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Contact and customer management software
Contact and customer management software










Essentials: $19 per month per user for templates, a drag-and-drop editor, pricing tables, and document analysis.Free eSign: Get unlimited legally binding signature and document uploads, plus accept payment all for free.The following package prices are based on monthly billing: PandaDoc CLM software features month-to-month or annual plans, and you'll save up to 17% with a yearly payment. If you need a Health Insurance Portability and Accountability Act (HIPAA)-compliant program, PandaDoc offers custom solutions. This secure solution gives companies an audit trail for documents while keeping data safe in its secure cloud storage facilities. Customers appreciate integrations with 30-plus customer relationship management (CRM) programs like HubSpot, Pipedrive, and Microsoft Dynamics. Plus, you can set up custom workflows, processes, and rules. PandaDoc provides custom templates with an easy-to-use, rich-media, drag-and-drop editor. You'll appreciate its robust tools such as: Quickly get up and running by using this browser-based program or downloading PandaDoc's mobile app for Android and iOS. This affordable and feature-rich software stands out from the competition, making it the best overall choice for companies of any size. The content library is only available with Business or Enterprise plansįounded in 2011, PandaDoc helps you oversee the entire lifecycle of your contracts using its intuitive software. Plus, we looked at pricing plans, security, and compliance measures, along with popular integrations. To find the best contract management solutions, we evaluated more than three dozen providers based on key features, including customization and automation. After adopting DocuSign, the company reduced this to 30 minutes.

contact and customer management software contact and customer management software

For instance, FineMark Bank spent four to five hours preparing each document manually. Contract management software, also known as contract lifecycle management (CLM), makes the process faster while decreasing financial and audit risks.Ĭompanies in all industries see benefits. However, each step is time-consuming and prone to standard data entry errors.

contact and customer management software

Read our advertiser disclosure for more info.Ĭreating, negotiating, and managing contracts, is an essential part of every business, regardless of the size. We may receive compensation if you visit partners we recommend. We recommend the best products through an independent review process, and advertisers do not influence our picks.












Contact and customer management software