SWITCH FROM PANDADOC
PandaDoc to Calisto Proposals
Proposals builds a designed proposal and its quote on one record, sends it by email, text or link, shows each page the client reads, and takes the client’s choice, signature and payment on their own page, with Sign and Payments.
Funktion for funktion
Calisto Proposals ved siden af PandaDoc
- 13 I begge
- 7 Kun i PandaDoc
| 20 funktioner | Calisto Proposals | PandaDoc |
|---|---|---|
| Building | ||
| Content LibraryCalisto: pages and sections saved to the Library and inserted into any proposal.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Writing Assistant in the EditorCalisto: Write a Section drafts a section’s words in the writer’s language and chosen tone, with merge fields where the client’s name belongs.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| File AttachmentsCalisto: files attached to the proposal reach the client with it, including market reports from Pulse.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| The Quote | ||
| Optional Items and Editable QuantitiesCalisto: optional lines, quantities the client edits within a minimum and maximum, and option tiers, with the total updating as they choose.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Approvals | ||
| Conditional ApprovalsCalisto: a proposal waits for internal review when its total reaches a level set per currency in the approval settings.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Sending | ||
| Send by Email, Text or LinkCalisto: sent by email, by text from the account’s own number, by WhatsApp hand-off or by copying the link.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Signing | ||
| Signing OrderCalisto: signers, a countersignature, copies and a signing order set on the proposal’s recipients, with Sign.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Audit TrailCalisto: every signature carries an audit trail and a completion certificate, with Sign.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Tracking | ||
| Recipient AnalyticsCalisto: every open and the time spent on each page, read on the proposal’s own page.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Collaboration | ||
| Inline CommentsCalisto: the client comments on their page, and each comment reaches the sender as a notice they can answer from the proposal.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Follow-Up | ||
| Auto RemindersCalisto: follow-up cadences that run on their own and stop the moment the client accepts or declines.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Auto ExpirationsCalisto: a validity in days from sending, with warnings to the client at 7, 3 and 1 days and Extend to give more time.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Payment | ||
| Collect PaymentsCalisto: a deposit, the full amount or a schedule of instalments paid through the business’s own gateway, with Payments.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Gaps | ||
| Video BlockVideos from YouTube, Vimeo, Wistia and Vidyard embedded in the document.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Bulk SendOne template sent to many recipients at once from a CSV, each getting their own document.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| RoomsA shared space per deal to organize documents, assign tasks and talk with stakeholders.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Qualified Electronic SignatureQualified electronic signatures (QES) for documents that need them.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Renewal NotificationsA notice to the document owner before an agreement comes up for renewal.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Outside CRM IntegrationsIntegrations with outside CRMs, including quoting inside HubSpot.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Public APIAn API to create, send, sign and manage documents and templates from other software.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
Hvad der bevæger sig
Flyt dine data fra PandaDoc
Dine data læses i din egen browser og sendes til din Calisto-konto. Calisto ser aldrig dit login for det gamle system.
Hentet live fra din browser
Indsæt en nøgle, du opretter i PandaDoc. Din browser læser dine optegnelser og sender dem til Calisto; nøglen forlader aldrig din browser.
Kontakter
Your PandaDoc contacts
Skabeloner
Dokumentmaler
Moving from PandaDoc
Questions about switching
Can the client sign and pay on the proposal itself?
Yes. The client accepts, signs in place with Sign, and pays a deposit or the full amount through the business’s own gateway in Payments, all on one page.
Can a client choose between options?
Yes. Option tiers, optional lines and quantities within the bounds you set are chosen by the client, and what they chose becomes the quote’s lines when they accept.
What happens after the client accepts?
The deal moves in Deals, and the business’s own rules in Automations can raise the invoice in Ledger, open the order in Orderflow or create a task.
Læs mere
Alt Calisto gør her
Siderne bag denne sammenligning: sektoren, appsene og guiderne.