Best PandaDoc Alternatives in 2025
Find the top alternatives to PandaDoc currently available. Compare ratings, reviews, pricing, and features of PandaDoc alternatives in 2025. Slashdot lists the best PandaDoc alternatives on the market that offer competing products that are similar to PandaDoc. Sort through PandaDoc alternatives below to make the best choice for your needs
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Docubee
Docubee
114 RatingsDocubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com. -
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Odoo
Odoo
1,582 RatingsOdoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place. -
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Titan
Titan
357 RatingsPartnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today. -
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DocuGenerate
55 RatingsOur API and web application allows you to easily generate PDF documents such as invoices, letters and other documents. Prepare your Word template by adding tags to the places where you would like dynamic text. Then, provide the data in JSON or an Excel file. The template will generate a document for each data item by replacing the tags in the template with the actual data. The advanced customization features can help your business create PDF documents for any application with minimal effort. The merge tags are detected automatically after uploading the template based on its content. Our REST API allows you to create personalized experiences for your company. Generate thousands of PDF documents in bulk, such as invoices, letters and contracts. Call the Generate Document API with your data, and within seconds a PDF document will be created from the specified template. -
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EASA
EASA
18 RatingsEASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further. -
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AI Docs
AI Docs, Inc.
15 RatingsAI Docs contract automation software enables small and midsized organizations to easily generate, sign, and manage contracts and sales documents. Let AI Docs help you get control of your contracts in order to save labor, improve quality, and boost income. With the AI Docs contract lifecycle management (CLM) software, rules and logic guide users through contract configuration and creation. All necessary data is captured, all required clauses are incorporated. No errors are introduced, no ‘leftover’ or inappropriate information is included. This unique rule-based approach empowers less contract-knowledgeable employees and partners to configure and create contracts while ensuring accuracy and eliminating bottlenecks. AI Docs, Inc. is a veteran-owned, Chicago-area company. Our AI Docs product automates the creation of contracts and sales documents such as proposals and return on investments (ROI). We strive to be the most accommodating software company that our customers work with. -
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Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.
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ConnectWise CPQ
ConnectWise
21 RatingsConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration. -
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XaitPorter
Xait
1 RatingXaitPorter is a benchmark team co-authoring software solution. Perfect for complex tenders, proposals and reports, as well as other high-value, high-impact documents. Major corporations worldwide use this method. XaitPorter, a cloud-based solution, gives you complete control over your document production. It features a built-in workflow, easy reuse and automatic formatting, layout, and numbering. -
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Juro’s intelligent contract automation platform enables your team to create, execute and manage contracts 10x faster than traditional tools. The end-to-end platform powers the entire contract lifecycle from initiation through to renewal all within a secure, browser-native environment. Empower teams with self-serve for routine contracts. Flexible templates and workflows enable non-legal users to instantly initiate and manage contracts without legal input, freeing up time for high value work and increased productivity. Agree contracts 10x faster with powerful AI. Draft contracts instantly with secure guardrails, summarize legal text to ensure full understanding of agreements, and review contracts with guardrails to get to revenue faster. Get instant visibility into your contract data with Juro’s dynamic repository. Query your contract data in seconds, or create real-time, dynamic reports into your contracts. Automated key date reminders ensure that you will never miss a renewal again, saving your team on legal costs and mitigating risk. Juro’s deep integrations enable your business teams to initiate and manage contracts from tools they already use, ensuring widespread adoption, data integrity, and faster closing times.
