Proposal templates speed up sales. Use PandaDoc or DocuSign to create master templates with merge fields, pricing tables, e-signature and approval workflows.
PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.
DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.
Dropbox Sign provides electronic signatures with simple workflows, templates, and team features integrated with Dropbox for straightforward signing needs.
Monitor which sections get read, how long prospects spend reviewing, and which pricing options convert best so you can optimise proposals.
Proposals sent via email disappear into inboxes. You don't know if they've been opened, which sections were read, or whether pricing scared them off. Proposal software tracks engagement, automates generation from CRM data, and shows exactly where prospects get stuck so you can follow up intelligently.
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