When you’re searching for the right document automation or electronic signature tool for your business, the number of options can be overwhelming.
Below, we’ve broken down some of the most common quoting tools, proposal builders, CPQ platforms, and sales enablement software options so that you can see how they compare to PandaDoc.
- Software focus is on send and sharing documents
- Excellent document tracking and e-signature support
- Lacks document creation tools
- “Spaces” feature makes it easy to share multiple documents with a single link
Purely a delivery and tracking tools, DocSend allows you to send documents via a link rather than email attachments. While this allows you to track your documents and gain insights, you can’t create documents with DocSend.
Using PandaDoc, you’ll gain access to document delivery and rich analytics as well as a fully-articulated document builder. These tools will enable your sales team to build documents completely from scratch. You can even transform the content you create into a pre-developed template or a modular library of content blocks.
This flexibility means that proposal and collateral can be fully customizable without requiring the expense of a graphic designer to customize your documents.
Most importantly, your recipients can take action on your documents and sign directly from the PandaDoc link that you send them by submitting a legally binding electronic signature. This simply isn’t possible with DocSend, which lacks e-signing functionality.
- One of the most-used e-signature tools in the world
- Robust library of integration options
- Users still need to create documents outside of DocuSign
- Part of a larger connection of DocuSign products, including Salesforce-based document generation and content lifecycle management (CLM)
Designed to function as a simple e-signature tool, DocuSign lacks a wide range of the features included in the all-in-one pricing we offer at PandaDoc.
The most obvious difference between DocuSign and PandaDoc is our document builder, which allows you to build, customize, and save full document templates and individual content blocks.
Further, PandaDoc provides you with a full quote-to-cash solution where your prospective customers can pay a deposit (or in full) directly from the proposal or quote you send them.
- Automation tools make it easy to streamline and template your Word documents
- Part of an entire suite of applications, including cloud services and a forms marketplace
- Lacks personalized document building functionality
- Conditional formatting allows your documents to offer relevant information to users when they need it
HotDocs offers a vastly different focus from the PandaDoc platform: It’s a document assembly software, which aims to process extremely large volumes of documents with variable fields for data entry.
PandaDoc allows you to optimize your documents using custom variables so that creating better proposals and personalized RFPs is fast and easy.
While we don’t offer some of the features you’ll see in HotDocs, like conditional formatting, we do offer a powerful drag-and-drop document builder, e-signing, and document delivery/tracking functionality.
- Central content library makes it easy to build RPFs using templated blocks
- Collaboration tools help team build documents quickly
- Document previews are rendered in real time for maximum accuracy
- Lacks comprehensive collaboration tools for customers
If you’re looking to automate your RFP or proposal process, Qvidian might seem like a good fit, but PandaDoc offers customization options to make your documents more visually appealing.
On top of that, anything sent through PandaDoc is fully trackable, so your sales team will always be able to see exactly when a quote or proposal is opened, reviewed, or signed by customers.
While Qvidian does offer some collaborative tools (just like PandaDoc), that availability doesn’t extend outside of your organization or working group.
With PandaDoc, your team has the real-time information they need to follow up and push contracts over the finish line. Whether they need to acquire digital signatures, respond to feedback, or collect payment, they’ll have the tools they need to get the job done.
- Powerful document editor makes it easy to create professional sales and marketing documents
- Documents offer payment gateways so that customers can pay inside a proposal or invoice
- Integrations with chat apps and CRMs help customers stay informed and keep all of your documentation up to date
- Proposal cap can be limiting for smaller businesses
With Proposify, you’ll have to choose a pricing plan based on the number of proposals you’ll send in a given time period.
This is a major drawback for small businesses who are looking for a content management platform and electronic signature solution for their documents.
PandaDoc offers unlimited documents, proposals, quotes, and collateral deliveries to all of your prospects, clients, and employees.
