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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DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
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Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue.
Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.
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Zoey
Zoey gives distributors and manufacturers a B2B ecommerce website, self-service buyer portal, order management system, and native mobile sales app in one platform. Zoey becomes the central operating layer between your sales team, buyers, and back-office systems. Built on B2B-specific commerce logic: customer-level pricing, multi-account management, purchase approvals, net terms, and rep ordering on behalf of buyers.
No-code storefront, no developers required. Inside sales teams manage quotes and approvals from a web dashboard. Field reps, delivery drivers, and trade show teams capture orders from a mobile app that works offline. Supports barcode scanning and AI ingestion converting PDFs and photos into order drafts.
Built-in CRM, order management, quoting, and invoicing, no third-party add-ons. Native integrations: NetSuite, QuickBooks Online, ShipStation. Data mapper connects to any ERP without custom development.
Cut manual order entry, scale without hiring.
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