PandaDoc: Top 10 Alternatives and Comparison 2023

Top 10 PandaDoc Alternatives and Comparison 2023

PandaDoc is a leading document management solution that streamlines the creation, tracking, and signing of documents for businesses and individuals. In this blog, we aim to provide a comprehensive comparison of PandaDoc and its alternatives in 2023, helping you make an informed decision about the best document management solution for your needs.

#1 PandaDoc vs. DocuSign

Features

PandaDoc:

• Document Editing: PandaDoc allows users to create and edit documents with a built-in document editor.
• Electronic Signatures: PandaDoc provides electronic signature functionality, enabling parties to sign documents digitally.
• CPQ (Configure, Price, Quote) Integration: PandaDoc integrates with CPQ software, streamlining the quoting process.

DocuSign:

• eSignature: DocuSign specializes in electronic signatures, ensuring legally binding signatures on documents.
• Secure Transaction Management: DocuSign provides secure transaction management for sensitive documents.
• Document Analytics: DocuSign offers document analytics, enabling users to track and analyze document interactions.

Pricing

PandaDoc:

• Free eSign Plan: Offers unlimited document uploads and e-signatures for free.
• Essential Plan: Costs around $25 per user/month, includes document builder, templates, and integration support.
• Business Plan: Costs around $59 per user/month, features include CRM integrations, custom branding, and approval workflows.

DocuSign:

• Personal Plan: Around $10 per user/month, includes basic document signing for a single user.
• Standard Plan: Costs around $25 per user/month, includes additional features such as customizable templates.
• Business Pro Plan: Around $40 per user/month, offers advanced features like bulk sending, signer attachments, and advanced authentication.

Accessibility

Both PandaDoc and DocuSign provide accessibility across various platforms, allowing users to access and use the platforms from different devices and operating systems. Here are the accessibility options offered by each platform:

PandaDoc:

• Online: PandaDoc is accessible through web browsers, allowing users to access the platform from any device with an internet connection.
• Windows: PandaDoc offers a desktop application that is compatible with Windows operating systems, providing users with a dedicated software experience.
• Mac: PandaDoc also provides a desktop application for Mac users, enabling them to access the platform seamlessly on their macOS devices.
• iOS: PandaDoc has a mobile app available for iOS devices, allowing users to access and manage their documents on iPhones and iPads.
• Android: PandaDoc offers a mobile app for Android devices, providing Android smartphone and tablet users with on-the-go access to their documents.

DocuSign:

• Online: DocuSign is accessible through web browsers, allowing users to access the platform from any device with an internet connection.
• Windows: DocuSign provides a desktop application that is compatible with Windows operating systems, offering a dedicated software experience for Windows users.
• Mac: DocuSign also offers a desktop application for Mac users, ensuring a seamless platform experience on macOS devices.
• iOS: DocuSign has a mobile app available for iOS devices, enabling users to access and manage their documents using iPhones and iPads.
• Android: DocuSign provides a mobile app for Android devices, allowing users to access and handle their documents on Android smartphones and tablets.

Both PandaDoc and DocuSign prioritize accessibility by offering online access through web browsers and dedicated applications for Windows, Mac, iOS, and Android platforms. This ensures that users can conveniently use the platforms regardless of their preferred device or operating system.

Integration Capabilities

PandaDoc and DocuSign are both popular electronic signature and document management platforms, and they offer integration capabilities with various third-party services. Here are the integration capabilities of each platform:

PandaDoc Integration Capabilities:

• CRM Systems: PandaDoc integrates with Salesforce and HubSpot, allowing you to streamline your sales and document management processes by syncing data between these systems.
• Payment Processors: PandaDoc supports integration with Stripe and PayPal, enabling you to collect payments from within your documents and streamline your payment workflows.
• Cloud Storage Services: PandaDoc integrates with Google Drive and Dropbox, allowing you to easily access and store your documents in these cloud storage platforms.

DocuSign Integration Capabilities:

• CRM Systems: DocuSign offers integration with Salesforce, Microsoft Dynamics, and HubSpot, enabling you to leverage your existing customer relationship management systems while using DocuSign for document management and electronic signatures.
• Real Estate Platforms: DocuSign integrates with zipForm Plus and Realogy Dash, providing specialized integration capabilities for real estate professionals to streamline their transaction processes and document management.
• Cloud Storage Services: DocuSign supports integration with Google Drive, Dropbox, and OneDrive, allowing you to seamlessly access and store your documents in these popular cloud storage platforms.
• Both PandaDoc and DocuSign offer integration with widely used CRM systems, such as Salesforce and HubSpot, allowing for efficient data synchronization. They also integrate with popular cloud storage services like Google Drive and Dropbox, ensuring easy access to your documents. Additionally, DocuSign offers specialized integration with real estate platforms, which may be beneficial for professionals in the real estate industry.
• When choosing between PandaDoc and DocuSign based on integration capabilities, it’s important to consider your specific needs and the services you already use in your workflow. Evaluating how well each platform integrates with your existing systems can help you make an informed decision.

