When you’re searching for the right document automation tool for your business, the number of options can be overwhelming.
So, we’ve broken down some of the most common options as compared to PandaDoc.
Purely a delivery and tracking layer, DocSend does not enable document creation. With PandaDoc, you’ll get access to not only document delivery and rich analytics but a fully-articulated document builder that will enable your sales team to build documents from pre-developed templates or a customizable library of content blocks.
This means that proposal and collateral can be fully customizable without requiring the expense of a graphic designer to customize every document. And most importantly, your recipients can take action on your documents and sign directly from the PandaDoc link that you send them… something that isn’t possible with DocSend, which lacks eSigning functionality.
Designed to function as a simple eSignature tool, DocuSign lacks a wide range of the features that are 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.
Also, know more of the API feature comparison: DocuSign vs. PandaDoc.
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.
HotDocs is one of the competitors with a vastly different focus than the PandaDoc platform: it is a document assembly software, which aims to process extremely large volumes of documents with variable fields for data entry. It does not include a drag-and-drop document builder, eSigning or document delivery/tracking functionality.
By choosing PandaDoc over Qvidian, your proposals (and sales team) will thank you for proposal and quote deliverables will not only be more visually-appealing, but they’ll be fully trackable. So your sales team will be able to see exactly when a quote or proposal is opened, signed or commented on which enables your team to execute perfectly-timed follow-ups.
With Proposify, you’ll have to choose a pricing plan based on the number of proposals you’ll send in a given time period. Not so with PandaDoc, which offers unlimited documents, proposals, quotes, and collateral deliveries to your prospects, clients, and employees.
Nitro works specifically with existing PDF documents, rather than allowing you to create your own customized documents. Also, Nitro does not offer a native mobile solution, which can make staying on top of the status of your documents a challenge while you’re away from your desk.
With PandaDoc, you can create all of your documents from start to finish within our builder – either from scratch or by utilizing pre-built content. And, you’ll get access to our killer iOS and Android apps for a fully-mobile experience.
S-Docs is an add-on specifically for Salesforce, which means you must use Salesforce to utilize this tool. That means if you decide to migrate away from Salesforce as your CRM, S-Docs will no longer work for your team as a document tool. It also lacks native eSignature functionality so you would need to integrate it with another platform to facilitate eSigning.
With PandaDoc, you don’t need to use a particular CRM (or 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 further expand your integration capabilities.
Primarily an eSigning integration for other apps, Scrive does not allow you to create, manage, or send documents. Because it is an add-on for developers to add to another tool instead of a platform, it does not offer mobile capabilities, either. PandaDoc is not only a full standalone platform, but we offer an SDK for developers to embed PandaDoc in their own applications as well.
Out of our competitors, QuoteWerks is probably the oldest, clocking in at over twenty-years-old. It’s a software solution designed for creating sales quotes ‘behind the scenes’ before delivering to the end client. As such, it does not facilitate document building, eSigning, or automation/tracking like PandaDoc does. If you’re interested in cost-per-quote (CPQ) configuration, that’s just one of the many robust use cases that the comprehensive PandaDoc platform solves for.
Documotion is also Salesforce-dependent and must be installed via the Salesforce AppExchange. It requires that you design documents in Microsoft Word. It also lacks native apps for iOS/Android. PandaDoc does not require the use of any other software product such as a CRM or word processor as it is completely in the cloud. And, with PandaDoc, you’ll be able to quickly and easily view your document dashboard and statuses from your mobile device with our native apps.
CallidusCloud CPQ is one of our quote configuration competitors. It does not include the end-to-end automation that the PandaDoc platform includes. It does not support creating proposals from scratch, nor does it support eSigning. You will also miss out on the in-document messaging between the sender and recipient(s) which helps to cut down on email back-and-forth and miscommunications.
Apttus is what’s known as a quote-to-cash (Q2C) platform. PandaDoc also offers full Q2C functionality but with significantly lower pricing, better features, and instant deployment. PandaDoc is also a full proposal solution, which allows you to create and package templated, reusable marketing content alongside your quotes, increasing your win rate.
SignNow lacks the fully-featured ‘platform’ that PandaDoc is known for amongst the alternatives. It does not support content creation within their tool, instead of requiring you to upload a single document. It also lacks document tracking, analytics, and API capabilities, a crucial component for enabling your sales team for success by empowering them to perform timely follow-ups.
With GetAccept, you will not get the drag-and-drop document experience that PandaDoc offers meaning that you’ll need to upload fully customized, ready-to-sign documents instead of being able to build out custom documents in the platform. We believe that true documentation productivity comes from a streamlined document prep process which takes place from document creation to signing in the PandaDoc platform.
With NiftyQuoter, you won’t have access to the incredibly-intuitive PandaDoc document builder. You also won’t enjoy the same granular and macro-level document analytics dashboard and full mobile apps that PandaDoc offers its users who are on the hunt for alternatives. With PandaDoc, you’ll also have access to over two dozen native PandaDoc integrations plus a plethora of ever-expanding options through Zapier.
