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.
Feature by feature
Calisto Proposals beside PandaDoc
- 13 In both
- 7 Only in PandaDoc
| 20 features | Calisto Proposals | PandaDoc |
|---|---|---|
| Building | ||
| Content LibraryCalisto: pages and sections saved to the Library and inserted into any proposal.Checked 28 Okt 2026Source | Yes | Yes |
| 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.Checked 28 Okt 2026Source | Yes | Yes |
| File AttachmentsCalisto: files attached to the proposal reach the client with it, including market reports from Pulse.Checked 28 Okt 2026Source | Yes | Yes |
| 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.Checked 28 Okt 2026Source | Yes | Yes |
| Approvals | ||
| Conditional ApprovalsCalisto: a proposal waits for internal review when its total reaches a level set per currency in the approval settings.Checked 28 Okt 2026Source | Yes | Yes |
| 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.Checked 28 Okt 2026Source | Yes | Yes |
| Signing | ||
| Signing OrderCalisto: signers, a countersignature, copies and a signing order set on the proposal’s recipients, with Sign.Checked 28 Okt 2026Source | Yes | Yes |
| Audit TrailCalisto: every signature carries an audit trail and a completion certificate, with Sign.Checked 28 Okt 2026Source | Yes | Yes |
| Tracking | ||
| Recipient AnalyticsCalisto: every open and the time spent on each page, read on the proposal’s own page.Checked 28 Okt 2026Source | Yes | Yes |
| Collaboration | ||
| Inline CommentsCalisto: the client comments on their page, and each comment reaches the sender as a notice they can answer from the proposal.Checked 28 Okt 2026Source | Yes | Yes |
| Follow-Up | ||
| Auto RemindersCalisto: follow-up cadences that run on their own and stop the moment the client accepts or declines.Checked 28 Okt 2026Source | Yes | Yes |
| 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.Checked 28 Okt 2026Source | Yes | Yes |
| Payment | ||
| Collect PaymentsCalisto: a deposit, the full amount or a schedule of instalments paid through the business’s own gateway, with Payments.Checked 28 Okt 2026Source | Yes | Yes |
| Gaps | ||
| Video BlockVideos from YouTube, Vimeo, Wistia and Vidyard embedded in the document.Checked 28 Okt 2026Source | No | Yes |
| Bulk SendOne template sent to many recipients at once from a CSV, each getting their own document.Checked 28 Okt 2026Source | No | Yes |
| RoomsA shared space per deal to organize documents, assign tasks and talk with stakeholders.Checked 28 Okt 2026Source | No | Yes |
| Qualified Electronic SignatureQualified electronic signatures (QES) for documents that need them.Checked 28 Okt 2026Source | No | Yes |
| Renewal NotificationsA notice to the document owner before an agreement comes up for renewal.Checked 28 Okt 2026Source | No | Yes |
| Outside CRM IntegrationsIntegrations with outside CRMs, including quoting inside HubSpot.Checked 28 Okt 2026Source | No | Yes |
| Public APIAn API to create, send, sign and manage documents and templates from other software.Checked 28 Okt 2026Source | No | Yes |
What moves
Bringing your data from PandaDoc
Your data is read in your own browser and sent to your Calisto account. Calisto never sees your login for the old system.
Pulled live from your browser
Paste a key you create in PandaDoc. Your browser reads your records and sends them to Calisto; the key never leaves your browser.
Contacts
Your PandaDoc contacts
Templates
Document templates
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.
Learn more
Everything Calisto does here
The pages behind this comparison: the sector, the apps and the guides.