#2 PandaDoc vs. HelloSign (Dropbox Sign)

Features

PandaDoc:

• Comprehensive Document Editor: PandaDoc offers a robust document editor for creating, customizing, and formatting documents.
• Electronic Signatures: PandaDoc facilitates electronic signatures, allowing parties to sign documents digitally.
• Content Library: PandaDoc features a content library where users can store and manage reusable content such as images, pricing tables, and templates.

HelloSign:

• E-Signature Focus: HelloSign specializes in electronic signatures, making it easy to add legally binding signatures to documents.
• Audit Trail: HelloSign provides an audit trail, which records the history and status of document signatures.
• API Customization: HelloSign offers an API that allows users to integrate and customize e-signature workflows within their own applications or websites.

Both PandaDoc and HelloSign are effective tools for managing documents and obtaining electronic signatures. However, PandaDoc tends to be more comprehensive in terms of document creation and editing, whereas HelloSign focuses more on the e-signature process and integration capabilities.

Pricing:

PandaDoc:

Essentials Plan:

• Description: This plan is suitable for small teams and includes basic document management features.
• Price: Starts at $19 per user per month.

Business Plan:

• Description: This plan offers more advanced features for growing teams and businesses.
• Price: Starts at $49 per user per month.

Enterprise Plan:

• Description: This plan is designed for larger organizations with complex document workflows and customization needs.
• Price: Custom pricing. Contact PandaDoc for details.

HelloSign:

Free Plan:

• Description: This plan is ideal for individuals or small businesses with basic signing needs.
• Price: Free with limited features.

Essentials Plan:

• Description: This plan provides essential features for small businesses, including unlimited documents and templates.
• Price: Starts at $15 per user per month.

Business Plan:

• Description: This plan offers advanced functionality for teams and businesses with higher volume and more customization options.
• Price: Starts at $40 per user per month.

Enterprise Plan:

Description: This plan is suitable for larger organizations that require enterprise-grade security, compliance, and support.

Accessibility:

PandaDoc:

PandaDoc is accessible through various platforms and devices, including:

• Online: PandaDoc is a cloud-based platform accessible through web browsers. Users can access PandaDoc from any device with an internet connection.
• Windows: PandaDoc offers a desktop application for Windows users, providing a more native and integrated experience.
• Mac: PandaDoc is compatible with Mac operating systems, allowing Mac users to access and utilize its features.
• iOS: PandaDoc has a mobile app available on iOS devices, such as iPhones and iPads, enabling users to work on documents while on the go.
• Android: PandaDoc also offers a mobile app for Android devices, allowing Android users to access and manage their documents on their smartphones and tablets.

HelloSign Accessibility:

HelloSign is accessible across multiple platforms and devices, including:

• Online: HelloSign is a web-based platform accessible through web browsers. Users can access HelloSign from any device with an internet connection.
• Windows: HelloSign is compatible with Windows operating systems, providing users with access to its features on Windows computers.
• Mac: HelloSign is also compatible with Mac operating systems, allowing Mac users to access and utilize its functionalities.
• iOS: HelloSign provides a mobile app for iOS devices, enabling users to sign and manage documents using their iPhones and iPads.
• Android: HelloSign has a mobile app available for Android devices, allowing Android users to access and work on their documents using their smartphones and tablets.

Both PandaDoc and HelloSign offer multi-platform accessibility to cater to users on different devices and operating systems, ensuring flexibility and convenience in accessing and managing documents.

Integration Capabilities

#3 PandaDoc vs. Adobe Sign

PandaDoc and Adobe Sign are both popular electronic signature solutions used by businesses to streamline document signing processes. While they serve similar purposes, there are differences between the two platforms. Here’s a comparison of PandaDoc and Adobe Sign:

Features and Functionality:

PandaDoc: PandaDoc offers more than just electronic signatures. It is a comprehensive document management platform that enables users to create, send, track, and sign documents. It provides features like document templates, collaboration tools, document analytics, payment collection, and workflow automation.

Adobe Sign: Adobe Sign primarily focuses on electronic signatures and integrates with other Adobe products. It offers advanced e-signature capabilities, including authentication, digital certificates, and compliance with industry regulations. It also provides features like document routing, reminders, and the ability to sign from various devices.

