time negotiation
- Version tracking
- Automatic approval flow
- Multi-team, multi-product support
- Locked down content and branding
- Document batching
- Activity tracking
- Reusability
Pricing Info
Pricing Info
Quoteroller offers three SMB and enterprise pricing options for users to consider. Give the details a look, and select a plan that would be suitable for your business:
Professional (individuals): $19/user/month (billed annually), $29 on a monthly basis
- Five templates
- Unlimited docs & eSignatures
- Document analytics
- Document builder and editor
- Custom branding
- Pricing tables and product catalog
- Email support
Business (Small businesses): $39/user/month (billed annually), $49 on a monthly basis
Professional features plus:
- Unlimited templates
- Content library
- Manager approval workflow
- Initial template conversion
Enterprise (growing businesses): By quote
Business features plus:
- Integrations with CRMs and other tools
- Document design assistance
- Multiple teams and workspaces
- Access to API, SDK & webhooks
- Document embedding option
- Custom integrations
- Dedicated Account Manager
- Private team training sessions
Integrations
Integrations
Quoteroller integrates with the following business systems and applications:
- Salesforce
- Nutshell
- Capsule CRM
- Nimble
- Pipedrive
- Insighty
- OnePageCM
- Zoho CRM
- Harvest
- Basecamp
- Box
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
PB Web Development (Australia), Navitas Design (UK), WebSEOlogy (US)
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Comprehensive sales tool for automating documentation, and a web-based solution to help organizations create, organize, send and track proposals with ease. It can boost productivity with its streamlined quoting workflow and even help close deals faster with its e-signature tool.
Company Email
info@quoteroller.com
Contact No.
Company's Address
400 Spear Street, #217
San Francisco, CA 94105
USA
Quoteroller Comparisons
Popular Quoteroller Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Configure, Price, Quote (CPQ)
- Cost & Margin Calculation
- Contract Lifecycle Management
- Electronic Signatures
- Payments
- Multiple Workspaces
- Roles Management
- User mManagement
- Content & Image Libraries
- Content Locking
- Branding
- Approvals
- Audit Trail
- Document Builder
- Document Analytics
- Document Themes
- Document Access Code
- Document Forwarding
- Document Sender Selection
- Document Auto Numbering
- Auto Reminders
- Expiration
- Template Embedding
- Webhooks
Pricing Info
PandaDoc offers three paid packages for eSigning and document automation starting at $19 per month per user. All paid plans include unlimited documents and eSignatures. Start your evaluation with a free 14-day trial, or schedule a demo and talk to our sales team to find the best pricing solution for your team.
Essentials
– from $19 per month/user:
- 2 seats max
- Payments
- Templates
- Rich media drag-and-drop document editor
- Pricing tables
- Document analytics
Business
– from $49 per month/user. All the Essentials plan features plus:
- CRM and Zapier integrations
- Content library
- Custom branding
- Approval workflows
- Forms
- Bulk send
Enterprise
– Contact sales to request a quote. All the Business plan features plus:
- SSO support and custom user roles
- Unlimited number of team workspaces
- Salesforce integration
- User performance and content reporting
- API
Integrations
PandaDoc offers integration with the following business systems and applications:
CRM
- Salesforce (including Lightning)
- HubSpot
- Pipedrive
- Microsoft Dynamics
- SugarCRM
- Insightly
- Copper (Prosperworks)
- Zoho
- Nimble
- Nutshell
- Salesmate
- Zendesk Sell
- Freshsales
- Pipeliner CRM
Cloud storage
- Box
- DropBox
- Google Drive
- Microsoft OneDrive (with Zapier)
Payment gateways
- PayPal
- Stripe
- QuickBooks Payments
- Square
- Authorize.Net
- FreshBooks New (with Zapier)
- QuickBooks Online (with Zapier)
SSO
- Okta
- OneLogin
- Microsoft Active Directory
- Google Identity Platform
Integration platforms
- Zapier
- Integromat
Other
- Canva
- Microsoft Word
- Gmail
- Slack (with Zapier)
- Google Sheets (with Zapier)
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Konica Minolta, Cirque Du Soleil, Tata Steel
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
This cloud-based document management application fully supports paperless operations. It offers standard and advanced features such as document building, file-sharing, multiple document format support (PDF, Word Documents, etc.), and more. It is also equipped with electronic signature technology.
Company Email
info@pandadoc.com
Company's Address
565 Commercial St
2nd Floor
San Francisco, CA 94111
PandaDoc Comparisons
Popular PandaDoc Alternatives
In case you continue having second thoughts about which app will perform best in your case it may be a good idea to analyze each service’s social metrics. Such metrics are usually an indicator of how popular a given software is and how wide is its online presence.For example, if you analyze Quoteroller LinkedIn account you’ll find out that they are followed by 64 people. In case of PandaDoc the number of followers on their LinkedIn page is 662.
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