Lancelot
Quickly and easily create professional proposals that represent your freelance offering with Lancelot. It only takes minutes, not hours to craft the perfect proposal with Lancelot. Our aim is to make it as simple as possible to create beautiful proposals with ease. When you’re ready, send your proposal through Lancelot and get real-time notifications when your client has viewed your proposal. Your client can sign and accept your proposal directly through Lancelot, reducing the friction of sending documents back and forth. Save time and avoid the frustration of manual formatting. With Lancelot, creating a fully customized proposal takes minutes instead hours. First impressions matter. Impress your clients with a beautifully designed and professional proposal with a premium cover image. No more printing and scanning just to get a signature! Your clients can sign your proposal online with an e-signature.
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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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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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Formlio
Formlio is a no-code proposal platform that helps teams create interactive, responsive web proposals instead of static PDFs. Users can build polished client-facing documents from professionally designed templates and reusable content blocks, including sections for text, visuals, videos, portfolios, case studies, testimonials, timelines, process, FAQs, pricing, graphs, approvals, and e-signatures.
Formlio makes it easier to present scope, packages, pricing, optional add-ons, timelines, deliverables, and proof of work in one engaging proposal. Interactive quoting lets prospects explore options and see totals update in real time, while built-in approvals and e-signatures help move the deal forward inside the document.
After sending a proposal, teams can track engagement with proposal analytics, including views, time spent, approvals, and client activity. Formlio is designed to help service businesses save time, present their work better, reduce back-and-forth, and win more clients.
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