Ease of Use:

PandaDoc: PandaDoc has a user-friendly interface with a drag-and-drop document builder, making it easy to create professional-looking documents. It offers a simple and intuitive user experience for both senders and signers.

Adobe Sign: Adobe Sign has a clean and intuitive interface that aligns with the overall Adobe product experience. It may have a slightly steeper learning curve compared to PandaDoc, especially for users who are new to Adobe products.

Integration:

PandaDoc: PandaDoc integrates with various third-party applications such as CRM systems (e.g., Salesforce, HubSpot), cloud storage services (e.g., Google Drive, Dropbox), and payment processors (e.g., Stripe, PayPal). It also provides an open API for custom integrations.

Adobe Sign: Adobe Sign integrates seamlessly with other Adobe products like Adobe Acrobat, Adobe Experience Manager, and Adobe Creative Cloud. It also offers integration options with popular business applications like Microsoft Office 365, Salesforce, and SharePoint.

Pricing:

PandaDoc: PandaDoc offers multiple pricing plans tailored to different business sizes and needs. The plans include features like e-signatures, document analytics, and payment processing. Pricing details can be obtained directly from PandaDoc’s website.

Adobe Sign: Adobe Sign offers pricing plans based on the number of users and the level of functionality required. Adobe’s pricing model can be obtained from their website or by contacting their sales team.

Security and Compliance:

PandaDoc: PandaDoc takes security seriously and provides measures like encryption, access controls, audit trails, and SOC 2 compliance. It also offers HIPAA compliance for healthcare-related documents.

Adobe Sign: Adobe Sign offers robust security features, including authentication options, encryption, and compliance with industry standards like ISO 27001, SOC 2, and HIPAA.

Ultimately, the choice between PandaDoc and Adobe Sign depends on your specific business requirements, integration needs, and budget. It is recommended to evaluate the features, pricing, ease of use, and security measures of each platform to determine which one aligns best with your organization’s needs.

#4 PandaDoc vs. Foxit Esign

PandaDoc and Foxit eSign are both electronic signature solutions designed to streamline the document signing process and eliminate the need for paper-based signatures. While they serve a similar purpose, there are some differences between the two platforms. Here’s a comparison of PandaDoc and Foxit eSign:

Features and Functionality:

PandaDoc: PandaDoc offers a comprehensive set of features beyond just e-signatures. It includes document creation, collaboration, and management tools. It supports templates, customizable workflows, document analytics, and integration with various business tools such as CRM and project management systems.

Foxit eSign: Foxit eSign primarily focuses on electronic signatures and related document management capabilities. It offers features like document signing, form filling, document tracking, and support for multiple signing methods.

User Interface and Ease of Use:

PandaDoc: PandaDoc provides a user-friendly interface with a modern and intuitive design. It offers a drag-and-drop editor for document creation and customization, making it easy to create professional-looking documents.

Foxit eSign: Foxit eSign also offers a user-friendly interface with a clean design. It provides step-by-step guidance for signing and filling out forms, ensuring a straightforward user experience.

Integration and Compatibility:

PandaDoc: PandaDoc integrates with a wide range of business tools, including CRM systems like Salesforce, document storage platforms like Google Drive and Dropbox, and payment processors like PayPal and Stripe. It offers an open API, allowing for custom integrations.

Foxit eSign: Foxit eSign integrates with popular cloud storage services like Google Drive, OneDrive, and Dropbox. It also supports integration with various document management systems.

Security and Compliance:

PandaDoc: PandaDoc emphasizes security and compliance by providing features like two-factor authentication, access controls, document encryption, and audit trails. It complies with industry standards such as GDPR and HIPAA.

Foxit eSign: Foxit eSign prioritizes security by offering secure encryption for documents and data transmission. It complies with industry regulations, including eIDAS (European Union electronic identification and trust services) and UETA/ESIGN (United States electronic signature laws).

Pricing:

PandaDoc: PandaDoc offers various pricing plans based on the specific needs of businesses. It provides a free trial and custom pricing for enterprise-level requirements.

Foxit eSign: Foxit eSign also offers pricing plans tailored to different business needs. It provides a free trial and flexible pricing options.

#5 PandaDoc vs. Conga Composer

PandaDoc and Conga Composer are both popular document generation and management solutions with different integration capabilities. Here’s a breakdown of their integration capabilities:

PandaDoc Integration Capabilities:

• CRM Systems: PandaDoc integrates with Salesforce and HubSpot CRM. This allows users to create, send, and track documents directly from their CRM platforms.
• Payment Processors: PandaDoc offers integration with Stripe and PayPal. This enables users to collect payments seamlessly within their documents using these payment processors.
• Cloud Storage Services: PandaDoc integrates with Google Drive and Dropbox. Users can easily access and import files from their cloud storage services into PandaDoc for document assembly.