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Secured Signing
Secured Signing
$9.95 per user per monthSecured Signing was founded in 2010 to provide organizations (both large-sized and medium-sized) with a cost-effective, flexible and trusted digital platform for their legally binding document needs. The Digital Signature, Remote Online Notarization, and Video Signing (RON) features allow users to use any mobile device to capture a graphical signature and fill-in, seal, and verify documents from anywhere and anytime. All of this is done through a cloud-based platform. Smart businesses understand the importance of a streamlined workflow process. Secured Signing is the premier business solution for reducing costs, accelerating delivery cycles, improving staff efficiency, and enhancing customer service while promoting an environmentally friendly environment. Digital Signatures PKI is used to digitally sign documents. ISO/IEC 27001 & ISO/IEC 27017 Certified -
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ContractHero
ContractHero
12 RatingsContractHero empowers mid-sized and enterprise businesses by providing them with overview and control over their contracts and agreements. Our secure software is ISO27001 certified and trusted by hundreds of customers, offering automated and centralized contract management with AI-powered contract analysis, granting businesses fast and direct access to essential information. -
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Hyperlex
DiliTrust
$0Hyperlex, a SaaS contract management platform, allows you to streamline and accelerate your contracting processes. It is used by over 10,000 professionals in 40 countries. Our mission? Our mission is to help you "zenify" how you manage contract lifecycles. All documents are centralized in the Cloud and dematerialized. They are accessible from anywhere, anytime. With its experience of more than 10 million documents and more than 20 terabytes of multilingual data collected, our Hyperlex solution is now adopted by more than 100 companies around the world. Among them, large groups such as TotalEnergies, Rakuten, BNP Paribas, The Paris Chamber of Notaries, Réseau Entreprendre, Zadig & Voltaire and Ladurée. -
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Trackado
Trackado
$0.00/month Trackado: Contract Management Made Easy Take control of your contracts with Trackado, the comprehensive contract management solution. Access all your contracts in one centralized repository, ensuring easy and instant access from anywhere. Stay on top of deadlines effortlessly with automatic reminders for important dates and milestones. Gain full financial transparency by having all contract billing details in one place. Effortless Contract Management: - Centralize contracts for easy access. - Stay on top of deadlines with automatic reminders. - Gain financial transparency for better control. Frictionless Experience: - Secure and accessible with TLS/SSL and file encryption. - Cloud-based solution, no extensive training needed. Key Features: - Contract Repository: File, search, retrieve, and manage contracts. - Events and Reminders: Manage activities and deadlines. - Workflows: Streamline review and approval processes. - E-Signing: Prepare, send, and manage e-signatures. - Reporting and Dashboards: Gain insights into costs and activities. - Business Partners: Store contact info and track related contracts. Trackado: Secure, user-friendly, and efficient contract management. Simplify your processes today! -
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You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors
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Sign.Plus, a legally binding electronic signature solution, is designed to speed up workflows for all businesses, large and small, as well as individuals. Sign.Plus Features: Fill out, sign, then send PDF documents, contracts and leases, NDAs, and agreements. eSignature is extremely easy to use and available on multiple platforms including mobile, web, and Google Workspace. You can monitor the progress of your signature requests live. Use these templates to send multiple documents to different recipients. A certificate of completion with a tamperproof audit report and details about the signers. Create a team and include your employees. Conformance with electronic signature regulations like ESIGN and eIDAS, ZertES and many more. Conforms to the strictest data regulations in the world, such as ISO 27001 and SOC2 Type 2. Data encryption at rest and in transit Data residency is required to meet all data compliance requirements.
