Introduction to PandaDoc Alternatives
Streamlining document workflows digitally can be a hassle without efficient software. Utilized widely across industries, PandaDoc is a reliable software with multiple features for document management. This includes creating, sending, tracking, and signing documents digitally.
While PandaDoc is a highly efficient document management software, its alternatives offer advanced features that can further ease your processes. At present, there is a wide array of tools that can serve as potent alternatives to PandaDoc and offer improved document workflow management.
In this blog, we will discuss the top PandaDoc alternatives that can boost your document management.
TL;DR - Top Alternatives to PandaDoc
If you're tired of looking for efficient document management software, this blog will help you make the best choice. Throughout the blog, we'll discuss various tools in detail so you can pick the best tool for your business.
- Cone
- Signaturely
- DocuSign
- HelloSign
- Adobe Sign
- SignNow
- Zoho
- GetAccept
- OneSpan
Save yourself the time and effort to find the best document management tool, and say hello to Cone. Cone's proposal software helps to automate proposals, billing, and payments. It also offers convenient document management, including secure storage for practice documents., template creation for standard documents, and e-signature capabilities for documents. Get in touch with our team to explore Cone's work management software with convenient document management features and say hello to organized workflow.
What is PandaDoc?
PandaDoc is a document management software used by organizations of all sizes. It helps streamline document creation, distribution, and signing. It makes generating professional documents like proposals, invoices, contracts, etc, convenient through its customizable templates and editing tools. In addition, features like e-signatures speed up the document signing process.
Collaboration among teams also becomes seamless with this software. With PandaDoc, organizations, irrespective of how big or small, can streamline their workflows, improve collaboration, and enhance their efficiency.
What is PandDoc Mostly Used For?
There are multiple uses of PandaDoc. Listed below are a few:
- Document Creation: This software allows organizations to conveniently create professional and customizable documents, such as contracts, proposals, invoices, etc.
- Sharing Documents: This software allows seamless sharing of documents for purposes like electronic signatures. Companies do not have to print, scan, or mail physical copies; they can instead share them digitally, which also saves a lot of time.
- Document Collaboration: Using this software, teams can collaborate in real time. Multiple users can work on documents at the same time. This allows improved workflow and efficiency.
- Tracking Documents: Companies can gain insights into the status of their documents, such as whether they were opened, viewed, or signed with PandaDoc.
Why Consider PandaDoc Alternatives?
While PandaDoc comes packed with various features to streamline your proposals and contracts, there are several reasons why you may need an alternative, such as:
- Native Integrations with geo specific payment gateways or accounting software: You may find PandaDoc's integration options limited for some geos like GoCardless and accounting software like Xero. For instance, if you are based in the UK, you might look for software that includes a "GoCardless integration", particularly if you're seeking deeper "Invoicing & Billing" and "Payments" features. Native Accounting Software Integrations are also crucial for seamless billing and payment operations.
- Cost: Many organizations, especially small businesses, may find PandaDoc expensive, prompting them to look for other software that fits their budget. For example: The features like dynamic pricing tables or quotes are only available from Pandadoc in their 49$ package, while Cone offers these with deep functionality at 11$.
- User Experience: The PandaDocs user interface may be slightly difficult to navigate, leading you to look for alternatives with more intuitive interfaces.
- Deeper billing and payment feature: You may need more flexible pricing options than provided by Pandadoc. For e.g. in Cone, you have various billing and pricing options like variants, hourly, per unit, pricing factors etc which makes it easier to price and bill quickly. You can leverage billing options like direct debit etc. to auto charge the client with payment information on file.
Learn more about proposal software for small businesses.
Top PandaDoc Alternatives
Cone
Cone Proposal and Billing Software is a powerful tool that streamlines proposals to the payment process by compiling multiple functions into a single, user-friendly platform priced at just $10 per user per month. This all-in-one proposal management solution delivers substantial cost savings compared to other proposal management software such as PandaDoc.
Top Features
- Dynamic and Interactive Proposals instead of PDF like experience - Enhance client engagement and presentation quality with dynamic, interactive proposals instead of static PDFs. Look at video production proposal example.
- Dynamic pricing tables or quotes - Has an ability to add various pricing tiers for services and create proposals quickly.
- Buyer engagement - Whenever a buyer engages with your proposal, you will be notified.
