Trackado
Trackado: Streamline Contract Management Effortlessly
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.
Key Features:
- Contract Repository: File, search, retrieve contracts, and manage their lifecycle.
- Events and Reminders: Manage contract-related activities and deadlines.
- Workflows: Streamline review and approval processes.
- E-Signing: Prepare, send, and manage e-signatures.
- Reporting and Dashboards: Gain insights into costs, activities, and portfolio.
Frictionless Experience:
- Security with TLS/SSL and file encryption.
- Cloud-based solution, accessible via web browser.
- Intuitive interface, no extensive training required.
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PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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ConnectWise CPQ
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.
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Keap
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).
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