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Secure corporate governance software for advanced contract management, secure board meeting management, intuitive entity management, and effortless virtual data rooms (VDR). ContractZen is the #1 solution for effective corporate governance, due diligence readiness, and peace of mind and is already loved by hundreds of customers in over 30 countries. With ContractZen, you're able to: 1. easily save and instantly discover contracts with automatic reminders 2. securely share meeting materials and sign meeting minutes electronically 3. clearly visualize organizational structure with ownership chart and corporate records 4. automatically organize files and easily manage access rights in due diligence
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Contractbook
Contractbook
3 RatingsAll you need to manage and sign contracts is one tool. Contractbook is a powerful tool for contract management. You can create, sign, and store all of your documents in one place. You can choose from one of our free templates, ask your lawyer for one, or create your own custom templates right on the platform. Sign your contracts digitally using the platform instead of printing them. Either use our legally binding 2-factor authentication or National IDs like the Danish NemID. Upload any old documents to the cloud and keep them together with the new. Your legal documents can be accessed at any time. You can also archive them in a GDPR-friendly, easy-to-manage dataflow. Our API-integrations are scalable and can be used to automate your workflow. You can also connect Contractbook with over 3000 other apps via Zapier. -
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Sign electronically with Skribble Legally valid all over the world, securely hosted in Switzerland. Commonly used for: Annual financial statements, sales contracts, employment contracts. This is the easiest way to legally sign documents without any formal requirements. Upload documents. Upload the PDF document directly from browser or use Skribble via API in your business software. Invite signers. Invite signatories from both internal and outside by e mail. Select the eSignature standard to be used for signature. You can sign at the touch of a button. Sign legally in compliance with EU and Swiss law on your smartphone or computer in just seconds. Skribble allows you to sign electronically and save 90% over signing on paper Take advantage of the benefits of seamless digital processes. Sign contracts faster. All parties can quickly access the latest version of the contract within seconds and sign it in just a few clicks.
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Contra is all you need to automate legal documents and manage them in one place. You can either create contracts from scratch or use configurable templates to automatically populate your contract. Negotiate and collaborate on legal documents in real time. Assign permission-based access to collaborators according to entity, department, and role. You can create an approved center or authority matrix that will allow you to allocate who can approve contracts and view documents in any format. Integrate with DocuSign tools to create authentic Electronic Signatures. This will save you a lot of time and effort. Keep track of important responsibilities like renewals, notice periods, and automatic increases. Also, ensure that the right people get notified at the right moment. All documents and contracts should be stored in a central repository that can be searched. You can access them securely from anywhere.
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Zomentum
Zomentum
$99/month (up to 2 users) Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world. -
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SAP Business ByDesign is an affordable, easy-to-use enterprise resource planning system (ERP) specifically designed for fast-growing small to mid-market businesses and subsidiaries of larger companies. From financials and inventory to customer relationship management and human resources, SAP Business ByDesign integrates all major aspects of your business for end-to-end visibility, added efficiency, and improved operational control. By serving as the nerve-center for your business, with all data flowing into a single, centralized system, SAP Business ByDesign enables real-time data access for faster, complete, more nimble decision-making. SAP Business ByDesign comes with workflows and best practices that help your business run operations more efficiently from Day 1. It also scales with your business, so you don’t have to change systems as you grow. Some of the key features of SAP Business ByDesign: Integrated system architecture that manages all your company dataSAP Business ByDesign Complete operational visibility and control End-to-end business process automation Precise real-time reporting and analytics Customization for business and industry-specific requirements Secure data access anytime, anywhere
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QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.
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eRep
Revalize
$75/user/ month eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers! -
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ContractWorks
Onit
$700/Month ContractWorks makes it easier to execute, store, and track corporate agreements. ContractWorks is easy to use, quick to implement, and affordable pricing that allows unlimited users for $700 per month. This makes contract management software accessible to all businesses and teams. You'll also get all the features you need for managing your contracts, as well as a dedicated support team to help you get the most from your contract portfolio. -
