PandaDoc alternative · Quotes for service businesses
Quotes customers sign, that turn into the work.
Build a quote from your price list, let the customer sign it on their phone, and turn the yes into a job and an invoice. Unlimited users on every plan.
From a price list to a signed quote to a job.
Watch a quote come together from saved prices, get signed on a phone, and land on the Jobs board ready for a date.
- 1Lines from your saved prices
- 2Sarah signs on her phone
- 3Accepted, and you get an email
- 4Ready to schedule as a job
What changes on Monday.
- 01
Before
With AloriA signed quote waits to be scheduled, then becomes the invoice
- 02
Before
With AloriUnlimited users on every plan, estimators included
- 03
Before
With AloriA follow-up goes out by itself after the days you pick
What’s in your app.
Alori starts from ready-made modules, then shapes them to the way you work. Add or remove one any time by asking.
Quotes
From your price list, signed online
Automations
Quote follow-up by email or text
Jobs
Accepted quotes ready to schedule
Invoices
Billed from the quote's lines
Maintenance plans right on the quote.
Bill each line once, monthly, quarterly or yearly. The quote shows the one-time part, what repeats, and the first-year total, taxes included.
- Taxes and the total update as you type.
- Preview, print or save it as a PDF.
- Ask Alori: "New quote for Sarah Chen, AC tune-up."
Quiet quotes get a nudge.
Pick how many days a sent quote waits without an answer. Alori sends the customer one reminder with the link to accept, by email, text or both.
- Each quote gets one follow-up, never more.
- Drafts and accepted quotes are left alone.
- Replies land in Conversations.
Change it by asking.
Your app isn’t frozen on day one. Write what you need, the way you’d text it. Alori makes the change and shows you before anything goes live.
- New quote for Sarah Chen, heat pump install
- Which quotes are waiting for an answer?
- Add a yearly maintenance plan at $220 to my prices
- Turn on quote follow-ups after 3 days
The full guide
Everything above, in detail: how it works, what it replaces and what it does not.
PandaDoc alternatives: quotes that turn into the work
Short answer: If you are looking at PandaDoc alternatives, look at what happens after the customer signs. PandaDoc is document software for sales teams: designed proposals, quotes and contracts with templates, a content library, e-signatures, approvals and tracking. Alori is the all-in-one app for service businesses: you send a quote from your price list, the customer signs it online, and it becomes the job and then the invoice in the same app.
Who PandaDoc fits well
PandaDoc is a strong fit when:
- Your sales team sends long, designed proposals with cover pages, images, case studies and pricing tables.
- You reuse a content library and templates across many reps.
- Deals need internal approvals, several signers, or contract redlines.
- You want to know when a prospect opened the document and which page they read.
For proposal-heavy sales, PandaDoc is built for the job.
Why service owners look for alternatives
A service quote is a list of work and a price, and the real job starts after the yes:
- The quote is the easy part. Most customers want the lines, the taxes, the total and a place to sign.
- The signed document goes nowhere. After the signature, someone retypes the work into the schedule and later into an invoice.
- Per-seat pricing means only the owner sends quotes, so estimators in the field wait for the office.
- Chasing quiet quotes by hand. Someone has to remember who hasn't answered.
Side by side
| PandaDoc | Alori | |
|---|---|---|
| Main idea | Proposal and document software | An all-in-one app for a service business |
| Quotes with e-signature | Yes | Yes, the customer signs with a finger or mouse |
| Designed proposals and content library | Yes, a strength | No, a clean quote with your lines and total |
| Price list | Yes | Yes, From my prices on every quote and invoice |
| Maintenance plans | Pricing tables | Lines billed monthly, quarterly or yearly |
| Automatic follow-up | Reminders | One follow-up by email or text |
| After the signature | Integrations | The job, the schedule and the invoice, in the same app |
| Users | Per-seat plans | Unlimited users on every plan |
What Alori replaces, and what it does not
For a service business, Alori replaces the quote tool and the steps after it:
- Quotes from your price list. Add lines from your saved prices, a detail line under each, and a note for the customer. Taxes and the total update as you type. Preview it, print it or save it as a PDF.
- Signed online. Every quote you email has the customer's own link. They type their name, sign with a finger or mouse and click Accept and sign. The quote turns Accepted, a note lands on their record, and you get an email.
- Maintenance plans on the quote. Bill a line once, monthly, quarterly or yearly. The quote shows what repeats and the first-year total.
- Follow-ups that go out by themselves. When a sent quote has no answer after the days you pick, the customer gets one reminder with the link, by email, text or both.
- Ask Alori writes the draft. Type "New quote for Sarah Chen, AC tune-up" and check the draft before you send it.
- From yes to job to invoice. Accepted quotes wait to be scheduled. When the job is done, Finish and invoice bills it from the quote's lines, and the customer pays by card from the email.
- Deals with products and recurring revenue, for the sales you follow over weeks.
What it does not replace: designed proposals with cover pages and images, a content library and templates for many reps, internal approvals, several signers, contract redlines and document analytics such as who opened it. If your sales team lives in long proposals, keep PandaDoc.
How to switch
- Describe your business. Alori builds the app with customers, quotes, jobs and invoices.
- Add your prices. Put your services in Settings › Prices, or paste them into Ask Alori.
- Turn on quote follow-up. In Settings › Automations › Messages to customers, pick how many days to wait.
- Send your next quote from Alori. Keep PandaDoc for the documents already out until they are signed.
Start on the free plan, no card needed. See pricing.
Questions
Another question? Ask it when you start.
Yes for service businesses whose quotes are lines, taxes and a total, and who want the signed quote to become a job and an invoice. For sales teams that send long designed proposals, PandaDoc fits better.
Yes. The link works on a phone or a computer, with nothing to install. They type their name, sign and click Accept and sign.
The old link can't accept the new version, so the customer never signs prices you changed. Email the quote again to send the new link.
Service businesses such as plumbing, HVAC and cleaning companies.
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