PandaDoc

PandaDoc builds proposals, quotes and contracts from templates. A document can mix text, images, a pricing table with optional items and quantities, and fields for the client to fill in. When the client opens it you see views and time spent, and they can sign inside the document, so the proposal and the signature live in one place.

The AI assistant helps draft and rewrite sections from a short prompt, which is useful for scopes of work and cover notes. PandaDoc connects to common CRMs, including HubSpot and Salesforce, so deal data can fill the document for you.

It suits sales teams and agencies that send many similar proposals. Check which features sit on which plan, since templates, CRM links and approval workflows are not all on the entry tier.

A free plan covers basic e-signature and document uploads, so a solo seller can try the signing flow before paying.