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Gatekeeper
Gatekeeper
$775.00/month Gatekeeper is an AI-driven, powerful contract management solution that gives businesses complete control and visibility over their contracts. Gatekeeper supports its customers: Reduce costs Customers can see all contracts clearly and identify areas that need consolidation or waste, as well as manage all contract renewals. Save time. Gatekeeper's workflow engine automates contract processes, reducing manual effort and ensuring that agreed procedures are followed. Mitigate risks. Gatekeeper's customers reduce contract risk by effective categorisation, management, and the establishment of fully auditable records for all contract activity. Realise agreed contract benefits. Research shows that on average, half of the savings negotiated are not realized after a contract has been signed. This is due to a lack of oversight and monitoring. Gatekeeper helps customers stay on track. -
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Cincel
$90 17 RatingsCincel is the software that allows you to easily and securely create legally binding signature workflows with smart functions (Autograph Signature + Advanced Signature like e.firma/FIEL from SAT and FIREL from the PJF + Audit Trail) for Mexico and Latin America. Cincel is the first Cloud Trust Services Provider in Mexico and Latin America, accredited as a Trust Service Provider (PSC) by the Ministry of Economy of Mexico, being the first fully cloud-based. This enables us to offer trust services with legal and technological compliance through Confianza 360, an all-in-one platform that includes services such as Advanced Signature with NOM-151, Identity Verification (Biometrics), CLM - Contract Lifecycle Management, Background Check, and PKI Infrastructure. -
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Revv allows businesses to stand out among their competitors by allowing them to work quickly and with brand consistency. It's the perfect wingman to help entrepreneurs realize their dreams of owning a business. Its intuitive user interface and more than 1000 pre-formatted templates allow users to be self-powered, without the need for any code or special skills. You can concentrate on your job by having all documents organized in one place. Revv's machine-learning capabilities allow you to efficiently navigate and analyze complex counter-party files and reduce dependence on experts. Integrate with Zapier to integrate with CRM and payments systems, or connect to Google Sheets to import data into documents. Key features Pre-formatted templates available in over 1000+ formats Easy to use document editor Smart document repository that supports attachments Integrate apps via Zapier, native APIs Fill out documents and have them eSigned
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Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.
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Dropbox Sign
Dropbox
$20 per month 8 RatingseSignatures have become accessible to all users. Dropbox Sign, previously known as HelloSign, offers an incredibly straightforward and secure method for obtaining signatures on documents. When using Dropbox Sign, the time it takes to sign contracts is reduced by an average of 80% compared to conventional paper contracts, while still maintaining their legal validity. The platform includes integrated reminders and advanced signing options that greatly enhance the rates of document completion. You can also customize the signing experience to reflect your brand, incorporating your company’s logo, colors, and tailored messaging. Frequently used documents can be saved as reusable templates, which not only accelerates the signing process but also simplifies data entry. Dropbox Sign enhances security compared to traditional pen-and-paper methods, featuring a court-admissible audit trail that ensures all actions are monitored and time-stamped. Additionally, account administrators can oversee document permissions and adjust team settings from a centralized dashboard, which helps to maintain organization and security. By using Dropbox Sign, businesses can achieve a more efficient signing process while also reinforcing their brand identity. -
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Avokaado
Avokaado
Contact vendorAvokaado is a contract intelligence platform designed for legal, procurement, operations, and revenue teams that need full control and visibility over their contracts. By turning every contract into structured data, Avokaado enables faster drafting, automated approvals, obligation tracking, and audit-ready compliance — all from one platform. Features like data and party registries, smart templates, and built-in eSigning keep contracts consistent, policy-compliant, and error-free. Teams can monitor contract performance, identify risks, and respond quickly using real-time insights and integrated reporting. Built in the EU with enterprise-grade security and GDPR compliance, Avokaado helps organizations reduce legal risk, speed up execution, and scale contract management without complexity. -
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Proposify is an online proposal software that allows you to control and monitor the most important stage in your sales process. The close. You can be confident and flexible in all aspects of deal design and sign-off. Make sales documents that are consistent and error-free. Get the insights you need to scale your process, make timely contacts, and forecast accurately. Your customers and prospects will enjoy a seamless sign-off experience The features include an easy-to-use design editor, electronic signatures and CRM integrations. Data-driven insights, interactive pricing and content management are just a few of the many options.
