What is PandaDoc?
PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts, and more. The solution is mostly used by sales and marketing teams and company leadership. PandaDoc allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The built-in e-signature feature allows signers to approve and sign the documents from anywhere anytime.
Starting price: $19.00 per month
Free trial: Available
Free version: Available
Reasons for switching to PandaDoc: Other software is too expensive for API access.
Pandadoc Crunchbase
Crunchbase is a platform for finding business information about private and public companies. Crunchbase information includes investments and funding information, founding members and individuals in leadership positions, mergers and acquisitions, news, and industry trends. Crunchbase is a prospecting platform for dealmakers who want to search less and close more. With powerful features including personalized account recommendations, lists, territory preferences, intent signals, news notifications, and advanced search, Crunchbase makes it easy to target the right opportunities at the right time. In addition, Crunchbase's best-in-class private company data offers insight into target companies' teams, funding status, growth trends, tech stack, web traffic, investments, and more, to personalize the outreach and increase engagement.Popular PandaDoc Alternatives
1) DocuSign Software
DocuSign is a cloud-based electronic signature solution for organizations of all sizes and most industries. The platform can be used to sign various types of documents including business contracts, school permission slips, agreements and approvals. Users can upload documents, email them to signers and specify the order in which individuals should sign. Tags can be added to indicate where the document should be signed. Signature fields can be embedded into websites and applications, as well as into documents. The dashboard displays the status of all the documents sent for signing. Users can see which stage the document has reached in the signing process and send reminders for pending signatures. DocuSign also enables users to send and sign documents in multiple languages. DocuSign offers a mobile application for iOS, Android, and Windows devices. It is available on a monthly subscription basis that includes support via an online knowledge base and DocuSign's support community.
Free plan Essentials: $15/user/month Business: $45/user/month Business Pro: $65/user/month team.
View pricing here:
Starting price: $15.00 per month
Free trial: Available
Free version: Not Available
2) RightSignature Software
Discover the fastest, easiest way to get legally binding electronic signatures. RightSignature lets you save time, cut costs, and impress your clients with e-signature software that fits right into your daily workflows. Make the solution your own with professional custom branding. Every RightSignature document is secured with a full audit log, biometric data capture, and 256-bit encryption. Compliance features are included in helping your organization maintain compliance in regulated industries such as accounting, finance, and more.
Pricing
Free plan Essentials: $15/user/month Business: $75/user/month
View pricing here:
Starting price: $15.00 per month
Free trial: Available
Free version: Not Available
3) SignNow Software
sgnNow is a cloud-based e-signature solution for small, midsize, and large businesses. It provides form templates, email notifications, two-factor authentication, and several export options. Built-in templates can be used to set up the document, and may also be customized per user requirements. The software maintains an audit log that displays the entire document creation and signing history for verification purposes. Users can also view the details such as IP addresses, date of signing, and the device used for creating or signing the document. Mobile apps for Android and iOS devices enable users to complete documents remotely. Custom branding, bulk send tools, a kiosk mode for mobile use, and the creation of signing links are also included. signNow can be integrated with programs such as Salesforce, Office 365, Google Apps, and Google Drive. signNow is available on a monthly subscription basis that includes support via online knowledge base.
Free plan Essentials: $20/user/month Business: $30/user/month,
Enterprise: $50/user/month
View pricing here:
Starting price: $20.00 per month
Free trial: Not Available
Free version: Not Available
Pandadoc vs Docusign
DocuSign and PandaDoc to both be intuitive
and easy-to-use applications. Both solutions include the core features found in
electronic signature solutions: legally binding signatures, templates, a
document editor, audit reports, flexible signing, and document storage. In
addition, the most popular subscriptions cost less than $60 per month for both
DocuSign and PandaDoc.
The biggest difference between DocuSign
and PandaDoc is that PandaDoc is specialized for sales teams, and DocuSign is
not. As a result, PandaDoc includes features such as a content library,
interactive quoting, and recipient analytics that help sales teams close more
deals more quickly. In addition, PandaDoc offers a basic, free e-signature
plan that can be used to send an unlimited number of documents.
However, we did find DocuSign’s platform to
be more robust. As a result, non-sales teams that do not need the features
above are likely to have a slight preference for DocuSign. When comparing both
solutions, we recommend focusing on each of their unique features and their pricing.
Here’s a quick rundown to determine which solution is best for you:
You'll prefer DocuSign if:
- You want extra security features like two-factor authentication
- You want to be able to upload and edit documents on mobile
- You want an editor with more field and field property options
You'll prefer PandaDoc if:
- You want a free plan that lets you send an unlimited number of
documents for signing
- You need a solution built specifically for sales teams
- You want features like standardized proposal templates and advanced recipient analytics
- Create documents from Contacts, Companies, and Deals in HubSpot
- Build professional-looking proposals, quotes, and contracts without leaving CRM. Generate and customize new documents in minutes using editable templates or upload your documents right from the PandaDoc module in Contacts, Companies, or Deals objects.
- Pull CRM data and properties into documents automatically
- Autofill the content of your sales documents with CRM data, including customer name, address, organization, phone number, and any other deal or customer data. Working with the pdf and forms? You can reduce manual work by pre-populating the customer data from CRM into form fields.
- Keep track of direct document links and statuses in your CRM. You’ll receive instant email alerts when your doc stage changes and you can monitor these updates right in HubSpot.
- Open or download the signed document right from the objects where it was created. For more flexibility add direct document links to emails or notes.
- Auto-fill pricing tables with products from HubSpot
- When you create a new PandaDoc quote, all of the deal products will appear in the editable pricing table, including price, quantity, and other details. Review, change if needed, and you’re ready to go. HubSpot Products are available starting from Sales Professional Plan.
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