Tools / Sales & Clients

PandaDoc

Free plan

Proposals, quotes and contracts with e-signatures and tracking

PandaDoc lets you build proposals, quotes and contracts from templates and send them for e-signature. You can see when a client opens a document and collect payment on signing. A free eSign plan covers basic signing.

What freelancers use it for

  • →Sending branded proposals that clients can sign online
  • →Seeing when a prospect opens your proposal
  • →Turning a signed proposal into a contract in one step
  • →Collecting a deposit when the client signs

Key features

  • •Proposal and contract templates
  • •Legally binding e-signatures
  • •Document open and view analytics
  • •Payment collection
  • •CRM integrations on higher plans

Pros

  • +Proposal and signature in one tool
  • +Free plan for simple signing
  • +Tracking shows buyer interest

Cons

  • −Per-seat pricing adds up for teams
  • −Some integrations are only on Business

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