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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

PandaDoc logo
Proposal Software

3.9 589 user ratings

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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

airSlate WorkFlow logo
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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Atoms logo
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Featured

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Creatio CRM logo

Creatio CRM

CRM Software

4.8 370 user ratings

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Overview

Description PandaDoc is a document builder responsible for workflow management that streamlines and accelerates the user's document processes. It also creates, tracks, and processes documents. The tool offers features under many categories such as proposals, quotes, team management, document access code, content management, branding, tracking, workflow, productivity, etc. The content locking feature of PandaDoc restricts the user's team members from editing a block of content in templates or library items. It integrates with several Customer Relationship Management software that has ERPs. The user can set up new or existing templates and send and e-sign proposals or agreements. The creation and sending of quotes are easy to execute, along with direct workflows. Users can upload the files quickly and send them right away. The transactional documents can be stored as well. The tool can also open discussions with the user's customers, close deals faster, collect payments, organize documents, and much more. Read more airSlate Workflow simplifies creating, routing, and signing documents with a seamless, automated platform designed to save time and eliminate errors. Perfect for growing teams and enterprises, it streamlines document creation, routing, and record-keeping through intelligent workflows. Start workflows directly from your CRM, website, or app, or automate them based on scheduled events or real-time data changes. The platform allows you to create dynamic documents that adjust automatically based on recipient data, process stages, or conditional logic. Pre-fill documents with data from CRMs, spreadsheets, or databases to reduce errors and save valuable time. Documents can be sent automatically to the right recipients using logic tied to data or prior steps in the workflow. Additionally, airSlate ensures your records are always up to date by instantly syncing data collected from completed documents with connected systems like CRMs or spreadsheets. Signed documents are securely attached to records in your systems, making your workflow more efficient and reliable. Read more Atoms.dev is an AI-powered multi-agent development platform that enables users to transform ideas into fully functional software products or businesses. Unlike traditional no-code or code-generation tools, Atoms uses a team of specialized AI agents—such as product managers, engineers, and data analysts—to handle the entire lifecycle of product creation, including market research, planning, design, development, deployment, and iteration. The platform automates full-stack development and business setup, allowing individuals and teams to build and launch applications rapidly without extensive technical expertise. Read more Creatio is an AI CRM and workflow platform where people and AI agents work together - with no limits on users, agents, or scale. Designed for midsize and large enterprises, it delivers enterprise-grade CRM across sales, marketing, and service alongside Creatio Studio, a no-code agentic platform for building apps and AI agents without coding. With unlimited workflows, 19 industry templates, and AI agents included across all plans, Creatio gives organizations the freedom to automate at scale and the tools to do it without technical constraints. Read more
Pricing Options
  • Free Trial Available
  • Starts at $19.0. Offers Free-forever and Custom plan.
  • Free Trial Not Available
  • Starts at $399.0. Offers Free-forever and Custom plan.
  • Free Trial Available
  • Starts at $15.8.
  • Free Trial Not Available
  • Starts at $40.00. Offers Custom plan.
SW Score & Breakdown

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    77%
  • Momentum
    60%
  • Popularity
    69%

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%
  • Reviews
    60%
  • Momentum
    61%
  • Popularity
    64%

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    92%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    64%

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%
  • Reviews
    73%
  • Momentum
    60%
  • Popularity
    65%
SaaSworthy Awards # 1 Most Worthy # 1 Fastest Growing # 9 Fastest Growing
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Technical Details

Organization Types Supported
  • Large Enterprises
  • Medium Business
  • Small Business
  • Large Enterprises
  • Medium Business
  • Small Business
  • Not available
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • Not available
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
Modes of Support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • Not available
  • 24/7 (Live rep)
  • Business Hours
  • Online
API Support
  • Available
  • Available
  • Available

Reviews & Ratings

User Rating
3.9/5 589 user ratings
3.7/5 3 user ratings
Not Available
4.8/5 370 user ratings
Rating Distribution
  • Excellent

    63.8%
  • Very Good

    8.1%
  • Average

    2.9%
  • Poor

    2.2%
  • Terrible

    22.9%
  • Excellent

    66.7%
  • Very Good

    0%
  • Average

    0%
  • Poor

    0%
  • Terrible

    33.3%
Not Available
  • Excellent

    82.7%
  • Very Good

    15.9%
  • Average

    0.8%
  • Poor

    0.3%
  • Terrible

    0.3%
User Sentiments

    Ease of Use, Document Tracking, Template Functionality, Extensive Integrations

    Occasional Software/System Outages, Limited Document Editing, Emails Landing in Spam Folders, Convoluted Pricing Tiers

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Review Summary

Overall, Pandadoc is a user-friendly and reliable CPQ solution that streamlines document generation, automates workflows, and facilitates secure electronic signatures. Users appreciate its intuitive interface, customization options, and integrations with popular business tools. However, some reviewers mention occasional technical glitches and a learning curve for new users. Additionally, certain features may require additional fees, and customer support could be improved. Overall, Pandadoc is a solid choice for businesses seeking to enhance their document management and sales processes, but it's essential to consider individual requirements and budget constraints before making a decision.

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AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Starts at $19.0. Offers Free-forever and Custom plan.
  • Free Trial Not Available
  • Starts at $399.0. Offers Free-forever and Custom plan.
  • Free Trial Available
  • Starts at $15.8.
  • Free Trial Not Available
  • Starts at $40.00. Offers Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Free eSign Free

Essentials $19.00 $29.00 per user / month

Business $49.00 $59.00 per user / month

Enterprise Custom

Free Free

Growth $399.00 $399.00 per month

Automate 360 $799.00 $799.00 per month

Enterprise Custom

Pro $15.80 $20.00 per month

Max $79.00 $100.00 per month

Growth $40.00 $40.00 per user / month

Enterprise $55.00 $55.00 per user / month

Unlimited Custom

 
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Vendor information

Company Details Located in: San Francisco, California Founded in: 2011 Located in: Brookline, Massachusetts Founded in: 2006

Not available

Located in: Boston, MA - 02109
Contact Details

Not available

https://www.pandadoc.com/

Not available

https://www.airslate.com/

Not available

https://atoms.dev/

+1 617 765 7997

https://www.creatio.com/crm

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