FlexiDocs is a tool for generating documents. It lacks
BizTree offers a ‘canned template’ library in stark contrast to the document creation, delivery and signing functionality built into the PandaDoc platform. It does not feature a way to send or sign documents and requires additional steps in your workflow to obtain a legally-binding signature. Further, you’ll lack the same customization and branding features that PandaDoc includes.
The Salesforce CPQ solution is, not surprisingly, another one of the Salesforce-centric competitors and requires a Salesforce subscription. Further, Salesforce CPQ does not include eSigning (it requires integration to one of the supported eSigning tools) or the same level of document customization that PandaDoc does. The PandaDoc platform is not only all-inclusive, but it can also be deployed quickly and painlessly. In most cases, we can have you up and running by lunchtime the next business day.
The PandaDoc document builder yields best-in-class, fully-customizable documents. In addition to our top-notch document builder, you’ll also notice that PandaDoc promotes transparent pricing. So, while you’re waiting for a quote from Connectwise, you can already be up and running with PandaDoc.
Another eSignature tool, HelloSign offers its users a primary focus on the signing step of a document automation workflow. If you’re looking for alternatives that offer a more comprehensive solution, then take a look at PandaDoc. You’ll get access to eSigning as well as the other stages of your document lifecycle from creation to document delivery and storage.
And If you’re looking for eSignature API don`t forget to check the difference in flexibility between PandaDoc API and HelloSign API.
With PandaDoc, you’ll get a lot more value for a lower cost than Octiv — saving you up to 50% per user seat. You’ll also get access to our world-class, in-house support team. And, we don’t charge extra for phone or email support.
By switching from Proposable to PandaDoc, you’ll get access to a better document builder, collaboration functionality, workflows and the holy grail of automation: killer integrations.
Need a more strongly-integrated stack of technology platforms? PandaDoc offers more integrations and better security than Qwilr. And, on top of that, you’ll be creating documents faster than you can say, “bamboo!” when you use the powerful document builder built into PandaDoc.
RightSignature is another eSigning tool which means that it’s not a fully-featured document automation platform like PandaDoc. When you trade RightSignature for PandaDoc, you’ll get access to eSigning plus you’ll also gain access to powerful cost-per-quote (CPQ) functionality as well as collaboration and approvals features.
Also, check the comparison table of PandaDoc API and RightSignature API.
With BidSketch, you’ll be missing out on built-in electronic (eSign) signatures, robust “from-scratch” document creation and the world-class support that PandaDoc is known for.
XperiDo is not a standalone document solution and it requires implementation through Microsoft Word or Dynamics or Sugar. By choosing PandaDoc, you’ll garner a full document automation solution that doesn’t require additional third-party applications or a complicated technical implementation.
Another one of the competitors that are firmly in the eSigning category, Adobe Sign will not provide your team with actual document generation and requires the upload of a fully-customized document such as a Word doc or .pdf for sending and signing. PandaDoc not only handles the delivery, tracking and recipients’ eSigning steps of your document workflow but also enables your team to create fresh documents from scratch or through templated content right within our platform.
Also, learn more about the differences in features and functionality of PandaDoc and Adobe Sign API.
Attach.io does not feature the same drag-and-drop content builder that PandaDoc is known for, limiting the ability to customize content in comparison. Plus, with PandaDoc, you’ll get access to our stellar (and super nice) in-house support team along with fully-functional native mobile apps for iOS and Android to keep your sales team productive and connected while they’re away from their desks.
Conga Composer is a Salesforce add-on for document generation and requires additional integration with DocuSign or Adobe Sign for eSigning. Furthermore, it does not have document creation functionality. So, users must upload a Word, Excel, PowerPoint, PDF, or HTML file for merging data instead of allowing a user the option to upload OR create a document, proposal or quote within the platform like PandaDoc.
Nintex is a Salesforce-specific document creation engine. By trading Nintex for PandaDoc, your documents will come alive with interactivity, rich visual capabilities, and in-app messaging and payments. In short: you’ll gain quite a bit of value by choosing PandaDoc.
When you switch from Quotient to PandaDoc, you’ll get better documents as a result of the best-in-class document builder (and templated content!) that PandaDoc offers. And, you’ll benefit from stronger CPQ functionality which enables the automatic transfer of product and pricing information from your CRM alongside interactive pricing for your prospects to customize a quote to their needs.
Lastly (and most importantly!) your prospective customers can close the deal and pay directly from a PandaDoc quote with built-in Stripe credit card transactions.
Seismic is not a document automation platform, but rather a sales enablement competitor. However, as far as alternatives go, PandaDoc can be used for both use cases, effectively doubling the capabilities of a single platform. In addition to delivering and tracking fully-customizable sales content, PandaDoc offers eSigning and quote-to-cash functionality so that your prospects can go from the education step of your sales process all the way to purchase.
PandaDoc offers all of the functionality of Zuora’s cost-per-quote (CPQ) offering and much, much more which means that your software investment goes significantly further while equipping your team with a more comprehensive quoting platform.
The PandaDoc product library allows you to build out your entire portfolio of products/services and pricing options so that when a team member is building out a proposal or quote, they can quickly and accurately configure pricing as a component of that proposal. Plus, you’ll get access to our killer document builder, templated content, and a full range of integrations.
Ready to learn more about how PandaDoc stacks up against a specific product or service?