PandaDoc vs Close CRM

PandaDoc’s mobile app offers easy access to your documents - anywhere, anytime. Not at your desk? Not a problem. Just open the mobile app to create, edit, send, and eSign documents right from the palm of your hand. PandaDoc gives you the power to start and complete contracts, proposals, quotes, and more in a flash. Start working more efficiently today with PandaDoc’s mobile app. Key Features • Complete and eSign documents for free • Scan documents with a camera or upload your PDF • Create, edit, and send documents • Get an overview of all your documents — and where each one stands in the signing process • Ensure peace of mind with legally binding eSignatures • Securely store, manage and access your documents from anywhere • Receive real-time alerts whenever one of your documents is opened, viewed, or completed. • Create and edit your eSignature from your device • Collect in-person eSignatures (Business and Essentials Plans only) Legality and Security Our legally binding eSignature technology provides an electronic certificate with every signed doc. PandaDoc is fully compliant with the following laws and protocols: • Uniform Electronic Transactions Act • ESIGN Act • HIPAA • FERPA • SOC 2 Type II • ISO 27001 SSAE 16 About PandaDoc • PandaDoc is the #1 Proposal, Contract and Document solution by G2 • Leaders in eSignatures • Save 12 hrs per week and decrease doc creation time by 65% Teams use PandaDoc to improve deal workflows, insights, and speed while delivering an amazing buying experience for their customers. Businesses trust PandaDoc’s all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, templates, purchase orders, presentations, and contracts.

See why the world's fastest scaling sales teams trust Close as their CRM. With lightning-fast onboarding, free migrations, and a remarkable Support team––sales reps and leaders alike love using Close. What you'll experience with Close's mobile app: Easily communicate with prospects and customers Keep your Leads warm when you stay in touch––even while away from your desk. Increase the effectiveness of your sales cadences when you take + place calls, reply to texts, and email directly from the Close mobile app. Close will even send you push notifications of new texts, missed calls, and voicemails. Never take notes again Close’s AI-powered Call Assistant add-on automatically transcribes and summarizes every phone call––whether you’re talking to prospects on the desktop or mobile apps. Focus on the conversation at hand while Close generates an accurate, searchable summary of your call. Get context quickly on the go Easily see Lead and Contact details like addresses, Custom Fields, and Contact info. Freshen up on recent communications on the Lead Activity Feed before you meet with a prospect. Quickly add new data or Tasks Add Notes, update Opportunities, and manage your Tasks from your mobile device. A Close account is required to use Close CRM for iOS. About Close: We're a bootstrapped, profitable, 100% remote team of thoughtful humans who value autonomy and impact. We're eager to make a product our customers fall in love with over and over again. Today, we have 90+ team members from around the world—supporting and coaching thousands of customers to grow every single day.