Conga Composer Integration Capabilities:

• CRM Systems: Conga Composer supports integration with Salesforce, Microsoft Dynamics, and HubSpot CRM. Users can generate documents directly from these CRM systems, leveraging their data to populate templates.
• Real Estate Platforms: Conga Composer integrates with zipForm Plus and Realogy Dash, which are popular real estate platforms. This integration allows users in the real estate industry to streamline document generation processes.
• Cloud Storage Services: Conga Composer supports integration with Google Drive, Dropbox, and OneDrive. Users can access files stored in these cloud storage platforms and include them in their generated documents.

#6 PandaDoc vs. Proposify

Both PandaDoc and Proposify are popular proposal and document management platforms that offer integration capabilities with various third-party services. Here’s a comparison of their integration capabilities:

PandaDoc:

• CRM Systems: PandaDoc integrates with Salesforce and HubSpot, allowing you to sync data between your CRM and PandaDoc, create documents directly from CRM records, and track document activity within your CRM.
• Payment Processors: PandaDoc integrates with Stripe and PayPal, enabling you to collect payments from within your documents. Customers can securely submit payments using these payment processors.
• Cloud Storage Services: PandaDoc offers integration with Google Drive and Dropbox. You can easily import files from your cloud storage accounts into PandaDoc, attach files to your documents, and save completed documents back to your cloud storage.

Proposify:

• CRM Systems: Proposify supports integration with Salesforce, Microsoft Dynamics, and HubSpot. This integration allows you to import client data from your CRM, create proposals using that data, and sync proposal status back to your CRM.
• Real Estate Platforms: Proposify provides integration with zipForm Plus and Realogy Dash, specifically catering to real estate professionals. This integration streamlines the proposal creation process and allows for seamless data transfer.
• Cloud Storage Services: Proposify integrates with Google Drive, Dropbox, and OneDrive. You can access files stored in these cloud storage platforms, attach them to your proposals, and save completed proposals back to the storage service.

#7 PandaDoc vs. Zoho Sign

Both PandaDoc and Zoho Sign are electronic signature solutions with integration capabilities. Let’s compare their integration capabilities based on the systems they can integrate with:

PandaDoc Integration Capabilities:

• CRM Systems: PandaDoc integrates with Salesforce and HubSpot. This allows you to seamlessly connect your document generation and e-signature processes with your customer relationship management system.
• Payment Processors: PandaDoc integrates with Stripe and PayPal. This enables you to collect payments and process transactions directly within your documents.
• Cloud Storage Services: PandaDoc integrates with Google Drive and Dropbox. You can easily access and store your documents in these cloud storage platforms.

Zoho Sign Integration Capabilities:

• CRM Systems: Zoho Sign integrates with Salesforce, Microsoft Dynamics, and HubSpot. This allows you to link your document signing workflows with your CRM system for a streamlined customer experience.
• Real Estate Platforms: Zoho Sign integrates with zipForm Plus and Realogy Dash, which are popular platforms in the real estate industry. This integration helps real estate professionals manage their contracts and agreements more efficiently.
• Cloud Storage Services: Zoho Sign integrates with Google Drive, Dropbox, and OneDrive. This gives you the flexibility to store and access your signed documents in the cloud storage service of your choice.

#8 PandaDoc vs. SignNow

PandaDoc and signNow are both electronic signature and document management solutions that offer integration capabilities with various third-party platforms. Here’s a breakdown of their integration capabilities:

PandaDoc:

• CRM Systems: PandaDoc integrates with popular CRM systems such as Salesforce and HubSpot. This allows users to seamlessly sync their customer data and access documents directly within their CRM platform.
• Payment Processors: PandaDoc offers integration with payment processors like Stripe and PayPal. This enables users to collect payments directly within their documents, streamlining the payment process.
• Cloud Storage Services: PandaDoc integrates with Google Drive and Dropbox, allowing users to easily import and store documents from their cloud storage accounts.

signNow:

CRM Systems: signNow provides integration with Salesforce, Microsoft Dynamics, and HubSpot. This integration enables users to sync their CRM data with signNow, making it easier to manage and send documents to contacts.

Real Estate Platforms: signNow offers integration with specific real estate platforms like zipForm Plus and Realogy Dash. This integration is particularly beneficial for real estate professionals, as it allows them to streamline their document management processes.

