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10+ Pandadoc Alternatives and Competitors

Pandadoc

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

When it comes to document management software, there's no way one cannot recognize the PandaDoc software. PandaDoc is an all-in-one document management platform, designed to provide high-end solutions for business document processes. This platform provides the best solution that automates essential business documents like proposals, contracts, quotes, and collaboration functionality that creates and approves professional documents on-the-go. Recognized as the number one document management software, PandaDoc started its mission to provide proposals, quotes, team management, content management, and branding functionality in 2012. The platform was primarily founded by Mikita Mikado and Sergey Barysiuk and is headquartered in San Francisco, California. As of today, PandaDoc now has more than 17,000 active users, making the platform the best go-to application for document management, competing against other software like eFileCabinet, M-files, Templafy, Zoho Docs, DocuWare, and FileHold. With its recognition as one of the best platforms, PandaDoc also becomes one of the highest-earning document management platforms, earning $18.5 million in revenue.

Alternatives

Logo Name Rating CEO Pricing Founded Revenue Employees Location Reviews Customers
eFileCabinet 4.7 Jesse Wood $15 2001 $25 M 68+ Utah 1878+ Reviews 160000+
M-files 4.6 Antti Nivala Custom 1987 $78 M 469+ Plano 1789+ Reviews 9000+
Templafy 4.6 Jesper Theill Eriksen Custom 2014 $32.2 M 241+ New York 1897+ Reviews 500000+
Zoho Docs 4.6 Sridhar Vembu $0 1996 $600 M 9100+ Chennai 1789+ Reviews 45000000+
DocuWare 4.5 Jurgen Biffar $300 1988 $34.8 M 266+ Germany 1879+ Reviews 99996+
FileHold 4.5 Larry Oliver $15 2005 $3 M 50+ Burnaby 1987+ Reviews 1000+
Laserfiche 4.4 Chris Wacker $60 1987 $67.5 M 450+ California 1985+ Reviews 1000+
Dropbox 4.3 Drew Houston $19.99 2007 $511 M 2323+ California 1897+ Reviews N/A
WebMerge 4.3 Jeremy Clarke $31.99 2011 $2 M 10+ Indiana 1879+ Reviews 3000+
Openkm 4.2 Mario Z. $0 2005 $1 M 75+ Spain 1987+ Reviews 155000+

Pricing

Free eSign
  • Free
  • Unlimited legally binding eSignatures
  • Unlimited document uploads
  • Payments
  • Unlimited users
Essentials
  • $19/ month per user
  • Templates
  • Rich media drag and drop document editor
  • Pricing tables
  • Document analytics
Business
  • $49 / month /user
  • CRM integrations
  • Content library
  • Custom branding
  • Approval workflows
Enterprise
  • Contact Sales
  • 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

“ Critical in helping build trust with prospects ”

4.5/5 (overall) - Rene B.
Pros:
  • Setting up branded quotes, proposals and contracts in minutes. Huge time-saver!
  • Being able to put together quotes, proposals and contracts quickly has allowed us to cut down “admin time” to a minimum.
Cons:
  • Adjusting blocks to fit page layout could be easier.
  • No text wrapping in fields. If you put a field on a form and someone types past the end of the field, it does not wrap text.

“ Newer to the product, BUT LOVE IT! ”

4.7/5 (overall) - Kalie L.
Pros:
  • We have cut down the amount of time it takes to get signed legal documentation from customers which allows us to begin work on projects much sooner!
  • With software development being our field of specialty, we have many documents that we need our customers to read over and sign.
Cons:
  • It does get a little pricey the more users you add, but if you only have one person that needs to access the information it is well worth it.
  • No way to identify required fields.

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

4.5/5 (overall) - Heather C.
Pros:
  • PandaDoc has allowed us to streamline our proposal process tremendously.
  •  The analytics reporting feature has assisted in increasing our win rates.
Cons:
  • There are a few small issues that we’ve run into, however, the pros of this software heavily outweigh the cons.
  • PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future.

Features

  • Access Control
  • Analytics
  • Accounting Integration
  • Application Integration
  • Assessment Management
  • Assignment Management
  • CRM Integration
  • List Management
  • Engagement Analytics
  • Security
  • Sales Enablement
  • Sales Force Automation
  • Predictive Sales
  • Performance Management
  • Process Management

Images & Videos

Q & A

How much does PandaDoc cost?

For all interested customers, thinking of subscribing to PandaDoc, you should know that the app offers three (3) paid subscription plans. These paid plans are: the Essentials plan ($25/user/month), the Business plan ($59/user/month), and the Enterprise plan, which requires you to contact PandaDoc’s sales team to get started. Additionally, PandaDoc offers a 24% discount on both Essentials and Business plans if your chosen billing period is yearly.

Does PandaDoc integrate with other apps?

Yes, it does. In fact, the PandaDoc software offers all users with a host of various seamless and robust integrations to help them make document management simpler. These integrations include HubSpot, Microsoft Dynamics, Zoho, Salesforce, Stripe, PayPal, Pipedrive, Nimble, Copper, Authorize.Net, and more.

What are the solutions that PandaDoc provides?

The PandaDoc software provides multiple solutions for all users. For each of you that are subscribed to a plan on PandaDoc, you can use five (5) fantastic features. These are: Quotes, E-Signatures, Payment Solutions, Proposal Creation, and Contracts.

Does PandaDoc offer a free trial period for its paid plans?

Yes, it does. If you are still unsure whether to use PandaDoc or not, you can always test the app with a free trial. It is available for a maximum of fourteen (14) days. This gives users enough time to learn how to use PandaDoc effectively.

Which file types are supported by PandaDoc?

PandaDoc makes sure that you can rely on its extensive platform for your document management needs. That is why it supports various file types. With PandaDoc,  you can generate, view, and edit these file formats: xls., xlsx., ppt., pptx., doc., docx, .png, .jpeg, and .jpg

How secure is the PandaDoc platform?

The PandaDoc platform makes your data security and overall privacy a top priority so that you can enjoy using it without worrying about any leaks. The software uses a bank-grade encryption (AES-256) with an additional secure key management structure. On top of that, PandaDoc also uses an Amazon AWS system.

Alternatives

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