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10+ PandaDoc CMS Alternatives and Competitors

PandaDoc CMS

4.5 User Rating
$$18.5 M Revenue
250+ No of Employees
2011 Founded
SaaS Industry
Contract Management Software Category
Mikita Mikado CEO
Overview

Renowned as a top-rated proposal and contract management software, PandaDoc CMS is another contract management platform, programmed to deliver simple and easy to use contract solutions for teams of all sizes. Co-founded by Mikita Mikado and Sergey Barysiuk in 2012, PandaDoc CMS primarily delivers high-powered features for contract and document management, including automated proposal, quote, contract, e-signature, and payment processes functionality. The platform also offers team management, content management, branding, tracking, workflow, and productivity management features. What also makes PandaDoc a powerful platform among any other platforms like Outlaw, ContractWorks, Concord, SpringCM, and more, is it provides integrations with CRM, ERP, payment, and cloud storage system. To cite a few of PandaDoc CMS integrations, the platform highly works with Salesforce, HubSpot CRM, Pipedrive, Zoho, Copper, Microsoft Dynamics CRM, Authorize.Net, Square Payments, and more. With more than 17,000 users worldwide, PandaDoc CMS also becomes the primary platform for recognized businesses and organizations, such as Drift, Hilton, SGS, Konica Minolta, Tata Steel, and Bonusly.

Alternatives

Logo Name Rating CEO Pricing Founded Revenue Employees Location Reviews Customers
ContractWorks 4.6 Will Reynolds $600 2013 $5.7 M 11+ Goleta 5000+ Reviews 1008+
Concord 4.5 Matt Lhoumeau $50 1975 $31.9 M 80+ Dhaka 4800+ Reviews 180000+
Outlaw 4.5 Evan Schneyer $50 2017 $2 M 156+ New York 4300+ Reviews N/A
Smartdocs 4.5 Tom Pintens $380.11 2010 $7.2 M 200+ Palo Alto 3500+ Reviews N/A
Apttus 4.5 Frank Holland $35 2006 $150 M 1000+ California 3000+ Reviews N/A
Conga Contracts 4.5 Matthew J. Schiltz $55 2006 $110 M 600+ Broomfield 3000+ Reviews 17038+
Asentex 4.4 Luis Camarena Custom 2012 $6 M 29+ California 2000+ Reviews N/A
Icertis 4.4 Samir Bodas $59 2009 $100 M 1100+ Washington 2000+ Reviews 5700000+
SpringCM 4.3 Dan Dal Degan $29 2005 $25 M 200+ Chicago 1400+ Reviews 600+
Contract Logix 4.2 Rick Ralston $59 2006 $5 M 57+ Lowell 1200+ Reviews N/A

Pricing

Free eSign
  • Free
  • Unlimited legally binding eSignatures
  • Unlimited document uploads
  • Payments
  • Unlimited users
Individual
  • $13/user/mo/Monthly
  • $9/user/mo/Yearly
  • Templates
  • Rich media drag and drop document editor
  • Pricing tables
  • Document analytics
Business
  • $59/user/mo/Monthly
  • $49/user/mo/Yearly
  • CRM integrations
  • Content library
  • Custom branding
  • Approval workflows
Enterprise
  • Contact Us
  • SSO support and custom user roles
  • Unlimited number of team workspaces
  • Salesforce integration
  • User performance and content reporting

Key Employees

Image Name Designation Email ID Twitter Linkedin
Charles Hodgkins UX and Marketing Copywriter N/A N/A https://www.linkedin.com/in/charleshodgkins
Gallant Chen Growth Advisor N/A N/A https://www.linkedin.com/in/gallantc
Bernard Desarnauts VP Product N/A N/A https://www.linkedin.com/in/bernardd

Reviews

“ Great document management tool ”

4.5/5 (overall) - Alex Wolk
Pros:
  • Sending proposals
  • Obtaining e-signatures
Cons:
  • Mobile proposal creation can be improved
  • Rare instance of customer not receiving proposal via email/went to spam

“ BEST SOFTWARE EVER! ”

4.7/5 (overall) - Samantha Thorpe
Pros:
  • PandaDoc has a user-friendly option for online quote acceptance. It takes the paperwork out of getting sign-off from busy CEO’s!
  • PandaDoc notifies my entire team when a quote is accepted, in -real-time, which lets them get to work wherever they are in the world.
Cons:
  • Other than the system-generated emails from PandaDoc getting caught in customers’ Spam folders, I haven’t encountered short-comings in all the years using it.
  • They need to improve their value beyond the sale. There is opportunity to expand their value into operations and fulfillment, beyond the current ability to capture payments.

“ All-around great proposal software and automation tool. ”

5/5 (overall) - Heather Campisi
Pros:
  • PandaDoc is great for building dynamic proposal templates and pitch decks. New documents can be created directly from these templates, making customization easy and efficient.
  • PandaDoc has the ability to manage large content libraries and product catalogs. The ability to reference and inject elements from these tools makes proposal building a snap.
Cons:
  • PandaDoc needs to improve the presentation capabilities. There is heavy application for sharing a document on a screen share meeting before it’s sent. PandaDoc lacks presentation capabilities.
  • PandaDoc needs to improve their integration with other software partners. The ability to load videos into documents is great, but they don’t accommodate top video platforms like 23 and Vidyard yet. This is overdue.

Features

  • Access Control
  • Accounting Integration
  • API
  • Analytics
  • Agile Software Development
  • Assignment Management
  • CRM Integration
  • Campaign Analysis
  • Campaign Planning
  • Campaign Scheduling
  • Collaboration Tools
  • Collaborative Workspace
  • Team Collaboration
  • Security
  • Sales Force Automation

Images & Videos

Q & A

What solutions does PandaDoc provide?

PandaDoc provides a variety of solutions that each of its users can experience upon subscribing. PandaDoc provides five essential features for document management, such as for proposal creation, quote, contract, e-signatures, and payment solutions.

Does PandaDoc provide integrations?

Yes! One of the highlight features for the PandaDoc app is that it also provides extensive integrations to streamline document management. With PandaDoc, you can enjoy integration with Salesforce, Pipedrive, HubSpot CRM, Copper, Zoho, Microsoft Dynamics CRM, Nimble CRM, Stripe, PayPal, Authorize.Net, and so much more!

How much does PandaDoc cost?

PandaDoc's cost varies depending on what subscription plan you opt to pick. Basically, PandaDoc offers you three main plans, which are Essential, Business, and Enterprise plan. The essential plan starts at $25 per month per user, while the Business plan costs $59 per month per user. For Enterprise plan's cost, the application provides custom pricing, so you need to contact PandaDoc's sales team. Additionally, if you also wish to save 24% discount, you can opt to have PandaDoc's annual plan.

How secure is it to use PandaDoc?

When it comes to the application's safety, PandaDoc ensures that its users can enjoy easy yet robust document management experience. The application mainly runs on Amazon AWS infrastructure, plus, PandaDoc uses bank-grade AES-256 encryption with a secure key management system.

Does PandaDoc integrate with QuickBooks Online?

As mentioned, PandaDoc offers a comprehensive integration to multiple third-party apps, and this already includes QuickBooks Online. Integrating PandaDoc to QuickBooks Online allows you to seamlessly automate your accounting tasks, such as creating paperless quotes and proposals.

What file types does PandaDoc support?

PandaDoc's extensive capacity in handling documents is all for nothing if it doesn't support multiple file types. With PandaDoc, you can create, edit, and view files for pdf; .doc; .docx; .xls; .xlsx; .ppt; .pptx, .jpeg; .jpg, and .png formats.

Alternatives

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