Cloud Storage Services: signNow integrates with Google Drive, Dropbox, and OneDrive. Users can access their cloud storage accounts directly from signNow and easily import or save documents.

#9 PandaDoc vs. SignWell

Both PandaDoc and SignWell are popular electronic signature and document management platforms. While both offer integration capabilities with various software and services, there are some differences in their supported integrations. Here’s a breakdown of the integration capabilities of PandaDoc and SignWell:

PandaDoc Integration Capabilities:

• CRM Systems: PandaDoc integrates with Salesforce and HubSpot, allowing you to seamlessly connect your document management and e-signature processes with these CRM platforms.
• Payment Processors: PandaDoc offers integration with Stripe and PayPal, enabling you to collect payments directly within your documents.
• Cloud Storage Services: PandaDoc supports integration with Google Drive and Dropbox, allowing you to store and access your documents from these cloud storage platforms.

SignWell Integration Capabilities:

• CRM Systems: SignWell provides integration with a wider range of CRM systems, including Salesforce, Microsoft Dynamics, and HubSpot. This allows you to sync your document-related activities with these CRM platforms.
• Real Estate Platforms: SignWell specifically caters to the real estate industry by offering integration with platforms such as zipForm Plus and Realogy Dash. This allows real estate professionals to streamline their document workflows and signings.
• Cloud Storage Services: SignWell supports integration with Google Drive, Dropbox, and OneDrive, giving you flexibility in storing and accessing your signed documents from these cloud storage providers.

#10 PandaDoc vs. GetAccept

PandaDoc and GetAccept are both popular document automation and eSignature platforms that offer integration capabilities with various third-party services. Here is a breakdown of their integration capabilities:

PandaDoc:

• CRM Systems: PandaDoc integrates with Salesforce and HubSpot, allowing you to seamlessly connect your document workflows with these CRM platforms. You can send and track documents directly from within your CRM system.
• Payment Processors: PandaDoc offers integration with Stripe and PayPal, enabling you to collect payments online within your documents. This is useful for invoicing, sales contracts, and other transactions.
• Cloud Storage Services: PandaDoc integrates with Google Drive and Dropbox, allowing you to access and store your documents in these cloud storage platforms. This makes it easy to manage and collaborate on your files.

GetAccept:

• CRM Systems: GetAccept supports integration with Salesforce, Microsoft Dynamics, and HubSpot. By connecting your CRM system with GetAccept, you can streamline your document processes, track engagement, and automate document generation.
• Cloud Storage Services: GetAccept integrates with Google Drive, Dropbox, and OneDrive. You can import, store, and share your documents from these cloud storage services directly within the GetAccept platform.

Key Factors to Consider When Choosing a Document Management Solution

When evaluating document management solutions like PandaDoc and its alternatives, there are several key factors to consider:

• Security: Ensure the platform offers robust security measures to protect sensitive documents and customer data.
• Integration Capabilities: Assess the compatibility with your existing software ecosystem, such as CRM systems or project management tools.
• Customization Options: Look for solutions that allow you to customize templates, branding, and workflows to align with your organization’s unique requirements.
• Customer Support: Evaluate the level of customer support and training provided by the solution provider to ensure smooth adoption and troubleshooting assistance.

Conclusion

In conclusion, PandaDoc is a comprehensive document management solution that offers a range of features and benefits for businesses and individuals. By comparing PandaDoc with alternative solutions such as DocuSign, HelloSign, and Adobe Sign, you can find the best fit for your specific needs.

However, if you’re looking for a comprehensive solution that combines cutting-edge technology, exceptional support, and a user-friendly interface, partnering with Ubique Digital Solutions can be your key to success. Their expertise in document automation, coupled with their commitment to customer satisfaction, makes them an ideal partner for businesses aiming to streamline their workflows and achieve greater efficiency. Don’t miss out on this opportunity; contact Ubique Digital Solutions today to take your business to new heights!

FAQs

Q: Is PandaDoc suitable for small businesses?

Yes, PandaDoc offers pricing plans tailored to small businesses, providing affordable document management solutions with powerful features.

Q: Which alternative offers the most affordable pricing plans?

The affordability of alternative solutions like DocuSign, HelloSign, and Adobe Sign may vary based on the specific requirements and volume of document management needed. It’s recommended to compare the pricing plans of each alternative to find the most cost-effective option for your business.

Q: Can I integrate PandaDoc with other software applications?

Yes, PandaDoc offers seamless integration with popular business tools such as CRM systems, project management software, and payment gateways. It allows for a streamlined workflow by connecting your document management processes with other essential applications.