- Designed to help users convert documents to a PDF format
- PDF editing tools allow for easy document customizations
- Lacks native mobile capabilities
- Limited design tools and functionality
- Multiple document types (spreadsheets, word processing docs, etc.) can be combined into a single document
Nitro works specifically with existing PDF documents, rather than allowing you to create your own customized documents. If you want to build documents offline, Nitro is a top choice when handling PDF documents.
Unfortunately, using PDFs for proposals and contracts has a major downside when negotiating with customers. When something goes wrong or you need to make a change, you’ll need to take your document offline and upload a new version of the document.
With PandaDoc, everything is loaded into the document editor, so you can make changes to your contracts and proposals quickly to overcome customer objections.
As a bonus, PandaDoc offers a native mobile app while Nitro relies on the mobile browser to handle working on small screens. This can make staying on top of the status of your documents a challenge while you’re away from your desk.
- Requires Salesforce integration
- As a native integration S-Docs keeps all document generation inside Salesforce CRM
- Customer information doesn’t leave Salesforce
- S-docs is fast because all tools are already integrate into your Salesforce setup
S-Docs is an add-on specifically for Salesforce, which means you must use Salesforce to utilize this tool.
The downside is that if you decide to migrate away from Salesforce as your CRM, S-Docs will no longer work for your team as a document tool.
With PandaDoc, you aren’t required to use a particular CRM. In fact, you don’t even need a CRM at all to leverage the power of document automation. If you do have a CRM, we offer an extensive list of integrations with top CRM platforms and a Zapier integration to help you connect to the software tools that matter most to your business.
- Blockchain feature allows Scrive users to prove signature and document authenticity
- Offers solutions for mobile-based point of sale systems
- Limited document creation and CLM functionality
Scrive is an e-signing solution built around blockchain technology.
This software allows you to upload documents, add signers, and send documents, then uses the blockchain to ensure that the contract hasn’t been forged or altered in any way. Users can even download evidence packages to prove authenticity.
While the tool offers branding and workflow options, PandaDoc users will enjoy a more complete document creation and signing workflow experience. For example, Scrive’s mobile signing solutions aren’t included in the basic plan at all and are geared heavily toward the point of sale systems rather than regular users.
With Scrive, users can upload a completed document, add signature fields and other basic information, then send that document to customers for signature capture.
PandaDoc users can build documents completely from scratch and transition them through every single stage of the contract management lifecycle, up to and including contract renewals. Our users can also take advantage of our mobile app for document creation and signing.
- Offers a robust end-to-end sales pipeline and quoting tool
- Product database can integrate with accounting and logistics platforms for complete coverage
- Offers Windows-based desktop solution
- Difficult-to-master software features
- Complicated, modular pricing structure
Out of our competitors, QuoteWerks is probably the oldest, clocking in at over twenty years in business.
While QuoteWerks is a robust software when it comes to full-scope document automation, this platform is focused on building quotes from a database. The idea here is that you build a database with all of your products and services then assemble quotes by adding all relevant products to a document.
At the end of the process, QuoteWerks compiles all the information into a final quote that you can email to clients.
In many ways, QuoteWerks is a very powerful sales platform. It offers onboard features that allow it to handle everything from basic invoicing all the way to procurement and shipping.
Unfortunately, it has a steep learning curve, an outdated interface, and many basic features — like online access and the ability to send quotes digitally — are costly add-ons to the baseline product.
Overall, PandaDoc is much more intuitive and offers onboard features that allow users to build and send documents quickly. We offer database options in the form of our pricing tables, and the ability to create customizable templates makes it easier than ever to build proposals in record time.
- Salesforce-only platform helps users quickly generate quotes inside Salesforce CRM
- Customization tools make it easy to build ideal layouts
- Object selection helps users clarify which fields inside Salesforce should be added to a document
- Document creation is capped
- E-signing unavailable at lower tiers
Docomotion is a Salesforce-dependent tool dedicated to making it easier than ever to generate quotes inside Salesforce CRM.
This software tries to close the gap between document creation and document management so that sales teams can enjoy a shorter contract lifecycle and close deals more quickly.
