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 bredvid PandaDoc
- 13 I båda
- 7 Endast i PandaDoc
| 20 funktioner | Calisto Proposals | PandaDoc |
|---|---|---|
| Building | ||
| Content LibraryCalisto: pages and sections saved to the Library and inserted into any proposal.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| File AttachmentsCalisto: files attached to the proposal reach the client with it, including market reports from Pulse.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Approvals | ||
| Conditional ApprovalsCalisto: a proposal waits for internal review when its total reaches a level set per currency in the approval settings.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Signing | ||
| Signing OrderCalisto: signers, a countersignature, copies and a signing order set on the proposal’s recipients, with Sign.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Audit TrailCalisto: every signature carries an audit trail and a completion certificate, with Sign.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Tracking | ||
| Recipient AnalyticsCalisto: every open and the time spent on each page, read on the proposal’s own page.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Follow-Up | ||
| Auto RemindersCalisto: follow-up cadences that run on their own and stop the moment the client accepts or declines.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Payment | ||
| Collect PaymentsCalisto: a deposit, the full amount or a schedule of instalments paid through the business’s own gateway, with Payments.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Gaps | ||
| Video BlockVideos from YouTube, Vimeo, Wistia and Vidyard embedded in the document.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Bulk SendOne template sent to many recipients at once from a CSV, each getting their own document.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| RoomsA shared space per deal to organize documents, assign tasks and talk with stakeholders.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Qualified Electronic SignatureQualified electronic signatures (QES) for documents that need them.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Renewal NotificationsA notice to the document owner before an agreement comes up for renewal.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Outside CRM IntegrationsIntegrations with outside CRMs, including quoting inside HubSpot.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Public APIAn API to create, send, sign and manage documents and templates from other software.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
Vad som rör sig
Flyttar dina data från PandaDoc
Dina data läses i din egen webbläsare och skickas till ditt Calisto-konto. Calisto ser aldrig ditt inloggningsnamn för det gamla systemet.
Hämtad live från din webbläsare
Klistra in en nyckel du skapat i PandaDoc. Din webbläsare läser dina anteckningar och skickar dem till Calisto; nyckeln lämnar aldrig din webbläsare.
Kontakter
Your PandaDoc contacts
Mallar
Dokumentmallar
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.
Lär dig mer
Allt Calisto gör här
Sidorna bakom denna jämförelse: sektorn, apparna och guiderna.