We believe there are better options available in this category, read below to learn what this software does well, and what they could do better. ⤵
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For teams of all sizes who are looking to automate their quote, proposal, or contract process (with eSignature and payment support).
Where do we begin with PandaDoc... It is one of the most versatile, yet focused tools on the market. If you want to create proposals, contracts (with legally binding eSignature capabilities), generate agreements from form submissions, or even collect payments—PandaDoc is your all-in-one tool.
Unlike DocuSign, PandaDoc is incredibly user-friendly, and simple, yet powerful. You can create complex modular documents, dragging in reusable blocks of text/pricing tables, or simply upload a PDF and mark the areas that require filling out and send it off.
It's our go-to recommendation when the conversation of proposal and eSignature tools come up, as it can do most things that teams are looking to have done. Not to mention, it can be deeply integrated into your CRM of choice (they have a fantastic API for custom integrations), which we love.
Think of PandaDoc as a more modern DocuSign built for teams. We can't lie, when potential vendors send us over a PandaDoc to sign—we get excited—it's just such an amazing end-user experience.
For enterprises teams looking for more advanced document eSignature and contract software.
The main use-case you'll see with DocuSign is for simply uploading PDFs and creating fillable text and signature blocks. While it's the gold standard for eSignature, they are very much enterprise-focused, meaning their average customer is a larger size business, and the features they are building out are more enterprise-business features.
(e.g. allowing to rope in identity verification for healthcare companies like Independent Health to automate identity verification when signing up for a health insurance plan).
If this doesn't sound like you, you'd be much better off with a solution like PandaDoc who has more of a focus on UI/UX, and is building out features more relatable to small-mid-size teams.
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