Docomotion comes with a few unique tools, including the ability to create a ton of documents quickly through automation, but it misses the mark in several places by placing limits on document creation, even on the top-tier plan. Plus, users can’t use basic e-signing features without paying top dollar for the feature.
PandaDoc offers a more robust creation software tool with no limits and immediate access to critical e-signing tools. Plus, thanks to our Salesforce integration, PandaDoc can still connect to your CRM and allow it to do all the heavy lifting.
- Helps users quickly sign documents and capture payments
- Template creation is simple and easy — but limited in scope
- In-person signatures are available for every plan
A versatile e-signing platform, signNow is the electronic signature arm of the airSlate Business Cloud. The platform is equipped to handle document signing, very limited document generation, payment capture, and even some contract negotiation.
That being said, the signNow experience is vastly different from what users can experience with PandaDoc. Where signNow will allow you to create basic templates and even automatically generate some documents, those features can’t compare with the robust document generation that PandaDoc users enjoy.
Coupled with our “from-scratch” document editor, PandaDoc features a full content library and template creation tool so that you can build and send robust documents on the fly. On top of that, because every document is editable from inside the PandaDoc editor, negotiations and contract changes can happen inside your document. Send, collaborate, negotiate, and sign.
- Some document-building functionality
- Branding- and personalization-focused sales tools
- Supports 50 separate document types during uploads
- Large pricing jump from entry level to mid-tier plan
GetAccept offers some of the drag-and-drop functionality that users enjoy with the PandaDoc editor. This software also has a heavy focus on document personalization, allowing users to link personalized videos to documents inside their proposals.
PandaDoc users can do the exact same thing — and more — throughout the document creation process. Upload a video while building your documents inside the PandaDoc editor. Chat with team members and customers inside your document so that all related work and transcripts stay together.
Like GetAccept, PandaDoc also offers a robust lineup of integrations and features. However, PandaDoc offers these options at a much lower cost because GetAccept requires a minimum user count on advanced plans. Though the basic plan is $25/month, the next available plan is $200/month and requires five users. PandaDoc requires no minimum user count on any plan, so you always have the right tools at a comfortable cost.
- Comes equipped with a powerful document builder
- Missing key integrations like Salesforce and HubSpot
- Offers a wide variety of tracking and reporting tools
NiftyQuoter comes equipped with a drag and drop editor that is similar to the PandaDoc document builder. This tool also features several great integrations, along with a dashboard to help users track document analytics and performance.
At a high level, NiftyQuoter and PandaDoc look very similar. At a granular level, PandaDoc offers better detail and control.
For example, NiftyQuoter’s document analytics will show you when someone viewed your proposal and how long they reviewed it. PandaDoc provides you a page-by-page breakdown of your document analytics so that you can better understand where users spend their time.
While NiftyQuoter does offer some integration options, it doesn’t integrate with Salesforce, HubSpot, and other major CRM tools that many businesses use. PandaDoc offers robust, native integrations that can help you get up and running in minutes.
- Pulls CRM data into user-created templates to generate documents
- Requires additional subscriptions with e-signing platforms for signature capture
FlexiDocs is a tool for generating documents. The software does this by connecting to your CRM and pulling document information into a pre-built proposal or template that you create. Unlike the PandaDoc editor, FlexiDocs doesn’t offer flexible editing. The tool is designed to gather and place information, not create, edit, or format documents.
This is a modular approach to software acquisition that has been eclipsed by other tools on the market. PandaDoc, along with many other competitors on this list, offers native generation building tools.
On top of this, FlexiDocs lacks eSigning functionality and requires the usage of a third-party signing tool (and another subscription) to a platform like HelloSign, Adobe Sign, or DocuSign.
PandaDoc incorporates all of these services into a single platform so that you never need another tool in order to complete your document automation workflow.
Business in a Box (formerly BizTree)
- Offers a template library with a wide variety of business documentation
- Users can download templates, but will need to fill out the information on their own
- No additional features (e-signing, document tracking, custom template creation, etc.) available
Business in a Box, by BizTree, offers a “canned template” library for a monthly fee. The available templates are ready for download and are designed to cover everything from basic business planning to acquisitions and employee sick leave.