- Automated Invoicing - Utilize integrated invoicing capabilities to simplify your financial operations. Invoices are automatically created as soon as a proposal is accepted for recurring and one-off invoices. No separate invoicing software is required.
- Sales pipeline- Never miss a lead and manage your sales pipeline in the same platform.
- Native Accounting Integrations- Ensure efficient and accurate financial management by connecting to popular accounting software such as QuickBooks Online (QBO) and Xero. Cone has native integrations.
- Payments- Integrations with payment gateways like Stripe, GoCardless and automated reminders help you improve your payment collection process.
- Templates- Customizable templates for document creation and streamlining workflow. This helps improve the efficiency of teams.
- E-Signature Capabilities for Documents - Cone’s E-signature features allow e-signatures directly within the platform. This eliminates the need for physical signatures and allows fast, secure document-signing processes.
Pros
- Efficient and Economical: Cone eases document management with a cost-effective solution, saving businesses time and resources.
- Streamlined Workflow Integration: Cone's integration capabilities streamline document management, ensuring convenient data flow across all functions within the platform.
Best For
Professional services companies, aiming to streamline operations and prefer all aspects of document management from one centralized platform.
Pricing
- Pricing: Essentials - $8 per user/month, Growth - $11 per user/month
Signaturely
Signaturely is a cloud-based electronic signature solution made to assist companies in safely obtaining document approvals.
Top Features:
- It allows seamless collaboration
- It has various, customizable templates for improved efficiency
- Any data collected is legally binding
- Offers Easy access & management
Pros:
- Cost-effective plans make it accessible for small to medium-sized businesses with varying budget constraints.
- Simplified interface and intuitive features ensure a smooth user experience, requiring minimal training.
Best For
It’s best for small to medium sized businesses looking for a software with multiple features for document management.
Pricing:
- Personal: $25/month
- Business: $50/month Per user
DocuSign
DocuSign is a well-known electronic signature solution recognized for allowing secure document transactions and approvals.
Top Features:
- Advanced authentication methods ensure secure electronic signatures.
- Extensive integrations offer seamless connectivity with various platforms.
Pros:
- Recognized as an industry-leading e-signature solution, offering scalable plans.
- Robust security measures safeguard sensitive documents and user data.
Best For:
Businesses of all sizes seek a reliable and scalable electronic signature solution.
Pricing:
- Personal: £8 /month, £96 billed annually
- Standard: £20 /month per user, £240 billed annually
- Business Pro: £33 /month per user, £396 billed annually
HelloSign
HelloSign provides a user-friendly electronic signature platform, easing document signing processes for businesses.
Top Features:
- Seamless integrations enhance workflow efficiency.
- Legally binding signatures ensure document authenticity.
Pros:
- Flexible pricing plans accommodate various business needs.
- Intuitive interface facilitates easy adoption and usage.
Best For:
Ideal for small businesses and freelancers searching for a straightforward user-friendly electronic signature solution.
Pricing:
- Essentials Individual: £11.67 GBP /month, £140 GBP billed yearly
- Standard (Small team): £20 GBP / user / month, £480 GBP billed yearly
- Premium (Large team): Custom quote.
Adobe Sign
Adobe Sign provides an all-inclusive electronic signature solution with integration options with Adobe's suite of tools for convenient document management.
Top Features:
- Comprehensive document tracking capabilities ensure visibility and control.
- Customizable workflows that streamline document approval processes.
Pros:
- Trusted brand with an extensive feature set.
- User-friendly interface enhances ease of use.
Best For:
Businesses of different sizes are looking for a reliable and feature-packed electronic signature solution.
Pricing
Individuals: Acrobat standard ($7/Month), Acrobat Pro ($19/month)
Business: Acrobat Standard for Teams ($14/month) Acrobat Pro for Teams ($23/month)
SignNow
SignNow provides a user-friendly electronic signature platform with API access for comprehensive document management.
Top Features:
- Mobile-friendly interface that allows convenient document signing and management.
- API access makes integration with third-party applications very convenient.
Pros:
- Competitive pricing plans.
- Fast implementation ensures quick adoption and usage.
Best For:
It is Ideal for SMBs and enterprises looking for a flexible, comprehensive, and mobile-friendly electronic signature solution.
Pricing: Business ($8/user/month), Business Premium ($15/user/month), Enterprise ($30/user/month), Site License ($1.50 per signature invite)
Learn more about proposal software suited for freelancers.