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Bonsai
Bonsai
$17 per monthBonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest. -
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Avvoka serves as a comprehensive tool for document automation, negotiation, and analytics, aimed at assisting law firms, in-house legal teams, and businesses of various sizes in efficiently drafting documents, facilitating negotiations, and harnessing data insights to improve document quality and expedite agreement processes. In contrast to traditional tools, Avvoka enables users to swiftly create automated versions of even their most intricate documents through a user-friendly automation builder, eliminating the need for complex coding in Word. Customers benefit from the platform’s ability to enable real-time collaboration among colleagues and negotiate seamlessly with external parties through Avvoka's online interface, significantly speeding up the agreement process. Additionally, Avvoka provides an array of advanced reporting features that empower businesses to analyze resistance to standard contract clauses, monitor essential commercial terms, and evaluate the performance of individual negotiators, ultimately enhancing their negotiation strategies. This unique combination of automation and analytics equips users with the tools necessary to navigate complex legal agreements with confidence.
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Autenti
Autenti
20 EUR/month/ per user Autenti is an all-in-one e-signature platform for the approval of documents and signing contracts online. We began with the one-click e-signature but now we are a full eco-system with services dedicated to the secure transactions of sending and signing documents online. Not only do we offer e-signature services, but we also cooperate with trust service providers and have developed our solution for remote identity verification: BROKER.ID. We transform traditional b2b and b2c transactions into e-commerce through convenient and secure ways that bring more sales with one-click e-signatures, BPA solutions and remote identity verification services. Autenti significantly reduces the time it takes to close any transaction that would take several days to just a few seconds, allowing for measurable benefits and savings. The platform is independent of all signing parties, is eIDAS regulation-compliant and is an intermediary trust service provider that secures document integrity and business certainty. Autenti aims to digitise document workflows, reduce paper and ink consumption, replace the use of courier services and become a leader in pro-ecological solutions. -
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Anvil
Anvil
$0 per monthAnvil offers businesses that need to handle a large number of PDFs—whether for filling, generating, maintaining, or signing—a flexible and customizable workflow platform that is embedded and driven by logic. This solution allows organizations to efficiently manage their document processes while ensuring a streamlined user experience. -
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Better Proposals
Better Proposals
$19 per month 1 RatingBetter Proposals makes it easy to create, track, send, and sign business documents in a matter of minutes. It comes with over 200 pre-written templates for proposals, contracts and sign-offs. You can automate your entire sales process using the 40+ integrations. -
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ClientPoint
ClientPoint
Managing proposals, contracts, and client communications just got easier. ClientPoint Enterprise simplifies document generation, automation, and AI-powered collaboration through ClientPoints—dedicated workspaces and relationship sidebar for prospects, customers, and partners. Schedule meetings, chat, video conference, share content, e-sign documents, and even process payments—all in one centralized platform. Seamlessly integrate your CRM, ERP, BI, and other business tools, or leverage ClientPoint’s custom CPQ and endpoint solutions to optimize your tech stack and cut unnecessary costs. The platform also includes a content library, document storage, template creation, and automation for sales decks, proposals, and RFPs. Pricing is tailored to your business needs, branding, and customization level. For solopreneurs and basic users, ClientPoint.me offers a free solution. -
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Papersign
Papersign
$20/user/ month Papersign is a solution for e-signing documents that simplifies the process of creating, sending, and signing them. This allows you to spend less time in email chain and more time doing what matters. Papersign allows you to go from a blank document to a signed one in just minutes. The powerful editor allows you to upload PDFs, create new documents, or mix the two together to create contracts in lightning speed. Add rich imagery, logos, and fonts to your contract. Papersign uses robust security measures to protect documents and signatures. It complies to the requirements of eSignature laws in the US, EU and UK, Australia and New Zealand. Paperform and Papersign seamlessly integrate to allow you to automatically trigger signature requests on your documents. -
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Papermark
Papermark
€150 per monthAn alternative to Docsend that is open-source allows for the secure sharing of pitch decks and various documents while providing real-time analytics and AI-powered document support. You can securely distribute your documents by creating a personalized link, and gain valuable insights through document tracking, with page-by-page analytics on the horizon. You can interact with your documents by posing questions, receiving concise summaries of sales presentations, and transforming pitch decks into investment memos. This platform offers a revolutionary way to engage with your documents, whether you are the creator or the recipient, enhancing collaboration and understanding. With these features, users can ensure their materials are not only shared securely but also leveraged to their fullest potential for impactful communication. -
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Qwilr allows you to create stunning sales and marketing documents that will help you save time, and get more work. Qwilr has been trusted by thousands of businesses to beautify their communications. It is for forward-thinking, innovative teams. It's an interactive platform that is mobile-friendly that allows teams to rework sales and marketing collateral such as proposals, pitches and quotes into stunning web pages. Qwilr allows users to embed videos and maps, surveys, spreadsheets and other data into their documents.