This software tool only offers templates. It doesn’t provide a way for users to fill out templates, send them to individuals, or use them to capture electronic signatures. Users will need to handle every other aspect of document creation by themselves.
By contract, PandaDoc users can create documents from scratch, generate their own templates, capture legally binding e-signatures, and more — all through a single platform. PandaDoc also comes equipped with its own library of 450+ editable templates so that users can jumpstart their personalized document creation.
- Requires a Salesforce subscription in addition to its own monthly subscription fee
- Helps to streamline sales processes by building user workflows to assist with the proposal building process
- Doesn’t offer an e-signing solution (requires additional integration)
Salesforce CPQ is a native add-on for Salesforce users. This software tool helps sales teams quickly create quotes and deals by narrowing down selection options, automating discounts, and pushing deals through approval workflows simultaneously.
As you might have guessed, Salesforce CPQ requires a Salesforce subscription and is only available on that platform. On top of that, the software is designed to help expedite the quoting process but doesn’t offer native e-signing like PandaDoc. You’ll need to integrate with a supported signing tool for that.
By comparison, PandaDoc is an open-ended platform that isn’t tied to a single CRM. While you can import your Salesforce information through our integration tools, you can build documents, create custom workflows, and maintain control over your entire CPQ process through PandaDoc
- Product library and quote compiling tools
- Some automation for upselling and sales coaching
- Many features limited to high-end plans only
ConnectWise Sell is a quote and proposal tool for users on the ConnectWise platform.
As a document generation tool, ConnectWise Sell allows users to compile pricing information into a line item quote and then send that compiled quote to customers to sign via e-signature. Overall, the software includes flexible selling options and tools. Leasing options are available to customers, and contracts can be locked after customers approve an order.
However, the learning curve for ConnectWise can be difficult to manage. Pricing is currently unavailable on the website. You’ll need to request a quote and wait for a representative to get back to you with the details. Because ConnectWise Sell is also connected to other products on the ConnectWise platform, several automation and workflow tools may be locked behind other subscription services.
With PandaDoc, you can be up and running in minutes using our flexible tools. Upload your own contracts or build one completely from scratch using our flexible document editor. You can have your first document out the door while you’re still waiting to hear back from the ConnectWise team.
- Only offers an e-signing solution
- Software limitation makes scaling difficult
- Limited access to other features beyond e-signatures
HelloSign, owned by Dropbox, is focused on helping users complete the signing process of their document automation workflow. The software offers branding tools, templates, and storage integrations with common tools like Dropbox and Google Drive.
Compared to PandaDoc, HelloSign is most comparable to our Free eSign plan. In most other respects, the software limits the number of users who can use the software and the number of templates that can be created on a single account.
PandaDoc offers no such restrictions. PandaDoc users can upload as many documents as they like and request as many signatures as necessary to get the job done. Users on paid plans can create unlimited custom templates, build documents from scratch, capture e-signatures, payments, and more.
- Similar to PandaDoc but lacks some versatility
- Complete end-to-end CPQ and CLM processes
- Offers great scalability
From a drag and drop document builder to collaboration and e-signature tools, Proposable offers a solution that is very similar to PandaDoc. Users can generate documents and follow them through the entire contract lifecycle before archiving them for future reference.
However, while these products are similar, PandaDoc offers a smoother interface and a larger number of features at each pricing tier. For example, Proposable users can collect payments via Stripe. PandaDoc users can use any of five payment integrations (including Stripe) to do the same thing.
While these differences may seem minor, PandaDoc supplies added versatility and allows you to connect their proposal software to systems and services that you want to use. That, combined with a user interface design for simplicity and speed, can make all the difference.
- Design proposals and send them as web pages
- Limited functionality, especially on entry level plan
- Fewer integration and design tools compared to PandaDoc
Qwilr allows users to create online proposals and send them as interactive website pages. Like PandaDoc, Qwilr comes equipped with a drag and drop document editor that uses modular blocks to build content.
