- PandaDoc is built to streamline sales workflow. When you create a quote inside a CRM, key opportunity details are automatically transferred to the quote, including customer details, product information, and pricing. Once you’ve sent a quote, analytics allow you to track client interactions and signatures (https://www.pandadoc.com/electro...), so that you know when to follow-up with each prospect. Best of all, PandaDoc quotes can be signed from any computer or mobile device.
- I absolutely love Proposify. It doesn't send the invoices but it connects to Quickbooks to auto send invoices upon signing. It's by far the best tool I've ever used for Quotes/Proposals though. I get compliments all the time. Highly recommend