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PDF Generator API
Actual Reports
$29 per monthThe PDF Generator API makes it straightforward to create PDF documents using established templates alongside JSON data. It empowers your users to produce PDFs and oversee their document templates through an intuitive browser-based drag-and-drop PDF editor, which helps lower both development and support expenses. With our platform, you have the capability to establish distinct workspaces for individual users, enabling them to store and manage their templates effectively. Each time an API request is made with a new workspace identifier, a new workspace is generated automatically. Users can also write mathematical and logical expressions to adjust and personalize the values shown in the various components. The API supports a wide range of operators, including ternary, arithmetic, bitwise, and comparison operators, along with functions for summing, joining, and iterating through arrays. Various components such as Text, Table, and Barcode can be utilized, allowing for precise formatting of numerical and date values. Furthermore, it facilitates the grouping, filtering, and sorting of lists and tables without necessitating any alterations to the data set within the software application, enhancing overall efficiency and user experience. This feature-rich API ensures a seamless and dynamic document management process for all users involved. -
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Relevant Match
Relevant Software
1 RatingRelevant Match is a desktop app that measures the progress of your written proposal compared to the RFP/Solicitation key points. Developed over 20 years of working proposals. It jump starts your key themes, then keeps you on target. Competitive proposals are scored, not read. Relevant Match examines the work statement like a fingerprint, then calculates a match score and keeps track of each version, so you can rewrite and mature the proposal efficiently. Upload your Word or .PDF documents in just two clicks. One more click launches the analysis feature giving you insight into the proposal. The whole cycle takes about 15 minutes, so you can run the analysis as quickly as you make changes in your proposal. Easily communicate progress to executives and teams. No in-app advertisements, no bloatware, and no connection to the internet. It’s designed to be used in any situation where your proposal must be protected, including in a SCIF environment. Save time, save money, boost Pwin! That's the power of Relevant Match! -
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RSign
RPost
$7/month/ user RSign®, the e-signature platform from RPost®, has been a global leader for over a decade. RSign®, which combines features richness with an elegantly simple interface and affordability at scale, is a unique platform. RSign's unique ability to simplify and automate common e-signing while still meeting all your document, form, and workflow requirements is what makes it stand out. RSign makes signing simple and easy. Signers can complete and sign documents from any desktop or mobile browser. RSign has a simple user interface, customizable templates, real-time reporting, and sharable templates. RSign®, makes it easy to view and trust the Signature Certificate for electronic signature tracking, a forensic audit track, sent and signed content, timestamp information, and sent and received content. If ever challenged, a solid record of who signed what when gives you confidence that the esign process and record will be able to withstand scrutiny. -
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Oneflow
Oneflow
€28 per monthDigital contracts make it easier to be more productive and faster to complete your work. You can automate the entire contract process, including creating, signing, and managing it. A digital contract process makes it easy to create, sign, and manage agreements. Contracts without any tricks. Automated processes and intelligent insights unlock the data in your agreements to make you more efficient and smarter. You can forget about the limitations of paper and PDFs. You can see all of your contracts in one place and know what's happening. You have all the transparency and visibility you need at your fingertips. You can integrate your favorite tools into your contract workflow to make it even more efficient. You can create, sign, and manage any type agreement you can imagine. Processes are more efficient, decisions are better and deals are completed faster. It's a simpler, more efficient, and smarter way to work for teams of any size.