Unfortunately, many of Qwilr’s features are locked behind high-end subscriptions and annual commitments. The entry level plan is more expensive than the PandaDoc business plan but lacks many of the branding, formatting, and integration tools that we offer. This limits the effectiveness of the plan for small businesses with fewer than three dedicated users.
While Qwilr’s web-based approach to proposal creation is unique, PandaDoc offers design tools and a template library that can deliver greater flexibility when your team needs to create a stunning proposal.
- Designed as an e-signing solution, not a document builder
- Limited functionality compared to PandaDoc
- PandaDoc Free eSign plan an excellent alternative
RightSignature by Citrix is an electronic signature tool focused on sending documents and capturing hand-drawn signatures.
While the tool offers some integration options, it lacks the functionality of a fully-featured document automation platform like PandaDoc. In fact, the PandaDoc Free eSign plan offers similar functionality to RightSignature plans at no cost.
With PandaDoc, you can gain access to e-signing options alongside a powerful document editor, cost-per-quote (CPQ) functionality, and collaboration tools to help your team produce excellent quotes, proposals, contracts, and more.
Like RightSignature, PandaDoc also offers API options. This comparison between PandaDoc API and RightSignature API can show you more.
- No limits on proposals or client (except on starter plan)
- Document builder lacks “build-as-you-go” functionality
- Limited integrations when compared to PandaDoc
BidSketch is a proposal generation software that allows users to input all relevant information into a document builder and create a proposal.
The major drawback to this process is that the BidSketch document builder doesn’t operate in real-time. Users input information and click a button, then wait to see what the proposal looks like after the document is generated.
The PandaDoc document editor offers real-time visibility on your document so that you can design it as you build it. On top of that, PandaDoc offers powerful integrations and templating tools that help your teams quickly design and deliver outstanding proposals.
- Notable e-signing and PDF editing tools
- Lacks document generation and template creation
- Like PandaDoc, offers 24/7 support options
Separate from the rest of the Adobe Cloud products, Adobe Sign is a powerful e-signature and PDF editing platform.
Depending on the plan, Adobe Sign comes equipped with a wide range of PDF editing tools in addition to e-signature and payment capture for documents and forms. Outside of PDFs, editing is limited. The platform offers no document design or generation tools and limited integration options.
PandaDoc users enjoy a complete end-to-end process from a single app. From document creation and e-signature capture all the way to template generation and contract lifecycle management, PandaDoc helps businesses manage every aspect of their document process.
Adobe Sign also offers API options. You can learn more about those by comparing PandaDoc API to Adobe Sign API.
- Offers a wide range of analytics and tracking tools
- No document creation or e-signature solutions
- Integrates your email inbox to your Salesforce account
At its core, Attach.io helps teams stay on top of documents in the sales pipeline from inside your Gmail or Outlook inbox. You can track emails, integrate with Salesforce to connect your email client to your CRM, schedule meetings, and more.
As a productivity tool, Attach.io offers a number of administrative features that PandaDoc doesn’t support. This includes scheduling meetings by email, managing your sales pipeline from your inbox, and creating email campaigns.
But Attach.io users still need to be able to generate documents and send them. PandaDoc adds a document generation component to your sales pipeline and allows you to track all of your documents from a single location.
Our platform even integrates with Salesforce so that you can quickly add all relevant customer information into any proposal or contract designed with the PandaDoc document editor.
Attach.io is a great fit for individuals who need to monitor pipelines and status, but for users who need to build and send documents, PandaDoc is a much better fit.
- Integrates with Salesforce to build documents
- Offers formidable e-signing and tracking capabilities
- Lacks true “from scratch” document generation
- Requires Salesforce subscription
One of many Conga-branded products on the market, Conga Composer is a Salesforce add-on for document generation and automation. With Conga Composer, users can build personalized Salesforce documents, merge Salesforce data, track proposals, and capture e-signatures.
Conga Composer falls short compared to PandaDoc in a few separate ways. This software tool lacks document creation functionality, so users need to upload existing Word, Excel, PowerPoint, PDF, or HTML files and then successfully merge Salesforce data into those documents. From there, users can send proposals to customers for review and signature.