Zoho
Zoho Sign is a signature solution integrated with the Zoho suite that offers seamless document management for businesses.
Top Features:
- Integration with Zoho suite enhances workflow efficiency.
- Comprehensive document management capabilities.
- Multi-language support caters to diverse user needs.
Pros:
Affordable pricing plans.
Seamless workflow ensures ease of use and adoption.
Best For:
Small and medium-sized businesses seeking an affordable and integrated electronic signature solution.
Pricing:
Standard ($15/user/month), Professional ($25/user/month), Enterprise ($36/user/month), Ultimate ($38/user/month)
GetAccept
GetAccept is an interactive e-signature solution that allows organizations of all sizes streamlines their document workflows and increases efficiency.
Top Features:
- Interactive proposals that improve client engagement and conversions.
- AI-powered insights offer valuable analytics to the sales teams.
Pros:
- Customizable branding options for a personalized user experience.
- An all-inclusive feature set covers proposal creation to e-signatures.
Best For:
Sales teams and CRM users seeking a comprehensive solution to enhance document workflows and client interactions.
Pricing:
14 day Free Trial, Professional ($49/user/month), Enterprise (Customized pricing)
OneSpan
OneSpan is an e-signature software with advanced security features and compliance with regulations, which makes it highly reliable.
Top Features:
- Sophisticated security mechanisms guarantee the confidentiality and integrity of documents.
- Caters to diverse business needs through flexible deployment options.
Pros:
- Document security by robust authentication options.
- Scalability can benefit financial institutions and other highly regulated industries.
Best For:
Financial institutions and highly regulated industries seeking a secure and compliant electronic signature solution.
Pricing
Professional ($22/user/month)
How to Choose the Best PandaDoc Alternative?
Factors specific to your organization’s needs and preferences must be carefully considered when selecting the best PandaDoc alternative. It is important to be careful and consider important factors while choosing an e-signature for document management tool. Here's a guide to assist you in making a wise decision:
- Determine Your Needs: Assess the features, scalability, pricing, and integrations that your document management system needs to offer. Think about things like the ability to create documents, the use of electronic signatures, teamwork, security, and software compatibility.
- Do a Comparative Analysis of the Features: Look into and draw a comparison of the features provided by different document management softwares available on the market. Key features to look for include document tracking, workflow automation, e-signature capabilities, customizable templates, and convenient integration possibilities. Select a software that closely aligns with your needs.
- Check the Integration Options: Consider the integrations that every software offers. Make sure it integrates with the software you currently have, such as cloud storage platforms, project management tools, and CRM systems.
- Don’s Miss Compliance and Security: Carefully assess the security features and compliance measures that each software offers based on importance. This may include data encryption, audit trails, access controls, etc.
- Assess Pricing: Determining the costs and subscription plans of different softwares. Think about things like up-front expenses, recurring monthly or yearly fees, and any additional costs for user licenses or additional features. Pick a solution that, given your financial constraints, offers value for the money.
- Consider User-friendliness: Check out user comments and reviews to figure out how each option feels overall.
Frequently Asked Questions:
What is Similar to PandaDoc?
Several document management platforms similar to PandaDoc exist, such as Cone. Cone’s work management software offers various features, including electronic signatures, document creation, billing, web proposals and payments allowing companies to manage their proposals and payments seamlessly.
Is DocuSign Better than PandaDoc?
To decide between PandaDoc and DocuSign, it really depends on the unique needs of your business in question. DocuSign is a software used for electronic signatures, mainly. PandaDoc provides more than just electronic signatures. Robust features include document or proposals creation, automation, tracking, and e-signing, thus providing a comprehensive solution for businesses.
Is PandaDocs Free?
PandaDocs provides a free trial to the users. However, once the trial ends, the users have to choose from the multiple paid plans they offer, based on their requirements.
How Well Do These Alternatives Work on Mobile?
PandaDocs alternatives, including Cone, have mobile-responsive interfaces. Users can conveniently manage their documents on-the-go from their mobile phones.
Conclusion
For seamless proposal management, having a robust proposal management tool is important. Cone offers customized solutions at a much lower cost than the competitors like PandaDoc.
Cone's intuitive interface makes it easy for businesses to quickly adopt and realize its full potential right away. Take advantage of Cone's benefits and watch as your business expands.