PandaDoc offers complete functionality throughout the entire sales process. Using our platform, you can build a document from scratch or upload an existing document and make changes to it in real-time before sending it to customers.
While PandaDoc can integrate with Salesforce, you don’t need a Salesforce subscription to use it. PandaDoc is a standalone product and can be used independently from Salesforce and with a wide variety of other CRM solutions.
- Powerful automation tools for document generation
- Lacks some document customization and e-signing tools
- Requires Salesforce subscription
- High cost may be unattractive to smaller businesses
This Salesforce-specific tool is part of the Nintex Process Platform. As an enterprise-level software option, Nintex Drawloop is designed to help users automate document creation and deliver processes so that these tasks can be accomplished with limited manual oversight.
While Drawloop is a powerful tool, it’s likely to be out of reach for many smaller businesses, as the minimum plan is an $875/month commitment.
Beyond that, PandaDoc offers a greater amount of interactivity and customization throughout the document creation process. As with many other Salesforce-integrated tools on our list, Drawloop requires a Salesforce subscription in order to function. PandaDoc can integrate with Salesforce, operate independently, or connect with a variety of other CRM tools.
Despite the price tag, Drawloop also lacks native e-signing functionality. This is quoted separately and is powered by Adobe Sign, meaning that users will need to pay extra in order to capture electronic signatures on quotes, proposals, and contracts.
- Excellent quote builder with great customer chat options
- Lacks key integrations and native payment options
- Focused purely on quotes rather than contracts and other essential business documentation
As a proposal builder, Quotient offers a straightforward online document builder for fast and easy acceptance. It’s a great tool when you want to get proposals out the door quickly, interact with customers, and make customer-requested changes on the fly.
But this software tool also lacks some essential functionality for many businesses. While you can build quotes, you can’t collect payments or capture legally binding e-signatures. The editor is specifically designed and focused on proposals, not contracts or other essential business documents that a company might need.
These obstacles can be a major downside, because users are forced to use other document creation and tracking tools to fill in those gaps.
PandaDoc solves all of those problems by allowing users to create any type of document from scratch with a best-in-class document builder. With PandaDoc, you’ll be able to create the perfect proposal or contract for your customer, customize it to meet their needs, collect payments inside the document through our native payment integrations, and more.
- Excellent document tracking tools
- Lacks many content personalization option
- No document creation or generation tools
Seismic is designed to help users track and deliver existing content to prospective customers. As a result, this tool is focused on sales and channel enablement rather than proposal and contract creation.
PandaDoc serves users who want to do this by offering trackability and analytics to every document you send. Our platform gives you the power to double your capability inside a single platform by creating fully customized sales content and delivering it to customers during critical moments in the sales process.
We also offer integration tools to automate your personalization efforts. From custom template creation to integration with popular CRM tools, PandaDoc helps you add a personal touch to every document in your content library.
- Specifically focused on subscription-based business models
- Lacks “from scratch” document building capabilities
- Built to integrate with a much larger family of products
Part of the Zuora product family, Zuora CPQ is designed to help subscription-based businesses handle problems like charge variances between different plans, contract durations and renewals, and billing intervals.
This is a unique twist on most CPQ tools, since Zuora is focused specifically on subscriptions, but PandaDoc offers a variety of options to help you stay on top of those contract models.
With PandaDoc, you can build subscription models and plans into your product library so that sales teams can craft the right proposal in seconds. We also offer document building and template creation tools to expedite your proposal process.
For contracts requiring an annual commitment, PandaDoc also offers renewal notifications so that your team knows when to connect with customers and gather commitments before an existing contract expires.
Want to see how PandaDoc stacks up to your existing sales software?
PandaDoc is a robust and versatile tool that is used by 40,000+ businesses for sales and marketing.
Our document editor, integration options, and collaborative workflows make it easier than ever to deliver personalized content when your customers need it most.
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Originally published November 30, 2017, updated February 3, 2021